Practice Transitions & Succession Planning

Thank you for joining us at Eye Recommend’s NTE West, please fill out the form below to download your copy of our Practice Readiness Checklist. This resource will assist in ensuring you’re asking the right questions about what’s next.

You’ve built a practice worth protecting. Whether you’re buying, selling, or planning your next chapter, Practice Transitions requires careful strategy, informed decision-making, and the right guidance at every step. Our team helps you navigate the process with clarity and confidence; ensuring you secure the best possible outcome while avoiding costly missteps.

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See What Our Clients Are Saying

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

Learn, Grow, & Connect

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.

Fueling Success Through Peer-to-Peer Conversations

In this episode of the Cleinman Connect Podcast, Kim Carson is joined by David Spisak, Director of Peer-to-Peer Programming at Cleinman Performance Partners, to discuss how peer-to-peer groups help practice owners grow. […]

May 27, 2026

Alan Cleinman

[Optometrist Unleashed] Leadership and Authentic Connection in Independent Optometry

In this episode of Cleinman Connect Podcast’s Optometrist Unleashed series, Dr. Trevor Miranda chats with Dr. Warren Toews, Managing Owner at YXE Vision Group, about leadership and authentic connection in independent optometry. […]

May 20, 2026

Alan Cleinman

Breaking the “Non-Creative” Label in Professional Spaces

In this episode of the Cleinman Connect Podcast, Kim Carson is joined by Jada Mazury, Account Manager at POD Marketing Inc. and SmileShop Dental Marketing, to discuss breaking the “non-creative” label in professional spaces. […]

May 13, 2026

Alan Cleinman

Creating Value-Driven Partnerships For Your Practice

In this episode of the Cleinman Connect Podcast, Kim Carson chats with James Johnson, Head of Business Development at POD Marketing’s Cleinman Division, about creating value-driven partnerships for your practice. James discusses client feedback, sponsor partner fit, and tailored support for practice growth. […]

May 6, 2026

Alan Cleinman

Lead by Design: Supporting Personal & Professional Growth

In this episode of Cleinman Connect Podcast‘s Optometrist Unleashed series, Dr. Trevor Miranda is joined by Dr. Julian Prosia, CEO of Ophthalogix Canada, to discuss healing the ocular surface through regenerative medicine. […]

April 28, 2026

Alan Cleinman

[Ownership] Proactive Planning in Your Practice for Software, Medical Niches, and the Community

April 22, 2026

Alan Cleinman

[Optometrist Unleashed] Healing the Ocular Surface

April 15, 2026

Alan Cleinman

4TheRecord Feature – How To Build a Strong Brand Patients Remember

In this episode of the Cleinman Connect Podcast, featuring 4TheRecord, Tyler Kemp is joined by Kevin Wilhelm of Marketing4ECPs and Sarah Nwaerondu of Calgary Wild FC, to discuss how to build a brand patients remember through consistency, trust, and meaningful audience connection. […]

April 8, 2026

Alan Cleinman

Choosing Partners Over Chasing Prices

[…]

April 1, 2026

Kim Carson

Metamorphosis in Eyeware: Fashion, Function, and Flexibility

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. […]

March 27, 2026

Kim Carson

Creating the Ideal Patient Experience

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. […]

March 18, 2026

Kim Carson

Myopia Management and Going Beyond the Blur

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.
[…]

March 11, 2026

Kim Carson

Streamlining Processes and Reducing Operational Friction

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.
[…]

March 4, 2026

Kim Carson

Elevating Your Practice Through Virtual Team Members

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. […]

February 25, 2026

Kim Carson

How Digital Awareness Ads Can Influence Your Patients of Tomorrow

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. […]

February 18, 2026

Kim Carson

Leading Through Coaching: Developing People Instead of Managing Problems

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. […]

February 12, 2026

taiken@cleinman.com

The AI Evolution in Eye Care: From Scribe to Strategy

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. […]

February 11, 2026

Cleinman

Thinking Beyond Current Challenges and Finding the Solutions

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. […]

February 4, 2026

Kim Carson

The Power of Engagement Surveys

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. […]

January 28, 2026

Kim Carson

From Concept to Patent: Turning Experience Into Evidence

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. […]

January 21, 2026

Kim Carson

Unleashing the Optometrist & the Pursuit of Process in Eye Care

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. […]

January 14, 2026

Kim Carson

Trends To Pay Attention to in 2026

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. […]

January 7, 2026

Kim Carson

A Reflection of 2025

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. […]

Ways To Empower Managers Into Leaders

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.
[…]

December 24, 2025

Kim Carson

The Importance of Tracking Data, Using KPIs, and Having Accountability in Your Practice

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, […]

December 17, 2025

Kim Carson

Why You Should Consider Doctor-Driven Dispensing in Your Practice

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. […]

December 10, 2025

Kim Carson

How Your Online Presence and Automations Improve Patient Loyalty and Sales

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 […]

December 3, 2025

Kim Carson

Stocked Right: The Training Guide to Better Board Management

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 […]

