Group Practice Accelerator
The team at Polaris Healthcare Partners share education, tactics, and strategies to help you launch and scale your group healthcare practice. We brin…
May 15th, 2025 |
17:52
Cash In with a Tune-Up: Why Upgrading Equipment Boosts Your Sale Price
Thinking of selling your practice? Don’t let outdated equipment drag down your deal. Jamie sits down with Diwakar Sinha, Founder & CEO of Polaris, to…
May 8th, 2025 |
26:41
Building Operational Resilience: Adin Bradley’s Guide to Doing More with Less
No matter the economic climate, regularly reviewing operational expenses is key to staying aligned with your growth goals. In this episode, Jamie sits…
May 1st, 2025 |
28:20
The Cost of Getting It Wrong: Why Ignoring Accrual Accounting Could Wreck Your Financial Future — with Ken Kaufman of AccruDent
Too many businesses suffer from fuzzy financials—leading to inefficiency, poor forecasting, and weak cash flow. In this episode, Jamie sits down with…
Apr 24th, 2025 |
33:32
Turn Associates into Revenue Powerhouses: Dr. Solanki’s Formula for Explosive Growth
Grab your notebook—this episode is packed with actionable insights. Jamie sits down with Polaris Clinical Coach Dr. Vivek Solanki to unpack the key st…
Apr 17th, 2025 |
29:41
The Smart Way to Manage Insurance Contracts: More Profit, Less Stress
What’s one of the top challenges practices face today? Insurance. From complicated contracts to confusing reimbursement processes, many practices are…
Apr 15th, 2025 |
13:32
Navigating Market Uncertainty: What Practice Owners Need to Know Now
In this special episode we’re tackling your top questions about today’s market conditions. Join Jamie and Diwakar as they break down current turbulenc…
Apr 10th, 2025 |
43:17
How Clinical Coaching Accelerates Growth: 4 Key Outcomes
How does standardizing from your first location set the stage for growth? And how can the right mentor accelerate your success? In this episode, Polar…
Apr 3rd, 2025 |
35:58
Compliance, Operations & Scaling Success: Why Group Success Begins with a Single Practice – with Cary Smith, Co-Founder & CEO of Done Desk
Jamie sits down with Cary Smith, Co-Founder & CEO of Done Desk, to discuss the importance of risk management, compliance, and building a strong founda…
Mar 27th, 2025 |
25:58
Why Transacting in 2025 Matters: Taking Advantage of the Current Market with Diwakar Sinha
Listen in for a "take notes" interview as Diwakar Sinha, Founder and CEO of Polaris Healthcare Partners, joins Jamie to deconstruct market changes fro…
Mar 20th, 2025 |
36:39
Recruitment & Retention: Solving for Dentistry's #1 Pain Point with Perrin DesPortes
In a don't miss episode on healthcare and dental's biggest pain point, Jamie welcomes Perrin DesPortes, founder of The Next Level Executive, back to t…
Mar 13th, 2025 |
40:55
Partnerships & Purchases: Expert Insights on Mergers and Buy-Side Transactions with Mark Flock
Ready to explore the merits and hazards of mergers, and whether buying a practice or group is right for you? Listen in as Jamie invites Polaris Execut…
Mar 6th, 2025 |
45:07
Operational Inflection Points: Train Wrecks & Silver Bullets with Polaris Expert, Adin Bradley
Join Jamie as she welcomes Polaris Fractional COO, Adin Bradley, as he shares tales of pain, inefficiency and necessary self-reflection rooted in deca…
Feb 27th, 2025 |
18:09
The 2025 Seller's Market: How to Position Yourself with Polaris Transaction Advisory Executive, Kyle Webster
With the seller market heating up, now is the time to prepare for your next move! Tune in as Kyle Webster, Polaris Transaction Advisory Executive, joi…
Feb 20th, 2025 |
18:38
The Deal Room: M&A Insights with McGuireWoods’ Geoff Cockrell
Join Jamie as she welcomes Geoff Cockrell, Partner at McGuireWoods, LLP, to an episode filled with perspective on transacting in 2025. Be sure to list…
Feb 13th, 2025 |
31:59
Clinical Evolution: Your Guide to Growth with Dr. Vivek Solanki
Polaris Clinical Coach and group practice leader, Dr. Vivek Solanki, joins Jamie for a first look at how skillsets and practices flourish under the ri…
Feb 6th, 2025 |
34:34
Becoming a CEO: Pain Points of Saying Goodbye to the Chair with Dr. Steve Giannoutsos
Jamie welcomes group practice leader and Polaris Clinical Coach, Dr. Steve Giannoutsos, behind the mic for a frank conversation about the often arduou…
Jan 30th, 2025 |
20:02
Growth Capital $olutions: Preparing for Your Next Big Investment
Polaris Founder and CEO, Diwakar Sinha, joins Jamie behind the mic to talk CASH. Whether it's company-wide equipment needs, building a DeNovo or your…
Jan 23rd, 2025 |
20:21
A Back to Basics Examination of Rollover Equity with Polaris' Kyle Webster
Join today's episode as Polaris Transaction Advisory Executive, Kyle Webster, joins Jamie behind the mic for a timely Market Update plus a "back to ba…
Jan 16th, 2025 |
32:21
The Big Reveal: Introducing Polaris Clinical Coaching
It's finally here...The official launch of Polaris Clinical Coaching! Get a peek behind the curtain as Jamie and Polaris founder and CEO, Diwakar Sinh…
Jan 9th, 2025 |
33:13
Fractional COO: A Hands-On Approach to Increasing Practice Value with Adin Bradley
What separates the über-successful groups from those who simply maintain, or worse, stagnate? Join Jamie and Polaris Fractional COO and Executive Cons…
Jan 2nd, 2025 |
34:26
Equity Insights with Polaris' Mark Flock: What's the Best Fit for Your Ownership Objectives?
Back by popular demand, Polaris' own Mark Flock answers some of our listeners' most burning questions in response to his Buy-in versus Earn-in podcast…
Dec 26th, 2024 |
23:58
Maximizing Value: Expert Insights on Deal Predictability with Kyle Webster
Polaris Transaction Advisory Executive, Kyle Webster, walks Jamie and Perrin through EBITDA and valuation optimization in this last episode of 2024. T…
Dec 19th, 2024 |
30:03
Strategic Planning Snafus: Best Practices for Creating an Achievable Game Plan and How to Dodge Common Missteps
What are the biggest mistakes the Polaris team sees in Strategic Planning? Tune in to find out, and learn why these common errors can wreak havoc on t…
Dec 12th, 2024 |
25:04
Reevaluating Banking Relationships: Your 2025 Growth Plan Depends on It!
