Shows
Group Practice AcceleratorBuilt Not Bought: The Advantages of a De Novo Strategy with Diwakar SinhaIn this episode of the Group Practice Accelerator podcast, Jamie sits down with Polaris in-house strategist, Founder & CEO, Diwakar Sinha to explore the growing appeal of the de novo strategy in dentistry. Instead of, or in addition to, acquiring existing practices, more dentists and DSOs are choosing to build from the ground up—and for good reason. Diwakar shares his insights into what de novos can offer within your growth strategy, and hints at an opportunity to learn firsthand what it takes to launch one successfully.
2025-08-2819 min
Group Practice AcceleratorDemystifying Dental: Four Top Legal Considerations for your Practices with Sara Stock, Founder & CEO of Stock LegalThinking of expanding your practice or group? — or already have? Join Jamie as she welcomes special guest, Sara Stock, Founder & CEO of Stock Legal, as they navigate the top four legal and business minefields of dental group ownership. From contracts and structure to earned equity and buyouts, Sara gives guidance on the questions dentists wish they asked sooner!Email Sara at: sara.stock@stocklegal.comWebsite: https://www.stocklegal.com/LinkedIn: https://www.linkedin.com/in/sarastock/ LinkedIn: https://www.linkedin.com/company/stock-legal-llc/posts/?feedView=all
2025-08-2132 min
Group Practice AcceleratorBold Moves Only: Hard Truths You Need to Hear About Consolidation with Adin BradleyAre you aware of how market consolidation is impacting your business today? If you think those waves are not reaching the shore of your business, and you can continue without stepping up your game, then this episode is for you! Listen to this week's edition of the Group Practice Accelerator Podcast as Adin Bradley, Polaris Fractional COO & Strategic Consulting Executive, joins Jamie for a frank discussion on what many owners are missing when it comes to staying competitive with larger and more optimized groups. From staffing to patient expectations, this episode covers key points and bold moves that need...
2025-08-1439 min
Group Practice AcceleratorMindset Matters: Controlling Your Level of Economic Insulation with Polaris' Mark FlockHow has your mindset as an owner, or as an associate, affected the go-forward plan for your career? How have economic changes influenced your approach, attitude and game plan for growth? Tune in for a square-one exploration between Jamie and Polaris' own Mark Flock, as they discuss the views and behaviors that can impact the health of our businesses and how optimism can insulate and accelerate strategies for growth. Link to the ADA HPI Report: https://www.ada.org/resources/research/health-policy-institute/dental-care-market/q2-2025-state-of-us-dental-economy
2025-08-0736 min
Group Practice Accelerator10 Strategies For Optimization with Cary Smith, CEO of DoneDeskSummary In this episode of the Group Practice Accelerator podcast, host Jamie Falasz and guest Cary Smith discuss ten strategies for optimizing value within group practices. They explore various aspects such as increasing patient flow, enhancing patient experience and the importance of team training and culture, to fine tune value from within. Tune in to learn how these strategies, and more, help drive growth and success.Email Cary: cary@donedesk.comWebsite: https://www.donedesk.com/
2025-07-3146 min
Group Practice AcceleratorThe Financial Upside: Why Dentist-Specific Financial Guidance Matters with Matt MulcockWe all want to work with people who know and understand us and our specific businesses, and financial planning and wealth management are no different. Tune in to this week's episode as Jamie welcomes Matt Mulcock, Managing Partner at Dentist Advisors, for a full-picture discussion around how dentists are decidedly unique in both personal finance and wealth management. From tools and tips, to mapping out a manageable strategy and common mistakes, this edition is sure to provide insights on why working with dental-specific experts will help you keep more of the money you earn. Dentist Advisors: https://dentistadvisors.com/
2025-07-2440 min
Group Practice AcceleratorDitching Entrepreneurial Doubt: How a Personalized Discovery Day Can Fast-Track Confidence and Success with Polaris CEO, Diwakar SinhaWhat's the one thing all entrepreneurs have in common? You guessed it: Self-Doubt. While it's only natural to have emotions around building your business, engaging the right support can help owners confidently launch plans into action, side stepping the derailments that the DIY-ers will waste time and money fixing. Join Jamie and Polaris CEO, Diwakar Sinha, for a conversation around the considerations that need to happen BEFORE you build, and how a personal Discovery Day can lay out an efficient, winning strategy for success.
2025-07-1720 min
Group Practice AcceleratorThe Price of Pausing: How Waiting to Get Support Will Cost Your Business with Adin BradleyAre you waiting to engage support until next month or next quarter when your gut (and the numbers!) tell you that profitability is already headed in a bad direction? Tune in to this week's episode as Jamie welcomes Adin Bradley to dissect the many reasons owners get stuck and the costly outcomes of waiting to fix the issues that negatively impact the value of their businesses.
2025-07-1034 min
Group Practice AcceleratorWhat's the Drill on Dental Law? Practical Guidance on Smart Strategy with Legal Expert, Rob MontgomeryJoin Jamie as she sits down for a candid conversation with attorney, Rob Montgomery as they reveal critical strategies and best practices for your growing group practice. Take notes as they uncover common deal killers, and how can you boost profitability with some simple foundational documents! You can reach Rob and team at www.yourdentallawyer.com
2025-07-0336 min
Group Practice AcceleratorBuilding Community: DentMent's Solution for Post-Grad Mentorship with Founder, Dr. Milad OwjiMany dentists feel overwhelmed after graduation, often as a result of a lack of business knowledge and understanding, and Dr. Milad Owji was no exception. Born of his own experience, and the contributions of his co-founders, the DentMent platform was built to provide the support and resources that fill a gap that exists in the market today. Join Jamie and DentMent Founder, Dr. Milad Owji, for a relatable conversation as they explore the journey and vision for a new dental community.
