The Advisor's Table

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 environme...

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 unde...

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 a...

“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...

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 pla...

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 t...

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 qu...

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 positi...

Many practice owners invest in dental marketing expecting it to drive growth, but what happens when the leads don’t turn into actual patients? In this episode of The Advisor’s Table, we sit down with Luke Infinger, CEO and Co-Founder of HIP Creative to break down why marketing alone isn’t enough. From the connection between clicks, calls, and appointments to the biggest misconceptions around hirin...

In this quarterly bonus episode, we break down the latest trends shaping the healthcare M&A market. While healthcare M&A activity remains strong, buyers are becoming more selective, the cost of capital is rising, there’s increased private equity scrutiny, and deal structures are evolving. Michael and Brian cover what today’s buyers are evaluating. If you’re planning on exploring a partners...

Why is it important to start thinking about a valuation even if you’re unsure about selling? Understanding the value of your business early can help you plan strategically for the future. In this episode of the Advisor’s Table, Brian and Michael sit down with 7 Pillars’ Madi Little to hear about her role as Director of Transaction Success. She breaks down how valuations actually work, what drives...

In this episode of The Advisor’s Table, we explore how dental practice owners can reduce costs, improve operational efficiency, and strengthen their practices through strategic partners like ELITE Dental Alliance. Brian and Michael sit down with Vice President of Vendor Partnerships, Brian Corder, and Vice President of Member Engagement, Amanda Smith, to break down how these partnerships work and...

Are you thinking about selling your business or partnering with a strategic buyer but unsure where to start? In this episode of The Advisor’s Table, we answer a common question: Why should I hire an M&A advisor? We break down what an advisor or broker can provide, how they add value throughout the process, and when it makes sense to start the conversation. Whether a business transition is on t...

Behind every healthcare provider is a network of businesses that help make care possible. In the final part of this series, we focus on the businesses that support healthcare practices, including IT, cybersecurity, and marketing. We discuss why private equity continues to be drawn to these businesses, what drives value in this space, and the outlook for healthcare service businesses as we head int...

With the right market insight, business owners can plan strategically for what’s ahead, whether it’s growth, a practice transition or another goal in mind. In part two of this three-part series, our conversation broadens from dentistry to other provider-led businesses, including veterinary, aesthetics and dermatology, and eyecare. We explore what’s driving interest from strategic buyers in these s...

Even if you’re not considering selling or transitioning your business right now, staying informed about the market can be a powerful strategic advantage. In the first episode of this three-part series, Brian and Michael take a seat at the table to share what’s next for DSOs and the evolving deal environment in the dental industry.  Not a dental professional? Stay tuned for part two.  

Welcome to The Advisor’s Table. In our very first episode, we take a moment to introduce our hosts, talk about what we’re passionate about, and give you a preview of what this podcast is all about. We’re excited to have you with us and hope you’ll join us at the table.