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Services

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Acquisitions
Whether you're seeking to add a single new location or a dozen, whether it's an investment in the thousands of dollars or the millions; we can assist you at every step of this complex and often emotional process. Tap into the extensive knowledge base of our professional analysts and negotiators, who have consummated hundreds of transactions in the vision care industry. Our acquisition services extend from locating opportunities to integrating teams.
Appraisals
Valuing a business is part science and part art-form. The science part comes from maintaining one of the most extensive relational databases in the industry. As for the art of valuation and deal structure, our principals have valued and acquired scores of vision care businesses for over 25 years. Some of the vision care industry's leading acquirers have utilized our services to ensure that they are obtaining the best value possible in a transaction.
Budgeting
Successful budgeting is based on experience and knowledge. Using our Performance Review process and our years of experience, we will help you assess your financial picture and work with you and your team to establish a budget that helps deliver on your goals and to teach the art of budgeting.
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Business Plans
Without a destination in mind, no road will get you there. Whether it be for an optical professional or retailer, or a new vision care technology or service business, our experienced planners can help design the road-map to your success. We will work with you and other professionals to create a business plan based on your strategic goals and the realities of your market. We will collect the necessary data and publish a document for presentation to your team, your bank or the investment community.
Compensation Systems
At the heart of every successful enterprise is a clear vision and a motivated team. We will guide your team to understanding the strategy and mechanics of compensations plans and facilitate the development process. From market assessment to job valuation, we will coach your team through the necessary tasks to ensure their participation, ownership and the plan's success.
Competitive Analysis
Whether competition exists externally, or internally, we can evaluate your competitive environment through area research, comparative data, networking, and independent mystery shopping.
Conflict Resolution
When partners or teams are in discord, business and lifestyle suffers. Our experience makes us uniquely qualified to first identify the core issues of conflict and then to facilitate the dialogue necessary to uncover win-win solutions. If you have a problem you can't resolve, working with an experienced, independent facilitator can help break through the barriers to productive relationships.
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Divestitures
Often, the most important business transaction for any owner or team is the sale of the enterprise. Having sold scores of businesses, our professionals have both the technical expertise and the creative vision to handle the transaction from start to finish. We can identify hidden value, communicate with your team, help you prepare the business for sale; identify the most likely candidates and negotiate so as to maximize shareholder return.
Executive Recruiting
At the heart of every successful business is qualified leadership. Our consultants are highly experienced in the entire search process. We will design position descriptions, identify likely candidates, perform screening interviews and analysis and assist in the final selection and recruitment process of qualified individuals based upon an agreed upon criteria.
Financial Analysis
Proper decision making often requires the development of detailed financial analysis. Our analysts are not only expert in identifying and reviewing the financial ramifications of any issue, but they're experts in your world...vision care. Avoid emotional decision making by getting the proper financial perspective.
Financing
One of the key reasons for business failure is a lack of capital. Do you have an idea or a transaction to finance? Our experienced consultants can help you develop a winning proposal and secure the financing necessary to help you meet your goals.
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Goal Planning
If we have no destination in mind, no road will lead us there. Our consultants are highly experienced in helping you identify key goals and developing the strategic and tactical plans to deliver on your vision.
Leadership Development
Maintaining effective leadership skills in today's world is a difficult task. Our consultants have the benefit of years of leadership coaching and the perspective to help you see solutions to your most daunting leadership challenges.
Location Analysis
Location, location, location...the three rules of real estate, and retail business. We will assist you in researching an area using demographic research, surveys, and networking information to agree upon the best location choice for you. We can walk you through a feasibility analysis to ensure that you are making the right long term move for you and your practice.
Management Training
Whether we like the label or not, all of us are managers. Our consultants come at the tasks of management not from academic backgrounds, but from real world experiences. We can help you develop the skills you need to ensure consistent performance.
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Marketing Plan
At the heart of every business' success is an effective plan designed to retain and attract new business. While advertising is certainly a part of marketing, an effective marketing strategy is far more then media buys and promotions. We can help you design the plan that will ensure the vitality of your brand for years to come.
Mergers
There are few business transactions as complex and misunderstood as a merger. Our highly experienced consultants can help you assess the true opportunities and risks of a merger, develop realistic valuation and investment analysis, negotiate win-win relationships and facilitate cultural integration.
Negotiations
You get what you negotiate. Whether an employment agreement with a new associate, a merger, the purchase of a practice or litigation support, our experienced negotiators can provide you with the support you need to ensure successful negotiation.
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Opportunity Analysis
Not all opportunities are created equal. We will analyze the appropriate data and help identify the pitfalls and potential benefits of any opportunity. Whether the development of a new location, an alliance with another professional, the purchase of real property or a new business idea, our consultants have the experience and skills necessary to help you make the proper decisions.
Patient Satisfaction Surveys
We maintain the eyecare industry's most extensive benchmarked database of patient satisfaction information. With over 10 years experience in this most important area, we have the assessment tools and database to tell you what you must know about your practice...what your patients really think. Our Patient Satisfaction Survey can identify those areas within your practice which are the keys to your long term success.
Performance Analysis
The Cleinman Performance System financial report card measures your practice's performance against similar sized practices and national benchmarks. Our assessment tools rapidly identify areas for improvement. Armed with this important data, you can make decisions with a better knowledge of the cause and affect of your actions.
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Product Development
Our senior consultants have extensive experience in the development of breakthrough ideas and technologies. We can help you assess your ideas, develop effective plans and bring your products and services to market.
Profit Enhancement
Through the use of effective financial and operational analysis, we will examine your data and help you take the steps necessary to increasing your profits. We will identify and help eliminate the profit vampires within your business.
Problem Solving
Our team has hundreds of years of experience in solving your most daunting business challenges. Our extensive network of experts can be brought together to handle even the most complex business and personal issues.
Restructuring
Your business activities often outgrow your corporate and relationship structures. We have the experience and perspective necessary to help you evaluate your structural needs and implement the changes necessary for renewed performance improvement.
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Strategic Planning
We will assess your business performance, your personal and business goals and help you develop the strategic plan which will deliver on your expectations. Using unique planning techniques which will help you think through issues for years to come, we can provide the direction which is at the heart of high performance businesses.
Stress Management
Are you in control o f your business or does it control you? We can help you get back in the drivers seat and reduce the stress problems often associated with lack of planning. Turn your organization into a pro-active, effective team while dramatically reducing the stressors which impact your health and well-being.
Succession Planning
The most important task of any business owner is the development and execution of an effective succession plan. We will facilitate the discussions between you and your chosen successor, develop a pragmatic transaction design and help close the deal. We have years of experience in this arena and have successfully implemented plans that stand the test of time.
Team Building
A collection is more valuable then the individual parts. Through our series of workshops, personal coaching, empowerment training and staff assessment tools, we can help you develop the self-managing, high performance team which is at the heart of superior enterprise. We can assess your team's effectiveness, develop the tools and workshops necessary to bring them to a new level of performance...and satisfaction.
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Transaction Development
Whether it's the sale of a practice or the structuring of an associate relationship, our experienced consultants have the knowledge and wisdom to creatively deliver win-win relationship design.
Workshops and Seminars
Our principals have years of experience presenting effective and motivating workshops, seminars and keynote addresses on a variety of business topics.
Zero Base Budgeting
At the heart of any business plan is the budgeting necessary for control and concept proofing. Our business consultants have extensive experience taking new ideas from the drawing board to successful implementation.
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