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BUSINESS ADVISORY SERVICES

Build a High Performing Practice

Begin your Member Business Advisor (MBA) experience by creating a customized action plan with your Finance & Strategy, Optical Business, Marketing, Billing & Coding and Practice Operations Advisors to identify opportunities, increase profitability, and build positive change within your practice. You may choose to engage with our advisory team for all of these critical practice areas or select just those areas where your practice can benefit the most. This resource is complimentary for PECAA Max Members.

Members Discuss The Impact Of PECAA's Advisory Program On Their Practices

About the Optometric Consulting MBA Experience

The Member Business Advisor (MBA) Experience is an initiative aimed to give eye care professionals an outside perspective on their business. This service is included in your PECAA Max membership and begins with an assessment of your eye care practice followed by custom recommendations from one of your Finance & Strategy, Optical Business, Marketing, Billing & Coding, or Practice Operations Advisors. Your Advisors will help you determine potential areas for improvement within the practice as well as create a customized plan to drive results.

At any time, your PECAA Advisors can assist with:

  • Frame Board Management: Let's ensure your optical frame board has enough variety, is correctly targeted to your key demographic, has appropriate turnover and review changes if needed.
  • Staffing Analysis: Let's determine whether your staff is performing efficiently and effectively.
  • Staffing Incentives: Together, we'll discuss ideas for incentivizing optical staff to promote employee retention and effectiveness.
  • Accounts Receivable Management: We'll conduct a review of your accounts receivable and discuss solutions to improve profitability.
  • Practice Valuations: If interested in transitioning out of your optometric practice, your Advisor will complete a valuation assessment to determine where the practice currently stands.
  • Hiring New Associates/Staff: You and your Advisor will review starting salaries in your area, how a new staff member will affect the practice, and more.
  • Personnel Changes: Let's discuss any staff turnover in the practice, including new employees, hiring needs and more.
  • Marketing: How to deal with social media, paid advertising, setting a marketing budget, reputation management, and much more.

Get Started

Meet Your Member Business Advisor Team

You may contact any of PECAA’s four Advisor’s with questions or to get started with your Assessment.

If you don’t know which Advisor can best assist you, you may fill out our inquiry form to get started.

Bryan Hoban, PECAA Finance and Strategy Advisor

Bryan Hoban

Finance & Strategy Advisor

Kathy Long, PECAA Business Operations Advisor

Kathy Long

Business Operations Advisor

Kayla Groves, PECAA Optical Business Advisor

Kayla Groves

Optical Business Advisor

Joel Daniel, PECAA Optical Business Advisor

Joel Daniel

Optical Member Business Advisor

Teri Thurston, PECAA Billing and Coding Advisor

Teri Thurston

Billing & Coding Advisor

Dianne Boulay, PECAA Billing and Coding Advisor

Dianne Boulay

Billing & Coding Advisor

Shelby Wade, PECAA Marketing Advisor

Shelby Wade

Marketing Advisor

Jenny Wiley, PECAA Cold Start Advisor

Jenny Wiley

Cold Start Advisor

What Members Are Saying About The PECAA Advisory Experience

“Words cannot express how pleased we are with the PECAA MBA Program. On-site education assures that all staff will be up to date with new ideas for our practice and improvement objectives. Financial reviews provide our Doctor and Practice Manager with operational insight and areas for improved profitability and patient satisfaction. We could not be happier with the MBA Program.“

- Ms. Patti Bushnell

“As a new optometric practice owner, I found the PECAA MBA program to be particularly helpful. It was so valuable to have someone outside of my practice to look at my metrics, give advice and help me set goals for the future of my practice. Every doctor who is a PECAA Member should take advantage of this service. It is such a fantastic program to have included in our dues.“

- Dr. Jen Burke

“The Member Business Advisor program at PECAA has been extremely helpful for our optometric practice in analyzing and understanding our numbers, as well as setting benchmarks and goals. We look forward to our quarterly meetings where we evaluate our performance on Glimpse and compare it to the national averages. This has really helped us identify the areas we needed to improve, and we have been able to focus and make appropriate changes in our practice. I really appreciate the individualized attention they have given us. The advice has been an invaluable asset to our practice!“

- Dr. Mila Ioussifova