The Private Equity End Game

Today on the show, we are thrilled to have Adam Cmejla, CFP back on to talk about selling to private equity. We peel back the layers of the onion on what it really means financially to sell to private equity as optometrists. 

Adam Cmejla, CFP® is a CERTIFIED FINANCIAL PLANNERTM Practitioner and Founder of Integrated Planning & Wealth Management, LLC, an independent financial planning & investment management firm focused on working with optometrists to help them reach their full potential and achieve clarity and confidence in all aspects of life—personally, professionally, and financially. 

Show notes from our conversation from Adam: 

• www.integratedpwm.com/202
• https://www.reviewob.com/why-selling-to-pe-could-cost-you-six-figures/

Follow Adam on LinkedIN here!

For our listeners, use the code 'EYECODEMEDIA22' for 10% off at check out for our Premiere Billing & Coding bundle or our EyeCode Billing & Coding course. Sharpen your billing and coding skills today and leave no money on the table! 

Show Sponsors:

• CooperVision
• MacuHealth