Group Practice Accelerator

Better Decisions, Higher Value: Healthcare Real Estate Done Right, with Ryan Gillespie of CARR

Jamie West Falasz and Diwakar Sinha — Thu, 23 Apr 2026 05:00:00 -0400

Healthcare real estate isn’t just a checkbox, it’s a series of high-stakes decisions.

In this week’s episode of the Group Practice Accelerator podcast, host Jamie West Falasz sits down with Ryan Gillespie, Regional Director at CARR healthcare real estate, for a candid conversation on how to think through site selection, ownership vs. leasing, plus factors that influence whether you should buy, renovate, or start fresh with a new build. Tune in as they explore the key factors founders often overlook, from visibility and access to what’s inside the four walls, and how experienced operators approach these decisions without leaving money on the table.

To reach today's Guest:
Website: https://carr.us/
Email Ryan Gillespie: ryan.gillespie@carr.us

Value Erosion & The Hidden Costs of Waiting to Sell, with Diwakar Sinha

Jamie West Falasz and Diwakar Sinha — Thu, 16 Apr 2026 05:00:00 -0400

In reality, companies often lose value long before a deal is ever on the table.

From messy financials and customer concentration risks to unclear growth narratives and operational gaps, small issues compound over time and they rarely go unnoticed by buyers during diligence. The result? Lower offers, tougher terms, or deals that fall apart entirely.

In this week’s episode, host Jamie West Falasz, and Polaris Founder & CEO, Diwakar Sinha, unpack the quiet but costly impact of waiting too long to prepare your business for a transaction. Inspired by Diwakar’s March 23 article, “The Hidden Cost of Waiting: How Delayed Preparation Quietly Erodes Your Valuation Long Before You Go to Market,” this episode explores why buyers don’t just evaluate what you’ve built, they assess how ready you are.

This conversation challenges the common “we’ll fix it later” mindset and replaces it with a proactive approach to value creation. Whether you’re planning to exit in one year or five, the takeaway is clear: preparation isn’t a last-mile activity, it’s a strategic advantage.

Find Diwakar's 3/23 article here: https://polarishealthcarepartners.com/the-hidden-cost-of-waiting-how-delayed-preparation-quietly-erodes-your-valuation-long-before-you-go-to-market/

Clarity & Clicks: Marketing Must-Haves for Your Healthcare Group with Travis Marshall, MOD Marketing

Jamie West Falasz and Diwakar Sinha — Thu, 09 Apr 2026 05:00:00 -0400

In this week’s episode of the Group Practice Accelerator podcast, Travis Marshall, President of MOD Marketing joins Jamie behind the mic for a look into the foundational advertising elements healthcare groups need to stand out and grow in today’s competitive world. From sharpening your message to turning online visibility into real patient volume, this conversation focuses on what drives results.

Listen in and discover how clarity in your brand strategy leads to a consistent pipeline, more meaningful community engagement, and ultimately more patients choosing your practices.

To reach today's Guest:
MOD Marketing: https://www.modmarketing.com/
Travis Marshall: travis@modmarketing.com
(919)200-8178

Culture Cost: How “Soft” Vibes Kill Performance with Adin Bradley

Jamie West Falasz and Diwakar Sinha — Thu, 02 Apr 2026 05:00:00 -0400

Inconsistent results across locations? Burned-out managers? Frustrated top performers?
The root cause is often a culture in shambles.

In this Thursday's episode, host Jamie West Falasz invites teammate and Fractional COO Executive, Adin Bradley, back to show for an honest look at why “soft” cultures - where expectations aren’t enforced - quietly destroy performance and organizational value. Tune in to hear first-hand how strong cultures orchestrate shared values, operational alignment and scalability across every site.

Because culture isn’t about perks, positivity, or good intentions. It’s the operating system of your organization.

Adin Bradley on LinkedIn: https://www.linkedin.com/in/adinjbradley/

Adin’s Post: https://www.linkedin.com/posts/adinjbradley_a-lot-of-healthcare-group-leaders-think-strong-activity-7442188341007147008-YUFa?utm_source=share&utm_medium=member_desktop&rcm=ACoAABEQltgBFxdn_IVPhTSdzGw7cu0eKrK32aU

Expansion Without Chaos: Systems, Partners, and Smart Design with Andrew Medina and Blue Frog

Jamie West Falasz and Diwakar Sinha — Thu, 26 Mar 2026 05:00:00 -0400

Building your healthcare empire sounds exciting…until the process starts to spiral.

This week on the Group Practice Accelerator Podcast, host Jamie West Falasz talks with Andrew Medina (Blue Frog) about what actually happens behind the scenes when healthcare groups design, build and scale the right (and wrong!) way.

Whether expansion by de novo, acquisition, or a mixed bag, we get into:
• The fast ways owners lose time and money
• Why managing architects and contractors yourself backfires in an expensive way
• How trust, end-to-end transparency and replication can iron out workflows and increase the value of your business

If you’re building, buying, redesigning or scaling, this episode is a must-listen for owners who want to stay productive throughout the process while avoiding costly delays and headaches.

___________________________________________________
For more information and to reach today's guest...
Explore Blue Frog: Bfrog.net

Email Andrew Medina at amedina@bfrog.net

Rethinking Accounting: A Human-First Financial Architecture with Benchmarks CEO, Joelle Klovanish

Jamie West Falasz and Diwakar Sinha — Thu, 19 Mar 2026 05:00:00 -0400

What if accounting wasn’t just about numbers, but about people, behavior, and smarter decision-making?

In this episode, host Jamie West Falasz sits down with Joelle Klovanish, CEO of Benchmarks, a forward-thinking accounting firm, to explore the concept of financial architecture, a strategic approach to structuring finances that supports clarity, growth and indisputable value. But the conversation goes deeper.

We unpack how a human-first philosophy is reshaping client relationships, why understanding neuropsychology can lead to better financial outcomes, and how behavioral insights influence everything from cash flow management to leadership decisions.

If you're a healthcare founder or operator, or simply curious about the intersection of money and mindset, this episode offers a fresh perspective on how one woman tackled the world of accounting with a personalized touch.

Tune in and rethink the way you approach finance!

Reach Joelle and Benchmarks here:

joelle@benchmarksco.com

https://benchmarksco.com/

Before You Give Up Equity: 5 Questions Every Founder Should Ask, with Mark Flock

Jamie West Falasz and Diwakar Sinha — Thu, 12 Mar 2026 05:00:00 -0400

Partnership isn't just a division of equity, it’s a defining strategic move.
But what do ambitious founders do before offering equity? What's the recipe for success?

In response to a recent LinkedIn post from Polaris Partnership Executive Mark Flock in which he poses 5 questions EVERY founder must ask themselves before considering partnership, Jamie invites Mark back to the show for a thought provoking exploration of how modern founders are rethinking partnership earlier in their growth journey. The conversation is no longer “Should I partner?” but begins with “What am I solving for?”

For driven healthcare founders, this episode addresses why partnership is never a participation trophy but rather a strategic inflection point designed to intentionally unlock the next stage of growth. Listen to the full episode today to learn how you can launch your own expansion and stay in control of your legacy.

Find Mark's LinkedIn post here: https://www.linkedin.com/feed/update/urn:li:activity:7434619499578007552/

5 Questions from Mark Flock's LinkedIn post:
“What am I solving for?”
“What structure secures my legacy?”
“What partner amplifies what I’ve built?”
“How do I protect what I’m continuing to build?”
“How can I plan for an exit or retirement?”

The Hidden Asset Quality Buyers Look For (It’s Not What You Think!) with Nan Meehan

Jamie West Falasz and Diwakar Sinha — Thu, 05 Mar 2026 05:00:00 -0500

When it comes to selling your group practice, most owners assume buyers are focused purely on revenue and profit. But sophisticated buyers look deeper.

In this week’s episode of the Group Practice Accelerator, we break down why the Founder is often the most valuable asset in the business, and how your role as Founder impacts not only your current valuation, but the future value and stability of the organization for buyers. You’ll also learn what buyers actually evaluate during acquisition, including the leadership and culture YOU create.

Listen in as host Jamie West Falasz and Polaris’ Nan Meehan build a practical checklist that Founders can return to time and again as they prepare for, and step confidently into, the next phase of their businesses.

From Offer to Outcome: Evaluating Buyer QUALITY Before Your Sale

Jamie West Falasz and Diwakar Sinha — Thu, 26 Feb 2026 05:00:00 -0500

The biggest offer isn’t always the smartest deal.
And accepting the wrong offer? That can undo years of your diligent effort to create a legacy with lasting value.

In this week’s episode of the Group Practice Accelerator, host Jamie West Falasz talks with Polaris CEO, Diwakar Sinha, as he breaks down how to evaluate buyer quality before you sign, so founders don’t trade long-term desires for short-term price.

We cover how to spot hidden risks, shaky capitalization, cultural misalignment, and post-close surprises that can derail your next chapter. Learn the red flags to watch for and the right questions to ask so you choose a buyer who protects your legacy, your team, and your future.

For more information, read Diwakar’s article here:

https://www.linkedin.com/pulse/how-evaluate-buyside-buyers-hidden-risk-most-healthcare-diwakar-sinha-isdde/

Recruit Smarter, Retain Longer: Winning the Dentist Talent War with Morgan Pace, ETS Recruit and Mark Flock

Jamie West Falasz and Diwakar Sinha — Thu, 19 Feb 2026 05:00:00 -0500

Dentist recruiting is more competitive than ever, and a higher paycheck alone won’t cut it.

In this week’s episode, host Jamie West Falasz talks with Morgan Pace of ETS Recruit and Polaris’ Mark Flock about the biggest hiring mistakes most owners make, green and red flags to watch for, and how to turn recruiting into a long-term growth strategy.

If you want to stand out in a crowded market and stop the cycle of constant turnover, this conversation will show you how to recruit smarter - and retain for the long game.

Reach Morgan Pace:

https://etsrecruit.com/

info@etsrecruit.com

Before You Sell: 5 Things Owners Wish They’d Known with Justin Marti, Marti Law Group

Jamie West Falasz and Diwakar Sinha — Thu, 12 Feb 2026 05:00:00 -0500

Selling your group practice is one of the biggest financial and emotional decisions you’ll make as an owner, and it’s rarely as simple as it looks from the outside. In this week’s episode, host Jamie West Falasz welcomes Justin Marti, Founder and attorney at Marti Law Group for a frank break down the top five things every group practice owner needs to understand before entering a sale and after the deal is done. From valuation and deal structure to leadership changes, earn-outs, and what day-to-day life actually looks like post-sale, this conversation will help you prepare for both the business deal and the human side of your next chapter.

To reach today's guest:
www.martilawgroup.com
justin@martilawgroup.com

Making Tough Calls That Grow Your Business: Tales of Accountability with Adin Bradley

Jamie West Falasz and Diwakar Sinha — Thu, 05 Feb 2026 05:00:00 -0500

Accountability is one of the most important - and most avoided - skills in group practice leadership, and it can directly impact business value. In this episode of the Group Practice Accelerator Podcast, Fractional COO Executive, Adin Bradley joins host Jamie West Falasz to talk about accountability to your team, accountability to the success of your business, and how to make tough leadership decisions. You’ll learn why avoiding hard conversations hurts practice culture and profitability, how clear expectations improve team performance, and when it’s time to stop coaching and start making guilt-free decisions. This episode is for those group practice owners looking to take the reins, be direct, and spread accountability across the organization!

