Group Practice Accelerator
The best resource for education, tactics, and strategies to help you launch and scale your group healthcare practice. We bring decades of experience…
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
The 2 Critical Keys for You to Address with Associates
Judging from far too many recent conversations with far too many of you, there are far too many of you who are playing defense when your associates br…
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…