Pop Quiz: Banking is banking, right? False! Jamie and Perrin guide growth minded listeners on considerations for avoiding costly capital raise mistake…
Dec 5th, 2024 |
42:06
The Positive Shift Ahead for 2025
Jamie and Perrin examine optimistic economic trends with an eye toward the coming year for healthcare and your practices. A conversation on 2025 proje…
Nov 27th, 2024 |
30:53
Is it Time to Build?
Jamie taps into Perrin's depth of knowledge on building your group in the next five years. Listeners get full access to advice on making big decisions…
Nov 21st, 2024 |
34:16
Turning the Tables on our Host, Perrin DesPortes!
Jamie steals the mic for candid interview of our favorite co-host, Perrin DesPortes, on the current and upcoming M&A landscape. Perrin shares his expe…
Nov 20th, 2024 |
13:48
Polaris Announces Next Level Executive Spin-Off
We have some Polaris company news to share with our audience of loyal listeners and followers. One of our Co-Founders, Perrin DesPortes, is going to…
Nov 14th, 2024 |
24:56
The Pros and Cons of Buy-in vs Earn-in Equity Models
Last week, I brought Mark Flock behind the mic to tackle questions around "timing" of an equity solution. this week, he's back again to tackle the "w…
Nov 7th, 2024 |
27:52
When is the right time to consider an equity solution for your Associate?
Mark Flock joins us behind the mic for a deep dive into questions we get constantly as it relates to "the right time" for an Associate Equity solution…
Oct 31st, 2024 |
30:05
Welcome to our Newest Team Member, Jamie Falasz!
We welcome to the show our newest team member, Jamie Falasz! She shares her 30+ years of experience in the dental industry and an outlook on what's t…
Oct 24th, 2024 |
25:32
Notes from the Field - Evaluating Your Own Operations Team
We've been in the field on client visits lately and have seen some pretty dramatic changes in quite a few operations teams. Is yours equipped to deli…
Oct 18th, 2024 |
29:00
Our Advice to New Dentists Entering the Workforce
I was recently asked to be part of a virtual study club of 3rd and 4th year dental students and got the common question of: "What advice would you giv…
Oct 10th, 2024 |
1:08:00
Riding the Lake View Dental Care Roller Coaster to Success!
This is an epic story that needs to be told! Dr. Eric Forte and Dr. Jonathan Hill of Lake View Dental Care take us along as Adin Bradley lends his co…
Oct 3rd, 2024 |
29:28
Red Teaming for Your Family and Your Business
Hurricane Helene did a massive amount of damage to our state, and many weren’t prepared for it. Perrin walks through his own thought process about a c…
Sep 26th, 2024 |
29:41
The Freedom to Fail
Many of you enter the world of entrepreneurism by becoming a healthcare services provider first, but do you ever slow down to think about the greatest…
Sep 19th, 2024 |
31:12
Is 2026 the Year to Sell Your Business?
Don't you mean 2025?! NO. Why 18 months from now? Tune in to find out my prognostication for the next 18 months regardless of whether you want to s…
Sep 12th, 2024 |
55:33
What Does the CEO of a Private Equity-Backed DSO Actually Do?
Many of you are making the transition from clinician to CEO, so you're constantly asking, "What does the CEO of a group practice actually do?" It's a…
Sep 5th, 2024 |
1:05:18
Perrin's Deep Dive into Associate Equity Q&A from Dr. Jason Tanoory's Podcast
Dr. Jason Tanoory has been a longtime client and friend of Polaris, and now he’s launched his own podcast. Jason runs a highly successful group practi…
Aug 29th, 2024 |
39:26
Financial Planning 101: Interview with Dentist Advisors' CEO, Matt Mulcock
We were honored to be asked to speak at the First Annual Dentist Advisors' "Money Summit" back in June. their CEO, Matt Mulcock, joins me on the show…
Aug 22nd, 2024 |
28:46
The World of M&A - It's Not All Gloom and Doom
I've heard the word "somber" from too many people coming out of the Dykema conference last month. So is it all doom and gloom for M&A? NO! I'll tel…
Aug 15th, 2024 |
50:16
Overcoming Growth Challenges: Interview with Dr. Noel Liu and Adin Bradley
If you ever want to hear an entrepreneur be brutally honest about the highest of highs and the lowest of lows, tune in to today's show as Adin Bradley…
Aug 8th, 2024 |
14:43
What are you Becoming?
All of us absolutely love to talk about the goals we have and the businesses we're building, but how often do we think about what we're actually becom…
Aug 1st, 2024 |
27:07
Is this a "RESET" or a "Return to Normalcy?"
We always get the questions: "So, what's currently happening in the market and what do you think is GOING to happen in the market?" Are we in the mid…
Jul 25th, 2024 |
28:51
Pre-Qualifying Your Associates for Partnership
We always talk about different methodologies for Partnerships as it relates to buy-ins versus earn-ins, but there's A LOT that needs o be discussed be…
Jul 18th, 2024 |
1:06:47
Navigating Orthodontic Success: Case Study Interview with Dr. Steve Giannoutsos & Geovane Lemond
Join us as we delve into the success story and remarkable growth of iSmile Orthodontics. We are joined by Founder Dr. Steve Giannoutsos and his COO, G…
Jul 11th, 2024 |
40:24
Are You Building a Business That's Built to Last?
We're all working very hard to build great businesses that create great revenue and even greater cash flow, but have you ever slowed down to really th…
Jul 3rd, 2024 |
45:53
Exit Strategy with a Minority Investor? A New Wrinkle in the World of M&A...
We talk a ton about exit planning and M&A multiples, but it's always around selling the majority of your business. Well, what if you're not ready to…
Jun 27th, 2024 |
42:45
The Role of Chief Clinical Officer with Dr. Andrew Matta (part 2)
It is mission critical to establish the role of Chief Clinical Officer early on in an emerging group for reasons surrounding clinical philosophy, clin…
Jun 20th, 2024 |
53:13
The Role of Chief Clinical Officer with Dr. Andrew Matta (Part 1)
It is mission critical to establish the role of Chief Clinical Officer early on in an emerging group for reasons surrounding clinical philosophy, clin…
Jun 13th, 2024 |
23:51
Is Dental M&A Really Like "Pulling Teeth?!"
WOW! Sometimes you're given a gift of industry research and we've got TWO of them on the same day. I share some further insights into a report from…
Jun 6th, 2024 |
34:06
A Deeper Dive into the Pelican Landing Case Study with Adin Bradley
Judging from all of the feedback and website activity, many of you LOVED the Case Study we released on our work with Pelican Landing. I bring our Fra…
May 31st, 2024 |
27:35
Competitive Strategy on the FTC Non-Compete Ruling
The recent FTC ruling on Non-Compete Agreements has everyone up in arms - and justifiably so. No one knows where the final outcome will land, or when…
May 23rd, 2024 |
24:52
Is This the Most Debilitating Disease for Entrepreneurs?!
