最佳Group Practice播客 (2024)

1
When is the right time to consider an equity solution for your Associate? 27:53

1d ago27:53

27:53

I bring Mark Flock behind the mic for a deep dive into questions we get constantly as it relates to "the right time" for an Associate Equity solution. As you would imagine, the question of timing has several different tangents, so we share a bunch of insights into "the whats and the whens" of equity. Go additional questions? Reach out to Mark direc…

1
Episode 255 | Continuing Education (CE) Course Creation and Approval with Kimberly Parker 20:24

2d ago20:24

20:24

Ever thought about turning your expertise into a continuing education course? This episode is packed with insights on how to do just that! I sat down with Kimberly Parker, the CEO of Revive to Thrive Wellness Center in Texas, who has successfully made the leap to becoming an NBCC-approved provider. We dive into her journey, the steps she took, and …

1
Welcome to our Newest Team Member, Jamie Falasz! 30:06

8d ago30:06

30:06

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 to come.

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Notes from the Field - Evaluating Your Own Operations Team 25:33

15d ago25:33

25:33

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 deliver what you're going to ask them to do in 2025? If not or if you're unsure, you might want to think through a few things that we'll share. And if you're going to lead your own strategic planning sessi…

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Episode 254 | How Virtual Reality is Shaping the Future of Mental Health Care with Amity Cooper 20:16

16d ago20:16

20:16

Ever wondered how virtual reality could transform the way you run your group practice? This episode is going to open your eyes to what’s possible in the future of therapy. In this episode, I sit down with Amity Cooper—an entrepreneurial coach and mental health professional—who shares how virtual reality is starting to transform mental health treatm…

1
Our Advice to New Dentists Entering the Workforce 29:01

21d ago29:01

29:01

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 give someone entering the workforce?" I was actually prepared for it, so I shared 5 key aspects to keep in mind. And if they're going to be asking for them, it's good for you to be thinking about the sam…

1
Riding the Lake View Dental Care Roller Coaster to Success! 1:08:00

29d ago1:08:00

1:08:00

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 consulting guidance and Kyle Webster executes a successful exit strategy to an incredible outcome. Buckle up and enjoy the ride!

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Episode 253 | Breaking the Cycle of Money Anxiety in Group Practice with Linzy Bonham 21:47

1M ago21:47

21:47

Does just thinking about your practice’s finances send you into a spiral of stress? You’re not alone! If the idea of numbers, budgets, and profit margins makes you want to hide under a blanket, this episode is for you. I sat down with Linzy Bonham, founder of Money Nuts & Bolts and host of the Money Skills For Therapists podcast, to dive into the f…

1
Red Teaming for Your Family and Your Business 29:29

1M ago29:29

29:29

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 concept called “Red Teaming” and relates it to his family and business. The time to deploy it is “hopefully never.” The time to think about it is “NOW”.…

1
The Freedom to Fail 29:41

1M ago29:41

29:41

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 gift you've given yourself as an entrepreneur? Well, I recently had the opportunity to share my personal journey out of Corporate America and into the world of becoming an entrepreneur, so I thought …

1
Episode 252 | A Real Example of Implementing Profit First with Mike Michalowicz 38:11

1M ago38:11

38:11

In this episode, I’m bringing back one of the most popular episodes of the podcast from all the way back in 2017—and it’s just as relevant today as it was then. I sat down with Mike Michalowicz, the mastermind behind Profit First, to explore how group practices can use his proven system to finally gain control over their business finances. Back whe…

1
Is 2026 the Year to Sell Your Business? 31:12

2M ago31:12

31:12

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 sell or expand your business, and for tactical guidance if you want to maximize valuation. And if you're looking to improve your knowledge to become a better, more confident business owner, join us for ou…

1
What Does the CEO of a Private Equity-Backed DSO Actually Do? 55:33

2M ago55:33

55:33

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 great question in terms of time allocation and making an impact on your business. We created a session around this very topic for our Ascendant Executive program and asked our friend, Mick Janness (CE…

