Today on the show, we are thrilled to have Adam Cmejla, CFP back on to talk about selling to private equity. We peel back the layers of the onion on what it really means financially to sell to private equity as optometrists.
Adam Cmejla, CFP® is a CERTIFIED FINANCIAL PLANNERTM Practitioner and Founder of Integrated Planning & Wealth Management, LLC, an independent financial planning & investment management firm focused on working with optometrists to help them reach their full potential and achieve clarity and confidence in all aspects of life—personally, professionally, and financially.
Show notes from our conversation from Adam:
Follow Adam on LinkedIN here!
For our listeners, use the code 'EYECODEMEDIA22' for 10% off at check out for our Premiere Billing & Coding bundle or our EyeCode Billing & Coding course. Sharpen your billing and coding skills today and leave no money on the table!
Show Sponsors:
The Chris Wolfe Podcast: The Challenges and Advantages of Rural Practices
The Aaron Werner Podcast: A young perspective on Soundtracks with Jack Lundin
The Aaron Werner Podcast: Overcoming Obstacles with Gian
The Chris Wolfe Podcast: Reinventing your practice
The Aaron Werner Podcast: Live Book Club The Gap and The Gain
The Chris Wolfe Podcast: Econologics w/ Eric Miller
The Aaron Werner Podcast: (Bonus Episode) Non-Competes and Corporate Transparency Act w/ Ali Oromchian, Esq
The Aaron Werner Podcast: CooperVision Best Practice Experience with Dr Ashley McFerron
The Chris Wolfe Podcast: Revolutionizing Vision w/ Varilux XR Track
Bonus #52: Analyze Your Data
The Aaron Werner Podcast`: Purple Zebras with Dr Brianna Rhue
Are Independent Physicians a Dying Breed?
The Aaron Werner Podcast: Practice Transition Misconceptions with Dr Mick Kling
The Chris Wolfe Podcast: Passive Income
The Chris Wolfe Podcast: Empowering Optometry: Inside South Dakota's Scope of Practice Journey with Dr. Nick Wenande
The Chris Wolfe Podcast: Managing the Uncertainties in Myopia Management
Bonus #51: What Do Habits Tell Us About Our True Beliefs About Our Care
The Aaron Werner Podcast: Virtual Assistants in Practice
The Chris Wolfe Podcast: Implementing ERG in Clinical Practice
The Aaron Werner Podcast: Impact of Proactive Chart Audits with Dr Chris Wolfe
Create your
podcast in
minutes
It is Free
Navigating Life After 40
Teaching Learning Leading K-12
Regenerative Skills
The Jordan B. Peterson Podcast
The Mel Robbins Podcast