Inside Multisite Mastery: The Event Powering Group Practice Leaders This March

Jamie West Falasz and Diwakar Sinha — Thu, 29 Jan 2026 05:00:00 -0500

In this special episode of the Group Practice Accelerator podcast, host Jamie West Falasz sits down with Polaris CEO Diwakar Sinha and Midmark’s Ted Kehagias for an exclusive preview of Multisite Mastery: Designing Growth with Confidence, the transformational event for group practice leaders ready kick expansion into high gear coming this March.

Whether you’re preparing to open your next location or scaling to ten, fifteen, twenty, or more, this conversation breaks down the strategies, insights, and real-world expertise you can expect. You’ll hear from the minds shaping the event: multisite growth experts, operations and design leaders, and real-world operators who’ve been there and built it - and why the Midmark Experience Center in Versailles, OH provides the perfect environment to reimagine your expansion playbook.

If structure, confidence, and intentional growth are on your wish list, this episode sets the tone for what’s coming March 25–27.

Learn more and register HERE

From Growth to Exit: How the Right Executive Team Creates Stability and Enterprise Value with Jon Fidler

Jamie West Falasz and Diwakar Sinha — Thu, 22 Jan 2026 05:00:00 -0500

On this week’s episode of the Group Practice Accelerator, host Jamie Falasz sits down with Jon Fidler, Founder and CEO of Fidler & Associates, to talk about why the team you build around you matters more than almost anything else as you scale. Jon shares what he’s seen working with multi-site groups across the country - from where leaders get hiring wrong to how alignment at the executive level creates stability, reduces risk, and ultimately drives higher exit value.

They cover when to stop doing it all yourself, which leadership roles to prioritize as you grow, and what buyers really look for when it’s time to sell. If you’re ready to scale, or thinking about an eventual exit, this episode will help you hire with intention and build a team that supports long-term value.
Contact Jon Fidler:

www.fidlerandassociates.com

jfidler@fidlerandassociates.com

(512)550-8604

Built to Last: Partnerships & Equity Moves That Actually Increase Value with Mark Flock

Jamie West Falasz and Diwakar Sinha — Thu, 15 Jan 2026 05:00:00 -0500

If you’re running multiple locations, growth alone isn’t the flex anymore - value is. In this week’s episode of the Group Practice Accelerator Podcast, Jamie brings back Partnership & Equity Solutions Executive, Mark Flock, for straight talk about what it really takes to be ready for 2026. From strategic partnerships to equity decisions that either multiply or quietly destroy value, this conversation is for owners who are thinking beyond “more locations” and toward leverage, optionality, and long-term payoff. If your practice is scaling, the question is no longer can you grow, it’s whether your structure is making the business more valuable or more complicated.

If you want a business that gives you leverage, options, and power (not just more responsibility), this episode will change how you think about growth.

Show Me The Money: The One Market Indicator That Can Make or Break Your Deal

Jamie West Falasz and Diwakar Sinha — Thu, 08 Jan 2026 05:00:00 -0500

If you’ve ever wondered why DSO and MSO valuations exploded, stalled, and now look ready to move again, the answer is hiding in plain sight: SOFR.

In this 2026 kickoff episode, host Jamie West Falasz invites Polaris Founder & CEO, Diwakar Sinha back to the show for a breakdown of how changes in borrowing costs have driven valuation cycles, recap strategies and M&A activity from 2017 through today. From the pre-pandemic decline in borrowing costs, to the near-zero-rate frenzy that fueled record deal volume, to the post-pandemic reality of cashflow compression and failed transactions, SOFR has been the hidden lever behind it all. Tune in to learn about the recent downward trend in SOFR, why it signals a positive turning point for capital deployment, and why 2026 is shaping up to be a pivotal year for prepared founders and operators.

Because in this market, timing helps - but readiness wins

Read Diwakar’s Article HERE: https://polarishealthcarepartners.com/capital-markets-sofr-and-the-recapitalization-of-msos-dsos-why-2026-could-be-the-year/

For more Information on the Secured Overnight Financing Rate and the cost of borrowing cash, click here: https://www.newyorkfed.org/markets/reference-rates/sofr

Eyes on the Horizon: Year-End Reflections & Building Momentum for 2026

Jamie West Falasz and Diwakar Sinha — Tue, 30 Dec 2025 05:00:00 -0500

As the year comes to a close, we’re taking a step back …and looking ahead. In this episode, Eyes on the Horizon, we reflect on the key lessons, challenges, and wins that shaped dental group practices this year. From operational growth to leadership decisions to M&A activity, we’ll break down what mattered most and how those insights can fuel smarter strategies moving forward.

We’ll also shift our focus to building momentum for 2026, discussing priorities group practice owners should be thinking about now - from scaling systems and strengthening teams to navigating industry trends and opportunities. Plus, we’ll preview key events and opportunities coming in Q1, so you can plan ahead, stay engaged, and start the year with clarity and confidence.

Whether you’re refining your vision or preparing for an ambitious year ahead, this episode is designed to help you close the year strong and enter 2026 with purpose.
Check out Polaris Events HERE: https://polarishealthcarepartners.com/speaking-engagements/

Legal Strategy: Building the Dental Group Practice You Want with Sara Stock, Stock Legal

Jamie West Falasz and Diwakar Sinha — Tue, 23 Dec 2025 05:00:00 -0500

What does it really take to set up a Dental Group Practice the right way?

In this week’s episode, host Jamie West Falasz is joined by Sara Stock, founder of Stock Legal, who specializes in legal services for dentists and dental group practices. Ahead of her compelling presentation at the Multisite Mastery: Designing Growth with Confidence event in March at Midmark’s Experience Center, Sara breaks down the legal structures, strategic decisions and introspection that dental practice owners need to consider and understand when scaling beyond a single location.

Sara provides a preview of her March session, discussing how to:

Structure for long-term growth
Avoid common legal pitfalls with the right foundational documents
Align your legal setup with the business and lifestyle you want
Think proactively about scalability, partners, and future exits

Whether you’re considering your next de novo or refining an existing group practice structure or acquisition plan, this episode and the Multisite Mastery event provide practical insights to help you build with intention.

Learn more about Multisite Mastery: Designing Growth with Confidence here.

Connect with Sara Stock and the Stock Legal team here:

www.stocklegal.com

sara.stock@stocklegal.com

From Bottlenecks to Better Care: The Intersection of Practice Design & Efficiency with Midmark’s Jennie Vanderpool

Jamie West Falasz and Diwakar Sinha — Thu, 18 Dec 2025 05:00:00 -0500

Practice inefficiency doesn’t just waste time - it impacts revenue, patient outcomes and staff productivity. In this week’s episode, Jamie sits down with Jennie Vanderpool, Senior Manager for Process Improvement and Effectiveness at Midmark, for a conversation that connects Lean Six Sigma methodology with revenue boosting process improvement and practice design, showing how smarter workflows can reduce bottlenecks and save valuable time. Tune in for a preview of Jennie’s session at the upcoming Multisite Mastery event in March and learn how process improvements build smarter systems that simply make sense.

Trust, Transparency, Takeoff! Inside Dr. Ben Tolley's Growth & Partnership Model

Jamie West Falasz and Diwakar Sinha — Thu, 11 Dec 2025 05:00:00 -0500

Tune in for this week’s episode as Jamie invites Polaris’ Mark Flock and Dr. Ben Tolley, founder & CEO of Tolley Dental behind the mic as this group practice leader shares how he’s scaling multiple locations by building trust-driven partnerships for his doctors. Dr. Tolley’s journey offers a candid look at what it really takes to grow a multi-location dental group, and why partnership pathways are essential for attracting and keeping top-tier providers. With help from Polaris and a team of allies, Dr. Tolley rolled out a fair and transparent pathway to ownership that boosts retention, strengthens culture, and aligns everyone behind the Tolley mission. If you're a dentist considering expansion, struggling with doctor turnover, or looking for a blueprint to build a sustainable group practice, this is an episode you won't want to miss.

Multisite Mastery: Direct Access to Your Expansion Playbook (Coming this March)

Jamie West Falasz and Diwakar Sinha — Thu, 04 Dec 2025 05:00:00 -0500

Get ready - your roadmap to confident, strategic multisite expansion is almost here. In this special episode, host Jamie West Falasz chats with CEO Diwakar Sinha, and Midmark’s Ted Kehagias, to pull back the curtain on Multisite Mastery: Designing Growth with Confidence, the transformational event coming this March. Whether you're preparing to open your second location or scaling to fifteen, twenty and beyond, this episode gives you an exclusive preview of the sessions and breakthroughs you can expect.

You’ll hear about the architects behind the event - industry leaders, business and operations strategists, design and multisite growth innovators, and real-world operators - each sharing their expertise all in a setting that will no doubt inspire your next location, the beautiful Midmark Experience Center in Versailles, OH.

If you’re hungry for clarity, structure, design and confidence as you expand, this episode sets the stage. March 25-27 brings direct access to the Multisite Mastery event, and today’s episode tells you exactly why you’ll want to Register Today.

Buckle up - your expansion era is about to accelerate!

Solid Footing, Smarter Growth: Building an Unshakable Foundation with Adin Bradley

Jamie West Falasz and Diwakar Sinha — Wed, 26 Nov 2025 05:00:00 -0500

Growth is exciting, but in healthcare scaling too fast without pressure-tested operational systems can lead to disappointing outcomes including decreased EBITDA, increased risk and poor patient experience. In this week's episode, Jamie welcomes teammate Adin Bradley back to the show as they break down what foundational systems must be in place before expanding, and why a solid operational foundation is your true growth engine. Tune in as Adin shares a preview of his session planned for Polaris' January Masterclass: The Leadership Advantage - a "don't miss" opportunity designed to recalibrate your operational perspectives and catapult plans for scale!
LEARN MORE & REGISTER HERE

Sharpening Your Edge: Masterclass Sessions for Your Next Level of Practice with Dr. Vivek Solanki

Jamie West Falasz and Diwakar Sinha — Thu, 20 Nov 2025 05:00:00 -0500

Behind every successful, high-value dental practice are doctors committed to constant growth. Join Jamie as she welcomes back Polaris Clinical Coach, Dr. Vivek Solanki, for an episode that explores what's in store for Polaris' January Masterclass in Charlotte, and what it truly means to evolve as a clinician, leader, and practice owner. A preview of growth-centric sessions guides the discussion around an experience built to elevate clinical skills, marry clinical and operational strategies, and cultivate the leaders and leadership mindset that drive lasting success. If you’re ready to step into your next level, this episode, and the Masterclass, will show you what’s possible.
LEARN MORE & REGISTER HERE

Beyond the Broker: What Every Practice Owner Should Know

Jamie West Falasz and Diwakar Sinha — Thu, 13 Nov 2025 05:00:00 -0500

Selling a your practice isn’t just a transaction, it’s a transformation; one that deserves careful planning and an approach that fortifies and protects every dollar you've earned. If you've been approached by someone wanting to purchase your business, or are thinking of selling all or part of your business today or in the coming years, then this episode is for you! Tune in as host Jamie Falasz welcomes Polaris CEO, Diwakar Sinha, for a show that is sure to enlighten listeners on how to protect their life's work while driving for maximum value whether exiting now or years in the future.

