Experience From the Optical Floor to the Executive Suite.

 Kevin Whaley Stefany, ABOM, brings hands-on experience across independent optometry — from optical operations to executive-level strategy. He helps practice owners identify opportunities, implement changes, and create measurable improvements. 

Meet Kevin

What We Do

Strategic Consulting

Strategic Consulting

Strategic Consulting

Practice Growth. New location readiness. Team development. Implementation planning and Strategic Expansion.

CFO Advisory

Strategic Consulting

Strategic Consulting

Financial analysis, profitability, forecasting, budgeting and strategic financial guidance.

Operations and Systems

Operations and Systems

Operations and Systems

Improve workflows, recall systems, pre-appointment processes, handoffs and team accountability.

Revenue Optimization

Operations and Systems

Operations and Systems

Identify pricing gaps, revenue leakage, capture opportunities and margin improvement.

Consultation Should Create Measurable Results

$20,000

~$36,000

~$36,000

 Annual profit increase from contact lens margin improvement. 

 

- Illinois Eye Associates

~$36,000

~$36,000

~$36,000

 Annual savings from credit card processing fee reduction.

-  Professional Family Eye Care

Not sure where your biggest opportunity is?

 Start with a discovery conversation — no obligation. 

BOOK A CALL