1
Episode 251 | Strategies for Balance as a Neurodivergent Group Practice Owner with Patrick Casale 17:17

2M ago17:17

17:17

If you’re a neurodivergent group practice owner, you might relate to having boosts of productivity, along with struggle to avoid burnout. In this episode, I’m thrilled to have my dear friend Patrick Casale back on the show for a conversation about how to find the perfect balance for you, and your staff. Whether you're neurodivergent yourself or jus…

1
Perrin's Deep Dive into Associate Equity Q&A from Dr. Jason Tanoory's Podcast 1:05:18

2M ago1:05:18

1:05:18

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 practice in the Finger Lakes area of NY and is always getting asked about his Associate Equity model. So, he invited me on the show to dive deep into the most common questions he gets. If people are asking …

1
Financial Planning 101: Interview with Dentist Advisors' CEO, Matt Mulcock 39:27

2M ago39:27

39:27

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 today to talk about what makes them unique in the space and share some wisdom on how you should approach financial planning. you can learn more about Dentist Advisors at: https://dentistadvisors.com/…

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Episode 250 | How to Leverage a Podcast to Grow Your Group Practice with Chanlie Leavitt 22:54

2M ago22:54

22:54

Ever wondered if a podcast could help grow your group practice? A podcast can be an amazing way to connect with your ideal clients - if you use it in the right way. In this episode, I sit down with my podcast manager, Chanlie Leavitt from Paradigm Podcasting, to dig into how group practice owners like us can leverage a podcast to connect with local…

1
The World of M&A - It's Not All Gloom and Doom 28:46

3M ago28:46

28:46

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 tell you what to focus on in today's episode.

1
Overcoming Growth Challenges: Interview with Dr. Noel Liu and Adin Bradley 50:16

3M ago50:16

50:16

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 and I interview Dr. Noel Liu of Secure Dental. This one has it all!

1
Episode 249 | Are Women Group Practice Owners Facing an Unequal Playing Field? with Racheal Cook 22:04

3M ago22:04

22:04

Ever wondered why so many women pour their hearts and souls into their group practices but still find themselves struggling to hit those higher revenue marks? Unfortunately, this is an all too common occurrence. We all know that running a business as a woman comes with its own unique set of challenges, but the real question is: what can we do about…

1
What are you Becoming? 14:43

3M ago14:43

14:43

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 becoming? Sometimes those questions come from odd and obvious places. I'll give you something to hopefully think long and hard about today.

1
Is this a "RESET" or a "Return to Normalcy?" 27:08

3M ago27:08

27:08

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 middle of a valuation "reset?" Or is this a "return to normalcy?" tune in to find out!

1
Episode 248 | Turning Private Practice Income into Wealth with Ryan Derousseau 14:44

3M ago14:44

14:44

Have you ever been stressed about losing income while you’re away from your practice? If that sounds familiar, it’s probably time to think about turning your group practice income into lasting wealth. That’s why I sat down with Ryan Derousseau from Thinking Cap Financial to explore the essential topic of financial planning for group practice owners…

1
Pre-Qualifying Your Associates for Partnership 28:52

4M ago28:52

28:52

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 before we ever even get to that point. In today's episode I give you a series of questions and thought processes to consider and use with your prospective Associate long before you bring them into the o…

1
Navigating Orthodontic Success: Case Study Interview with Dr. Steve Giannoutsos & Geovane Lemond 1:06:47

4M ago1:06:47

1:06:47

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, Geovane Lemond to discuss how they navigated challenges, including the impact of COVID-19, to achieve a 26% revenue increase, add three new offices, and acquire eight more. Hear firsthand how expert gu…

1
Episode 247 | Diversifying Services in Today's Market with Dr. Ajita Robinson 21:15

4M ago21:15

21:15

In today’s market, it’s more crucial than ever for us group practice owners to think like CEOs and differentiate our services. But that’s often easier said than done - especially if you’re not sure where to start. In this episode, I chatted all about this with Dr. Ajita Robinson, a licensed clinical professional counselor who specializes in grief a…