Cary Smith LIVE! A Must-Attend Masterclass Session on Repeatable & Predictable Processes

Jamie West Falasz and Diwakar Sinha — Thu, 06 Nov 2025 05:00:00 -0500

In this special episode ahead of January's Masterclass in Charlotte, The Leadership Advantage, host Jamie Falasz sits down with returning guest Cary Smith, CEO of Done Desk, an in-demand featured speaker at the event. Cary shares a preview of his session focused on transforming practice operations through repeatable, predictable, and efficient systems that not only manage risk, but improve performance and accountability. Tune in for a sneak peek on his session highlights such as:

Identifying and documenting key workflows
The importance of building scalable processes to reduce risk and error
Real-world strategies for improving operational consistency
Risk management and how to safeguard against costly mistakes

Whether you're leading a multi-location dental group or just starting to scale, an owner or associate, Cary’s insights offer a platform and clear roadmap to operational excellence. REGISTER FOR THE MASTERCLASS HERE

Passion & Problem-Solving: The Blueprint Behind Barbaro's Multi-Location Success

Jamie West Falasz and Diwakar Sinha — Thu, 30 Oct 2025 05:00:00 -0400

Dr. Colin Barbaro didn’t build a 10-location dental practice to chase numbers - he did it because he loves what he does. Tune in to this week's episode as Jamie and Dr. Barbaro, co-founder of Barbaro Dental Group, dive into how he and his brother Justin established and continue to grow a thriving multi-location operation driven by passion, problem-solving, and purpose. Hear how they balanced growth with values, built a strong culture, and found success not by competing, but by staying true to their love of dentistry. A must-listen for every healthcare entrepreneur!

Calm at Scale: Inside Dr. Vince Monticciolo's Path to a Group Practice with Purpose

Jamie West Falasz and Diwakar Sinha — Thu, 23 Oct 2025 05:00:00 -0400

What if the key to scaling a successful dental group was less about numbers, and more about streamlining to facilitate calm? In this episode, Jamie welcomes Dr. Vince Monticciolo, founder & CEO of Monticciolo Family & Sedation Dentistry, as he shares how his passion for sedation dentistry became the heartbeat of a 12-location (and growing!) dental group. Built to serve patients whose challenges and fears have kept them from the chair, Vince walks listeners through his proven processes and operational non-negotiables that, together with trusted experts and team members, have established this incredible group as a source of comfort for so many. From his first practice to a thriving multi-location organization, Dr. Monticciolo dives into the challenges, breakthroughs, and mindset shifts that helped him grow with purpose. If you’re a dentist, entrepreneur, or just someone curious about what it takes to build a values-driven business, this conversation is a must-listen.
Patient Resource: Find Dr. Monticciolo's podcast, Calm in the Chair, here!

Polaris Masterclass Series: The Leadership Advantage - Redefining How You Lead, Scale & Succeed

Jamie West Falasz and Diwakar Sinha — Thu, 16 Oct 2025 05:00:00 -0400

Ready for the what's next in the Polaris Masterclass Series? In this week's episode, host Jamie West Falasz and Polaris CEO, Diwakar Sinha, speak directly to dental practice owners ready to accelerate growth as they unveil a powerful January 15-16 live event in Charlotte centered around empowering doctors and catapulting them into the next level of practice. Listen in for highlights on this upcoming chapter in the Masterclass series, aptly titled The Leadership Advantage, a must-attend gathering for forward-thinking dental professionals prepared to take charge of the untapped potential in their teams and their businesses.

From leadership and clinical upskilling, to mentorship and operational streamlining, this January's Masterclass offers a practical roadmap for evolving in and beyond the operatory, and dives into what professional growth really looks like for dentists today.

Don't miss this chance to take your practice and your personal development to the next level!

🔗 Register Today
📅 Jan. 15-16, 2026 | 📍 Charlotte, NC

Breaking the Bubble: Why Even Great Groups Need Outside Perspective

Jamie West Falasz and Diwakar Sinha — Thu, 09 Oct 2025 05:00:00 -0400

Is your dental group's leadership team too close to the problem? In this episode, Jamie brings Adin Bradley, Fractional COO and Strategic Consulting Executive, back to the show to explore the dangers of operating in a bubble, where internal promotions, while well-intentioned and often well-earned, can create blind spots that stunt growth. From the vast array of unknowns to the power of outside perspective, we break down how groups can benefit from fresh ideas, cross-industry insights, and the humility to say, “We don’t know what we don’t know.” Plus, hear a real-world success story of how one dental group accelerated growth by breaking their own bubble!

Not Just a Paycheck: Leveraging Practice Growth with Win-Win Partnerships

Jamie West Falasz and Diwakar Sinha — Thu, 02 Oct 2025 05:00:00 -0400

Tune in to this week's episode as Jamie welcomes colleague and Equity Solutions Executive, Mark Flock, back to the show to explore how associates and owners can build mutually beneficial partnerships that go far beyond a traditional paycheck. As the dental industry evolves, equity opportunities are becoming a powerful tool for retaining talent, fueling growth, and creating long-term value for both associates and owners. Be sure to listen to the full show to catch a compelling story around how empowering doctors through ownership can launch production that's a winning scenario for all!
Find the ADA's updated U.S. Dentist Workforce Report here. [August 2025]

The Big News We've Been Dying to Share...Multisite Mastery is Coming!

Jamie West Falasz and Diwakar Sinha — Thu, 25 Sep 2025 05:00:00 -0400

In this special episode, Polaris and Midmark spotlight their upcoming Multisite Mastery event designed for owners ready to scale through purposeful, efficient, strategic expansion. Join Jamie as she welcomes Midmark VP, Ted Kehagias, and Polaris CEO, Diwakar Sinha, as they dive into how two days of strategy-packed sessions will provide attendees with the confidence and tools to build the legacies they envision. Whether you’re preparing for your first de novo or looking to refine your existing acquisition playbook, this episode is your gateway to a high-impact event you won’t want to miss. Multisite Mastery: Designing Growth with Confidence | March 25-27, 2026

From Rookie to Rockstar: Empowering Dentists Through Drills, Dialogue & Deep Mentorship

Jamie West Falasz and Diwakar Sinha — Thu, 18 Sep 2025 05:00:00 -0400

In this episode, Jamie and Polaris Clinical Coach, Dr. Vivek Solanki, dive into what it truly takes to build confident, capable highly productive dentists. From mastering the art of case acceptance to sharpening clinical skills through intentional drills, Vivek unpacks the methods that turn good clinicians into great ones. Listen in as they explore the power of mentorship and how guided experience can fast-track growth, boost confidence, and empower dentists to lead with impact. Whether you’re a new grad or seasoned clinician, this conversation is packed with actionable insights to elevate dentistry, one empowered dentist at a time.

Equity, Control & Growth: Making Ownership Decisions That Pay Off

Jamie West Falasz and Diwakar Sinha — Thu, 11 Sep 2025 05:00:00 -0400

In this week's episode of the Group Practice Accelerator Podcast, Jamie welcomes Polaris Founder & CEO, Diwakar Sinha, back to the show for a foundational discussion covering the principles and considerations around ownership, control, and options for offering equity to top performing associates and executives. Grab a pen and notepad as Diwakar walks listeners through timing, equity structures and key elements that help secure and even grow the value of your business!

Milestone Moments: Celebrating 250 Episodes + A Bold New Look

Jamie West Falasz and Diwakar Sinha — Thu, 04 Sep 2025 05:00:00 -0400

We've officially hit 250 episodes! Whether you've been with us from the start or just joined recently, this milestone belongs to you—our amazing listeners. In this special episode, the Polaris team takes a look back at the journey so far: favorite moments, behind-the-scenes stories, lessons learned, and a few surprises along the way.

We'll also share what’s next for the show, including a BOLD new look, and give a heartfelt thank-you to everyone who helped us get here. Here's to the past, present, and future of this podcast—cheers to 250!
Subscribe today! https://polarishealthcarepartners.com/podcast/

Built Not Bought: The Advantages of a De Novo Strategy with Diwakar Sinha

Jamie West Falasz and Diwakar Sinha — Thu, 28 Aug 2025 05:00:00 -0400

In 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.

Demystifying Dental: Four Top Legal Considerations for your Practices with Sara Stock, Founder & CEO of Stock Legal

Jamie West Falasz and Diwakar Sinha — Thu, 21 Aug 2025 01:00:00 -0400

Thinking 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.com
Website: https://www.stocklegal.com/
LinkedIn: https://www.linkedin.com/in/sarastock/
LinkedIn: https://www.linkedin.com/company/stock-legal-llc/posts/?feedView=all

Bold Moves Only: Hard Truths You Need to Hear About Consolidation with Adin Bradley

Jamie Falasz and Diwakar Sinha — Thu, 14 Aug 2025 05:00:00 -0400

Are 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 to be part of your action plan now.

Mindset Matters: Controlling Your Level of Economic Insulation with Polaris' Mark Flock

Jamie Falasz and Diwakar Sinha — Thu, 07 Aug 2025 05:00:00 -0400

How 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

10 Strategies For Optimization with Cary Smith, CEO of DoneDesk

Jamie Falasz and Diwakar Sinha — Thu, 31 Jul 2025 05:00:00 -0400

Summary 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.com
Website: https://www.donedesk.com/

The Financial Upside: Why Dentist-Specific Financial Guidance Matters with Matt Mulcock

Jamie Falasz and Diwakar Sinha — Thu, 24 Jul 2025 05:00:00 -0400

We 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/

Ditching Entrepreneurial Doubt: How a Personalized Discovery Day Can Fast-Track Confidence and Success with Polaris CEO, Diwakar Sinha

Jamie Falasz and Diwakar Sinha — Thu, 17 Jul 2025 05:00:00 -0400

What'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.

The Price of Pausing: How Waiting to Get Support Will Cost Your Business with Adin Bradley

Jamie Falasz and Diwakar Sinha — Thu, 10 Jul 2025 05:00:00 -0400

Are 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.

What's the Drill on Dental Law? Practical Guidance on Smart Strategy with Legal Expert, Rob Montgomery

Jamie Falasz and Diwakar Sinha — Thu, 03 Jul 2025 05:00:00 -0400

Join 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

Building Community: DentMent's Solution for Post-Grad Mentorship with Founder, Dr. Milad Owji

Jamie Falasz and Diwakar Sinha — Thu, 26 Jun 2025 05:00:00 -0400

Many 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.

What's My FICO? Understanding Your Credit and Debt Impact with Polaris CEO, Diwakar Sinha

Jamie Falasz and Diwakar Sinha — Thu, 19 Jun 2025 05:00:00 -0400

How 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!

Blueprint for Growth: Inside Pathway Dental Group’s Winning Formula

Jamie Falasz and Diwakar Sinha — Thu, 12 Jun 2025 05:00:00 -0400

In 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.

Supply Spend Semaglutide? Systems for Proactively Protecting Your Cash Flow with Method's Alison Farber

Jamie Falasz and Diwakar Sinha — Thu, 05 Jun 2025 05:00:00 -0400

Join 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!