2025-06-2632 min
Group Practice AcceleratorWhat's My FICO? Understanding Your Credit and Debt Impact with Polaris CEO, Diwakar SinhaHow well do you really understand your credit? Tune is as Jamie taps into the banking and finance expertise of Polaris Founder & CEO, Diwakar Sinha, for a conversation around not only how credit is calculated, but how it can impact lending when it comes to your business. All things spending, business debt and sourcing capital come into play with the health of your profile, so be sure to listen and share with a friend or colleague!
2025-06-1922 min
Group Practice AcceleratorBlueprint for Growth: Inside Pathway Dental Group’s Winning FormulaIn a compelling example of the power of standardization and process, Pathway Dental Group’s Founder and CEO, Dr. Sten Ericson, and COO, Jennifer Paxton, sit down with Jamie to share key elements of their growth journey. From building mentorship programs and operational systems that attract the right team members, to lessons learned through missteps, Sten and Jennifer offer practical insights to help guide your own group’s strategy.
2025-06-1238 min
Group Practice AcceleratorSupply Spend Semaglutide? Systems for Proactively Protecting Your Cash Flow with Method's Alison FarberJoin Jamie as she welcomes Method VP of Sales, Alison Farber, as they discuss scalable ways to tame the wild west of supply spend. Be prepared to take notes as Alison walks listeners through e-procurement, cost containment, inventory and budgeting best practices that directly impact the bottom line of your business. Get ready to hit auto-pilot and $AVE this month with Alison's proactive tactics and expert advice!
2025-06-0538 min
Group Practice AcceleratorAssociate Equity: A Guide to Offering Partnership According to Your Growth & Exit StrategyWhen is the last time you took a realistic look at your plan for growth and eventual exit? Who will help steer the ship now, and when it's time to expand or sell? Tune in as Jamie welcomes Polaris Partnership Executive, Mark Flock, to the show for an episode filled with considerations as to timeline and retention when planning a pathway to partnership for your associates.
2025-05-2927 min
Group Practice AcceleratorTrue Crime: Embezzlement, Fraud & Protecting Your Business with Prosperident's David HarrisGet ready to be astounded by crime in the dental practice as Jamie talks embezzlement with Prosperident's Founder & CEO, David Harris! From red flags and trust, to litigation support and prevention, tune in as David and Jamie cover what to look for and some simple steps to protect your business. Can you guess what practice size is the most vulnerable to embezzlement?
2025-05-2241 min
Group Practice AcceleratorCash In with a Tune-Up: Why Upgrading Equipment Boosts Your Sale PriceThinking of selling your practice? Don’t let outdated equipment drag down your deal. Jamie sits down with Diwakar Sinha, Founder & CEO of Polaris, to bust myths about CapEx and explain why smart upgrades before a sale can lead to higher valuations.
2025-05-1517 min
Group Practice AcceleratorBuilding Operational Resilience: Adin Bradley’s Guide to Doing More with LessNo matter the economic climate, regularly reviewing operational expenses is key to staying aligned with your growth goals. In this episode, Jamie sits down with Polaris Fractional COO Executive Adin Bradley to share practical tips for streamlining spending, boosting efficiency, and building a more resilient business ready to weather any storm.
2025-05-0826 min
Group Practice AcceleratorThe Cost of Getting It Wrong: Why Ignoring Accrual Accounting Could Wreck Your Financial Future — with Ken Kaufman of AccruDentToo many businesses suffer from fuzzy financials—leading to inefficiency, poor forecasting, and weak cash flow. In this episode, Jamie sits down with finance expert and AccruDent Co-Founder Ken Kaufman to unpack why accrual accounting isn’t just a nice-to-have—it’s essential. They dive into how clear, accurate reporting can supercharge your growth strategy, sharpen your data management, and help you make smarter decisions. Don’t miss this must-hear conversation packed with insights and actionable tips!
2025-05-0128 min
Group Practice AcceleratorTurn Associates into Revenue Powerhouses: Dr. Solanki’s Formula for Explosive GrowthGrab your notebook—this episode is packed with actionable insights. Jamie sits down with Polaris Clinical Coach Dr. Vivek Solanki to unpack the key strategies for accelerating clinical development and boosting EBITDA. Whether you're mentoring a new associate or scaling your practice, you'll walk away with a clear roadmap to develop your own million-dollar associate.
2025-04-2433 min
Group Practice AcceleratorThe Smart Way to Manage Insurance Contracts: More Profit, Less StressWhat’s one of the top challenges practices face today? Insurance. From complicated contracts to confusing reimbursement processes, many practices are unknowingly leaving money on the table—and missing out on the profits they’ve earned. Join Jamie for a candid conversation with industry experts Katina Satterfield and Cynthia Roberts of Dental Advocacy Group, along with Polaris Fractional COO Adin Bradley, as they uncover the most common insurance pitfalls and share how the right partners can help you recover lost revenue and maximize your bottom line.
2025-04-1729 min
Group Practice AcceleratorNavigating Market Uncertainty: What Practice Owners Need to Know NowIn this special episode we’re tackling your top questions about today’s market conditions. Join Jamie and Diwakar as they break down current turbulence, what may lie ahead in the coming year, and the smart steps you can take now to help safeguard your business against market volatility.
2025-04-1513 min
Group Practice AcceleratorHow Clinical Coaching Accelerates Growth: 4 Key OutcomesHow does standardizing from your first location set the stage for growth? And how can the right mentor accelerate your success? In this episode, Polaris Clinical Coach Dr. Steve Giannoutsos joins Jamie to explore how clinical coaching combines standardization and mentorship to drive real results—offering just a glimpse into the impact it can have on your business.
