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Expert Consulting

CONSULTING

Understanding your professional and personal goals — and identifying the path to get you there— is our core competency. You are not like everyone else. And getting this right for you affects everyone you’re responsible for. At Cleinman Performance Partners, consulting starts with listening. There’s a lot of listening. We ask questions. We listen some more. We seek the advice and counsel of our own team. We do the research. We come back to you with more questions. Often we get on a plane and come meet your staff and your family. We listen to them, too.

Consulting support services and tools are available depending upon your needs:

  • Behavioral Assessments
  • HR Development
  • Financial Analysis
  • Coaching Calls for you and your staff
  • Team and Leader retreats

COMPLETECARE

You CAN have it all. CompleteCare is a virtually all-inclusive, customizable package designed to identify and resolve those issues that will have the biggest impact on the economic and developmental well-being of you and your practice.

It’s the complete package of strategic planning and education for the entire organization including the following core components:

  • Wisdom Sharing. Participation in your Cleinman Performance Network Group.
  • FrameWorks. This program is designed specifically for opticians utilizing a facilitated wisdom-share model to drive optical revenue.
  • ManagementWorks. This program uses a facilitated peer-to-peer wisdom-share model to support optometric managers as they drive practice performance.
  • Assessment & Planning. Cleinman on-site Strategic Assessment and Planning Services.
  • Education. Participation by your staff in Cleinman Performance Network education programs.
  • Team retreats. Annual on-site team retreats.
  • Coaching. Ongoing coaching support for you and key members of your staff.
  • Connections. Referrals to our allied network of service providers, as needed.

YOU DESERVE A SUCCESSFUL OPTOMETRY PRACTICE AND THE TIME TO ENJOY IT

A Network of Top-Performing Private Practice Optometrists, built through:

1

Expert Consulting

2

Wisdom Sharing

3

Benchmarking

OUR SERVICES

Cleinman Performance Partners offers a comprehensive array of services directed at private practice optometrists to help them grow and succeed. We offer custom consulting for all aspects of our partner’s business, with individual attention, analysis or exploration of their unique needs. With a full curriculum of accredited continuing education courses for OD’s, along with regular, virtual and on-demand staff training classes and retreats, we keep our clients’ skill sets up to date, with preferred pricing and registration for Cleinman Performance Network partners.

Our team of industry experts are even available for on-site training programs throughout the year, where we deliver powerful, behavior-changing experiences on our partner’s home turf. Cleinman Performance Partners also provides facilitated transaction services that includes succession planning, partnership agreements, associate agreements and others. Our experience spans across the last 25 years and includes over 2000 completed transactions.

TOP 10 CHALLENGES FACING OPTOMETRIC PRACTICE OWNERS

1

Hiring and Retaining Staff

Attracting skilled personnel and maintaining a positive work environment are crucial to ensure a well-functioning eye care practice.
2

Systematizing Practice Operations

Implementing efficient and standardized processes helps streamline daily operations, leading to improved productivity and patient satisfaction
3

Developing and Managing an Effective Financial Control System

Establishing robust financial controls is essential for monitoring cash flow, managing expenses, and ensuring the financial stability of the optometric practice.
4

Maximizing OD Productivity

Optimizing the efficiency of optometrists in diagnosing and treating patients enhances the overall productivity and profitability of the practice.
5

Managing Compliance and Regulation

Staying abreast of evolving healthcare regulations and compliance requirements is vital to avoid legal issues and maintain a trustworthy practice.
6

Improving Financial Performance and Wealth

Implementing strategies to enhance the financial performance of the practice contributes to both short-term stability and long-term wealth accumulation for the practice owner.
7

Recruiting and Retaining Associates

Attracting and keeping skilled associates is essential for expanding the practice's capabilities and maintaining a high level of patient care.
8

Maximizing Insurance Reimbursements

Ensuring accurate and timely insurance billing practices helps optimize reimbursements and financial returns for the services provided.
9

Building a Competitively Resilient Brand

Establishing a strong brand presence through marketing and patient engagement strategies is crucial for attracting and retaining a loyal patient base in a competitive market.
10

Establishing a Succession Plan

Planning for the future by creating a succession strategy ensures a smooth transition of ownership, preserving the legacy of the optometric practice.

Your Path to Success

At Cleinman Performance Partners, our core competency is understanding your unique business and personal goals and identifying the path to get you there. We know that achieving your aspirations affects everyone you’re responsible for, which is why our consulting begins with listening.

We ask questions, gather insights, and assess where you are to develop a roadmap to embark on a journey to overcome barriers to success and realize desired growth.

 

Why Choose Us?

Utilizing a strategic business consultant might be the significant change your optometry practice needs. We have over three decades of experience as North America’s leading business development consultancy for growth-minded optometric practice owners. We specialize in helping private optometry practices like yours reach their goals faster, grow profitably, and develop personally as leaders, with the ultimate goal of enhancing your overall quality of life.

Our expert team is here to help you identify opportunities for enhanced performance and determine the best courses of action to achieve your objectives. We provide insightful advice on improving processes and overcoming barriers to success, ensuring you realize both your business and personal aspirations.

REFERRAL SERVICES

Services for Independent Optometry Practices

Cleinman Performance Partners provides referrals to industry specialists whose services complement our approach to business development. Once we’ve worked with you on a needs assessment, identifying the right professional to execute your project is the next step to moving you closer to meeting your business objectives.

Are you expanding your practice with a new building? Are you needing help navigating a facility lease negotiation? Is it time to get control of the financial management of your practice? Or maybe you’re feeling daunted by the endless marketing needs of your practice? For each of these scenarios and more, we will link you to a skilled professional to get the job done.

We have expert providers in the following areas:

  • New building projects/buildouts
  • Real estate negotiation
  • Lease negotiation
  • CPA/accounting services
  • Coding and Billing
  • Marketing services
  • Banking/financial assistance
  • Senior-level executive recruiting
  • Personal Development
  • Construction Management
  • Financial Services

For more information about our referral services, please contact us.

YOU DESERVE A SUCCESSFUL OPTOMETRY PRACTICE AND THE TIME TO ENJOY IT.

Want to understand what’s possible for YOUR practice? It all starts with a conversation. Click below.

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