Every evolving entrepreneur goes through periods of complexity and doubt, but some get stopped in their tracks by their own limiting beliefs. Imposte…
May 16th, 2024 |
31:18
Insights on the FTC Ruling on Non-Compete Agreements with Bart Walker
The recent FTC Ruling on non-competes touched off a powder keg of activity in the legal world that has left businesses of all sorts scrambling. Bart…
May 9th, 2024 |
30:44
Enterprise-level Perspective on M&A with Bart Walker of McGuireWoods
"M&A Activity" is always a topic that's in high demand from our audience, but we don't often the get the Buy-Side perspective. Bart Walker, Partner a…
May 2nd, 2024 |
28:16
The Most Overlooked Leadership "SuperPower"
In today's episode, I dig deep into one specific skill that nobody really considers, but one that usually adds up into viable financial results. I al…
Apr 25th, 2024 |
33:40
Three Key Trends Impacting 2024
We're starting to notice 3 positive trends that bode very well for the balance of 2024 and into 2025, and they'll impact you regardless of whether you…
Apr 18th, 2024 |
39:47
M&A Market Update and Process Details with Kyle Webster
One of our longest tenured employees, Kyle Webster, joins me on the show today to dive deeper into M&A markets as well as the details of due diligence…
Apr 11th, 2024 |
26:42
Sell-Side Due Diligence to Find the Right Partner
By now you've all heard about the lengthy due diligence processes of many buyers due to the tightening credit markets and less margin for error. Have…
Apr 4th, 2024 |
20:33
Key Takeaways from The Catalyst Project
There are a lot of people in our audience who are either thinking about creating a group practice or they are very early on in the process. Here's a…
Mar 28th, 2024 |
34:03
A Primer on the Current State of Capital Markets
Why are we getting so much interest in debt restructuring and credit facilities when lending rates are so high?! Diwakar joins me on the show today t…
Mar 21st, 2024 |
38:59
How to Maximize the Value in Your Banking Relationship
The current state of borrowing can be arduous if you're trying to access capital, so maintaining a healthy relationship with your current bank is miss…
Mar 14th, 2024 |
32:55
Has "the Bubble Burst?"
Has "the Bubble Burst" in the M&A markets?! Well, judging from some of your reactions to our recent article in Dental Economics, we may need to share…
Mar 7th, 2024 |
27:23
What Makes a Great Associate - YOU or Them?
Many of you recruit based on need and far too many "hope and pray" that you can hold onto your best Associates, but have you really ever stopped to th…
Feb 29th, 2024 |
56:57
Trends, Insights and Prognostications from Group Dentistry Now's Interview with Perrin
I recently appeared on the Group Dentistry Now podcast hosted by Bill Neumann. We covered a LOT of ground together and hit almost every aspect of the…
Feb 22nd, 2024 |
23:39
Inflection Points for the Established Group Practice (part 2)
In last week's episode, I discussed the concept of inflection points for a solo or emerging group practice. The considerations are different for grou…
Feb 15th, 2024 |
29:45
Inflection Points for the Solo and Emerging Group Practice
Every business hits a stage where revenue stalls, so how should we think about that phase? And what should we do to influence the next phase of growt…
Feb 8th, 2024 |
22:56
Part 2: Mindset Shift in Building a Group Practice - Competitive Strategy
Part Two is here! Over the last 4 to 6 months, I've spoken with a growing number of people who are building group practices and are NOT interested in…
Feb 1st, 2024 |
23:50
Part 1: Mindset Shift in Building a Group Practice - Competitive Advantage
Over the last 4 to 6 months, I've spoken with a growing number of people who are building group practices and are NOT interested in selling them. Why…
Jan 23rd, 2024 |
23:48
What Would I Build? How? And Why?!
I'm constantly asked the question, "Well, if you're so smart, what would you build?!" My natural answer is, "it depends" - but that would make for a…
Jan 18th, 2024 |
35:54
Fractional COO - Creating Change and Making an Impact
Is your "home grown" operations team comprised of the "right people in the right seats?" Do you have the right leadership in place to see your busine…
Jan 11th, 2024 |
32:59
Areas to Focus on from Strategic Consulting
Our Executive Consultant, Adin Bradley, joins me on the show today to dig into the common areas of focus where we see our clients struggle and where y…
Jan 4th, 2024 |
37:51
Looking Ahead to 2024
What's the outlook for the M&A Markets in 2024? What about Banking and Lending for growth? How about Build & Operate? Accelerate 2024 in San Juan?…
Dec 28th, 2023 |
36:03
2023 - Looking Back & Taking Inventory
When this episode lands, many of you will be going through your own process of evaluating 2023 and planning 2024, so I figured I'd share my personal j…
Dec 21st, 2023 |
41:42
Creating Better Marketing Outcomes in 2024 with Carl White
As we all turn into a new year and give a ton of thought to where our businesses stand at the end of this year, "business growth" will be at the top o…
Dec 12th, 2023 |
40:32
All Overnight Success Takes 10 Years - Personal Journey of Dr. Michael Carpenter
Dr. Michael Carpenter of The Dental Excellence Group in NW OH joins me and Adin Bradley, our Executive Consultant, on the podcast to talk about his me…
Dec 5th, 2023 |
31:35
Overcoming the Achilles Heel of Every Emerging Group Practice
Some of the greatest businesses throughout history are launched or expanded during economic downturns. Will yours be one to experience dramatic growt…
Nov 30th, 2023 |
21:52
Solving The Biggest Problem in Building a Group Practice
Recruiting should be one of your top 3 priorities at all times, so why do so many get it wrong? Is it a mindset? Is it a lack of time? A lack of un…
Nov 21st, 2023 |
13:37
Giving Thanks
As we roll into this uniquely American Holiday weekend of Thanksgiving, let's all take a minute to pause, take inventory of our blessings and give tha…
Nov 15th, 2023 |
23:09
How Not to Lose Your "Shirt" When Acquiring Practices
Most group practices grow by acquiring practices for sale...and most group practices lose money doing so. We see this same fundamental mistake with a…
Nov 9th, 2023 |
26:14
How to Avoid an Income Hit When Building a Group Practice
Most people who build a group practice take an income hit – at least initially. Want to know why? Want to know how to avoid it? I've got the answers.…
Nov 1st, 2023 |
31:54
The Top 4 Challenges in Building a Successful Group Practice
There are obviously a TON of challenges in building a successful business, but these are the top 4 we see people get wrong most often - and any of the…
Oct 26th, 2023 |
33:12
Key Takeaways from our Scaling From Clinician to CEO Summit
"Scaling From Clinician to CEO" was more than a title or a marketing tag line - it represents a mindset. This mindset is a shift from traditional thi…
Oct 17th, 2023 |
44:48
Solving Hygiene Dilemmas with Irene Iancu of ToothLife
Everyone is dealing with challenges in the hygiene department these days that stem from recruiting to productivity. Tune in to today’s show to hear f…
Oct 12th, 2023 |
12:55
Dental Marketing Theory with Gary Bird of SMC National
Gary Bird is the Founder & CEO of SMC National and the host of several podcasts, including Dental Marketing Theory. He joins Perrin today to talk Chat…
Oct 11th, 2023 |
24:55
Market Update from the McGuireWoods Healthcare Private Equity Conference
Diwakar attended and was on a panel at the McGuireWoods HCPE conference in Charlotte recently. He shares his thoughts on subject matter from several…
Oct 3rd, 2023 |
10:25
SFC2CEO Interview with Jonathan Eskow Owner of Eskow Law Group
Jonathan Eskow, Owner of Eskow Law Group, joins Perrin on the show today to discuss his lecture, "Building your Legal Structure for Scale," and what y…
Sep 28th, 2023 |
12:08
SFC2CEO Interview with Sara Stock Owner of Stock Legal
Sara Stock, of Stock Legal, joins Perrin on the podcast to discuss her lecture topics for this year's Scaling from Clinician to CEO event.