2025-04-1043 min
Group Practice AcceleratorCompliance, Operations & Scaling Success: Why Group Success Begins with a Single Practice – with Cary Smith, Co-Founder & CEO of Done DeskJamie sits down with Cary Smith, Co-Founder & CEO of Done Desk, to discuss the importance of risk management, compliance, and building a strong foundation before scaling. Listen in to learn how to streamline operations and ensure your practice is set up for sustainable growth.
2025-04-0335 min
Group Practice AcceleratorWhy Transacting in 2025 Matters: Taking Advantage of the Current Market with Diwakar SinhaListen in for a "take notes" interview as Diwakar Sinha, Founder and CEO of Polaris Healthcare Partners, joins Jamie to deconstruct market changes from recent years, and how those who take advantage of the 2025 transaction landscape can benefit. From consolidation insights to resources that get your business primed for maximum value, this episode is filled with takeaways on what to consider and act on when selling your business.
2025-03-2725 min
Group Practice AcceleratorRecruitment & Retention: Solving for Dentistry's #1 Pain Point with Perrin DesPortesIn a don't miss episode on healthcare and dental's biggest pain point, Jamie welcomes Perrin DesPortes, founder of The Next Level Executive, back to the show for a run down on the why, when and how of managing associate recruitment and retention. Listen in for a best practices discussion and get ready to set yourself apart to secure your next high-value associate!
2025-03-2036 min
Group Practice AcceleratorPartnerships & Purchases: Expert Insights on Mergers and Buy-Side Transactions with Mark FlockReady to explore the merits and hazards of mergers, and whether buying a practice or group is right for you? Listen in as Jamie invites Polaris Executive & Partnership Consultant, Mark Flock, to the show for a conversation on the in's and out's of cap table mergers, and key factors when considering a buy-in this year.
2025-03-1340 min
Group Practice AcceleratorOperational Inflection Points: Train Wrecks & Silver Bullets with Polaris Expert, Adin BradleyJoin Jamie as she welcomes Polaris Fractional COO, Adin Bradley, as he shares tales of pain, inefficiency and necessary self-reflection rooted in decades of multi-site healthcare operations. Tune in to find out which of his two distinct categories your business falls into, and how to integrate the right resources to get ahead of predictable pitfalls!
2025-03-0645 min
Group Practice AcceleratorThe 2025 Seller's Market: How to Position Yourself with Polaris Transaction Advisory Executive, Kyle WebsterWith the seller market heating up, now is the time to prepare for your next move! Tune in as Kyle Webster, Polaris Transaction Advisory Executive, joins Jamie and helps listeners position themselves to take advantage of the 2025 market with best-practices guidance on everything from valuation to the self-discovery process behind finding the right buyer or partner.
2025-02-2718 min
Group Practice AcceleratorThe Deal Room: M&A Insights with McGuireWoods’ Geoff CockrellJoin Jamie as she welcomes Geoff Cockrell, Partner at McGuireWoods, LLP, to an episode filled with perspective on transacting in 2025. Be sure to listen in for Geoff's expert legal insights on the changing market and what's distinct about the topography of the new year!
2025-02-2018 min
Group Practice AcceleratorClinical Evolution: Your Guide to Growth with Dr. Vivek SolankiPolaris Clinical Coach and group practice leader, Dr. Vivek Solanki, joins Jamie for a first look at how skillsets and practices flourish under the right mentorship. A "can't miss" episode with valuable takeaways centered around clear pillars, and a sneak peek into Vivek's own journey and vision for successful groups!
2025-02-1332 min
Group Practice AcceleratorBecoming a CEO: Pain Points of Saying Goodbye to the Chair with Dr. Steve GiannoutsosJamie welcomes group practice leader and Polaris Clinical Coach, Dr. Steve Giannoutsos, behind the mic for a frank conversation about the often arduous transition from clinician to CEO. Tune in to hear Dr. Giannoutsos' roller-coaster ride through the fear, self-doubt and what-not-to-do's that ultimately led him to the powerful success he chose to create.
2025-02-0634 min
Group Practice AcceleratorGrowth Capital $olutions: Preparing for Your Next Big InvestmentPolaris Founder and CEO, Diwakar Sinha, joins Jamie behind the mic to talk CASH. Whether it's company-wide equipment needs, building a DeNovo or your next acquisition, tune in to hear our resident banking expert give growth capital guidance on preparation and lending in 2025.
2025-01-3020 min
Group Practice AcceleratorA Back to Basics Examination of Rollover Equity with Polaris' Kyle WebsterJoin today's episode as Polaris Transaction Advisory Executive, Kyle Webster, joins Jamie behind the mic for a timely Market Update plus a "back to basics" conversation on Rollover Equity considerations.
2025-01-2320 min
Group Practice AcceleratorThe Big Reveal: Introducing Polaris Clinical CoachingIt's finally here...The official launch of Polaris Clinical Coaching! Get a peek behind the curtain as Jamie and Polaris founder and CEO, Diwakar Sinha, welcome Dr. Steve Giannoutsos and Dr. Vivek Solanki as they embark on a truly impactful endeavor into hands-on clinical coaching for Polaris clients. Draw from their journeys through growing pains and juggling the many hats of personal and professional life, and learn how these highly successful doctors can accelerate your trajectory.
2025-01-1632 min
Group Practice AcceleratorFractional COO: A Hands-On Approach to Increasing Practice Value with Adin BradleyWhat separates the über-successful groups from those who simply maintain, or worse, stagnate? Join Jamie and Polaris Fractional COO and Executive Consultant, Adin Bradley, as they explore factors for driving operational efficiency and committed leadership. Don't miss Adin's "3P Formula" for achieving alignment and success!
