The AI-Powered Practice Intelligence Platform for Independent ODs
No spreadsheet experience required, no accountant needed, just your numbers.
What We Do
We help optometry practices simplify their finances, unlock hidden profit, and gain confidence in their numbers.
By combining AI-powered reporting and benchmarking with decades of optometry practice management expertise, we turn confusing financials into clarity and actionable growth strategies.
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Profit & Loss Analysis - We take your P&L and restructure it into a clear, easy-to-read format.
Industry Benchmarking - Your numbers don’t live in a vacuum. We compare your practice to national benchmarks.
KPI Dashboard & Trend Analysis - We calculate and track key financial indicators.
Identify Growth Opportunities - We don’t just highlight problems — we show you how to grow.
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Focused on Optometry — no generic advice.
Action-Oriented — we don’t just provide reports, we recommend actionable plans.
Data + Strategy — every number is tied to a business decision.
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Practice Financial Analysis – Gain a clear, data-driven understanding of a practice’s worth.
Buyer & Seller Advisory – Navigate the complexities of practice transitions with expert guidance tailored to optometry.
Deal Structuring & Negotiation Support – Ensure terms are fair, financially sound, and aligned with your long-term goals.
Succession & Exit Planning – Create a roadmap for a smooth transition that protects your legacy and your team.
Post-Transition Coaching – Set up both the practice and the new owner for sustainable success beyond the transaction.
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Knowledge - We don’t just hand you numbers—we teach you how to interpret them.
Action - Every report is paired with clear explanations and practical steps you can apply immediately.
Independence - Our goal is to help you build a practice that is financially self-sustaining, resilient, and thriving.
Education - is at the core of what we do—because informed owners make better decisions, create stronger teams, and achieve lasting success.
About Pivotas Intelligence
Founded by Mick Kling, OD an industry leader with over 30 years of experience in practice management and financial education, our mission is simple: reduce the stress of financial management so you can focus more on patient care and less on the financial burden or running your practice.
Contact Us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!