The team at Polaris Healthcare Partners share education, tactics, and strategies to help you launch and scale your group healthcare practice. We bring decades of experience in working with hundreds of clients to help you accelerate your learning curve while minimizing your chances for mistakes. Learn more at https://www.polarishealthcarepartners.com
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I hope you find the podcast topics useful in growing and thriving your group practice. If you have a specific topic you would like me to discuss in an episode, I’d love for you to leave me a message at maureen@thegrouppracticeexchange.com. The goal of this podcast is to help practice owners learn ways to grow their practices. Hear about all the topics that related to group practice ownership. Hear other group practice owners talk about how they run their business. From start up to thriving, ...
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The Purpose, Practice, and Power of Prayer: A Saddleback Church Small Group Study
Buddy Owens | Saddleback Church | Lumivoz
The Scripture makes it clear that we are in a great cosmic battle. It is not a battle against people. It is a battle against spiritual forces of evil that are trying to destroy the work of God—in the world, and in our lives. But God has equipped us, empowered us, authorized us, and called us to partner with him in accomplishing his purposes on the earth. And we do it primarily through prayer. This is a small group Bible study series by Buddy Owens from Saddleback Church. Download the study g ...
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Not going to teach law. Mr. Silber will teach you what they don't teach in law school - strategy.
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The Oxford Food Governance Group is an interdisciplinary group of researchers from the Institute for Science, Innovation and Society (InSIS), Said Business School, and the Unit for Biocultural Variation and Obesity (UBVO) at the University of Oxford, who share an interest in food governance practices. Looking at the politics of food distribution, sustainability, and governance of the food supply among other topics, this series will look at how we get our food and why it matters.
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Maximizing Value: Expert Insights on Deal Predictability with Kyle Webster
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Polaris Transaction Advisory Executive, Kyle Webster, walks Jamie and Perrin through EBITDA and valuation optimization in this last episode of 2024. Tune in to find out if you're truly ready to move toward a sale, and how NOT to leave money on the table!
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Episode 258 | Managing Gen Z Employees with Level Up Leaders
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In this episode, we dive into a topic that’s becoming more relevant than ever: managing Gen Z employees in your group practice. As a Millennial or Gen X group practice owner, you’ve probably noticed that the values, expectations, and communication styles of Gen Z employees can feel vastly different from your own. To help us better understand and na…
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Strategic Planning Snafus: Best Practices for Creating an Achievable Game Plan and How to Dodge Common Missteps
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What are the biggest mistakes the Polaris team sees in Strategic Planning? Tune in to find out, and learn why these common errors can wreak havoc on the growth of your business! Gain noteworthy insights as Perrin and Jamie discuss how best to plan, prepare and grow, while avoiding roadblocks that can cost you and your team time and money.…
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Reevaluating Banking Relationships: Your 2025 Growth Plan Depends on It!
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Pop Quiz: Banking is banking, right? False! Jamie and Perrin guide growth minded listeners on considerations for avoiding costly capital raise mistakes, and how the Polaris team can help steer the ship toward realizing those goals.
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Jamie and Perrin examine optimistic economic trends with an eye toward the coming year for healthcare and your practices. A conversation on 2025 projections gives a sneak peek into anticipated performance and how outlook, choices and action can help mold those upward trends for you!
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Episode 257 | Building Your Practice Around the Role You Want to Play with Jessica Lackey
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As group practice owners, many of us have experienced the overwhelm that comes with building your practice. You start wearing more hats than you ever thought possible, and before you know it, you’re wondering, “What’s my role now?” If you’ve ever felt unsure of where you fit in your own practice, this episode is for you. I sit down with strategy an…
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Jamie taps into Perrin's depth of knowledge on building your group in the next five years. Listeners get full access to advice on making big decisions, preparing for growth, and avoiding the most common pitfalls in choosing a path toward building a group practice.
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Turning the Tables on our Host, Perrin DesPortes!