2025-01-0933 min
Group Practice AcceleratorMaximizing Value: Expert Insights on Deal Predictability with Kyle WebsterPolaris 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!
2024-12-2623 min
Group Practice AcceleratorStrategic Planning Snafus: Best Practices for Creating an Achievable Game Plan and How to Dodge Common MisstepsWhat 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.
2024-12-1930 min
Group Practice AcceleratorReevaluating Banking Relationships: Your 2025 Growth Plan Depends on It!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.
2024-12-1225 min
Group Practice AcceleratorThe Positive Shift Ahead for 2025Jamie 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!
2024-12-0542 min
Group Practice AcceleratorIs it Time to Build?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.
2024-11-2730 min
Group Practice AcceleratorTurning the Tables on our Host, Perrin DesPortes!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!
2024-11-2134 min
Group Practice AcceleratorPolaris Announces Next Level Executive Spin-OffWe 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.
2024-11-2013 min
Group Practice AcceleratorWelcome to our Newest Team Member, Jamie Falasz!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.
2024-10-3130 min
Group Practice AcceleratorSell-Side Due Diligence to Find the Right PartnerBy now you've all heard about the lengthy due diligence processes of many buyers due to the tightening credit markets and less margin for error. Have you ever thought about the same due diligence from a seller perspective? If you're contemplating going to market, you should! I bring Diwakar behind the mic once again to share some insights into how you should look at finding the right partner for your next phase of growth.
2024-04-1126 min
Group Practice AcceleratorA Primer on the Current State of Capital MarketsWhy are we getting so much interest in debt restructuring and credit facilities when lending rates are so high?! Diwakar joins me on the show today to dive deep into his prognostication for where rates will be as well as how you should be proactively thinking about your current relationship through the next phase of growth of your business.
2024-03-2834 min
Group Practice AcceleratorHow to Maximize the Value in Your Banking RelationshipThe current state of borrowing can be arduous if you're trying to access capital, so maintaining a healthy relationship with your current bank is mission critical. Diwakar joins me on the show today to share some stories and insights into some current client challenges - and how you can avoid them yourself.
Looking to learn more ways to effectively grow your own enterprise? Join us in Puerto Rico for Accelerate 2024. Details here: https://polarishealthcarepartners.com/accelerate/
2024-03-2139 min
Group Practice AcceleratorMarket Update from the McGuireWoods Healthcare Private Equity ConferenceDiwakar attended and was on a panel at the McGuireWoods HCPE conference in Charlotte recently. He shares his thoughts on subject matter from several of the presenters and panelists, and gives us an update from the macro lens on what people feel is coming in the next 6 to 12 months.
Follow Gary here:
https://thegarybird.com/
https://www.instagram.com/thegarybird/
https://www.linkedin.com/in/thegarybird/
https://www.facebook.com/thegarybird
2023-10-1124 min
Group Practice AcceleratorMarket Timing: Your Capital Event in a Down Stock MarketI bring Diwakar back onto the show for our 3rd installment in an “Exit Strategy” series. Together we dig into everything from diversifying your assets and wealth management strategy to investing at the low point in the market. This is a lot of new subject matter that we haven’t discussed before, so surely a new wrinkle to how you view your most valuable asset. That and 3 great books from Dan Sullivan and Dr. Benjamin Hardy!
Download our FREE guide on maximizing the value of your business here: https://bit.ly/SellSideGuide
Subscribe for exclusive content you will not find anywhe...
2023-06-2026 min
Group Practice AcceleratorProactive Positioning for Your Exit StrategyI bring Diwakar back onto the show to make sense of current events. Together we dig into everything from current market conditions & interest rates to default rates increasing and potential unemployment increases. What does all of that add up to as it relates to a potential impact on pricing conditions? Listen in! That and our 2nd annual "Scaling From Clinician to CEO Summit" with Dr. Mark Costes and the crew at DSI.
Registration is live HERE! Go to: https://www.polarishealthcarepartners.com/scaling-from-clinician-to-ceo to register before it's too late!
Are you a subscriber to our podcast? Get weekly educational updates...
2023-06-1330 min
Group Practice AcceleratorBanking Collapse?!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 free look at your documents. You can reach him directly at: john@polarishealthcarepartners.com
2023-03-1627 min
Group Practice AcceleratorSponsor Finance & Middle Market Lending Part 2Are 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.
Become a Subscriber here: https://www.polarishealthcarepartners.com/podcast
Join us in May! Seats are filling up FAST:https://www.polarishealthcarepartners.com/build-your-platform-enterprise
2023-03-0124 minGroup Practice AcceleratorSponsor Finance & Middle Market Lending Part 2Are 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.
Become a Subscriber here: https://www.polarishealthcarepartners.com/podcast
Join us in May! Seats are filling up FAST:https://www.polarishealthcarepartners.com/build-your-platform-enterprise
2023-02-2824 minGroup Practice AcceleratorSponsor Finance & Middle Market Lending Part 2Are 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.
Become a Subscriber here: https://www.polarishealthcarepartners.com/podcast
Join us in May! Seats are filling up FAST:https://www.polarishealthcarepartners.com/build-your-platform-enterprise
2023-02-2824 min
Group Practice AcceleratorBorrowing to Build a More Valuable BusinessWhen 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 are you in?! If you want to learn more, join us in Ft Lauderdale in May! Learn more here: https://www.polarishealthcarepartners.com/build-your-platform-enterprise
Subscribe to our podcast here: https://www.pola...
