Unlock your practice’s full potential with Cleinman. Our experienced consultants partner with practice owners to enhance financial performance, streamline operations, and develop strong leadership teams.
We combine data-driven insights with actionable strategies to help your practice grow while giving you more time to focus on patient care and your own work-life balance.
Whether you are looking to optimize your current operations, expand your practice, or prepare for a future transition, Cleinman provides personalized guidance and ongoing support every step of the way.
Schedule your call today to get started!
Running a private practice involves more than patient care. It requires strategic decision-making, operational efficiency, and financial oversight. Cleinman’s business consulting services are designed to help independent optometry practices overcome challenges and seize opportunities with confidence.
Our consultants provide personalized guidance, hands-on implementation support, and ongoing performance monitoring to help your practice thrive now and in the future.
We guide your practice through growth opportunities, expansion possibilities, and market trends. Our strategic planning facilitates long-term success while maintaining operational excellence.
At the core of our consulting is the Cleinman Operating System, a proven framework that brings clarity, structure, and accountability to your practice. The COS focuses on 6 core components of business health:
This framework helps you align your vision with execution and build a practice that performs consistently.
Through detailed financial analysis and practice valuations, we help you understand your practice’s true potential. Our consultants identify revenue opportunities, optimize costs, and implement strategies to improve profitability while maintaining high standards of patient care.
Our consultants analyze patient flow, staff productivity, and operational processes to identify inefficiencies and implement improvements. Streamlined operations lead to better patient experiences and a stronger, more effective team.
Knowing your practice’s value is key to long-term planning. We provide clear valuation reports to support succession planning, partner buy-ins, and potential sale opportunities.
Strong leadership drives success. Cleinman offers coaching, peer-to-peer collaboration, and leadership development programs that enhance management skills and build high-performing teams.
At Cleinman, our business consulting services are designed to guide your practice at every stage of growth. Here’s what you can expect:
Cleinman’s consulting approach is built around a structured system that evaluates your practice, aligns your team, and drives measurable growth. Through a combination of diagnostics, strategy, and execution, we help you build a healthier, more profitable, and more sustainable business.
At the core of our consulting is the Cleinman Operating System, a proven framework inspired by leading business systems that helps practice owners gain clarity, alignment, and results.
The COS focuses on 6 core components of business health:
This framework helps practice owners not only define what they want from their business but also build the structure to achieve it.
We begin by developing a deep understanding of your practice through comprehensive assessments and data analysis:
Once key insights are identified, we develop and implement a clear strategy tailored to your goals:
To sustain long-term success, we focus on continuous improvement, team alignment, and operational excellence:
Cleinman also provides specialized programs and services to support your team and long-term strategy:
Behind every successful practice are clear motivations. Our work supports owners in achieving:
Your practice has untapped potential. Cleinman helps you turn insights into action, creating measurable growth, stronger teams, and lasting operational efficiency. With decades of experience, we guide independent practice owners through every challenge, helping you make informed decisions that strengthen both your business and your personal success.
Partner with us to access data-driven strategies, professional guidance, and ongoing support that keep your practice ahead of trends and competitors.
The true measure of our work is the success of the practice owners we serve. Hear from doctors who have partnered with Cleinman and discovered the clarity, growth, and lasting impact that come from having a trusted business partner at their side.
Working with Cleinman has been a game changer for our practice.
Their powerful mix of one-on-one consulting with seasoned industry experts and small group collaboration with like-minded doctors has completely transformed how we run our business. We’ve seen more growth in the past two years with Cleinman than we did in our first decade!
Kimberly Folwarski Brown
Within just 15 months of working with Cleinman Performance Partners, as owners, my wife and I became more confident in making purchasing decisions and understanding their financial impact. We’ve also improved efficiency with patient/doctor time, driving growth. Additionally, ideas from our Cleinman Network peers have led to significant positive changes in our practice.
Joe Vincent
Cleinman Performance Partners has helped me understand what I didn’t know about operating a business, especially in optical retail. I continue to learn and grow, which has led to my success as a business owner.