1
Are You Building a Business That's Built to Last? 40:25

4M ago40:25

40:25

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 think about how sustainable it is? The long-term viability of a business comes down to generating revenue and profitability, and then the ability to defend your position. Tune in to learn more about the…

1
Episode 246 | Increasing Staff Retention with Shelli Warren 26:48

4M ago26:48

26:48

In recent years, retaining top talent has become more challenging than ever for group practice owners. The hard truth? Your staff are likely leaving because they no longer feel connected to you or their work. So, how can you keep your team engaged and committed to your practice? In this episode, I sit down with Shelli Warren, a seasoned team and le…

1
Exit Strategy with a Minority Investor? A New Wrinkle in the World of M&A... 45:54

4M ago45:54

45:54

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 give up operational control? What if you're simply looking for a way to take some chips off the table and put some cash in the bank? What if you have more than 10 years to go and you feel like there's …

1
The Role of Chief Clinical Officer with Dr. Andrew Matta (part 2) 42:46

4M ago42:46

42:46

It is mission critical to establish the role of Chief Clinical Officer early on in an emerging group for reasons surrounding clinical philosophy, clinical systems, skill development and quality assurance. Yet this is seemingly the most challenging role for many Founders to define. Dr. Andrew Matta literally wrote the clinical playbook as Co-Founder…

1
The Role of Chief Clinical Officer with Dr. Andrew Matta (Part 1) 53:13

5M ago53:13

53:13

It is mission critical to establish the role of Chief Clinical Officer early on in an emerging group for reasons surrounding clinical philosophy, clinical systems, skill development, and quality assurance. Yet this is seemingly the most challenging role for many Founders to define. Dr. Andrew Matta literally wrote the clinical playbook as Co-Founde…

1
Episode 245 | Are Insurance Companies Taking Over Mental Health Practices? Here's What You Need to Know 12:03

5M ago12:03

12:03

Have you ever wondered how the acquisition of mental health practices by insurance companies might affect your practice? In this episode, I dive into the trend of insurance companies acquiring mental health practices. I share insights on the implications of this trend for small independent practices, discussing potential impacts on patient choice, …

1
Is Dental M&A Really Like "Pulling Teeth?!" 23:51

5M ago23:51

23:51

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 PitchBook as well as an article from Becker's that validates the entire "Operator versus Aggregator" approach to the last 2+ years. Interested in digging into how we can help your group improve for exit…

1
A Deeper Dive into the Pelican Landing Case Study with Adin Bradley 34:06

5M ago34:06

34:06

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 Fractional COO, Adin Bradley back behind the mic to give some further explanation to the work he has done with Drs. Rich and Lacy Gilbert. If you missed the case study, you can find it here: https://polar…

1
Episode 244 | Integrating Psychedelic-Assisted Therapy Into Your Practice with Christopher Brown 23:00

5M ago23:00

23:00

Ever wondered how psychedelic-assisted therapy is reshaping mental health treatment? In this episode, I dove into the transformative realm of psychedelic-assisted therapy with the incredible Christopher Brown. As a social worker and military veteran, Christopher brought a wealth of knowledge from his transition from the VA to his own private practi…

1
Competitive Strategy on the FTC Non-Compete Ruling 27:36

5M ago27:36

27:36

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, but our world will be different. So, I share some guidance around what you need to be doing now to prepare for what's to come. And THANKS to everyone for all of the feedback on last week's "Imposter …

1
Is This the Most Debilitating Disease for Entrepreneurs?! 24:53

6M ago24:53

24:53

Every evolving entrepreneur goes through periods of complexity and doubt, but some get stopped in their tracks by their own limiting beliefs. Imposter Syndrome is well-known in entrepreneurial circles, so I share my own journey and give you multiple ways to think through your own doubts. And if you are interested in pushing through your own next ph…