2023-02-2138 min
Group Practice AcceleratorHow Covenant Structures Impact Your GrowthDo 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 Platform" is LIVE! Sign up today at https://www.polarishealthcarepartners.com/build-your-platform-enterprise
Subscribe here: https://bit.ly/GPASubscribe
2023-02-1440 min
Group Practice AcceleratorSponsor Finance & Middle Market LendingEverybody 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!
2023-02-0745 min
Group Practice Accelerator2023 Market Conditions + M&A OutlookHoly 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 here: https://bit.ly/GPASubscribe
Got any questions you want to discuss? Book a call HERE! https://meetings.hubspot.com/perrin3/book-a-call-pd-ds
Learn more about our MasterClasses here: ht...
2023-01-1735 min
Group Practice AcceleratorRising Rates & 5-Year HorizonsAll 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” Session? Here’s the agenda: https://share.hsforms.com/1-He2d9pRSW-U3vsXksaDKw8n35e
2023-01-1037 min
Group Practice AcceleratorPreparing to Exit in 2023?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 here’s a link to book a call with either me or Diwakar: https://meetings.hubspot.com/perrin3/book-a-call-pd-ds
2023-01-0340 min
Group Practice AcceleratorHow to Become the Ideal Borrower for a Bank & Planning for Your FutureDiwakar and I go through the internal and external aspects of potentially changing lenders along with some context around personal living expenses and wealth management planning. Yeah, these are some topics you want to think about! And some concrete details on subject matter for the upcoming “Scaling from Clinician to CEO” event in Denver, Oct 5th – 7th!
To save your seat, please use this link: https://bit.ly/ScalingfromCliniciantoCEO
2022-07-2832 min
Group Practice AcceleratorBusiness Strategy for a Rising Rate EnvironmentApologies for being melodramatic, but this is one of the most important episodes Diwakar and I have ever done. Seriously. It’s long (about an hour), so get ready. This is possibly the deepest dive we’ve ever done into the current state of the economy, lending rates, a little prognostication, and the way you should think through your capital structure to maximize on short-term growth opportunities. This is a serious “thinking about your business” episode, so get your coffee ready.
We encourage all our listeners who are nervous about the upcoming future to please schedule time to meet with us: http...
2022-07-071h 04
Group Practice AcceleratorDeal Killer & Poison PillsSelling a business is a lengthy and emotionally draining process. What if you got to the end and it all fell apart? There are quite a few things you can do ahead of time to minimize your chances for failure. Diwakar helps me unpack all of them. What about acquiring practices yourself? We teach you all about it in our next MasterClass on April 21&22! That and Animal Farm – all on today’s show!
Register for our upcoming MA&A MasterClass here: https://bit.ly/3LrqfKU
2022-03-3132 min
Group Practice AcceleratorThe Sale Process & What to Expect2021 was the largest year on record in terms of global M&A activity and the dental industry was part of it. If you’re contemplating going to market in 2022 or 2023, here’s your primer on what you need to know. Diwakar shares all of his insights in rapid fashion! What’s the difference between a Summit and a MasterClass?! I unpack that as well.
2022-03-2441 min
Group Practice AcceleratorYour Banking Solutions for Long-Term GrowthThis episode ought to give you the guidance you need to think through all aspects of funding. Today Diwakar and I discuss trends at an enterprise level around capital use and capital sourcing. We also compare and contrast the following: using an equity partner vs debt capital for growth; the difference in asset-based lending vs cash flow-based lending; Lower Middle Market vs Middle Market covenants & ratios; and traditional bank lenders vs non-bank lenders. That and the “Gates of Fire” on today’s episode!
Sign Up for our De Novo MasterClasse here:
https://bit.ly/MasterClass_DeNovo
2022-03-0331 min
Group Practice AcceleratorCash & Cash ReservesIn today’s episode, Diwakar and I clarify a few misconceptions around the topics of Free Cash Flow vs EBITDA vs Distributions, and we share some fundamental guidance on three ways you should be allocating your cash.
Sign Up for our De Novo MasterClass here:
https://bit.ly/MasterClass_DeNovo
2022-02-2428 min
Group Practice AcceleratorBanking Strategy: Finding your Last Lender Before Private EquityIf you’re going to build a group at any rate of speed, you’re more than likely going to outgrow your current retail lender. Diwakar and I compare and contrast banking solutions: Retail vs. Lower Middle Market vs. Middle Market. We also dive deep into the critical concepts of Guidance Line, Credit Facility, and Debt Recapitalization. With rates surely going up, now is the time to reevaluate your banking relationship!
2022-02-1741 min
Group Practice AcceleratorShould You Buy Real Estate?Many dentists start out buying their first practice as well as the real estate, but is that the best strategy when building a group? More importantly, how does it impact lending? Diwakar and I tackle that and a whole lot more on the show today. Tune in!
Sign Up for our MasterClasses here:
https://bit.ly/Masterclass_MAA
https://bit.ly/MasterClass_DeNovo
Join us for our PINNACLE Event For Dentists! March 30-April 1st, Learn more today @ https://bit.ly/PolarisPinnacle
Follow us on social media for current updates and much More
LinkedIn: https://www.linkedin.com/company/polaris-healthcare-partners
Instagram...
2022-02-1030 min
Group Practice AcceleratorHow to Avoid Multiple Practices and Multiple LendersI’m joined once again by the “Doctor of Debt,” Diwakar Sinha. Together we dig into what happens when you have multiple practices and multiple lenders as well as the jeopardy that cross collateralization creates. We have a LOT of different ways you can access our educational content in 2022, with several MasterClasses and a Pinnacle event coming up. Tune in for details!