November 26, 2025

Kim Carson

The Strategy-First Approach To Rebranding Your Business With Kehna Kelly

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 […]

November 19, 2025

Kim Carson

Search Engine Optimization: What Really Matters

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. […]

November 12, 2025

Kim Carson

The Basics of Planning Your Exit From Optometry

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.
[…]

November 6, 2025

Kim Carson

From Science to Sales – Educating Patients on Treatment Plans

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. […]

October 29, 2025

Kim Carson

Download: Buy Smart, Sell Strong, Questions to Ask During a Practice Transition

[…]

October 29, 2025

Cleinman

What To Consider When Insuring Your Practice

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. […]

October 21, 2025

Kim Carson

Download: 10 Key Metrics Every Optometrist Should Understand

[…]

October 17, 2025

Cleinman

Download: Identifying Your Employee’s Key Motivators: How to Inspire and Engage

[…]

October 17, 2025

Cleinman

Download: HR Services – The Hiring and Firing Playbook

[…]

October 17, 2025

Cleinman

Download: Building Your 2026 Business Plan Workbook

[…]

October 17, 2025

Cleinman

Digital, Traditional, and Best Practices for Marketing in Optometry

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 […]

October 15, 2025

Kim Carson

Marketing Dry Eye Equipment & Treatments in Your Practice With Dennis Evans Jr.

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.
[…]

October 8, 2025

Kim Carson

6 Things to Consider When You Plan to Sell Your Optometry Practice

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 […]

October 4, 2025

Cleinman

Helping Optometrists Overcome Business Challenges and Build Strong Teams With Kevin Wilhelm

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. […]

October 1, 2025

Cleinman

Creating Face-To-Face Opportunities With Your Patients Through Products and Social Media

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 […]

September 24, 2025

Kim Carson

Driving Growth in Independent Practices With Amanda Van Voris

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 […]

September 17, 2025

Kim Carson

Hiring For Optometry Practices: How to Find and Retain Top Talent

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 […]

August 6, 2025

Cleinman

Benefits of Partnering With An Eye Care Consulting & Marketing Agency

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 […]

June 24, 2025

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Connect

Practice Transitions & Succession Planning

See What Our Clients Are Saying

Learn, Grow, & Connect

Fueling Success Through Peer-to-Peer Conversations

[Optometrist Unleashed] Leadership and Authentic Connection in Independent Optometry

Breaking the “Non-Creative” Label in Professional Spaces

Creating Value-Driven Partnerships For Your Practice

Lead by Design: Supporting Personal & Professional Growth

[Ownership] Proactive Planning in Your Practice for Software, Medical Niches, and the Community

[Optometrist Unleashed] Healing the Ocular Surface

4TheRecord Feature – How To Build a Strong Brand Patients Remember

Choosing Partners Over Chasing Prices

Metamorphosis in Eyeware: Fashion, Function, and Flexibility

Creating the Ideal Patient Experience

Myopia Management and Going Beyond the Blur

Streamlining Processes and Reducing Operational Friction

Elevating Your Practice Through Virtual Team Members

How Digital Awareness Ads Can Influence Your Patients of Tomorrow

Leading Through Coaching: Developing People Instead of Managing Problems

The AI Evolution in Eye Care: From Scribe to Strategy

Thinking Beyond Current Challenges and Finding the Solutions

The Power of Engagement Surveys

From Concept to Patent: Turning Experience Into Evidence

Unleashing the Optometrist & the Pursuit of Process in Eye Care

Trends To Pay Attention to in 2026

A Reflection of 2025

Ways To Empower Managers Into Leaders

The Importance of Tracking Data, Using KPIs, and Having Accountability in Your Practice

Why You Should Consider Doctor-Driven Dispensing in Your Practice

How Your Online Presence and Automations Improve Patient Loyalty and Sales

Stocked Right: The Training Guide to Better Board Management

The Strategy-First Approach To Rebranding Your Business With Kehna Kelly

Search Engine Optimization: What Really Matters

The Basics of Planning Your Exit From Optometry

From Science to Sales – Educating Patients on Treatment Plans

Download: Buy Smart, Sell Strong, Questions to Ask During a Practice Transition

What To Consider When Insuring Your Practice

Download: 10 Key Metrics Every Optometrist Should Understand

Download: Identifying Your Employee’s Key Motivators: How to Inspire and Engage

Download: HR Services – The Hiring and Firing Playbook

Download: Building Your 2026 Business Plan Workbook

Digital, Traditional, and Best Practices for Marketing in Optometry

Marketing Dry Eye Equipment & Treatments in Your Practice With Dennis Evans Jr.

6 Things to Consider When You Plan to Sell Your Optometry Practice

Helping Optometrists Overcome Business Challenges and Build Strong Teams With Kevin Wilhelm

Creating Face-To-Face Opportunities With Your Patients Through Products and Social Media

Driving Growth in Independent Practices With Amanda Van Voris

Hiring For Optometry Practices: How to Find and Retain Top Talent

Benefits of Partnering With An Eye Care Consulting & Marketing Agency

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