Associate Equity: A Guide to Offering Partnership According to Your Growth & Exit Strategy

Jamie Falasz and Diwakar Sinha — Thu, 29 May 2025 05:00:00 -0400

When 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.

True Crime: Embezzlement, Fraud & Protecting Your Business with Prosperident's David Harris

Jamie Falasz and Diwakar Sinha — Thu, 22 May 2025 05:00:00 -0400

Get 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?

Cash In with a Tune-Up: Why Upgrading Equipment Boosts Your Sale Price

Jamie Falasz and Diwakar Sinha — Thu, 15 May 2025 05:00:00 -0400

Thinking 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.

Building Operational Resilience: Adin Bradley’s Guide to Doing More with Less

Jamie Falasz and Diwakar Sinha — Thu, 08 May 2025 05:00:00 -0400

No 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.

The Cost of Getting It Wrong: Why Ignoring Accrual Accounting Could Wreck Your Financial Future — with Ken Kaufman of AccruDent

Jamie Falasz and Diwakar Sinha — Thu, 01 May 2025 05:00:00 -0400

Too 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!

Turn Associates into Revenue Powerhouses: Dr. Solanki’s Formula for Explosive Growth

Jamie Falasz and Diwakar Sinha — Thu, 24 Apr 2025 05:00:00 -0400

Grab 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.

The Smart Way to Manage Insurance Contracts: More Profit, Less Stress

Jamie Falasz and Diwakar Sinha — Thu, 17 Apr 2025 05:00:00 -0400

What’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.

Navigating Market Uncertainty: What Practice Owners Need to Know Now

Jamie Falasz and Diwakar Sinha — Tue, 15 Apr 2025 05:00:00 -0400

In 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.

How Clinical Coaching Accelerates Growth: 4 Key Outcomes

Jamie Falasz and Diwakar Sinha — Thu, 10 Apr 2025 05:00:00 -0400

How 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.

Compliance, Operations & Scaling Success: Why Group Success Begins with a Single Practice – with Cary Smith, Co-Founder & CEO of Done Desk

Jamie Falasz and Diwakar Sinha — Thu, 03 Apr 2025 05:00:00 -0400

Jamie 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.

Why Transacting in 2025 Matters: Taking Advantage of the Current Market with Diwakar Sinha

Jamie Falasz and Diwakar Sinha — Thu, 27 Mar 2025 05:00:00 -0400

Listen 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.

Recruitment & Retention: Solving for Dentistry's #1 Pain Point with Perrin DesPortes

Jamie Falasz and Diwakar Sinha — Thu, 20 Mar 2025 05:00:00 -0400

In 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!

Partnerships & Purchases: Expert Insights on Mergers and Buy-Side Transactions with Mark Flock

Jamie Falasz and Diwakar Sinha — Thu, 13 Mar 2025 05:00:00 -0400

Ready 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.

Operational Inflection Points: Train Wrecks & Silver Bullets with Polaris Expert, Adin Bradley

Jamie Falasz and Diwakar Sinha — Thu, 06 Mar 2025 05:00:00 -0500

Join 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!

The 2025 Seller's Market: How to Position Yourself with Polaris Transaction Advisory Executive, Kyle Webster

Jamie Falasz and Diwakar Sinha — Thu, 27 Feb 2025 05:00:00 -0500

With 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.

The Deal Room: M&A Insights with McGuireWoods’ Geoff Cockrell

Jamie Falasz and Diwakar Sinha — Thu, 20 Feb 2025 05:00:00 -0500

Join 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!

Clinical Evolution: Your Guide to Growth with Dr. Vivek Solanki

Jamie Falasz and Diwakar Sinha — Thu, 13 Feb 2025 05:00:00 -0500

Polaris 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!

Becoming a CEO: Pain Points of Saying Goodbye to the Chair with Dr. Steve Giannoutsos

Jamie Falasz and Diwakar Sinha — Thu, 06 Feb 2025 05:00:00 -0500

Jamie 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.

Growth Capital $olutions: Preparing for Your Next Big Investment

Jamie Falasz and Diwakar Sinha — Thu, 30 Jan 2025 05:00:00 -0500

Polaris 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.

A Back to Basics Examination of Rollover Equity with Polaris' Kyle Webster

Jamie Falasz and Diwakar Sinha — Thu, 23 Jan 2025 05:00:00 -0500

Join 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.

The Big Reveal: Introducing Polaris Clinical Coaching

Jamie Falasz and Diwakar Sinha — Thu, 16 Jan 2025 05:00:00 -0500

It'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.

Fractional COO: A Hands-On Approach to Increasing Practice Value with Adin Bradley

Jamie Falasz and Diwakar Sinha — Thu, 09 Jan 2025 05:00:00 -0500

What 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!

Equity Insights with Polaris' Mark Flock: What's the Best Fit for Your Ownership Objectives?

Jamie Falasz and Diwakar Sinha — Thu, 02 Jan 2025 05:00:00 -0500

Back by popular demand, Polaris' own Mark Flock answers some of our listeners' most burning questions in response to his Buy-in versus Earn-in podcast with Perrin back in November. You won't want to miss his expertise or the BIG ANNOUNCEMENT we can't wait to share on January 16th!

Maximizing Value: Expert Insights on Deal Predictability with Kyle Webster

Jamie Falasz and Diwakar Sinha — Thu, 26 Dec 2024 05:00:00 -0500

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!

Strategic Planning Snafus: Best Practices for Creating an Achievable Game Plan and How to Dodge Common Missteps

Jamie Falasz and Diwakar Sinha — Thu, 19 Dec 2024 05:00:00 -0500

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.

Reevaluating Banking Relationships: Your 2025 Growth Plan Depends on It!

Jamie Falasz and Diwakar Sinha — Thu, 12 Dec 2024 05:00:00 -0500

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.

The Positive Shift Ahead for 2025

Jamie Falasz and Diwakar Sinha — Thu, 05 Dec 2024 05:00:00 -0500

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!

Is it Time to Build?

Jamie Falasz and Diwakar Sinha — Wed, 27 Nov 2024 05:00:00 -0500

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.

Turning the Tables on our Host, Perrin DesPortes!

Jamie Falasz and Diwakar Sinha — Thu, 21 Nov 2024 05:00:00 -0500

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!

Polaris Announces Next Level Executive Spin-Off

Jamie Falasz and Diwakar Sinha — Wed, 20 Nov 2024 09:00:00 -0500

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.

The Pros and Cons of Buy-in vs Earn-in Equity Models

Jamie Falasz and Diwakar Sinha — Thu, 14 Nov 2024 05:00:00 -0500

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

When is the right time to consider an equity solution for your Associate?

Jamie Falasz and Diwakar Sinha — Thu, 07 Nov 2024 05:00:00 -0500

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@PolarisHealthcarePartners.com

Welcome to our Newest Team Member, Jamie Falasz!

Jamie Falasz and Diwakar Sinha — Thu, 31 Oct 2024 05:00:00 -0400

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.

Notes from the Field - Evaluating Your Own Operations Team

Jamie Falasz and Diwakar Sinha — Thu, 24 Oct 2024 12:00:00 -0400

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 session in the coming weeks, do you need an outside set of eyes to pressure test your assumptions? Tune in to find out...

Our Advice to New Dentists Entering the Workforce

Jamie Falasz and Diwakar Sinha — Fri, 18 Oct 2024 05:00:00 -0400

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 same 5 key aspects as you're on the recruiting trail! And is 2025 the year you build a group practice? If so, join me in an abbreviated Catalyst Project course as I tackle the keys to avoiding failure in building a group. Details here: https://polarishealthcarepartners.com/emerging-group-practices/#catalyst-project

Riding the Lake View Dental Care Roller Coaster to Success!

Jamie Falasz and Diwakar Sinha — Thu, 10 Oct 2024 05:00:00 -0400

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!

Red Teaming for Your Family and Your Business

Jamie Falasz and Diwakar Sinha — Thu, 03 Oct 2024 11:00:00 -0400

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”.

The Freedom to Fail

Jamie Falasz and Diwakar Sinha — Thu, 26 Sep 2024 05:00:00 -0400

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 I'd share some thoughts with you as well! I hope you enjoy this one... And if you're interested in joining me on the journey to become an Ascendant Executive, you can find more details here: https://polarishealthcarepartners.com/ascendant-executive/

Is 2026 the Year to Sell Your Business?

Jamie Falasz and Diwakar Sinha — Thu, 19 Sep 2024 05:00:00 -0400

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 our Q4 installment of the Ascendant Executive: https://polarishealthcarepartners.com/ascendant-executive/

What Does the CEO of a Private Equity-Backed DSO Actually Do?

Jamie Falasz and Diwakar Sinha — Thu, 12 Sep 2024 05:00:00 -0400

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 (CEO of Oakpoint), to share his personal journey along with his guidance on how to become a more effective executive. If you're looking to "level up" your business acumen to become a better leader of your own emerging group, then join us for Q4 of the program as we tackle the theme of "Business Development & Growth." Registration is open: https://polarishealthcarepartners.com/ascendant-executive/ And if you've got specific questions on the Ascendant Executive program or anything else, feel free to email me directly at: Perrin@PolarisHealthcarePartners.com

Perrin's Deep Dive into Associate Equity Q&A from Dr. Jason Tanoory's Podcast

Jamie Falasz and Diwakar Sinha — Thu, 05 Sep 2024 05:00:00 -0400

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 him, you’re probably wondering the same things. Get ready as we break down the top questions around bringing associates into ownership of your business! Are you thinking about building your own group practice? Or maybe you're early on in the process? If you're looking for the business knowledge you need to be a more confident CEO, then join me for the next installment of our Ascendant Executive program, starting in October. You can enroll here: https://polarishealthcarepartners.com/ascendant-executive/

Financial Planning 101: Interview with Dentist Advisors' CEO, Matt Mulcock

Jamie Falasz and Diwakar Sinha — Thu, 29 Aug 2024 05:00:00 -0400

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/

The World of M&A - It's Not All Gloom and Doom

Jamie Falasz and Diwakar Sinha — Thu, 22 Aug 2024 05:00:00 -0400

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.

Overcoming Growth Challenges: Interview with Dr. Noel Liu and Adin Bradley

Jamie Falasz and Diwakar Sinha — Thu, 15 Aug 2024 05:00:00 -0400

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!

What are you Becoming?

Jamie Falasz and Diwakar Sinha — Thu, 08 Aug 2024 05:00:00 -0400

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.

Is this a "RESET" or a "Return to Normalcy?"

Jamie Falasz and Diwakar Sinha — Thu, 01 Aug 2024 08:00:00 -0400

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!

Pre-Qualifying Your Associates for Partnership

Jamie Falasz and Diwakar Sinha — Thu, 25 Jul 2024 05:00:00 -0400

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 ownership of your business.

Navigating Orthodontic Success: Case Study Interview with Dr. Steve Giannoutsos & Geovane Lemond

Jamie Falasz and Diwakar Sinha — Thu, 18 Jul 2024 05:00:00 -0400

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 guidance reshaped their strategy, empowered their team, and positioned them for sustained success in orthodontic care and community service.

Are You Building a Business That's Built to Last?

Jamie Falasz and Diwakar Sinha — Thu, 11 Jul 2024 05:00:00 -0400

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 concept of "defensibility" and what it means for you and your business!