Sign Up for our MasterClasses here:
https://bit.ly/Masterclass_MAA
https://bit.ly/MasterClass_DeNovo
Join us for our PINNACLE Event For Dentists! March 30-April 1st, Learn more today @ https://bit.ly/PolarisPinnacle
Follow us on social media...
2022-02-0327 min
Group Practice AcceleratorKey Banking Metrics and What They MeanDiwakar joins me on the show today and we go DEEP into the metrics banks use to make lending decisions as well as how they impact you as a borrower. Tons of banking info as well as an audience question on the difference between Affiliations versus a “Duct Tape” DSO and a book review on Blue Ocean Strategy. It’s all on today’s show!
Sign Up for our MasterClass @ https://bit.ly/Masterclass_MAA
Join us for our PINNACLE Event For Dentists! March 30-April 1st, Learn more today @ https://bit.ly/PolarisPinnacle
Follow us on social media for current updates...
2022-01-2743 min
Group Practice AcceleratorWhat IS Strategic Consulting?!We get that question seemingly every day, so Diwakar and I unpack a lot of details around the what, the who, and the how behind it. That and I unveil our Educational Content Strategy for 2022! All on today’s show!
2021-12-0234 min
Group Practice AcceleratorWe're Grateful2021 has already been an unbelievable year for us at Polaris, so heading into this uniquely American holiday weekend of Thanksgiving, we wanted to say thank you to all our fans and we are grateful for YOU! Then next week we’re back to the numbers. Cheers to you, your families, and your teams!”
2021-11-2505 min
Group Practice AcceleratorWe're Grateful2021 has already been an unbelievable year for us at Polaris, so heading into this uniquely American holiday weekend of Thanksgiving, we wanted to say thank you to all our fans and we are grateful for YOU! Then next week we’re back to the numbers. Cheers to you, your families, and your teams!”
2021-11-2505 min
Group Practice Accelerator“The WHATs of Building a Successful Group Practice”After unpacking the WHYs and a few HOWs, here are the WHATs to consider if you’re going to build a successful group practice. I’ll dig deeper into some aspects of risk, operational considerations, financial outcomes, and some that are more personal in nature. That and some gratitude for 2,000 downloads! All on today’s show.
2021-11-1827 min
Group Practice AcceleratorHow to Create Financial Success in Building a Group PracticeLast week we covered the failures we most often see in group practices, so let’s be more optimistic this week and talk about creating financial success! We cover all the bases from arbitrage to utilization. And, yes, our podcast has gone global. All on today’s show!
2021-11-1029 min
Group Practice AcceleratorHow to Create Financial Failure in Building a Group PracticeDo you ever wonder why so many emerging group practices underperform financially? Or maybe why so many group practices seem to be in financial difficulty? There are quite a few reasons, but today I unpack the three that we see most often. That and a great question around mergers from the President of an Enterprise-level DSO. All on today’s show!
2021-11-0439 min
Group Practice AcceleratorShould You Build a Group Practice?We get asked the same question all of the time: “Should I build a group practice?” Well…let’s see if we can answer it! We’ll dig into that along with the 5 Drivers of Consolidation we think are impacting the industry right now and into the coming years. Do you have the commitment to undertake the risk to build a group? I’ll give you some things to think about as you answer that. It’s all on today’s podcast along with a recent question around “time management.
2021-10-2840 min
Group Practice AcceleratorDefining & Developing StrategyWe got a TON of questions around the subject of strategy, but “strategy” can be a wide-ranging topic. I help you think through strategy from several different perspectives: target market; services; growth; and execution. And I relate it all to what we’re doing here at Polaris! This discussion should give you PLENTY to think about as you build out your own strategic planning session for 2022.
We welcome Mike Dombrowski as our new Brand Manager here at Polaris and I share what it’s like to be a High Performance Driving Instructor from a prior stage of life. It’s all on tod...
2021-10-2130 min
Group Practice AcceleratorStop Playing "Small Ball" - Strategic Planning for 2022Are you planning on acquiring practices in 2022? If so, it's time to stop playing "small ball!" You should think about different acquisitions differently! Do NOT take a one size fits all approach. I give you four aspects to think through as well as developing your own "Target Acquisition Profile" and your own Pitch. Build your group the way the "big boys" do it, starting in 2022!
That as well as further details on our Working Group sessions on "Mergers, Acquisitions & Affiliations" here in Charlotte on November 4&5 or 11&12. Interested in learning more or getting on the waiting list?
Here's your link: http...
2021-10-1437 min
Group Practice AcceleratorMaximizing Your Most Valuable Currency - a Recap on EquityWe've covered a TON of ground over the last 90 days as it relates to the concept of Equity. From Associate and Executive equity models to Cap Table Mergers to the recent Affiliations Model, it was a lot to digest, so we thought it would be beneficial to take a minute and hit the highlights of "all of the above." I decided to bring back the little man behind with the big microphone. That's right - Diwakar's back! Today we slice and dice the ins and outs of all things equity.
If you want to go deeper into all of this...
2021-10-0728 min
Group Practice AcceleratorStrategies & Tactics Around AffiliationsThe "Affiliations Model" continues to generate a LOT of interest and inquiries, so I decided to bring back the little man behind with the big microphone. That's right - Diwakar's back! Together we slice and dice the ins and outs of affiliations. And if you can't get enough of it off of the podcast, maybe you want to us for a two-day "Working Group" session on "Mergers, Acquisitions & Affiliations" here in Charlotte on November 4&5 or 11&12. Interested in learning more or getting on the waiting list?
Here's your link: http://polarishealthcarepartners-14514098.hs-sites.com/mergers-acquisitions-affiliations-working-group
Want to register? Email Diwakar directly: Diwakar...