Sara is…
Sep 26th, 2023 |
41:31
Navigating New Financial Waters (Appearance on The Dentalpreneur Podcast Hosted by Mark Costes)
Perrin joins Mark Costes on The Dentalpreneur Podcast to discuss the rising rate environment and what is happening in the marketplace.
Check out T…
Sep 19th, 2023 |
15:20
Darby and CareStack Join us for a Quick Convo - SFC2CEO Promotion
Jeff Darby from Darby Dental and Jeanina Pizzano from CareStack join us on the podcast today to discuss how they provide the solutions you need to max…
Sep 14th, 2023 |
08:17
SFC2CEO Interview with Speaker Scott Haberman of Eide Bailly
Join Scott Haberman, Partner at Eide Bailly join us on the show today to discuss his lecture on Legal Structures & DSO Reporting.
Being able to int…
Sep 12th, 2023 |
49:13
Personal Journeys with Dr. Samson Liu of SOH Dental
Many of you know the name Samson Liu of SOH Dental and formerly E-VP of Clinical Affairs at Heartland. He drops value bombs galore on today’s show, s…
Sep 7th, 2023 |
08:19
SFC2CEO Interview with Speaker Gary Bird of SMC National
Marketing is driven by emotion, and that's great because you must invoke emotion to get people to respond. Join Gary as he takes you through his lectu…
Sep 5th, 2023 |
26:55
Personal Journeys with Dr. Will Harvey of Harvey Family Dentistry
All of us love learning about how different people execute growth strategies differently – and this is one that is sure to perk up your ears. Dr. Wil…
Aug 29th, 2023 |
22:43
Contemplating Partnerships: Transaction vs. Transformation
The legacy mentality of too many in our industry is that partnerships are best achieved through some sort of buy-in. This may be appropriate for trad…
Aug 22nd, 2023 |
37:41
Two Keys Things for You to Address with Associates
Tired of playing defense when associates bring up the partnership conversation? It's time to reclaim control and play offense. Join today's episode fo…
Aug 17th, 2023 |
42:03
Unlocking Your Path to Excellence with Chelsea Myers of Dental Life Coach
On this week's podcast episode, I talked with Chelsea Myers, Founder and CEO of Dental Life Coach about entrepreneurial loneliness and feelings of dis…
Aug 15th, 2023 |
29:25
Proactively Addressing the Associate Mindset of Ownership
All too often, we talk about associates and ownership from the Founder's perspective, but do you really know what your Associates are thinking? Well,…
Aug 10th, 2023 |
55:20
Personal Journeys - Jason Tanoory
If you want to learn the right way to build a business, Dr. Jason Tanoory of Finger Lakes Dental Care is going to share a TON of his experience on the…
Aug 8th, 2023 |
30:34
Adjusting Your Ownership Mindset for the Group Practice of Today
Ownership in your business could be your most valuable currency, but far too many of you are operating with a “historical mindset” as it relates to wh…
Aug 3rd, 2023 |
37:15
Personal Journeys - Dr. Daniel Klauer
For all of you wondering just how innovative you can be a in a healthcare services business, you’re going to LOVE this interview with Dr. Daniel Klaue…
Aug 1st, 2023 |
33:42
The "Top 10" Questions on Associate Equity - Part 2
We get a TON of questions around associate equity solutions, but there are probably 10 that we hear most often. I bring back Mark Flock again to get h…
Jul 27th, 2023 |
06:29
Details on the Catalyst Project - Mini Episode
OK, so I might’ve created a tiny bit of confusion when I announced the Catalyst Project, so I’m going to take 5 minutes to try to clarify answers to t…
Jul 25th, 2023 |
30:10
The "Top 10" Questions on Associate Equity - Part 1
We get a TON of questions around associate equity solutions, but there are probably 10 that we hear most often. I bring back Mark Flock to get his ins…
Jul 20th, 2023 |
51:16
Personal Journeys with Dr. Vincent Monticciolo
You heard us talk about creating unique businesses with competitive advantages as well as how much we love the De Novo model, so let’s hear from an en…
Jul 18th, 2023 |
44:59
The Partnership Pathways Process with Mark Flock
For this first time on the show, I’m bringing Mark Flock behind the microphone. Mark leads our Partnership Pathways (“associate equity”) service offe…
Jul 13th, 2023 |
40:42
Personal Journeys - Dr. Duc Tang
One of our Charlotte colleagues, Dr. Duc Tang, Founder of Promenade Center for Dentistry, joins me on the show today to talk through his growth journe…
Jul 11th, 2023 |
22:45
Is 2024 the Year You Bring in a Partner?