Exit Strategy with a Minority Investor? A New Wrinkle in the World of M&A...

Jamie Falasz and Diwakar Sinha — Wed, 03 Jul 2024 05:00:00 -0400

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 still a ton of upside to your business?! Welcome to the thought process behind a minority investment. Tune in to hear my conversation with Dr. David Phelps from his Freedom Founders Podcast as we dig into this alternative exit strategy!

The Role of Chief Clinical Officer with Dr. Andrew Matta (part 2)

Jamie Falasz and Diwakar Sinha — Thu, 27 Jun 2024 05:00:00 -0400

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 of the North American Dental Group, so I had him share his wisdom and experience with our Ascendant Executive class. His session was so good that I decided to share the audio with you! And if you want to become a more confident business leader of your emerging group practice, join us for our Q3 session of the Ascendant Executive program: https://polarishealthcarepartners.com/ascendant-executive/

The Role of Chief Clinical Officer with Dr. Andrew Matta (Part 1)

Jamie Falasz and Diwakar Sinha — Thu, 20 Jun 2024 05:00:00 -0400

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 of the North American Dental Group, so I had him share his wisdom and experience with our Ascendant Executive class. His session was so good that I decided to share the audio with you! And if you want to become a more confident business leader of your emerging group practice, join us for our Q3 session of the Ascendant Executive program: https://polarishealthcarepartners.com/ascendant-executive/

Is Dental M&A Really Like "Pulling Teeth?!"

Jamie Falasz and Diwakar Sinha — Thu, 13 Jun 2024 05:00:00 -0400

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? Let's talk: https://meetings.hubspot.com/perrin3

A Deeper Dive into the Pelican Landing Case Study with Adin Bradley

Jamie Falasz and Diwakar Sinha — Thu, 06 Jun 2024 05:00:00 -0400

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://polarishealthcarepartners.com/case-study/pelican-landing-dental-soars-to-new-heights-with-polaris-fractional-coo-support/ And if you'd like to book an exploratory call with Adin to see if a Fractional COO engagement is the right "next step" for your business, you can do so here: https://polarishealthcarepartners.com/contact-us/

Competitive Strategy on the FTC Non-Compete Ruling

Jamie Falasz and Diwakar Sinha — Fri, 31 May 2024 05:00:00 -0400

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 Syndrome" episode. If you want to learn more about the Ascendant Executive program and how our Q3 subject matter will prepare you for the FTC Ruling outcome, then register here and join us in July: https://polarishealthcarepartners.com/ascendant-executive/

Is This the Most Debilitating Disease for Entrepreneurs?!

Jamie Falasz and Diwakar Sinha — Thu, 23 May 2024 05:00:00 -0400

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 phase of growth, then consider joining me and our group for the 3rd Quarter session of the Ascendant Executive. Details here: https://polarishealthcarepartners.com/ascendant-executive/

Insights on the FTC Ruling on Non-Compete Agreements with Bart Walker

Jamie Falasz and Diwakar Sinha — Thu, 16 May 2024 05:00:00 -0400

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 "protect yourself from yourself." If you want to become a better CEO, then join us in the upcoming Ascendant Executive course in July: https://polarishealthcarepartners.com/ascendant-executive/ Questions about the Ascendant Executive course or the Catalyst Project? DM me at: Perrin@PolarisHealthcarePartners.com

Enterprise-level Perspective on M&A with Bart Walker of McGuireWoods

Jamie Falasz and Diwakar Sinha — Thu, 09 May 2024 05:00:00 -0400

"M&A Activity" is always a topic that's in high demand from our audience, but we don't often the get the Buy-Side perspective. Bart Walker, Partner at McGuireWoods lives in that world, so he joins me to dive into everything from trends to prognostications for where we find ourselves. And I take a deep dive into a "Thinking Tool" I use often called a Quadrant Model. If you want to become a better CEO, then join me in the upcoming Ascendant Executive course in July: https://polarishealthcarepartners.com/ascendant-executive/ Questions about the Ascendant Executive course or the Catalyst Project? DM me at: Perrin@PolarisHealthcarePartners.com

The Most Overlooked Leadership "SuperPower"

Jamie Falasz and Diwakar Sinha — Thu, 02 May 2024 05:00:00 -0400

In today's episode, I dig deep into one specific skill that nobody really considers, but one that usually adds up into viable financial results. I also share a quote from Jack Welch, legendary Chairman and CEO of GE, that distills the essence of what made him such an effective leader. And if you're looking to become a more effective leader for the business you're aspiring to build, then join us in the Ascendant Executive program! The next session opens in July and you can enroll here: https://polarishealthcarepartners.com/ascendant-executive/

Three Key Trends Impacting 2024

Jamie Falasz and Diwakar Sinha — Thu, 25 Apr 2024 05:00:00 -0400

We're starting to notice 3 positive trends that bode very well for the balance of 2024 and into 2025, and they'll impact you regardless of whether you're intending to exit or intending to grow. Tune in for the details!

M&A Market Update and Process Details with Kyle Webster

Jamie Falasz and Diwakar Sinha — Thu, 18 Apr 2024 05:00:00 -0400

One of our longest tenured employees, Kyle Webster, joins me on the show today to dive deeper into M&A markets as well as the details of due diligence - our side as well as the buy-side! Kyle is a new voice to many of you, but you'll immediately hear why he's such a valuable resource to our clients.

Sell-Side Due Diligence to Find the Right Partner

Jamie Falasz and Diwakar Sinha — Thu, 11 Apr 2024 05:00:00 -0400

By 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.

Key Takeaways from The Catalyst Project

Jamie Falasz and Diwakar Sinha — Thu, 04 Apr 2024 05:00:00 -0400

There are a lot of people in our audience who are either thinking about creating a group practice or they are very early on in the process. Here's a hint: sometimes creating success is simply avoiding failure early on. I know that's overly simplistic, but it's totally true. On today's episode I break down several key factors critical to success in early stage groups. The group of 16 people who joined me for the recent Catalyst Project session were incredibly engaged and, frankly, a lot of fun - so much so that we're going to host another six-week session in May. If you're in the early stages of growth for your business and for yourself personally, then make a point to enroll. Here's the link: https://polarishealthcarepartners.com/catalyst/

A Primer on the Current State of Capital Markets

Jamie Falasz and Diwakar Sinha — Thu, 28 Mar 2024 05:00:00 -0400

Why 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.

How to Maximize the Value in Your Banking Relationship

Jamie Falasz and Diwakar Sinha — Thu, 21 Mar 2024 05:00:00 -0400

The 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/

Has "the Bubble Burst?"

Jamie Falasz and Diwakar Sinha — Thu, 14 Mar 2024 05:00:00 -0400

Has "the Bubble Burst" in the M&A markets?! Well, judging from some of your reactions to our recent article in Dental Economics, we may need to share some further insights. What about the business and the industry fundamentals? How did we get "here?" And what about how we should think about the future? Tune in!

What Makes a Great Associate - YOU or Them?

Jamie Falasz and Diwakar Sinha — Thu, 07 Mar 2024 05:00:00 -0500

Many of you recruit based on need and far too many "hope and pray" that you can hold onto your best Associates, but have you really ever stopped to think about what makes them great in the first place? Is it all them...or maybe you do a lot to influence their success. I reference a recent client visit as well as some discussions we're having in the current Catalyst Project class...and I even draw upon a lesson from the Super Bowl. Tune in to hear my guidance on how you can change your game!

Trends, Insights and Prognostications from Group Dentistry Now's Interview with Perrin

Jamie Falasz and Diwakar Sinha — Thu, 29 Feb 2024 05:00:00 -0500

I recently appeared on the Group Dentistry Now podcast hosted by Bill Neumann. We covered a LOT of ground together and hit almost every aspect of the industry. Bill was nice enough to share the audio file, so for those who didn't hear it, here it is. And for those who did, you know it's worth a second listen. Enjoy!

Inflection Points for the Established Group Practice (part 2)

Jamie Falasz and Diwakar Sinha — Thu, 22 Feb 2024 05:00:00 -0500

In last week's episode, I discussed the concept of inflection points for a solo or emerging group practice. The considerations are different for groups of 5 of more locations. The complexity is greater and the investment is usually much more substantial, but the payoff can be significant. How would you proactively plan for a plateau in your business and what would you do to act on it before it happened? Tune in to find out!

Inflection Points for the Solo and Emerging Group Practice

Jamie Falasz and Diwakar Sinha — Thu, 15 Feb 2024 05:00:00 -0500

Every business hits a stage where revenue stalls, so how should we think about that phase? And what should we do to influence the next phase of growth? These are called "inflection points" and there's certainly a way to plan for them and hopefully positively influence what happens as you move through them. I share some strategic planning guidance to consider.

Part 2: Mindset Shift in Building a Group Practice - Competitive Strategy

Jamie Falasz and Diwakar Sinha — Thu, 08 Feb 2024 05:00:00 -0500

Part Two is here! Over the last 4 to 6 months, I've spoken with a growing number of people who are building group practices and are NOT interested in selling them. Why is this happening? It's centers around competitive strategy. Tune in to hear the answers!

Part 1: Mindset Shift in Building a Group Practice - Competitive Advantage

Jamie Falasz and Diwakar Sinha — Thu, 01 Feb 2024 05:00:00 -0500

Over the last 4 to 6 months, I've spoken with a growing number of people who are building group practices and are NOT interested in selling them. Why is this happening? It's centers around competitive advantage. Tune in to hear the answers!

What Would I Build? How? And Why?!

Jamie Falasz and Diwakar Sinha — Tue, 23 Jan 2024 05:00:00 -0500

I'm constantly asked the question, "Well, if you're so smart, what would you build?!" My natural answer is, "it depends" - but that would make for a terrible podcast episode! OK, if you must know what I would want to build if i were a mid-career healthcare provider, then tune in for your answer.

Fractional COO - Creating Change and Making an Impact

Jamie Falasz and Diwakar Sinha — Thu, 18 Jan 2024 05:00:00 -0500

Is your "home grown" operations team comprised of the "right people in the right seats?" Do you have the right leadership in place to see your business through this next phase of growth? "COO" is the first true leadership role that every growing group practice anoints, yet it's also the one that is frequently over-promoted. Tune in for this in depth discussion between me and Adin Bradley to hear how he works with clients in a Fractional COO role. You can reach him directly at: Adin@PolarisHealthcarePartners.com

Areas to Focus on from Strategic Consulting

Jamie Falasz and Diwakar Sinha — Thu, 11 Jan 2024 05:00:00 -0500

Our Executive Consultant, Adin Bradley, joins me on the show today to dig into the common areas of focus where we see our clients struggle and where you can make the most impact. We cover everything from KPIs to doctor development to leadership to same store sales. Got a question about your own business? You can reach Adin directly at Adin@PolarisHealthcarePartners.com

Looking Ahead to 2024

Jamie Falasz and Diwakar Sinha — Thu, 04 Jan 2024 05:00:00 -0500

What's the outlook for the M&A Markets in 2024? What about Banking and Lending for growth? How about Build & Operate? Accelerate 2024 in San Juan?! Catalyst and Ascendant Executive?! All in one episode? Let's "Bring It" in 2024! Tune in for details. Only 3 seats remain in my Catalyst Project class that starts on February 1st. Details here: https://polarishealthcarepartners.com/catalyst/

2023 - Looking Back & Taking Inventory

Jamie Falasz and Diwakar Sinha — Thu, 28 Dec 2023 05:00:00 -0500

When this episode lands, many of you will be going through your own process of evaluating 2023 and planning 2024, so I figured I'd share my personal journey from the current year to give you a few things to think about that might alter the way you view "YOU, Inc."

