The biggest obstacles to practice growth aren't always external. In many practices, they're hidden in the everyday inefficiencies that slow down teams, create friction for patients, and leave opportunities on the table. In this episode of The Advisor’s Table, we sit down with Aimee Fletcher, Director of Strategic Partnerships of Spear Education to talk through what truly defines efficient dental practices for both the team and the patient. This episode provides practical insights for dental p...
Jul 15
18 min
Some of the most valuable conversations in dentistry don't happen from a stage. They take place around a table. 7 Pillars brought together practice leaders, advisors, and industry experts for a day of collaborative learning and honest conversations around growth, leadership, and long-term planning. Brian sits down with HR for Health’s COO, Ralf Tomandl, to highlight key takeaways from this event. Additional Resources: Dental Leadership Summit
Jul 13
19 min
Today's market rewards preparation more than timing. In this quarterly bonus episode, Michael and Brian explore the latest healthcare M&A trends, from private equity's response to prolonged higher interest rates to the continued evolution of DSO deal structures. They also discuss why having the right advisory team is more important than ever in a slower, more selective deal environment. Additional Resources Snax Media Building the Right Advisory Team Before a Business Transiti...
Jul 9
18 min
When your practice is your largest asset and reflects decades of dedication, deciding when to transition can feel just as emotional as it is financial. Brian and Michael are joined by Managing Partner and Senior Advisor Matt Mulcock of Dentist Advisors to explore a question many owners wrestle with: Is there ever a truly “perfect” time to sell your practice? This episode helps practice owners understand their financial readiness as well as preparing emotionally. Additional Resources: &n...
Jun 24
24 min
Many doctors spend years building a successful practice but enter a transaction without fully understanding the decisions that can impact their long-term outcome. Brian and Michael sit down with Cain Watters & Associates, David Forbess and Zane Harris, to explore topics including cash versus rollover equity, tax planning, and the importance of aligning your transition with long-term personal and financial goals. They also discuss how post-sale regret often develops, and the proactive step...
Jun 17
25 min
“Wealth creation starts well before the transaction. If everything is tied to one asset, your timing gets dictated by market conditions, buyers’ interest, or personal circumstances rather than by choice.” In this episode of The Advisor’s Table, Michael sits down with Wealth Advisor, Daniel Corello, from Bernstein to explore how business owners should think about investing before a sale, balancing wealth inside and outside of their primary business, and preparing financially years ahead ...
Jun 11
22 min
Few business owners take the time to plan for the tax impact after a deal closes. In this episode of The Advisor’s Table, Brian and Michael sit down with Senior Wealth & Tax Advisor, Carson Henderson, from Earned to understand tax-loss harvesting. This conversation explores how tax-loss harvesting strategies can help business owners navigate the impact of a significant capital gain and why planning well in advance matters. Carson shares real-world examples of both a private equity transac...
Jun 3
20 min
When preparing for a healthcare practice or business transition, many owners focus primarily on finding the right buyer or maximizing their valuation. But a successful sale involves much more than just the transaction itself, and you don’t have to navigate this journey alone. In this episode of The Advisor’s Table, Brian and Michael discuss why healthcare business owners need a complete advisory team in place long before a transition begins. A team of industry-specific M&A advisors, finan...
May 27
21 min
While HR regulations can feel seemingly minor, they can reveal deeper operational gaps during a transition, turning small oversights into deal delays or even risks to closing the deal. In this episode of The Advisor’s Table, Michael and Brian sit down with Jill Hasselmann, Chief Growth Officer at HR for Health to hear HR issues that commonly surface during a business transition and how they can quietly impact a deal. She also shares how healthcare-specific HR systems, like HR for Health, can ...
May 6
23 min
Navigating a practice or business transition isn’t just a financial decision, but a deeply personal one with lasting impact. In this episode of The Advisor’s Table, we sit down with Brett Pierce, Founding Partner of 7 Pillars, to understand the 7 Pillars of Deal Value. These pillars represent a different dimension of value, equipping you to make thoughtful, informed decisions and ultimately positioning your transition for long-term success. If you are considering or beginning the transition p...
Apr 29
31 min
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