We’re starting to see and hear about too much turnover of associates in growing groups these days. If you’re building a group practice and have no pat…
Jul 6th, 2023 |
11:41
Scaling from Clinician to CEO
Last fall, we built an delivered our 1st Annual “Scaling from Clinician to CEO” Summit with Dr. Mark Costes and his team at the Dental Success Institu…
Jul 4th, 2023 |
36:48
Real Estate for Scale: Colin Carr of CARR Realty
If you’re building a group practice, your lease is probably your second largest expense…and it’s a fixed cost. That being said, too many people make t…
Jun 27th, 2023 |
35:30
An Inside Look at a Successful Sell-Side Process with Dr. Sharvil Shah & Dr. Paresh Shrimankar
We’ve been saying for quite a while that a successful exit could be 2 to 3 years in the making, so here’s what it all looks like! Dr. Sharvil Shah an…
Jun 20th, 2023 |
26:18
Market Timing: Your Capital Event in a Down Stock Market
I bring Diwakar back onto the show for our 3rd installment in an “Exit Strategy” series. Together we dig into everything from diversifying your asset…
Jun 13th, 2023 |
30:52
Proactive Positioning for Your Exit Strategy
I bring Diwakar back onto the show to make sense of current events. Together we dig into everything from current market conditions & interest rates to…
Jun 6th, 2023 |
20:17
A Comprehensive Timetable for Selling a Business
How long will it take to sell my business?” We get asked that frequently. Any advisor that tells you, “5 to 12 months” is only telling you half the s…
May 30th, 2023 |
42:01
Top 10 Metrics to Know in Your Group Practice
We’ve bounced around our “favorite KPIs” on numerous occasions, but here’s your condensed version of what we focus on and (more importantly) why each…
May 23rd, 2023 |
20:06
The Key Benchmarks to Know on Your P&L
We know all of you LOVE your data and your KPIs, so here’s an episode for YOU! I give you some big bucket percentages, and I get behind the numbers t…
May 16th, 2023 |
24:35
The Polaris Scalability Matrix & Operating Leverage
Ever wonder how WE define “success” in the context of a group practice? Well, here’s your answer in pretty clear, analytical terms. And if you’d lik…
May 11th, 2023 |
21:48
Client Experience with Jonathan Eskow
For the entrepreneurs building group practices, you owe it to yourself to truly understand the legal structures you’re deploying and there’s arguably…
May 9th, 2023 |
27:22
Is it Worth It? The Entrepreneurial Journey
I get questions all of the time about “Have I missed the boat?” or “Is it worth it to build a group?” So, I figured I’d talk through this Entrepreneur…
May 5th, 2023 |
26:43
BYEP: Enterprise Solutions with Darby & CareStack
For those wanting to build an enterprise that is truly scalable, you need to have a procurement solution and cloud-based software solution in place. D…
May 2nd, 2023 |
32:42
Our Overview of the Group Practice Market
Are all group practices just “group practices?” We talk about PE-backed DSOs, but what about the market we focus on? Well, no, all group practices a…
Apr 25th, 2023 |
25:51
Where Call Centers Underperform - and Why
Description: What are the points of jeopardy and where does it all “come unglued” in the performance of a call center? Well, I bring back our expert,…
Apr 18th, 2023 |
29:30
Managing Your Call Center & Creating Successful Outcomes
Can you really create some level of economies of scale in your won call center while simultaneously creating a better experience for your patients as…
Apr 13th, 2023 |
21:04
Human Capital Strategy for Scale with Lauren Laseck
Far too many people think of Human Resources in only a compliance manner. When done correctly, HR is all about growth strategy – and Lauren Laseck, D…
Apr 11th, 2023 |
32:48
Implementing a Call Center: Process & Timeframe
Creating a successful call center can be your bridge from 5 to 10 to 20+ locations and scaling your business successfully. Scott Bonetti joins me on…
Apr 6th, 2023 |
07:09
BYEP Building a Valuable Company
There are still seats available (as of this recording) for our Building Your Enterprise Platform event in May. One of the topics we’re going to dig d…
Apr 4th, 2023 |
30:12
Call Center Considerations: "The Top 10 Questions to Solve"
Our phones absolutely LIT UP when we announced that we were going to be offering “Call center Consulting” as an upcoming service and that it would be…
Mar 28th, 2023 |
49:17
Maintaining Control with Minority Partners & Exploring the FTC Ruling on Non-Competes: Interview with Ryan Metzler
One of the questions I ALWAYS get from people who are interested in associate equity structures is: “How do I keep control of the business I’ve built?…
Mar 23rd, 2023 |
26:20
Creating Scalable Solutions for Insurance and RCM with Medusind
When you join us in Ft Lauderdale for Building Your Enterprise Platform, you’re going to learn new ways to gain efficiencies for scale. One of those…
Mar 21st, 2023 |
29:01
A Comprehensive Solution for Recruiting Associates
Recruiting based on need" is a rat race. Stop doing it! I share a holistic and comprehensive solution that you can put into a process. That and three…
Mar 16th, 2023 |
27:49
Banking Collapse?!
Well, a LOT has certainly happened in the world of banking over the last few working days, so what does it mean for you and me and our world of dentis…
Mar 14th, 2023 |
22:28
Comparing, Contrasting & Considering RSUs + PIUs vs Buy-in
What’s “the right answer” for Associates and Ownership? Well…it depends. I unpack the key questions for you to consider as you’re contemplating solu…
Mar 8th, 2023 |
38:47
Favorable Trends for Recruiting Associates
Is now the “right” time to build a group practice? If you have more than 5 years to retirement, then you have to consider it. And if you’re going to…
Mar 2nd, 2023 |
28:28
Predictive Financial Reporting Structures for Scale with Steve Mizrach - MiniEpisode 4
You’ve all seen the same accounting presentation presented by a different CPA in a different DSO conference 1,000 times. This isn’t going to be that!…
Mar 1st, 2023 |
24:16
Sponsor Finance & Middle Market Lending Part 2
Are you a PE-backed group looking for capital? If so, this episode might just be for you! Diwakar and I cover aspects like “How much “equity” is in…
Feb 23rd, 2023 |
11:11
Building Your Enterprise Platform: Predictive Financial Reporting - MiniEpisode 3
By now you all know how to read a financial statement, but do you understand how to actually predict the future performance of your business from it?…
Feb 21st, 2023 |
38:27
Borrowing to Build a More Valuable Business
When we say, “Equity on balance sheet,” do you wonder what that actually means? Or why it is important? Diwakar joins me on the show again today to ta…
Feb 16th, 2023 |
20:50
Creating a Profitable Call Center with Scott Bonetti - MiniEpisode 2
If you’re going to truly scale your business, you must gain efficiencies to increase profitability…and there’s arguably no better way to do it than th…
Feb 14th, 2023 |
40:12
How Covenant Structures Impact Your Growth
Do you ever wonder what is actually in those 50+ pages of a loan document? Diwakar joins me on the show today to dig deep into loan covenants and how…
Feb 9th, 2023 |
17:07
Building Your Enterprise Platform LAUNCH! - MiniEpisode 1
Too many people start to build their group practice and stall around 4 to 6 locations because they don’t want to go through full-blown centralization…
Feb 7th, 2023 |
45:39
Sponsor Finance & Middle Market Lending
Everybody knows rates are still rising, but what does that mean for DSOs and Emerging Group Practices – and even for banks themselves?! Diwakar and I…
Jan 31st, 2023 |
33:45
Making an Impact on Your CASH with Rectangle Health
We’re all battling rising borrowing rates and rising wage rates these days, so how does an emerging group maintain it overall level of profitability a…
Jan 24th, 2023 |
1:00:03
M&A Recap of 2022 and Outlook for 2023 with Brian Colao & Steve Mizrach
2022 was another great year for M&A in the dental space. Are you wondering what 2023 holds? I asked two industry titans to join me on the show today…
Jan 17th, 2023 |
35:27
2023 Market Conditions + M&A Outlook
Holy moly, 2023 has started off with a bang! Diwakar joins me on the show today to discuss everything from current market conditions for 5-YR Treasury…
Jan 10th, 2023 |
37:17
Rising Rates & 5-Year Horizons
All the talk is about “rising rates” as of late, but what does that mean for Enterprise-level DSOs all the way down to emerging groups? And how could…
Jan 3rd, 2023 |
40:07
Preparing to Exit in 2023?