Creating Better Marketing Outcomes in 2024 with Carl White

Jamie Falasz and Diwakar Sinha — Thu, 21 Dec 2023 05:00:00 -0500

As we all turn into a new year and give a ton of thought to where our businesses stand at the end of this year, "business growth" will be at the top of everyone's mind...and that means evaluating your marketing performance! Carl White of MarketVisory Group joins me on the show today to give you some pearls to consider. And for those interested in the Catalyst Project, we're 10 out of 15 seats filled already! Details here: https://polarishealthcarepartners.com/catalyst/

All Overnight Success Takes 10 Years - Personal Journey of Dr. Michael Carpenter

Jamie Falasz and Diwakar Sinha — Tue, 12 Dec 2023 05:00:00 -0500

Dr. Michael Carpenter of The Dental Excellence Group in NW OH joins me and Adin Bradley, our Executive Consultant, on the podcast to talk about his methodical approach in building a successful group practice. We talk cash flows and cash reserves; adding associates and adding locations; building for the future and whole lot more! And are you considering expanding into a group practice? Our Catalyst Program is a six-week multi-practice accelerator to give you the tactical knowledge that will give you the confidence to take the next step. Details here: https://polarishealthcarepartners.com/catalyst/

Overcoming the Achilles Heel of Every Emerging Group Practice

Jamie Falasz and Diwakar Sinha — Tue, 05 Dec 2023 05:00:00 -0500

Some of the greatest businesses throughout history are launched or expanded during economic downturns. Will yours be one to experience dramatic growth in 2024? Only if you get this one critical piece in place. Tune in to find out. And are you considering expanding into a group practice? Our Catalyst Program is a six-week multi-practice accelerator to give you the tactical knowledge that will give you the confidence to take the next step. Details here: https://polarishealthcarepartners.com/catalyst/

Solving The Biggest Problem in Building a Group Practice

Jamie Falasz and Diwakar Sinha — Thu, 30 Nov 2023 05:00:00 -0500

Recruiting should be one of your top 3 priorities at all times, so why do so many get it wrong? Is it a mindset? Is it a lack of time? A lack of understanding? It doesn't matter! Here's your start to a new way of thinking for 2024!

Giving Thanks

Jamie Falasz and Diwakar Sinha — Tue, 21 Nov 2023 05:00:00 -0500

As we roll into this uniquely American Holiday weekend of Thanksgiving, let's all take a minute to pause, take inventory of our blessings and give thanks to everything and everyone who makes it happen. Here are our thoughts and reflections on all of you!

How Not to Lose Your "Shirt" When Acquiring Practices

Jamie Falasz and Diwakar Sinha — Wed, 15 Nov 2023 05:00:00 -0500

Most group practices grow by acquiring practices for sale...and most group practices lose money doing so. We see this same fundamental mistake with an alarming number of entrepreneurs, so I'm going to break down several critical aspects to solve for BEFORE you acquire your next practice.

How to Avoid an Income Hit When Building a Group Practice

Jamie Falasz and Diwakar Sinha — Thu, 09 Nov 2023 05:00:00 -0500

Most people who build a group practice take an income hit – at least initially. Want to know why? Want to know how to avoid it? I've got the answers. Tune in to learn more!

The Top 4 Challenges in Building a Successful Group Practice

Jamie Falasz and Diwakar Sinha — Wed, 01 Nov 2023 05:00:00 -0400

There are obviously a TON of challenges in building a successful business, but these are the top 4 we see people get wrong most often - and any of them can spell DOOM for a founder. Curious about how to work through them based on where you are in your journey? Consider booking a Discovery Day session with us to get it all straight!

Key Takeaways from our Scaling From Clinician to CEO Summit

Jamie Falasz and Diwakar Sinha — Thu, 26 Oct 2023 05:00:00 -0400

"Scaling From Clinician to CEO" was more than a title or a marketing tag line - it represents a mindset. This mindset is a shift from traditional thinking rooted in historical norms to true forward-looking innovation necessary to build a successful business that's not based exclusively on ourselves. The application of it all was on full display last week in Scottsdale. Tune in to hear what we learned...

Solving Hygiene Dilemmas with Irene Iancu of ToothLife

Jamie Falasz and Diwakar Sinha — Tue, 17 Oct 2023 05:00:00 -0400

Everyone is dealing with challenges in the hygiene department these days that stem from recruiting to productivity. Tune in to today’s show to hear from a friend of the show, Irene Iancu of Toronto, as she shares both her journey as a Restorative Hygienist and an independent business owner. You’ll glean pearls of wisdom on everything from marketing and brand building to attracting and motivating your next hygiene hire.

Dental Marketing Theory with Gary Bird of SMC National

Jamie Falasz and Diwakar Sinha — Thu, 12 Oct 2023 05:00:00 -0400

Gary Bird is the Founder & CEO of SMC National and the host of several podcasts, including Dental Marketing Theory. He joins Perrin today to talk ChatGPT, Marketing Metrics, and much more. Follow Gary here: https://thegarybird.com/ https://www.instagram.com/thegarybird/ https://www.linkedin.com/in/thegarybird/ https://www.facebook.com/thegarybird

Market Update from the McGuireWoods Healthcare Private Equity Conference

Jamie Falasz and Diwakar Sinha — Wed, 11 Oct 2023 05:00:00 -0400

Diwakar 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

SFC2CEO Interview with Jonathan Eskow Owner of Eskow Law Group

Jamie Falasz and Diwakar Sinha — Tue, 03 Oct 2023 09:15:00 -0400

Jonathan Eskow, Owner of Eskow Law Group, joins Perrin on the show today to discuss his lecture, "Building your Legal Structure for Scale," and what you can expect from this year's Scaling from CLinican to CEO event. Learn more about Eskow Law Group here: https://www.eskowlawgroup.com/ There's still time to register for our event. Save your seat here: https://www.polarishealthcarepartners.com/scaling-from-clinician-to-ceo

SFC2CEO Interview with Sara Stock Owner of Stock Legal

Jamie Falasz and Diwakar Sinha — Thu, 28 Sep 2023 05:00:00 -0400

Sara Stock, of Stock Legal, joins Perrin on the podcast to discuss her lecture topics for this year's Scaling from Clinician to CEO event. Sara is founder and CEO of Stock Legal, a WBENC-certified firm. Stock Legal’s primary purpose is to uniquely (through fixed fees, education, and practical, approachable, relational, and creative representation) support business owners in all their legal needs, including entity formation, capital raise, every kind of general contracting, mergers and acquisitions, commercial real estate, banking, intellectual property, estate planning and commercial litigation. Sara’s joint MBA and law degree uniquely position her to provide the highest quality legal advice seasoned with a solid understanding of her clients’ business objectives. Have you registered yet? Register before it is too late: https://www.polarishealthcarepartners.com/scaling-from-clinician-to-ceo Learn more about Sara here: https://www.stocklegal.com/about/attorneys/sara-k-stock/

Navigating New Financial Waters (Appearance on The Dentalpreneur Podcast Hosted by Mark Costes)

Jamie Falasz and Diwakar Sinha — Tue, 26 Sep 2023 05:00:00 -0400

Perrin joins Mark Costes on The Dentalpreneur Podcast to discuss the rising rate environment and what is happening in the marketplace. Check out The Dentalpreneur Podcast here: https://www.truedentalsuccess.com/the-dentalpreneur-podcast Are you registered for our upcoming Scaling from Clinician to CEO Event? Save your seat before it's too late! Register here: https://www.polarishealthcarepartners.com/scaling-from-clinician-to-ceo

Darby and CareStack Join us for a Quick Convo - SFC2CEO Promotion

Jamie Falasz and Diwakar Sinha — Tue, 19 Sep 2023 05:00:00 -0400

Jeff Darby from Darby Dental and Jeanina Pizzano from CareStack join us on the podcast today to discuss how they provide the solutions you need to maximize the operations in your group practice. To learn more about CareStack, click here: https://carestack.com/ To learn more about Darby Dental Supply, click here: https://www.darbydental.com/Home.aspx Are you registered for our upcoming Scaling from Clinician to CEO Event? Save your seat before it's too late! Register here: https://www.polarishealthcarepartners.com/scaling-from-clinician-to-ceo

SFC2CEO Interview with Speaker Scott Haberman of Eide Bailly

Jamie Falasz and Diwakar Sinha — Thu, 14 Sep 2023 05:00:00 -0400

Join Scott Haberman, Partner at Eide Bailly join us on the show today to discuss his lecture on Legal Structures & DSO Reporting. Being able to interpret operating reports, income statements, and balance sheets is one of the biggest challenges a dentist has when building a group practice and becoming a CEO. Seats are still available! Join us this October for our 2nd Annual Scailing from Clinician to CEO conference in Scottsdale, AZ! Learn more here: https://www.polarishealthcarepartners.com/scaling-from-clinician-to-ceo

Personal Journeys with Dr. Samson Liu of SOH Dental

Jamie Falasz and Diwakar Sinha — Tue, 12 Sep 2023 05:00:00 -0400

Many of you know the name Samson Liu of SOH Dental and formerly E-VP of Clinical Affairs at Heartland. He drops value bombs galore on today’s show, so this is one where you’re going to want to listen multiple times…trust me! Enjoy!

SFC2CEO Interview with Speaker Gary Bird of SMC National

Jamie Falasz and Diwakar Sinha — Thu, 07 Sep 2023 06:45:00 -0400

Marketing is driven by emotion, and that's great because you must invoke emotion to get people to respond. Join Gary as he takes you through his lecture "Marketing Analytics for Success," which includes visualizing the patient's journey to your office, the marketing metrics you need to measure, how to create a marketing calculator for your business and much more. Seats are still available! Join us this October for our 2nd Annual Scailing from Clinician to CEO conference in Scottsdale, AZ! Learn more here: https://www.polarishealthcarepartners.com/scaling-from-clinician-to-ceo

Personal Journeys with Dr. Will Harvey of Harvey Family Dentistry

Jamie Falasz and Diwakar Sinha — Tue, 05 Sep 2023 05:00:00 -0400

All of us love learning about how different people execute growth strategies differently – and this is one that is sure to perk up your ears. Dr. Will Harvey of Harvey Family Dentistry has been a long-time client of ours and actually started working with us after a hurricane. Not recommended… Tune in to learn about the business he has built and what has made his journey so great.

