Group Practice Accelerator

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, Director of People Operations for Oakpoint, is going to be with us in Ft Lauderdale to share tactical guidance on how to grow your people and grow your business. If you’re going to be with us in May, you’re going to LOVE this episode!

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 the show today to talk through the process and how long it takes. This can be in and of itself a very scalable solution to the needs of our audience. To dig deeper, plan to join us for “Building Your Enterprise Platform” in May! That and a quick revie...

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 deep into is how you understand the value of the business you’re creating and how you can use it to your advantage. I give a high-level overview of the topic to wet your whistle. Enterprise-level DSOs know this cold and use it to their advantage every...

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 part of the Building Your Enterprise Platform event in May. If that many reached out to ask questions, then there are probably a lot more who are wondering about the same things, so here are the most popular questions we’ve been receiving and a littl...

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?” “Control” can mean a lot of things, so I brought Ryan Metzler of Metzler Legal Strategies behind the mic to dive deep into things like: “Rights & Privileges” of ownership; voting control (managing member, simple majority, super-majority, unanim...

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 “plug & play” solutions for insurance processing (and much more) is Medusind. You’ll meet them in May, but Bob Beck and Jim Gerson will you give you an advanced look at what has made Medusind such a key solution to over 7,000 practices – some stre...

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 great books to read if you're looking to take back control of your time to create better outcomes for you and your business. Are you ready to build your Enterprise Platform? Seats are filling up! Don't miss out: https://www.polarishealthcarepartners....

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 dentistry? Diwakar’s here to sort it all out. This is a fast-paced episode for sure, so buckle up! And if you’re concerned about your existing banking relationship or your loan covenant structures, then have our Growth Capital Specialist, John Pol, take a...

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 solutions for this aspect of building a group practice. You can download the graphic HERE: https://bit.ly/CheatSheet_Ep41 Seats are filling up! Don't miss out:https://www.polarishealthcarepartners.com/build-your-enterprise-platform Subscribe to our podcast...

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 consider it, you have to solve the #1 problem in every group – attracting associates. There are some favorable tailwinds in that aspect. I’ll unpack them for you today. Also, a quick overview of two incredibly fascinating books from Peter Zeihan. Are...

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! If you’re going to build a business for scale, you’ve got to understand how to predict outcomes that create positive ROI. Steve and I walk through at a high level some of the critical subject matter around enterprise accounting systems for scale. Lea...

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 Private Equity?” and “How PEGs use debt to get deals done.” More importantly, we dive into how to recapitalize your business and continue to grow moving forward. This episode has something for everyone, from merging groups to enterprise-level DSOs. Bec...

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? If you’re going to build an enterprise, you have to be able to do so. Join us in Ft Lauderdale on May 10-12 to learn how to do it! Learn more here: https://www.polarishealthcarepartners.com/build-your-platform-enterprise

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 talk about increasing the value of your business. We also cover mistakes people make in acquisitions & de novos. Solo practices run off of their P&L, but successful group practices are determined by the health of their balance sheet. Which camp...

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 through implementing a call center. That’s a complicated endeavor for you and me, but Scott has built organizations of up to 40,000 people – which is probably more than you’ll ever need. He joins me on the show to talk about our May event and what all...

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 they can impact your growth. We also give you some keys to consider on 2022 YE financial statements and how to think about borrowing relationships going forward. We also welcome a new team member, Morgan Machiele, and…"Building Your Enterprise Platfo...

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 or invest time, money and resources into a call center. Ever notice how there aren’t any conferences teaching you HOW to build a call center? Well, there is one NOW! Join us in Ft Lauderdale on May 10th – 12th to learn how to Build Your Enterprise Pl...

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 talk deal flow, balance sheets, and a whole lot more that you need to be considering as your business evolves through the next 6 to 9 months. And we welcome a new addition to our team: Rachel Addison, “Swiss army knife” extraordinaire!

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 as well as its ‘speed-to-cash’ in terms of Revenue Cycle Management? Well, Rectangle Health might just be your solution. Brian Doyle and Christian Drbal join me on the show today to discuss their innovative solutions that are making a huge impact in t...

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 to give their thoughts, feedback, outlook and a few prognostications for our world. Need help? Set up a time to talk with us here: https://meetings.hubspot.com/perrin3/book-a-call-pd-ds

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 & Federal Funds rates to M&A Activity trends to our outlook for Q1. Oh, by the way, there was a little proposal from the FTC that hit last week on non-competes. Did you see it? Want to know how it’ll impact your business? Tune in! Subscribe...

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 it impact growth strategy or exit strategy? Diwakar and I unpack all of that and a whole lot more on today’s show, including Voices of Dentistry and another new team member, Dea Duka! Interested in learning more about our one-on-one “Exit Planning” S...

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 on the LOI. What do you need to know to have the same results? And how should you think about 2023 or the coming years being the year for your exit? We’ll cover all of that along with a deeper dive into our one-on-one “Exit Strategy” sessions. And he...

We pick up right where we left off and discuss aspects around Operations for Integration, thinking through Buy-Side scenarios and building a multi-faceted, long-term business for scale. This is quite a way to end the year! Enjoy!

This Personal Journey is an absolute Tour de Force! Steve shares his mindset around business cycles, personal and professional growth, securing “Dry Powder” and a whole lot more – so much that we couldn’t get it all in one episode! You get Part One today and a special announcement for a “Save the Date” event coming up…