We’ve created some staggering success for our sell-side clients recently: an average of over 9X on EBITDA and outcomes that average 98% of the figure…
Dec 27th, 2022 |
29:05
Integration, Operations and Acquisitions: Interview with Dr. Steve Giannoutsos (part 2)
We pick up right where we left off and discuss aspects around Operations for Integration, thinking through Buy-Side scenarios and building a multi-fac…
Dec 20th, 2022 |
53:30
"Dry Powder" and a Mindset for Growth: Interview with Dr. Steve Giannoutsos (part 1)
This Personal Journey is an absolute Tour de Force! Steve shares his mindset around business cycles, personal and professional growth, securing “Dry…
Dec 13th, 2022 |
30:57
Tools for 2023: "The Gap vs the Gain" & "The Eisenhower Matrix"
I know you’re all going to be doing some end-of-year evaluation and some planning for the new year, so here are two tactics around mindsets to help yo…
Dec 6th, 2022 |
35:55
Your "Gut Check" for 2023
Many of us do some sort of “evaluation of the past year and planning for the new year” around this time, so here’s an episode that gives you multiple…
Nov 29th, 2022 |
22:39
Is 2023 Your Year for…what?!
Is it time for a planning session? Jack Welch, former Chairman and CEO of GE, was fond of saying: “see things the way they are, not the way you want…
Nov 22nd, 2022 |
26:54
Should You or Should You NOT “Club Up” with Friends? (MAYBE…part 3)
Good grief – is this the dreaded “Duct Tape DSO” concept again?! Well, maybe. There are a lot of successful solo practice owners who are having conve…
Nov 15th, 2022 |
29:07
Should You or Should You NOT Build a Group Practice? (YES…part 2)
There are a lot of tailwinds driving the industry into consolidation. I unpack the major ones on today’s show. We’ll talk through all of them in an…
Nov 8th, 2022 |
29:30
Should You or Should You NOT Build a Group Practice? (MAYBE…part 1)
Building a group practice isn’t for the faint of heart – it’s not for everybody. That being said, the majority of the profession now practice in grou…
Nov 1st, 2022 |
26:31
Understanding Leverage (part 2) - Using Equity
This episode picks up where the prior one left off, so be sure to listen to that one first – or even a second time! If you’re preparing to grow your…
Oct 25th, 2022 |
28:44
Understanding Leverage (part 1) - Using Debt
Most economists are saying we’re going to enter a recession in the coming 12 months, so this is the time to prepare for growing your business through…
Oct 18th, 2022 |
24:08
The Single Most Important Point of Clarity for your Growth Strategy
We’ve been on the road a lot these last 6 weeks and there has been one MAJOR theme that has come up from the audiences lately…bank funding for growth.…
Oct 11th, 2022 |
28:21
Buy-in versus Earn-in – what’s the right solution?
As you can imagine, there is no “perfect solution” when it comes to Pathways to Partnership…but here’s a list of questions and considerations to ponde…
Oct 4th, 2022 |
35:08
Associate Equity Solutions: Buy-ins…WHAT?!?
Yeah, that’s right – BUY-INS! They do have a place in group practices, and they should be a tool in your toolbox. When to use them and how to think…
Sep 27th, 2022 |
37:05
Is the Hygiene Department your biggest area of untapped potential? Part 2
Rachel Wall, Founder of Inspired Hygiene, sits down with Perrin and Dr. Mark Costes ahead of the “Scaling from Clinician to CEO” summit to take on tha…
Sep 20th, 2022 |
34:58
Is the Hygiene Department your biggest area of untapped potential? Part 1
Rachel Wall, Founder of Inspired Hygiene, sits down with Perrin and Dr. Mark Costes ahead of the “Scaling from Clinician to CEO” summit to take on tha…
Sep 13th, 2022 |
45:32
Allen Gillespie, CIO of FinTrust Capital Advisors, on Past, Present & Future Macroeconomic Trends
We’re living through a turbulent time right now and being an entrepreneur has never been more challenging…or has it?! Allen Gillespie, Co-Founder and…
Sep 6th, 2022 |
40:09
Dr. Ernie McDowell's Transaction with Blue Sea Capital and Specialty Smile Partners
We’ve known Dr. Ernie McDowell of All Smiles Orthodontics for several years now and have had the pleasure of working with him in a consulting relation…
Aug 30th, 2022 |
1:01:49
Interview with Lightwave CEO, Justin Jory
That was a GREAT interview! We talk growth, culture, integration, the Seller’s Dilemma, Crossing the Chasm, and a whole lot more. Plus our Platinum…
Aug 23rd, 2022 |
36:06
Inflation, Stagflation and Recession or an Economic Rebound?
There’s been a LOT in the news lately as it relates to where the economy is heading, so we decided you needed to hear our thoughts on dentistry. Wher…
Aug 16th, 2022 |
34:29
Scaling from Clinician to CEO with Dr. Mark Costes
Surprise! New Episodes are now arriving every Tuesday. In this special episode, Dr. Mark Costes reunites with Perrin to discuss our upcoming Scaling f…
Aug 11th, 2022 |
26:54
The Sell-Side Process: 5 Months or 5 Years?!