Contemplating Partnerships: Transaction vs. Transformation

Jamie Falasz and Diwakar Sinha — Tue, 29 Aug 2023 05:00:00 -0400

The legacy mentality of too many in our industry is that partnerships are best achieved through some sort of buy-in. This may be appropriate for traditional solo practices when it comes to facilitating the founder’s personal transition, but it usually is NOT the best tool in the toolbox for a growing group practice. Join me as I dive into “a business in motion” and the ways to contemplate the right solutions over a 5-10 year horizon. Download our FREE Guide on Attracting and Retaining Assocites here: https://www.polarishealthcarepartners.com/attracting-and-retaining-associates-guide

Two Keys Things for You to Address with Associates

Jamie Falasz and Diwakar Sinha — Tue, 22 Aug 2023 05:00:00 -0400

Tired of playing defense when associates bring up the partnership conversation? It's time to reclaim control and play offense. Join today's episode for valuable insights on taking the initiative and steering partnership discussions in your favor. Plus, discover the importance of grounding yourself around intrinsic goals. Don't miss out on empowering strategies – tune in now!

Unlocking Your Path to Excellence with Chelsea Myers of Dental Life Coach

Jamie Falasz and Diwakar Sinha — Thu, 17 Aug 2023 05:00:00 -0400

On this week's podcast episode, I talked with Chelsea Myers, Founder and CEO of Dental Life Coach about entrepreneurial loneliness and feelings of disconnect. We'll hear Chelsea’s insight into how she coaches her clients through confidence issues, creating safe environments for workers, and how to define success for your personal life. Learn more about Dental Life Coach here: https://www.dentallife.coach/ Follow Chelsea on social media! Links below: https://www.facebook.com/dentallifecoach/ https://www.instagram.com/dentallife.coach/ https://www.linkedin.com/in/chelsea-myers-57345417/

Proactively Addressing the Associate Mindset of Ownership

Jamie Falasz and Diwakar Sinha — Tue, 15 Aug 2023 05:00:00 -0400

All too often, we talk about associates and ownership from the Founder's perspective, but do you really know what your Associates are thinking? Well, we get to hear from a lot of them during our presentation of Partnership Models, so I figured I'd share some common trains of thought that you might now be aware of. All of that, and a hearty welcome to Zac Williams on joining the Polaris team! Download our FREE guide on attracting and Retaining Associates here: https://www.polarishealthcarepartners.com/attracting-and-retaining-associates-guide Please register for our Scaling from Clinician to CEO Event Before it's too late! If you are a dental practice owner, have ten or more years before potential retirement, and have always wondered how to take the next step to build a group practice, this event is for you! https://www.polarishealthcarepartners.com/scaling-from-clinician-to-ceo

Personal Journeys - Jason Tanoory

Jamie Falasz and Diwakar Sinha — Thu, 10 Aug 2023 08:00:00 -0400

If you want to learn the right way to build a business, Dr. Jason Tanoory of Finger Lakes Dental Care is going to share a TON of his experience on the show today. We dive deep into what it takes to become ‘an overnight success that’s 10 years in the making.’ Enjoy!

Adjusting Your Ownership Mindset for the Group Practice of Today

Jamie Falasz and Diwakar Sinha — Tue, 08 Aug 2023 05:00:00 -0400

Ownership in your business could be your most valuable currency, but far too many of you are operating with a “historical mindset” as it relates to when and why to allow Associates to become partners. You can learn from the successes of publicly traded companies to create greater stability and greater growth, so I’m going to give you some outcomes to focus on. All of that as well as a book recommendation from an Irish poet! Download our FREE Guide on Attracting & Retaining Associates here: https://www.polarishealthcarepartners.com/attracting-and-retaining-associates-guide

Personal Journeys - Dr. Daniel Klauer

Jamie Falasz and Diwakar Sinha — Thu, 03 Aug 2023 05:00:00 -0400

For all of you wondering just how innovative you can be a in a healthcare services business, you’re going to LOVE this interview with Dr. Daniel Klauer of TMJ & Sleep Dentistry Center. This is thinking WAY out of the box and creating your own plan for success!

The "Top 10" Questions on Associate Equity - Part 2

Jamie Falasz and Diwakar Sinha — Tue, 01 Aug 2023 05:00:00 -0400

We get a TON of questions around associate equity solutions, but there are probably 10 that we hear most often. I bring back Mark Flock again to get his insights on answering what’s most “top of mind” to many of you around this important concept. That and a follow-up about my “Catalyst Project” course: https://www.polarishealthcarepartners.com/the-catalyst-project If you want more details, email me directly at: Perrin@PolarisHealthcarePartners.com Download our FREE Guide on Attracting & Retaining Associates here: https://www.polarishealthcarepartners.com/attracting-and-retaining-associates-guide

Details on the Catalyst Project - Mini Episode

Jamie Falasz and Diwakar Sinha — Thu, 27 Jul 2023 05:00:00 -0400

OK, so I might’ve created a tiny bit of confusion when I announced the Catalyst Project, so I’m going to take 5 minutes to try to clarify answers to the most frequent questions. Here’s the link to register https://www.polarishealthcarepartners.com/the-catalyst-project and here’s my email address if you have additional questions: Perrin@Polarishealthcarepartners.com I hope you’ll join us for the first session on August 4th!”

The "Top 10" Questions on Associate Equity - Part 1

Jamie Falasz and Diwakar Sinha — Tue, 25 Jul 2023 05:00:00 -0400

We get a TON of questions around associate equity solutions, but there are probably 10 that we hear most often. I bring back Mark Flock to get his insights on answering what’s most “top of mind” to many of you around this important concept. That and a follow-up about my “Catalyst Project” course. If you want to learn more about my “Catalyst Project” course, click here: https://www.polarishealthcarepartners.com/the-catalyst-project Are you ready to take your practice to the next level? Join us this October! https://www.polarishealthcarepartners.com/scaling-from-clinician-to-ceo Download our exclusive Whitepaper on Attracting and Retaining Associates here! https://www.polarishealthcarepartners.com/attracting-and-retaining-associates-guide

Personal Journeys with Dr. Vincent Monticciolo

Jamie Falasz and Diwakar Sinha — Thu, 20 Jul 2023 05:40:00 -0400

You heard us talk about creating unique businesses with competitive advantages as well as how much we love the De Novo model, so let’s hear from an entrepreneur who has done both at scale. Dr. Vincent Monticciolo of Monticciolo Family & Sedation Dentistry shares his incredible story and gets very candid in what has made him so successful along the way. You’re going to LOVE this one! Download our FREE WhitePaper on attracting and retaining associates here: https://www.polarishealthcarepartners.com/attracting-and-retaining-associates-guide Join us for our 2nd Annual Scaling from Clinician to CEO Event. Save 10% when you use promo code GPA10: https://www.polarishealthcarepartners.com/scaling-from-clinician-to-ceo

The Partnership Pathways Process with Mark Flock

Jamie Falasz and Diwakar Sinha — Tue, 18 Jul 2023 05:00:00 -0400

For this first time on the show, I’m bringing Mark Flock behind the microphone. Mark leads our Partnership Pathways (“associate equity”) service offering and we break down all of the nuts and bolts to delivering that outcome together. We also spend time on “mindsets” for both Founder and Associate as well as the legal considerations around it all. That and the launch of something new! If you want to learn more about my “Catalyst Project” course, click here: https://www.polarishealthcarepartners.com/the-catalyst-project Are you ready to take your practice to the next level? Join us this October! https://www.polarishealthcarepartners.com/scaling-from-clinician-to-ceo Download our exclusive Whitepaper on Attracting and Retaining Associates here! https://www.polarishealthcarepartners.com/attracting-and-retaining-associates-guide

Personal Journeys - Dr. Duc Tang

Jamie Falasz and Diwakar Sinha — Thu, 13 Jul 2023 05:00:00 -0400

One of our Charlotte colleagues, Dr. Duc Tang, Founder of Promenade Center for Dentistry, joins me on the show today to talk through his growth journey from Heartland Dental Associate to a business owner. We talk growth, expansion, dirty fingers, and a bit about his ownership plan for his associate. All of that as well as a book recommendation on today’s show! Are you a subscriber? Sign up today for exclusive content offers, and show updates you will not find anywhere else: https://www.polarishealthcarepartners.com/podcast

Is 2024 the Year You Bring in a Partner?

Jamie Falasz and Diwakar Sinha — Tue, 11 Jul 2023 05:15:00 -0400

We’re starting to see and hear about too much turnover of associates in growing groups these days. If you’re building a group practice and have no pathway to partnership for your high-performing associates, you’re going to be in trouble. Nothing will crater a growth strategy faster than associate turnover. Let’s make 2023 the year you solve that dilemma. I give you several points to consider on today’s show. Download our FREE WhitePaper on attracting and retaining associates here: https://www.polarishealthcarepartners.com/attracting-and-retaining-associates-guide Join us for our 2nd Annual Scaling from Clinician to CEO Event. Save 10% when you use promo code GPA10: https://www.polarishealthcarepartners.com/scaling-from-clinician-to-ceo If you’d like to book a meeting with me to discuss your current situation, you can do so HERE: https://meetings.hubspot.com/perrin3

Scaling from Clinician to CEO

Jamie Falasz and Diwakar Sinha — Thu, 06 Jul 2023 05:00:00 -0400

Last fall, we built an delivered our 1st Annual “Scaling from Clinician to CEO” Summit with Dr. Mark Costes and his team at the Dental Success Institute. The ratings we got were HUGE, so we’re going to do it again this October (11-13), but it’ll be at the Phoenician Resort in Scottsdale, AZ, this time! Registration is open, and we’re capping the event at 150 people, so we expect it to sell out. Save 10% when you sign up today! Use Promo Code GPA10 at checkout. Learn more at: https://www.polarishealthcarepartners.com/scaling-from-clinician-to-ceo

Real Estate for Scale: Colin Carr of CARR Realty

Jamie Falasz and Diwakar Sinha — Tue, 04 Jul 2023 09:00:00 -0400

If you’re building a group practice, your lease is probably your second largest expense…and it’s a fixed cost. That being said, too many people make to many mistakes that leave valuable EBITDA margin points on the table – and that costs them a lot of valuation dollars at the point of sale. Colin Carr, Founder, and CEO of CARR Realty firm, joins me on the show today to dig into trends impacting the commercial and retail real estate world, lease negotiations, buying considerations, and the mistakes people make most often in their leases. Learn more about CARR here: https://bit.ly/CarrHealthcareRealty Learn more about Colin here: https://bit.ly/ColinCarrInfo

An Inside Look at a Successful Sell-Side Process with Dr. Sharvil Shah & Dr. Paresh Shrimankar

Jamie Falasz and Diwakar Sinha — Tue, 27 Jun 2023 05:00:00 -0400

We’ve been saying for quite a while that a successful exit could be 2 to 3 years in the making, so here’s what it all looks like! Dr. Sharvil Shah and Dr. Paresh Shrimankar take you through their journey upon the sale of their Ardent Smiles Group to Guardian Dental Partners. Download our Exit Strategy Guide here: https://share.hsforms.com/1oI067IY1S2unPYnUt-fMtQ8n35e Are you a subscriber to our podcast? Get weekly educational updates here: https://www.polarishealthcarepartners.com/podcast View the full press release here: https://www.polarishealthcarepartners.com/guardian-dentistry-acquisition-of-ardent-smile-group

Market Timing: Your Capital Event in a Down Stock Market

Jamie Falasz and Diwakar Sinha — Tue, 20 Jun 2023 05:00:00 -0400

I 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 anywhere else! https://www.polarishealthcarepartners.com/podcast