Long Do
I’ve been working with Cleinman Performance Partners for over 20 years because it has greatly benefited me to have them behind me with their real-world, expert knowledge, helping me to make important decisions in my practice. I couldn’t have gotten to the level I’m at now without them.
Rob Lavoie
Explore our library of videos, podcasts, and resources designed to give practice owners actionable insights, proven strategies, and inspiration from leaders who have mastered their practice.
In this episode of the Cleinman Connect Podcast, Kim Carson is joined once again by Sarah Vinson, Owner and CEO of Lunette USA, to discuss the evolution of modular eyewear and its role in modern optical retail. […]
Read More… from Metamorphosis in Eyeware: Fashion, Function, and Flexibility
In this episode of the Cleinman Connect Podcast, Kim Carson is joined by Jenn Denham, Chief Growth Officer at Aloha, to discuss creating a seamless patient experience for modern practices. […]
In this episode of Optometrist Unleashed, a Cleinman Connect Podcast, Dr. Trevor Miranda is joined by Dr. Marie Bodack, Chief of Pediatric Primary Care at Southern College of Optometry, to discuss modern myopia management. They explore why myopia rates are rising, how treatment tools like atropine and multifocal lenses work, and the importance of axial length monitoring. Dr. Bodack also shares advice on talking with parents about treatment options.
[…]
In this episode of the Cleinman Connect Podcast, Kim Carson is joined by Anne Chong, President and CEO of Visual-Eyes, to discuss streamlining processes and reducing operational friction. They explore eliminating small inefficiencies, leveraging integrations to reduce double entry, and using automation to improve communication and collections. Anne also shares advice on choosing software that supports smooth transitions and long-term growth.
[…]
Read More… from Streamlining Processes and Reducing Operational Friction
In this episode of the Cleinman Connect Podcast, Kim Carson is joined by Cory Pinegar, Founder of Teem, to discuss how virtual team members can elevate optometric practices. They explore building a hybrid workforce, solving staffing shortages, and maintaining HIPAA compliance with remote teams. […]
Read More… from Elevating Your Practice Through Virtual Team Members
In this episode of the Cleinman Connect Podcast, Kim Carson is joined by Tyler Kemp, Account Manager at Marketing4ECPs, to discuss how digital awareness ads influence the patients of tomorrow. […]
Read More… from How Digital Awareness Ads Can Influence Your Patients of Tomorrow
You’ve likely noticed that your most challenging practice issues keep coming back. The same staff members struggle with similar patient interactions, turnover remains frustratingly high, and despite your efforts, team performance seems stuck in neutral. This cycle happens because traditional management focuses on fixing immediate problems rather than developing the people who create lasting solutions. […]
Read More… from Leading Through Coaching: Developing People Instead of Managing Problems
In this episode of the Cleinman Connect Podcast, Dr. Trevor Miranda is joined by Dr. Eric Jennings, Medical Director of Ophthalmology at ModMed, to discuss the evolving role of AI in the eye care industry. […]
Read More… from The AI Evolution in Eye Care: From Scribe to Strategy
In this episode of the Cleinman Connect Podcast, Kim Carson is joined by Josh Gosnell, Vice President of Revenue at Adit, to discuss how AI-driven platforms are transforming optometry practice management. […]
Read More… from Thinking Beyond Current Challenges and Finding the Solutions
In this episode of the Cleinman Connect Podcast, Kim Carson is joined by Jenny Rowell and Olivia Leduc, HR Business Partner and Manager of Strategic HR Services at Cleinman Performance Partners, to discuss the power of engagement surveys. […]
In this episode of the Cleinman Connect Podcast, Kim Carson is joined by Dr. Jeffrey Hockings, Founder and CEO of Diabetes Reversal Group (DRG), to discuss turning lived clinical experience into a patented system for reversing type 2 diabetes. […]
Read More… from From Concept to Patent: Turning Experience Into Evidence
