AI Powered Consulting for Smarter Practice Management
At Pivotas Intelligence, we use AI to cut through the clutter of financial reports, track what really matters, and provide powerful insights into where your optometry practice is making - and losing - money.
What We Do
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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 report, we recommend actionable plans.
Data + Strategy — every number tied to a business decision.
Proven Impact — our clients see higher margins, leaner costs, and stronger profits.
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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
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 financial statements into clarity and actionable growth strategies.
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!