Succession Planning

Succession planning is the proactive strategy undertaken to protect your practice, your patients, and your legacy. A strong plan goes far beyond preparing for retirement; it addresses continuity for your team, your future successor, and the community that relies on your care. With proper planning, doctors of optometry can strengthen their long-term financial goals, reduce risk, and build the foundation for a successful, meaningful exit when the time comes.

Fill out the form below to schedule a no-obligation meeting and:

• Complete a self-assessment of the 6 key risk areas all optometric practice owners face
• Find out how to receive a complimentary practice valuation
• Discuss best practices to retain key employees
• Discover ways to reduce your annual tax bill
• Receive answers to any specific questions

The retirement program is funded by an annuity contract issued and distributed by Equitable Financial Life Insurance Company (Equitable Financial), New York, NY. Annuities contain restrictions and limitations. For costs and complete details, contact a retirement program specialist. Equitable is the brand name of Equitable Holdings, Inc. and its family of companies, including Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY); Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN); and Equitable Distributors, LLC. The obligations of Equitable Financial and Equitable America are backed solely by their claims-paying abilities. Equitable Financial and its affiliates and associates do not provide tax or legal advice. GE-3122172.1 (6/20) (Exp. 9/22)