2021-09-3039 min
Group Practice AcceleratorAffiliations Strategy Details: the Interview with Ryan Metzler of Stock LegalThe "Affiliations Model" has generated a TON of interest and inquiries, so I decided to bring Ryan Metzler of the Stock Legal firm on the show to dive deep into the details. We slice and dice the legal context around ownership, fees, agreements, PIUs, change management and the potential journey at hand. There's so much to cover, we even decided to host a two-day "Working Group" session on "Mergers, Acquisitions & Affiliations" here in Charlotte on November 4&5. Interested in learning more or getting on the waiting list? Email me directly:
Perrin@PolarisHealthcarePartners.com
Find out more about Ryan and Stock Legal...
2021-09-2343 min
Group Practice AcceleratorThe NO DEBT Growth Strategy - AffiliationsDo you always think of growth strategy as either buying or building your next location? Do you worry about the mounting load of debt you're also building? Well, this episode will create a dramatic change in the way you think about your growth strategy and the type of practice you typically target. Welcome to the latest innovation from Polaris - AFFILIATIONS! You may even want to take notes on this one! We cover all of the high-level aspects of Affiliations and things you should consider. Oh, by the way, I got a new coffee maker! Tune in for details!! Questions...
2021-09-1636 min
Group Practice AcceleratorEnterprise Software Strategy with Carestack's Jim GersonYour practice management system should be one of THE cornerstones of your organic growth strategy, but all too often it's treated as just another marginal operational device. Carestack's VP of Sales & Marketing, Jim Gerson, gives us a LOT to think about when it comes to things like: historical versus predictive reporting capabilities; compliance versus strategic application; and increasing attraction and retention of new patients simply by making things convenient and efficient. He'll also share some insights into the data and analysis they derive from their user base. We cover all of that along with Polaris's effort to support the children...
2021-09-0941 min
Group Practice AcceleratorAligning Interests through Equity StructuresIt's time to stop playing "small ball" with your emerging group. Equity may be your most valuable currency, so listen in as Diwakar and I unpack some of the ways to think about using equity to your advantage for growing your group. There's a reason so many Enterprise-level DSOs use an "equity roll" as a key selling point when it comes to convincing people to join their group - and you can do the same! We cover all of that along with the latest addition to our Data & Analytics team, Chris Yanes, and Dr. Nimesh Patel donates an Ember Coffee...
2021-09-0233 min
Group Practice AcceleratorMergers Instead of Acquisitions?!When it comes to M&A, everybody knows the "A," but what about the "M?" On today's show we're putting the "M" in Mergers. What about using mergers as part of your growth strategy? How would you do it? What are some aspects to think about? Where are the opportunities? And how would mergers be different from acquisitions? Equity is your most valuable currency, so let's start thinking about it differently in terms of growing your business. All of that along with your host's favorite coffee and his favorite podcasts. It's all on today's show!
Questions, comments or coffee recommendations?
...
2021-08-2640 min
Group Practice AcceleratorGetting Your Ownership Structure StraightYou bought or built your first location outright, then you added a second location with a 50-50 partner...and then you both went in on a third location with a third partner. Now you've all decided you need to form a management company because you want to grow to 10+ locations, so how do you figure out who owns what percentage of what?! Sound familiar? We encounter this scenario frequently and we've seen a LOT of it lately. Getting your equity "capitalization table" straight impacts your ability to govern the business and grow the business. I talk through this scenario in...
2021-08-1939 min
Group Practice AcceleratorBook Review Topic: Hiring & People ManagementWe're always being asked: "Do you have any good book recommendations?" Well, here's our first of what will be many book reports. We'll be doing them by coordinated topics going forward and this first one is all about our favorite subject, "people management!" I'll give you a high-level overview of four great ones we recommend often:
"Who: the A Method for Hiring" by Geoff Smart & Randy Street
"The Ideal Team Player" by Patrick Lencioni
"Who Not How" by Dan Sullivan
"Ownership Thinking" by Brad Hams
Add the "Impact Filter" tool from Dan Sullivan and Strategic Coach (www.strategiccoach.com/go...
2021-08-1242 min
Group Practice AcceleratorA Deeper Dive into Tax Law ChangesWe had a TON of feedback on our prior podcast (Episode #6) about the potential changes coming in the Biden tax package, so we decided to take a slightly different perspective from a tax attorney. I'll be joined on today's show by Erik Doerring, partner at Burr Forman. Erik shares his perspective of over 35 years of business and tax law. Together we discuss the potential impact on income earnings, investment and estate tax impacts. There's a LOT to unpack in this episode for sure! And if tax law is too heavy for you, then tune in for my "new favorite" Netflix...
2021-08-0547 min
Group Practice AcceleratorAssociate Equity: a Deep Dive into Profits Interest Units (PIUs)Having trouble attracting and retaining associates? This episode picks up where the last one left off. My partner, Diwakar Sinha, joins me on the show and we take a closer look at an "earned equity" model called Profits Interest Units (PIUs). We'll talk about the mechanics of PIUs; where they work best; and share some client experiences in implementing the model. Plus a new addition to our Strategic Consulting team, Adin Bradley, and some good reading material: The Narnia Chronicles. It's all on today's show!
Questions? Send 'em along to: Perrin@PolarisHealthcarePartners.com
And be sure to leave us a...
2021-07-2932 min
Group Practice AcceleratorAssociate Equity: a Deep Dive into Restricted Stock Units (RSUs)Having trouble attracting and retaining associates? This episode picks up where the last one left off. My partner, Diwakar Sinha, joins me on the show and we take a closer look at an "earned equity" model called Restricted Stock Units (RSUs). We'll talk about the mechanics of RSUs; where they work best; and share some client experiences in implementing the model. That plus Ashley's question on COVID's impact on the industry and the Daily Dad Blog - all on today's show!