In this episode of Optometrist Unleashed, a Cleinman Connect Podcast, Kim Carson is joined by Dr. Trevor Miranda, Founder of Cowichan Eyecare, to discuss building thriving optometry practices and fostering a standout team culture. […]
Read More… from Unleashing the Optometrist & the Pursuit of Process in Eye Care
In this episode of the Cleinman Connect Podcast, Kim Carson and Kate Virzi discuss key trends to pay attention to as practices prepare for 2026. They explore how AI is reshaping marketing workflows, why email and audience segmentation still matter, and how local SEO continues to drive patient discovery. Kim and Kate also talk about creative tactics, like standing out in unexpected marketing channels, to build trust and visibility in the year ahead. […]
In this episode of the Cleinman Connect Podcast, Kim Carson is joined by Amanda Van Voris and Nancy Dewald of Cleinman Performance Partners to discuss building resilient optometry practices. […]
In this episode of the Cleinman Connect Podcast, Kim Carson is joined by Wade Horb, President of Marketing4ECPs and SmileShop Dental Marketing, to discuss leadership and innovation in the eye care and dental marketing space. They explore how trust and delegation shape strong teams, why purpose-driven industries foster collaboration, and how learning from peers fuels long-term growth. Wade also shares advice on hiring people smarter than you and the power of simply listening as a leader.
[…]
Here’s a glimpse of what you’ll learn: In this episode… Too many practices are busy every day but still feel unsure about what’s actually driving their growth. Numbers are everywhere, dashboards are full, and yet decisions often come down to gut instinct instead of clarity. So how do you turn raw data into real momentum, […]
In this episode of the Cleinman Connect Podcast, Kim Carson is joined by Michelle Kelley, Director of Ophthalmic Materials and Services at the Southern College of Optometry, to discuss the power of doctor-driven dispensing. […]
Read More… from Why You Should Consider Doctor-Driven Dispensing in Your Practice
Here’s a glimpse of what you’ll learn: In this episode… Some practices make patient loyalty look effortless, while others struggle to keep people coming back. What separates the two often isn’t skill or service, but the invisible moments between visits where convenience can make or break trust. In a world where patients expect everything to […]
Read More… from How Your Online Presence and Automations Improve Patient Loyalty and Sales
Here’s a glimpse of what you’ll learn: In this episode… Every optical board tells a story, but not every story leads to growth. Some practices unknowingly let thousands of dollars sit frozen on their shelves, while others thrive by treating every frame like an active investment. What if managing your board felt less like guesswork […]
Read More… from Stocked Right: The Training Guide to Better Board Management
Here’s a glimpse of what you’ll learn: In this episode… Sometimes a business outgrows the story it’s been telling. The visuals feel dated, the message drifts, or the brand no longer reflects the experience customers actually have. But how do you know when it’s time for a refresh, and how does a thoughtful rebrand really […]
Read More… from The Strategy-First Approach To Rebranding Your Business With Kehna Kelly
In this episode of the Cleinman Connect Podcast, Kim Carson is joined by Claire Laurie, Team Lead of SEO at Marketing4ECPs, to discuss how optometrists can strengthen their online presence through smart, sustainable SEO practices. They talk about why SEO is a long-term strategy, how to balance on-page and off-page optimization, and what makes a website truly user-friendly. Claire also shares advice on when to bring in an SEO expert and how to know if your efforts are actually working. […]
Read More… from Search Engine Optimization: What Really Matters
In this episode of the Cleinman Connect Podcast, Kim Carson sits down with Al Cleinman and Megan McCarthy of Cleinman Performance Partners to discuss how optometrists can prepare for successful transitions. They share why early exit planning matters, how to differentiate between a succession plan and a sale, and what pitfalls to avoid in the process. They also give advice on building long-term value through intentional goal setting and preparation.