I’m constantly asked: “How long do you think it will take to sell my business?” The answer is all too often: “It depends…” Depends on what, you ask?…
Aug 4th, 2022 |
1:00:40
Exclusive Interview with the Group Dentistry Now Show
Today's episode features an exclusive interview with Perrin joining the Group Dentistry Now Show: The Voice of the DSO Industry and the CEO of Finger…
Jul 28th, 2022 |
32:02
How to Become the Ideal Borrower for a Bank & Planning for Your Future
Diwakar and I go through the internal and external aspects of potentially changing lenders along with some context around personal living expenses and…
Jul 21st, 2022 |
39:39
Overcoming Your Own Obstacles for Change
Changing Banks is incredibly complicated and a gigantic PITA, so why would you want to do it? Well, we unpack that on today’s show and talk through t…
Jul 14th, 2022 |
1:10:48
Growth Capital for a Growing Group – Interview with Dr. Samson Liu of SOH Dental
Ever wondered what it takes to grow from zero to over 40 locations in less than 4 years? It requires two critical components: a savvy entrepreneur an…
Jul 7th, 2022 |
1:04:40
Business Strategy for a Rising Rate Environment
Apologies for being melodramatic, but this is one of the most important episodes Diwakar and I have ever done. Seriously. It’s long (about an hour),…
Jun 30th, 2022 |
32:51
Gallup & Harvard Business Review on the Subject of “Onboarding”
Shame on me for glossing over the subject and concept of Onboarding. I clarify what it is, how long it should last, what you should cover…and a whole…
Jun 23rd, 2022 |
41:10
The "Top 10" Questions on Associate Equity
We obviously get a TON of questions on the topic of Associate Equity because it’s the number one problem of all group practices. Here are the TOP 10…
Jun 16th, 2022 |
27:26
Why Traditional Buy-Ins Aren't the Ideal Solution for Growing Groups
Everybody who builds a group starts out by thinking about Associate "buy-ins" as if they were still running a solo practice. That's not the solution.…
Jun 9th, 2022 |
33:04
Pathways to Partnership: Comparing, Contrasting & Considering RSUs + PIUs
If you don’t have a defined path for allowing your Associates to become Partners, you’re just spinning your wheels. Here are the most important things…
Jun 2nd, 2022 |
26:52
Solving the Associate Problem: Becoming a Professional Recruiter
When it comes to recruiting Associates, you’re not competing against solo practice owners or even your peers who are trying to build groups. You’re c…
May 26th, 2022 |
38:27
Solving the Associate Problem: Creating 5 Points of Certainty
Solving “the Associate Problem” has to start with them before it ends with you, and there are a LOT of things to handle. I’ll give you five of the to…
May 19th, 2022 |
33:25
Solving the Associate Problem: Recruiting + Onboarding + Development
Associate turnover is the #1 problem of every group practice, but it doesn’t have to be. I share the overview of what needs to be a comprehensive sol…
May 12th, 2022 |
45:14
Tactical Guidance in Building a Successful Group Practice with Dr. Mark Costes
I was fortunate enough to attend the Dental Success Institute’s Mastermind session here in Charlotte his past weekend and was blown away by their memb…
May 5th, 2022 |
46:02
M&A Perspective from Miller Norman of Blue Sea Capital
There aren’t many PE firms whose name carries more weight than Blue Sea Capital as I’m sure you all know of them from their super-successful Deca Dent…
Apr 28th, 2022 |
1:01:56
Perrin's Interview with Dr. Mark Costes of The Dentalpreneur Podcast
Join Perrin for his exclusive appearance on "The Dentalpreneur Podcast" with Dr. Mark Costes. In this episode, Perrin details the history of dental en…
Apr 21st, 2022 |
51:52
State of Dental M&A from the Buy-side: Mick Janness of Oakpoint
In our continuing effort to part the clouds of our crystal ball, here is another industry veteran to share his insights into the landscape of dental M…
Apr 14th, 2022 |
31:20
Mitigating Risks that Impact Valuation
We all know that the valuation a buyer places on your business comprises many different factors, but one of the primary ones is how they assess your i…
Apr 7th, 2022 |
55:56
M&A State of Dentistry from Two Industry Experts
Brian Colao of the Dykema Law Group and Steve Mizrach of the accounting firm Dorfman, Mizrach & Thaler join me on the show today to talk through the y…
Mar 31st, 2022 |
31:59
Deal Killer & Poison Pills
Selling a business is a lengthy and emotionally draining process. What if you got to the end and it all fell apart? There are quite a few things you…
Mar 24th, 2022 |
41:05
The Sale Process & What to Expect
2021 was the largest year on record in terms of global M&A activity and the dental industry was part of it. If you’re contemplating going to market i…
Mar 17th, 2022 |
28:32
3 Points of Absolute Clarity Before Selling Your Business
The Dental M&A markets are still white hot as we roll into 2022, which has many of you “curious” about what an exit might mean. Before you go down th…
Mar 10th, 2022 |
54:23
From Buy-In to Sale…in 16 Months – Personal Journey of Dr. Vivek Solanki
Dr. Vivek Solanki joins me on the show today to tell his amazing story from traveling Periodontist to Partner Buy-In to Practice sale – all in 16 mont…
Mar 3rd, 2022 |
31:27
Your Banking Solutions for Long-Term Growth
This episode ought to give you the guidance you need to think through all aspects of funding. Today Diwakar and I discuss trends at an enterprise lev…
Feb 24th, 2022 |
28:29
Cash & Cash Reserves
In today’s episode, Diwakar and I clarify a few misconceptions around the topics of Free Cash Flow vs EBITDA vs Distributions, and we share some funda…
Feb 17th, 2022 |
41:32
Banking Strategy: Finding your Last Lender Before Private Equity
If you’re going to build a group at any rate of speed, you’re more than likely going to outgrow your current retail lender. Diwakar and I compare and…
Feb 10th, 2022 |
30:21
Should You Buy Real Estate?
Many dentists start out buying their first practice as well as the real estate, but is that the best strategy when building a group? More importantly…
Feb 3rd, 2022 |
27:58
How to Avoid Multiple Practices and Multiple Lenders
I’m joined once again by the “Doctor of Debt,” Diwakar Sinha. Together we dig into what happens when you have multiple practices and multiple lenders…
Jan 27th, 2022 |
43:22
Key Banking Metrics and What They Mean
Diwakar joins me on the show today and we go DEEP into the metrics banks use to make lending decisions as well as how they impact you as a borrower.…
Jan 20th, 2022 |
38:24
Why Emerging Groups Hit the "Debt Funding Wall”
All of our audience is using bank funds to grow their business, but there’s a limit to how far a “Rate & Term Lender” will go – and we call that “the…
Jan 13th, 2022 |
36:31
Banking 101: What NOT To Do…
All of our audience is using bank funds to grow their business, but there’s a right way and wrong way to do it. We’ll share our insights into how ban…
Jan 6th, 2022 |
31:35
Outlook for 2022+: “Grow or Go”
Nobody wants to be “average” and, in business, that’s a tough place to end up. Our outlook for the coming year(s) is to define your strategy and diff…
Dec 30th, 2021 |
30:01
De Novo Planning, Strategy & Metrics
Why don’t more people use the de novo approach for growth?! There are a LOT of compelling reasons to “start fresh” from day one, so we go through som…
Dec 23rd, 2021 |
35:29
Critical Keys to Creating Value Post-Acquisition
If your growth strategy is to acquire practices, then you can’t afford to simply maintain them – you have to unlock new value. In today’s episode, we…
Dec 16th, 2021 |
31:57
Business Development 101: Acquisition Sourcing, Valuing & Funding
Struggling to find practices to buy? Wondering what you to pay? Should you “put money down” on a practice? You’re not alone on any of those question…
Dec 9th, 2021 |
35:04
The Six Key Steps to Starting a Group Practice
Sometimes it’s tough to know where to even start, but if you’re going to build a group practice, here are THE key steps to take in your planning phase…
Dec 2nd, 2021 |
34:55
What IS Strategic Consulting?!
