Succession
Planning

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Secure Your Legacy with a
Comprehensive Succession Plan

Every optometry practice owner eventually faces the question of what comes next. Whether you are planning retirement, preparing to transition ownership to a partner or family member, or considering a sale, succession planning helps make sure your hard work continues to thrive.

At Cleinman, we help practice owners create thoughtful, personalized succession plans that protect value, provide clarity, and prepare your team for the future.

Contact us today to schedule a call and get started on your succession planning early.

Why Succession Planning
Matters

A strong succession plan is more than a financial strategy. It is a roadmap for leadership transition, patient care continuity, and long-term practice success. Without a plan, you risk:

  • Loss of practice value at the time of transition
  • Disruption in patient care and team stability
  • Conflicts among stakeholders or family members
  • Missed opportunities for tax and financial planning

With the right guidance, you can protect your legacy and set up the next chapter of your practice with confidence.

How Cleinman
Helps

Cleinman brings decades of experience in guiding optometry practice owners through successful transitions. Our team develops customized succession strategies that align with your goals and circumstances, including:

  • Evaluating your practice’s financial health and market position
  • Designing ownership transfer options that work best for you
  • Preparing your team for a smooth leadership transition
  • Providing support for legal, tax, and operational planning

We go beyond templates to deliver a plan tailored to your unique practice and personal vision.

Start Planning
Today

Succession planning is not just about preparing for the future, it is about securing peace of mind now. The earlier you begin, the more options you have for maximizing value and supporting continuity.

Don’t leave the future of your practice to chance. Contact Cleinman today to begin building a comprehensive succession plan that protects your investment and secures your legacy.

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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