Creating a Clear Pathway from Associate Optometrist to Partnership with Erich Mattei
Description
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In this episode of The Optometry Money Podcast, host Evon Mendrin welcomes back Erich Mattei of Akrinos for a follow-up conversation focused on creating a pathway for associate doctors to become partners in your optometry practice.
Whether you're an owner thinking about bringing on a partner or an associate doctor aiming to own part of a practice, this episode unpacks the key considerations you need to know.
In this episode, you'll learn:
- The motivations for bringing on a partner (succession planning, growth, and shared leadership)
- Why starting the conversation early is critical for practice owners
- What owners should look for in a future partner beyond clinical skills
- How modernizing business operations can make ownership more attractive
- The essentials of structuring a partnership: timelines, financing options, and compensation
- Legal documents you must have when structuring partnerships and exits
- Final tips for owners and associates to create win-win opportunities
Resources Mentioned:
- Ep 124: Scaling and Freedom – When, Why, and How to Add an Associate Optometrist with Erich Mattei
- Women in Optometry: Guiding the Future: Doctor’s Transition Plan Begins to Take Shape
- Learn more about Akrinos: Akrinos Website
- Eyes on the Money Weekly Newsletter - Get 2025's Most Important Numbers
- The Partnership Charter by David Gage
The Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.
United States