Questions? Send 'em along to: Perrin@PolarisHealthcarePartners.com
And be sure to leave us a rating on the show!
2021-07-2248 min
Group Practice AcceleratorAssociate Equity: Attracting, Motivating & RetainingThe biggest problem facing group practices is attracting and retaining associates. If you can solve it, you stand a better chance of building and operating a successful business. Traditional "buy in" methods don't work anymore, so what's the solution? Our experience in Corporate America taught us that an "earned equity" opportunity is the best way to attract top talent, motivate them to produce high-level results, and retain them for the long haul. Tune in to find out more details!
All of that AND a brief discussion on the Ken Burns documentary on Ernest Hemingway on today's show.
Email your comments...
2021-07-1533 min
Group Practice AcceleratorPersonal Journeys: Dr. William Harvey of Harvey Family DentistrySometimes it's just nice to hear words of wisdom from someone who has already ventured down the path you're on. Dr. William Harvey gives his insights into the highs, lows and even natural disasters that could plague a growing business. I take a question on "the biggest challenge facing dentistry" and beg for some guidance from the audience on the best gourmet coffee machines.
2021-07-0845 min
Group Practice AcceleratorThe TOP 10 Metrics to Measure when Building a Successful Group PracticeEver wonder which metrics or KPIs you should be focused on? Or maybe you're suffering from "paralysis by analysis" by focusing on too many numbers?! Here's your "TOP 10" list. This one is for all of you "data hounds" out there!
Download a copy of the "TOP 10" right here: https://polarishealthcarepartners.com/free-pdf/
Listener question on "the impact of rising interest rates" and a great winery recommendation in Napa. For more information on Aonair: https://www.aonairwine.com/
and for Reverie: https://www.reveriewine.com/
Contact info: Grant Long (Proprietor & Winemaker): Grant@AonairWine.com
Austin Robertson (Operations Manager): austin@reveriewine.com
...
2021-07-0136 min
Group Practice Accelerator"Don't Let the Tax Tail Wag the Dog" - the Eide Bailly InterviewHere are the answers you've been looking for from the people who know! I'm joined by Scott Haberman and Mel Schwartz of the Eide Bailly accounting firm for some tremendous insights into accounting and tax considerations for those who are considering selling their business this year. Mel also gives us "the latest" update from Washington, DC on the proposed tax law. For additional questions, please reach out to Scott directly at: shaberman@eidebailly.com
I'm also joined by Brian Colao of the Dykema law firm about Polaris's sponsorship of their "8th Annual Definitive DSO Conference" coming up in Denver in...
2021-06-2455 min
Group Practice AcceleratorSelling Your Business in 2021? Deal Structure Matters More Than the MultipleAre you committed to selling your business in 2021? If so, deal structure matters more than the multiple does - and we unpack both on today's episode. That along with some tax considerations, discussion on a sell-side "Q of E" and more. I take a question from a Specialist on DSOs eating up their referral base and how PowerDot can improve your athletic recovery after a hard workout. It's all on today's show! Send in your questions to me at Perrin@PolarisHealthcarePartners.com
2021-06-1737 min
Group Practice AcceleratorTWO Things to Know Before You Sell Your Business in 2021Convinced you should sell your business in 2021? You might want to slow down and consider a few more factors before you do so. Diwakar joins me on the podcast today to break down "the right time" to sell as well as some considerations around supply and demand. We officially launch Polaris's M&A services to the market. And I marvel at the patient outcomes of today's modern medicine. It's all on today's show! Questions or comments to either of us at: Perrin@PolarisHealthcarePartners.com or Diwakar@PolarisHealthcarePartners.com
2021-06-1030 min
Group Practice AcceleratorGrowth Strategies & "The Rule of 72"We unpack the critical success factors when it comes to executing on your growth strategy for both DeNovo and Acquisitions. And how fast do you need to grow if you want to double the revenue of your business? The "Rule of 72" has the answer! We welcome Amy Tewell to our Data & Analytics Team. And if you're looking for inspiration in the kitchen, then check out "Recipe30" on YouTube! All on today's show! Submit any questions directly to me at: Perrin@PolarisHealthcarePartners.com Please be sure to leave us a rating and a comment!
Subscribe here: https://bit.ly/GPASubscribe
2021-06-0344 min
Group Practice AcceleratorThe Top 3 Challenges Every Group Practice ConfrontsLooking to launch your own group practice? Or maybe you've already started and are still early on in the journey. There are going to be many challenges ahead, but here are "The Big 3" that you should prepare for ahead of time. Want to submit a question? You can email me directly at: Perrin@PolarisHealthcarePartners.com
Subscribe here: https://bit.ly/GPASubscribe
2021-05-2543 min
Group Practice AcceleratorBlueprints, Templates & Frameworks to Build Your Own Group Practice"Can't you just give me a shortcut or a template to build a group?!" Well, NO, but we CAN take you through a lot of the questions you need ask yourself BEFORE you start down this journey. If you'd like a copy of the questionnaire itself, email me directly at: Perrin@PolarisHealthcarePartners.com
Subscribe here: https://bit.ly/GPASubscribe
2021-05-1835 min
Group Practice AcceleratorTrailer EpisodeYour primary resource for the education, tactics and strategies to help you launch and scale your group practice. We'll unpack the details of the guidance you need to have confidence in growing your business. Be sure to tune in or subscribe to get the latest episodes as they're published. For more information, please visit:
www.PolarisHealthcarePartners.com
And submit any questions or comments to: Perrin@PolarisHealthcarePartners.com
2021-04-0802 min