Shows
Wealth Planning for the Modern PhysicianSummer Rewind 2024 #1: Exiting Partners from a Practice with Attorney, Jason GreisThis summer, join host David Mandell as he revisits and highlights episodes from Season 3 of The Wealth Planning for the Modern Physician podcast, in our 2024 Summer Rewind Series. "I genuinely believe there is a lot of information to gain from all of our episodes deliver, but for the summer, I've handpicked a few that offer intriguing ideas and a unique perspective for physicians in 2024," says David. "I hope you enjoy this Season 3 encore. Have a great summer!" Episode 3.1 (Originally released on September 8, 2022) Exiting Partners from a Practice with Attorney, Jason Greis Li...2024-07-1141 min
Wealth Planning for the Modern PhysicianExiting Partners from a Practice with Attorney Jason GreisListen in as David chats with nationally recognized healthcare attorney Jason Greis about the important and sensitive topic of creating win-win strategies for exiting retiring partners from a medical practice. Jason begins by describing his firm and practice and then gives some reasons why setting a partner exit pathway is so important for the exiting partners, the practice and younger partners. Jason then explains what he is seeing in the marketplace in terms of private practice exit plans (or “sunset” plans), why striking a distinct deal for each new exiting physician can be problematic and why starting the e...2022-09-0830 min
Wealth Planning for the Modern PhysicianAll Things ASC Featuring Attorney Jason GreisListen in as David chats with nationally recognized healthcare attorney Jason Greis about all things related to ambulatory surgery centers (ASCs). Jason provides an overview of his firm and practice and then outlines some benefits of ASC ownership for physicians, along with some trends he is seeing in the marketplace. Jason then explains the restrictions that can limit ASC involvement for physicians and describes the types of doctors or groups that may not be a good fit for ASC ownership. David and Jason then discuss four common pitfalls physicians might encounter when starting a new ASC, how payors are...2022-05-1233 min