We get that question seemingly every day, so Diwakar and I unpack a lot of details around the what, the who, and the how behind it. That and I unveil…
Nov 25th, 2021 |
05:57
We're Grateful
2021 has already been an unbelievable year for us at Polaris, so heading into this uniquely American holiday weekend of Thanksgiving, we wanted to say…
Nov 25th, 2021 |
05:57
We're Grateful
2021 has already been an unbelievable year for us at Polaris, so heading into this uniquely American holiday weekend of Thanksgiving, we wanted to say…
Nov 18th, 2021 |
27:58
“The WHATs of Building a Successful Group Practice”
After unpacking the WHYs and a few HOWs, here are the WHATs to consider if you’re going to build a successful group practice. I’ll dig deeper into so…
Nov 10th, 2021 |
29:35
How to Create Financial Success in Building a Group Practice
Last week we covered the failures we most often see in group practices, so let’s be more optimistic this week and talk about creating financial succes…
Nov 4th, 2021 |
39:04
How to Create Financial Failure in Building a Group Practice
Do you ever wonder why so many emerging group practices underperform financially? Or maybe why so many group practices seem to be in financial diffic…
Oct 28th, 2021 |
40:25
Should You Build a Group Practice?
We get asked the same question all of the time: “Should I build a group practice?” Well…let’s see if we can answer it! We’ll dig into that along with…
Oct 21st, 2021 |
30:35
Defining & Developing Strategy
We got a TON of questions around the subject of strategy, but “strategy” can be a wide-ranging topic. I help you think through strategy from several d…
Oct 14th, 2021 |
37:53
Stop Playing "Small Ball" - Strategic Planning for 2022
Are you planning on acquiring practices in 2022? If so, it's time to stop playing "small ball!" You should think about different acquisitions differ…
Oct 7th, 2021 |
28:52
Maximizing Your Most Valuable Currency - a Recap on Equity
We've covered a TON of ground over the last 90 days as it relates to the concept of Equity. From Associate and Executive equity models to Cap Table M…
Sep 30th, 2021 |
39:28
Strategies & Tactics Around Affiliations
The "Affiliations Model" continues to generate a LOT of interest and inquiries, so I decided to bring back the little man behind with the big micropho…
Sep 23rd, 2021 |
43:10
Affiliations Strategy Details: the Interview with Ryan Metzler of Stock Legal
The "Affiliations Model" has generated a TON of interest and inquiries, so I decided to bring Ryan Metzler of the Stock Legal firm on the show to dive…
Sep 16th, 2021 |
36:28
The NO DEBT Growth Strategy - Affiliations
Do you always think of growth strategy as either buying or building your next location? Do you worry about the mounting load of debt you're also buil…
Sep 9th, 2021 |
41:50
Enterprise Software Strategy with Carestack's Jim Gerson
Your practice management system should be one of THE cornerstones of your organic growth strategy, but all too often it's treated as just another marg…
Sep 2nd, 2021 |
33:23
Aligning Interests through Equity Structures
It's time to stop playing "small ball" with your emerging group. Equity may be your most valuable currency, so listen in as Diwakar and I unpack some…
Aug 26th, 2021 |
40:33
Mergers Instead of Acquisitions?!
When it comes to M&A, everybody knows the "A," but what about the "M?" On today's show we're putting the "M" in Mergers. What about using mergers as…
Aug 19th, 2021 |
39:30
Getting Your Ownership Structure Straight
You bought or built your first location outright, then you added a second location with a 50-50 partner...and then you both went in on a third locatio…
Aug 12th, 2021 |
42:38
Book Review Topic: Hiring & People Management
We're always being asked: "Do you have any good book recommendations?" Well, here's our first of what will be many book reports. We'll be doing them…
Aug 5th, 2021 |
47:10
A Deeper Dive into Tax Law Changes
We had a TON of feedback on our prior podcast (Episode #6) about the potential changes coming in the Biden tax package, so we decided to take a slight…
Jul 29th, 2021 |
32:00
Associate Equity: a Deep Dive into Profits Interest Units (PIUs)
Having trouble attracting and retaining associates? This episode picks up where the last one left off. My partner, Diwakar Sinha, joins me on the show…
Jul 22nd, 2021 |
48:22
Associate Equity: a Deep Dive into Restricted Stock Units (RSUs)
Having trouble attracting and retaining associates? This episode picks up where the last one left off. My partner, Diwakar Sinha, joins me on the sh…
Jul 15th, 2021 |
33:55
Associate Equity: Attracting, Motivating & Retaining
The biggest problem facing group practices is attracting and retaining associates. If you can solve it, you stand a better chance of building and ope…
Jul 8th, 2021 |
45:40
Personal Journeys: Dr. William Harvey of Harvey Family Dentistry
Sometimes it's just nice to hear words of wisdom from someone who has already ventured down the path you're on. Dr. William Harvey gives his insights…
Jul 1st, 2021 |
36:34
The TOP 10 Metrics to Measure when Building a Successful Group Practice
Ever wonder which metrics or KPIs you should be focused on? Or maybe you're suffering from "paralysis by analysis" by focusing on too many numbers?!…
Jun 24th, 2021 |
55:58
"Don't Let the Tax Tail Wag the Dog" - the Eide Bailly Interview
Here are the answers you've been looking for from the people who know! I'm joined by Scott Haberman and Mel Schwartz of the Eide Bailly accounting fi…
Jun 17th, 2021 |
37:14
Selling Your Business in 2021? Deal Structure Matters More Than the Multiple
Are you committed to selling your business in 2021? If so, deal structure matters more than the multiple does - and we unpack both on today's episode…
Jun 10th, 2021 |
30:44
TWO Things to Know Before You Sell Your Business in 2021
Convinced you should sell your business in 2021? You might want to slow down and consider a few more factors before you do so. Diwakar joins me on t…
Jun 3rd, 2021 |
44:16
Growth Strategies & "The Rule of 72"
We unpack the critical success factors when it comes to executing on your growth strategy for both DeNovo and Acquisitions. And how fast do you need…
May 25th, 2021 |
43:10
The Top 3 Challenges Every Group Practice Confronts
Looking to launch your own group practice? Or maybe you've already started and are still early on in the journey. There are going to be many challen…
May 18th, 2021 |
35:18
Blueprints, Templates & Frameworks to Build Your Own Group Practice
"Can't you just give me a shortcut or a template to build a group?!" Well, NO, but we CAN take you through a lot of the questions you need ask yourse…
Apr 8th, 2021 |
02:10
Trailer Episode
Your primary resource for the education, tactics and strategies to help you launch and scale your group practice. We'll unpack the details of the gui…