[…]
Read More… from The Basics of Planning Your Exit From Optometry
In this episode of the Cleinman Connect Podcast, Kim Carson sits down with Dr. Kimberly Friedman, Vice President of Education and Scientific Affairs at PRN Vision Group, to discuss how to educate patients on treatment plans without overwhelming them. […]
Read More… from From Science to Sales – Educating Patients on Treatment Plans
[…]
Read More… from Download: Buy Smart Sell Strong, Questions to Ask During a Practice Transition
In this episode of the Cleinman Connect Podcast, Kim Carson sits down with Andrew Davis, Commercial Placement Broker and Account Manager at Wilson M. Beck Insurance Services Alberta, to discuss how optometrists can protect their practices with the appropriate insurance. They explore the differences between replacement cost and cash value, the role of business interruption coverage, and why cyber insurance is becoming increasingly critical. […]
Read More… from What To Consider When Insuring Your Practice
[…]
Read More… from Download: 10 Key Metrics Every Optometrist Should Understand
[…]
Read More… from Download: Identifying Your Employee’s Key Motivators: How to Inspire and Engage
[…]
Read More… from Download: HR Services – The Hiring and Firing Playbook
[…]
Read More… from Download: Building Your 2026 Business Plan Workbook
Here’s a glimpse of what you’ll learn: In this episode… Marketing in optometry is evolving faster than ever, from traditional ads to digital platforms that meet patients where they are. With so many channels available, how can eye care practices know where to focus their time and budget for the best results? According to Kate […]
Read More… from Digital, Traditional, and Best Practices for Marketing in Optometry
In this episode of the Cleinman Connect Podcast, Kim Carson sits down with Dennis Evans Jr., Director of Professional Relations at DryEye Rescue, to discuss how at-home treatments drive in-office growth in optometry. They explore why awareness starts outside the exam room, how flexible programs help practices scale, and what makes the dental care model a blueprint for optometry. Dennis also shares lessons from DryEye Rescue’s rapid nationwide growth.
[…]
Read More… from Marketing Dry Eye Equipment & Treatments in Your Practice With Dennis Evans Jr.
After years of building a practice you’re proud of, thinking about the next chapter is a natural step. Selling your life’s work is a significant milestone that brings both excitement and a lot of questions. It’s a journey that requires careful thought, from knowing how to run a successful optometry practice to planning for its […]
Read More… from 6 Things to Consider When You Plan to Sell Your Optometry Practice
In this episode of the Cleinman Connect Podcast, Kevin Wilhelm, CEO of Cleinman Performance Partners, is interviewed by Chad Franzen of Rise25 to discuss helping optometrists overcome business challenges and build strong teams. He shares how focusing on culture and HR practices transforms practices, why peer-to-peer learning drives growth, and how his acquisition of Cleinman expands services for independent optometrists. Kevin also talks about lessons learned from leading a fast-growing marketing agency. […]
Here’s a glimpse of what you’ll learn: In this episode… Building loyalty in optometry means more than just offering quality eye exams. Practices must find ways to keep patients engaged between visits and make every interaction count. How can optical businesses create meaningful touchpoints that go beyond routine appointments? According to Sarah Vinson, a […]
Here’s a glimpse of what you’ll learn: In this episode… Growth is the dream of every independent practice owner, but the path to achieving it is rarely straightforward. From navigating financial hurdles to managing teams and creating systems that actually work, the challenges can feel overwhelming. So how do thriving practices make the leap […]
Read More… from Driving Growth in Independent Practices With Amanda Van Voris
Finding and keeping the right people for your optometry practice isn’t just about filling roles, it’s about building a team that truly fits together and wants to grow. To do that, you need more than a job posting; you need a clear sense of who you are, what you offer, and what kind of talent […]
Read More… from Hiring For Optometry Practices: How to Find and Retain Top Talent
Running a successful eye care practice today is a balancing act. Between patient care, team management, business operations, and marketing, it’s a lot to juggle. But in a competitive landscape, growth and efficiency don’t happen by accident. That’s where strategic partners come in. You don’t have to do it all alone! At Cleinman Performance Partners […]
Read More… from Benefits of Partnering With An Eye Care Consulting & Marketing Agency