1
Episode 243 | How to Instill Clinical Confidence in Your Therapists with Shannon Heers 21:21

6M ago21:21

21:21

Have you ever wondered how to empower therapists in your group practice, especially those who are just starting out or are provisionally licensed? In this episode, I had the honor of chatting with Shannon Heers, an Approved Clinical Supervisor and founder of Firelight Supervision, about boosting the confidence of therapists. In our conversation, we…

1
Insights on the FTC Ruling on Non-Compete Agreements with Bart Walker 31:19

6M ago31:19

31:19

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 Walker, Partner at McGuireWoods, joins us to dive into what the ruling says and what might happen in the coming months. And we take a dive into how you should be compartmentalizing your time to "protec…

1
Enterprise-level Perspective on M&A with Bart Walker of McGuireWoods 30:45

6M ago30:45

30:45

"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 at McGuireWoods lives in that world, so he joins me to dive into everything from trends to prognostications for where we find ourselves. And I take a deep dive into a "Thinking Tool" I use often called …

1
Episode 242 | All Things Medicare: Credentialing, Billing, and Audit Proof Documentation with Gabrielle Juliano-Villani 26:24

6M ago26:24

26:24

Are you overwhelmed by the idea of taking Medicare in your group practice? You’re definitely not alone - so many group practice owners don’t accept Medicare because they’re confused about billing, CPT codes, Medicare documentation requirements, or need help streamlining their billing to maximize profits. That’s why in this episode, Gabrielle Julian…

1
The Most Overlooked Leadership "SuperPower" 28:16

6M ago28:16

28:16

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 also share a quote from Jack Welch, legendary Chairman and CEO of GE, that distills the essence of what made him such an effective leader. And if you're looking to become a more effective leader for the …

1
Three Key Trends Impacting 2024 33:40

7M ago33:40

33:40

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're intending to exit or intending to grow. Tune in for the details!

1
Episode 241 | What Does It Mean to Be a Visionary Group Practice Owner? 11:11

7M ago11:11

11:11

Have you ever wondered what it takes to be a visionary leader in your group practice? In today’s episode, I dove into this very topic by sharing an article from the first issue of The Visionary magazine, our new quarterly magazine that's crafted specifically for us—the innovators and forward-thinkers of the mental health group practice world. As I …

1
M&A Market Update and Process Details with Kyle Webster 39:47

7M ago39:47

39:47

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 - our side as well as the buy-side! Kyle is a new voice to many of you, but you'll immediately hear why he's such a valuable resource to our clients.

1
Sell-Side Due Diligence to Find the Right Partner 26:43

7M ago26:43

26:43

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 you ever thought about the same due diligence from a seller perspective? If you're contemplating going to market, you should! I bring Diwakar behind the mic once again to share some insights into how …

1
Episode 240 | Leveraging Kolbe A™ Index for Enhanced Team Dynamics with Niki Ramirez 33:53

7M ago33:53

33:53

Have you ever wondered how understanding your team's instinctive problem-solving styles could transform your leadership and enhance collaboration? In this episode, I had a conversation with Niki Ramirez from HR Answers about just that. We explored the Kolbe A™ Index and its impact on group practice leadership teams. Join our conversation to learn m…

1
Key Takeaways from The Catalyst Project 20:34

7M ago20:34

20:34

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 hint: sometimes creating success is simply avoiding failure early on. I know that's overly simplistic, but it's totally true. On today's episode I break down several key factors critical to success in …

1
A Primer on the Current State of Capital Markets 34:04

8M ago34:04

34:04

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 to dive deep into his prognostication for where rates will be as well as how you should be proactively thinking about your current relationship through the next phase of growth of your business.…

1
Episode 239 | From Goals to Action: Structuring Leadership Meetings for Tangible Results 15:31

8M ago15:31

15:31

Have you been diligently tracking metrics and setting goals for your practice, but are still stuck not seeing visible results? In today's episode I took a deep dive into how to actually get your team to take action to make progress toward your practice’s goals. Because success doesn’t come from setting goals or tracking metrics; it comes as the res…

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