Strategic Business
Consulting

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Strategic Support for
Visionary Practice Owners

Unlock your practice’s full potential with Cleinman. Our team of experienced consultants partners with independent optometry and healthcare 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!

Why Business Consulting
Matters

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.

The Benefits of Working
With Cleinman

Enhance Financial Performance

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.

Strategic Growth Planning

We guide your practice through growth opportunities, expansion possibilities, and market trends. Our strategic planning facilitates long-term success while maintaining operational excellence.

Operational Excellence

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.

Practice Valuation Knowledge

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.

Leadership Development

Strong leadership drives success. Cleinman offers coaching, peer-to-peer collaboration, and leadership development programs that enhance management skills and build high-performing teams.

What to Expect From Our
Business Consulting

At Cleinman, our business consulting services are designed to guide your practice at every stage of growth. Here’s what you can expect:

  • In-depth practice assessment: We evaluate financial performance, operational processes, staff engagement, and patient satisfaction to identify opportunities and challenges.
  • Strategic planning and solutions: We develop a customized improvement plan tailored to your practice’s unique needs and growth goals.
  • Direct implementation support: Our team guides your staff through new processes and systems, providing smooth adoption while maintaining daily operations.
  • Performance monitoring: Regular KPI analysis and business performance reviews provide detailed insights for informed, data-driven decisions.
  • Ongoing strategic partnership: We continue to deliver strategic guidance, market insights, and actionable solutions to help your practice stay ahead.

Business Consulting
Elements

Examination & Diagnostic Elements

  • Organizational Health Assessment
  • DISC Personality Profile Assessment
  • Leadership Assessment
  • Personal & Business Goal Setting
  • Operational Performance and Data Review
  • Benchmarking Analysis
  • Financial Statement Evaluation
  • Introductory Consulting

Prescription & Implementation Elements

  • Transformation Road Map℠
  • Strategic Framework & Aspirations
  • Financial Management & Profitability Strategies
  • Cleinman Connect℠ Resource Library
  • One-on-One Consultant Coaching*
  • Cleinman Performance System℠
  • Benchmark Review & Performance Reports

Growth & Optimization Elements

  • Bi-Annual Cleinman Performance Network℠ Meetings
  • On-Site Practice Assessment
  • Practice System Development
  • Team-Wide Behavioral Assessments & Staff Surveys
  • Strategic HR Coaching & Team Retreats
  • Demographic Geo-Location Reports
  • New Facility Development Support
  • Practice Operations & Technology Integration

Additional Elements

Take the Next Step Toward a
Stronger Practice

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.

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.

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.

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