Every practice reaches a point where growth feels stalled, decisions become harder, or leadership alignment is unclear. A strategic assessment from Cleinman helps you step back, see the full picture, and chart a clear path forward.
With over 36 years of experience supporting leading optometry practices, we deliver actionable insights that address financial performance, leadership development, HR, marketing, transition planning, succession support, and more.
The outcome is a realistic assessment of where your practice stands today, along with tailored recommendations to help you achieve your goals. Ready to get started? Contact us to schedule a conversation today.
A strategic assessment provides a detailed snapshot of your business as it stands today. We examine every key area of performance, from financial health to leadership alignment, and provide a tailored plan to help you move forward.
Depending on your unique needs, recommendations may include:
The result is not a one-size-fits-all report. It is a practical roadmap designed specifically for your practice!
A strategic assessment is especially valuable if you:
If you feel stuck, a strategic assessment helps you gain perspective and clarity before committing to a specific path.
Empowering independent healthcare practices with strategic guidance, data-driven insights, and modern solutions to turn potential into reality.
We transform lives by helping practice owners identify the levers that drive both business and personal growth. Our mission is rooted in partnership, innovation, and practical strategy. Helping clients solve core challenges, grow their practice, and achieve a meaningful legacy.
It includes an in-depth review of your financials, operations, leadership, staffing, and market position, along with tailored recommendations for growth.
No. While transitions are one possible outcome, Strategic Assessments are designed for practices at any stage, particularly for multi-owner groups seeking clarity and direction.
Most assessments are completed within 60–90 days, depending on the size and complexity of the practice.
You’ll have a clear set of recommendations. Some practices move forward with consulting, HR, or marketing support, or transition planning. The next step depends on your needs.
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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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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