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Jamie steals the mic for candid interview of our favorite co-host, Perrin DesPortes, on the current and upcoming M&A landscape. Perrin shares his expertise and insights in light of recent changes in the economy, as well as sage advice on preparing for your desired next steps. Tune in to find out what his crystal ball reveals!…
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Polaris Announces Next Level Executive Spin-Off
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We have some Polaris company news to share with our audience of loyal listeners and followers. One of our Co-Founders, Perrin DesPortes, is going to be exiting his role as an owner in the company. Hear directly from Diwakar and Perrin on the Next Level Executive Spinoff and Perrin's future plans.
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Episode 256 | Leveraging Public Speaking to Grow Your Group Practice with Carol Cox
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Have you ever wondered how public speaking could help grow your group practice? In this episode, I sit down with Carol Cox, founder and CEO of Speaking Your Brand®, to explore how group practice owners can leverage public speaking to enhance their visibility, build credibility, and grow their practices. Public speaking isn’t just about sharing info…
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The Pros and Cons of Buy-in vs Earn-in Equity Models
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Last week, I brought Mark Flock behind the mic to tackle questions around "timing" of an equity solution. this week, he's back again to tackle the "which one and why" aspect of determining the right solution. Want a PDF copy of our "Grid" to do your own compare and contrast analysis? Reach out to Mark directly at: Mark@PolarisHealthcarePartners.com…
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When is the right time to consider an equity solution for your Associate?
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Mark Flock joins us 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. Reach out to Mark directly at: Mark@PolarisHeal…
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Episode 255 | Continuing Education (CE) Course Creation and Approval with Kimberly Parker
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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 …
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Welcome to our Newest Team Member, Jamie Falasz!
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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
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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
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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…
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Our Advice to New Dentists Entering the Workforce
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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…
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Riding the Lake View Dental Care Roller Coaster to Success!
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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
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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…
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Red Teaming for Your Family and Your Business
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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”.…
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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 …
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Episode 252 | A Real Example of Implementing Profit First with Mike Michalowicz
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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…
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Is 2026 the Year to Sell Your Business?
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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…
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What Does the CEO of a Private Equity-Backed DSO Actually Do?
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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…
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Episode 251 | Strategies for Balance as a Neurodivergent Group Practice Owner with Patrick Casale
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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…
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Perrin's Deep Dive into Associate Equity Q&A from Dr. Jason Tanoory's Podcast
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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 …
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Financial Planning 101: Interview with Dentist Advisors' CEO, Matt Mulcock
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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
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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…
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The World of M&A - It's Not All Gloom and Doom
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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.
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Overcoming Growth Challenges: Interview with Dr. Noel Liu and Adin Bradley
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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!
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Episode 249 | Are Women Group Practice Owners Facing an Unequal Playing Field? with Racheal Cook
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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…
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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.
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Is this a "RESET" or a "Return to Normalcy?"
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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!
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Episode 248 | Turning Private Practice Income into Wealth with Ryan Derousseau
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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…
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Pre-Qualifying Your Associates for Partnership
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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…
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Navigating Orthodontic Success: Case Study Interview with Dr. Steve Giannoutsos & Geovane Lemond
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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…
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Episode 247 | Diversifying Services in Today's Market with Dr. Ajita Robinson
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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…
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Are You Building a Business That's Built to Last?
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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…
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Episode 246 | Increasing Staff Retention with Shelli Warren
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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…
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Exit Strategy with a Minority Investor? A New Wrinkle in the World of M&A...
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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 …
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The Role of Chief Clinical Officer with Dr. Andrew Matta (part 2)
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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…
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The Role of Chief Clinical Officer with Dr. Andrew Matta (Part 1)
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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…
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Episode 245 | Are Insurance Companies Taking Over Mental Health Practices? Here's What You Need to Know
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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, …
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Is Dental M&A Really Like "Pulling Teeth?!"
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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…
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A Deeper Dive into the Pelican Landing Case Study with Adin Bradley
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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…
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Episode 244 | Integrating Psychedelic-Assisted Therapy Into Your Practice with Christopher Brown
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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…
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Competitive Strategy on the FTC Non-Compete Ruling
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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 …
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Is This the Most Debilitating Disease for Entrepreneurs?!
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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…
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Episode 243 | How to Instill Clinical Confidence in Your Therapists with Shannon Heers
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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…
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Insights on the FTC Ruling on Non-Compete Agreements with Bart Walker
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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…
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