Proactive Positioning for Your Exit Strategy

Jamie Falasz and Diwakar Sinha — Tue, 13 Jun 2023 05:00:00 -0400

I 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 here: https://www.polarishealthcarepartners.com/podcast

A Comprehensive Timetable for Selling a Business

Jamie Falasz and Diwakar Sinha — Tue, 06 Jun 2023 05:00:00 -0400

How long will it take to sell my business?” We get asked that frequently. Any advisor that tells you, “5 to 12 months” is only telling you half the story. Tune in to find out the other half! Download our Exit Strategy Guide here: https://share.hsforms.com/1oI067IY1S2unPYnUt-fMtQ8n35e Are you a subscriber to our podcast? Get weekly educational updates here: https://www.polarishealthcarepartners.com/podcast

Top 10 Metrics to Know in Your Group Practice

Jamie Falasz and Diwakar Sinha — Tue, 30 May 2023 05:00:00 -0400

We’ve bounced around our “favorite KPIs” on numerous occasions, but here’s your condensed version of what we focus on and (more importantly) why each is important. If you’d like to download the PDF, you can access it HERE. I also share a quick recap of our “Building Your Enterprise Platform” event from two weeks ago! Download our 10 KPIs guide here: https://bit.ly/3XYpA9T Are you a subscriber to our podcast? Get weekly educational updates here: https://www.polarishealthcarepartners.com/podcast

The Key Benchmarks to Know on Your P&L

Jamie Falasz and Diwakar Sinha — Tue, 23 May 2023 05:00:00 -0400

We know all of you LOVE your data and your KPIs, so here’s an episode for YOU! I give you some big bucket percentages, and I get behind the numbers to tell you what to really look for and what they all mean. You’re going to want to take notes for sure on this episode! Join our weekly informational newsletter here: https://www.polarishealthcarepartners.com/podcast

The Polaris Scalability Matrix & Operating Leverage

Jamie Falasz and Diwakar Sinha — Tue, 16 May 2023 05:00:00 -0400

Ever wonder how WE define “success” in the context of a group practice? Well, here’s your answer in pretty clear, analytical terms. And if you’d like to view the corresponding video that illustrates the concept, you can find it HERE: https://www.youtube.com/watch?v=t1Kwxy2NjH0&t=7s Are you a subscriber to our podcast? Get weekly educational updates here: https://www.polarishealthcarepartners.com/podcast

Client Experience with Jonathan Eskow

Jamie Falasz and Diwakar Sinha — Thu, 11 May 2023 08:15:00 -0400

For the entrepreneurs building group practices, you owe it to yourself to truly understand the legal structures you’re deploying and there’s arguably no better boutique law firm in our space than Eskow Law Group. Jonathan Eskow and his team will be with us in Ft Lauderdale this week, so here’s your chance to get to know them! Learn more about our BYEP Event here: https://www.polarishealthcarepartners.com/build-your-enterprise-platform Are you a subscriber to our podcast? Get weekly educational updates here: https://www.polarishealthcarepartners.com/podcast

Is it Worth It? The Entrepreneurial Journey

Jamie Falasz and Diwakar Sinha — Tue, 09 May 2023 05:00:00 -0400

I get questions all of the time about “Have I missed the boat?” or “Is it worth it to build a group?” So, I figured I’d talk through this Entrepreneurial Journey that we’re all on and what the mindsets are along the way. Our journey in building Polaris is not too dissimilar from the one you’re on, so hopefully this is relatable from me to you.

BYEP: Enterprise Solutions with Darby & CareStack

Jamie Falasz and Diwakar Sinha — Fri, 05 May 2023 09:30:00 -0400

For those wanting to build an enterprise that is truly scalable, you need to have a procurement solution and cloud-based software solution in place. Darby Dental and CareStack provide both. Jeanina Pizzano (jeanina@carestack.com), Director of Strategic Partnerships for CareStack, and Jeff Daly (Jeffrey.Daly@darbygroup.com), Vice President at Darby, join me on the show today to talk solutions and future projections. And for those joining us next week in Ft Lauderdale, you’ll get to meet them both! Learn more about our BYEP Event here: https://www.polarishealthcarepartners.com/build-your-enterprise-platform Are you a subscriber to our podcast? Get weekly educational updates here: https://www.polarishealthcarepartners.com/podcast

Our Overview of the Group Practice Market

Jamie Falasz and Diwakar Sinha — Tue, 02 May 2023 05:00:00 -0400

Are all group practices just “group practices?” We talk about PE-backed DSOs, but what about the market we focus on? Well, no, all group practices aren’t alike and they all have different objectives, challenges and potential outcomes. Here’s the way we size it up and some things for you to consider based on our analysis! Are you a subscriber? Join our Newsletter here: https://www.polarishealthcarepartners.com/podcast

Where Call Centers Underperform - and Why

Jamie Falasz and Diwakar Sinha — Tue, 25 Apr 2023 05:00:00 -0400

Description: What are the points of jeopardy and where does it all “come unglued” in the performance of a call center? Well, I bring back our expert, Scott Bonetti, to dig into all of that for you. To dig deeper, plan to join us for “Building Your Enterprise Platform” in May! That and a quick review of our first every Polaris Sales & Planning session. Only 10 seats left for our conference! Learn more here: https://www.polarishealthcarepartners.com/build-your-enterprise-platform

Managing Your Call Center & Creating Successful Outcomes

Jamie Falasz and Diwakar Sinha — Tue, 18 Apr 2023 05:00:00 -0400

Can you really create some level of economies of scale in your won call center while simultaneously creating a better experience for your patients as well as your staff? The answer is an emphatic YES. Scott Bonetti joins me again on the show today to break it all down. To dig deeper, plan to join us for “Building Your Enterprise Platform” in May! That and a quick review of the book “The Gap & The Gain” as well as my look at success in Q1.

Human Capital Strategy for Scale with Lauren Laseck

Jamie Falasz and Diwakar Sinha — Thu, 13 Apr 2023 09:15:00 -0400

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!

Implementing a Call Center: Process & Timeframe

Jamie Falasz and Diwakar Sinha — Tue, 11 Apr 2023 05:00:00 -0400

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 review of our first ever Polaris Sales & Planning session.

BYEP Building a Valuable Company

Jamie Falasz and Diwakar Sinha — Thu, 06 Apr 2023 05:00:00 -0400

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 day, so you need to do the same. Tune in and come to Ft Lauderdale to learn more! Save your seat here: https://www.polarishealthcarepartners.com/build-your-enterprise-platform

Call Center Considerations: "The Top 10 Questions to Solve"

Jamie Falasz and Diwakar Sinha — Tue, 04 Apr 2023 05:00:00 -0400

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 little insight into each one. If you want to learn more, you’ll have to join us in Ft Lauderdale! That, as well as our newest Sell-Side Advisor, Kyle Webster, and a great DSO conference put on by Paterson Dental in L.A. Join us this May: https://www.polarishealthcarepartners.com/build-your-enterprise-platform Subscribe here: https://www.polarishealthcarepartners.com/podcast

Maintaining Control with Minority Partners & Exploring the FTC Ruling on Non-Competes: Interview with Ryan Metzler

Jamie Falasz and Diwakar Sinha — Tue, 28 Mar 2023 05:00:00 -0400

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, unanimous); employment agreements vs operating agreements; and restrictive covenants for employees vs owners as it relates to the recent FTC ruling. Get our free guide to Creating Sustainable Success in Attracting and Retaining Associates here: https://share.hsforms.com/167RjEMWHToWX5_IRMuXL1Q8n35e

Creating Scalable Solutions for Insurance and RCM with Medusind

Jamie Falasz and Diwakar Sinha — Thu, 23 Mar 2023 05:00:00 -0400

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 stretching back 20 years! You can learn more here: https://www.medusind.com/dental-solutions/ Time is running OUT! Save your seat today: https://www.polarishealthcarepartners.com/build-your-enterprise-platform

A Comprehensive Solution for Recruiting Associates

Jamie Falasz and Diwakar Sinha — Tue, 21 Mar 2023 05:00:00 -0400

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.com/build-your-enterprise-platform Subscribe to our podcast here: https://www.polarishealthcarepartners.com/podcast

Banking Collapse?!

Jamie Falasz and Diwakar Sinha — Thu, 16 Mar 2023 05:00:00 -0400

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

Comparing, Contrasting & Considering RSUs + PIUs vs Buy-in

Jamie Falasz and Diwakar Sinha — Tue, 14 Mar 2023 05:00:00 -0400

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 here: https://www.polarishealthcarepartners.com/podcast

Favorable Trends for Recruiting Associates

Jamie Falasz and Diwakar Sinha — Wed, 08 Mar 2023 05:00:00 -0500

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 a subscriber? Join us here: https://www.polarishealthcarepartners.com/podcast Join us this May! https://www.polarishealthcarepartners.com/build-your-enterprise-platform

Predictive Financial Reporting Structures for Scale with Steve Mizrach - MiniEpisode 4

Jamie Falasz and Diwakar Sinha — Thu, 02 Mar 2023 05:00:00 -0500

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. Learn more about our event here: https://www.polarishealthcarepartners.com/build-your-enterprise-platform

Sponsor Finance & Middle Market Lending Part 2

Jamie Falasz and Diwakar Sinha — Wed, 01 Mar 2023 10:10:00 -0500

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. 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

Building Your Enterprise Platform: Predictive Financial Reporting - MiniEpisode 3

Jamie Falasz and Diwakar Sinha — Thu, 23 Feb 2023 05:00:00 -0500

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

Borrowing to Build a More Valuable Business

Jamie Falasz and Diwakar Sinha — Tue, 21 Feb 2023 05:00:00 -0500

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 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.polarishealthcarepartners.com/podcast

Creating a Profitable Call Center with Scott Bonetti - MiniEpisode 2

Jamie Falasz and Diwakar Sinha — Thu, 16 Feb 2023 05:00:00 -0500

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 he’s going to cover. Join us in Ft Lauderdale on May 10-12 to learn how to do it yourself. Subscribe here: https://www.polarishealthcarepartners.com/podcast Learn more here: https://www.polarishealthcarepartners.com/build-your-platform-enterprise

How Covenant Structures Impact Your Growth

Jamie Falasz and Diwakar Sinha — Tue, 14 Feb 2023 05:00:00 -0500

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 Platform" is LIVE! Sign up today at https://www.polarishealthcarepartners.com/build-your-platform-enterprise Subscribe here: https://bit.ly/GPASubscribe

Building Your Enterprise Platform LAUNCH! - MiniEpisode 1

Jamie Falasz and Diwakar Sinha — Thu, 09 Feb 2023 05:00:00 -0500

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 Platform!” Click here to learn more: https://www.polarishealthcarepartners.com/build-your-platform-enterprise

Sponsor Finance & Middle Market Lending

Jamie Falasz and Diwakar Sinha — Tue, 07 Feb 2023 05:00:00 -0500

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!

Making an Impact on Your CASH with Rectangle Health

Jamie Falasz and Diwakar Sinha — Tue, 31 Jan 2023 05:00:00 -0500

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 the world of group practices. You can learn more from Christian directly at: Christian Drbal, C: 704.858.5665; cdrbal@rectanglehealth.com; https://www.linkedin.com/in/christiandrbal/

M&A Recap of 2022 and Outlook for 2023 with Brian Colao & Steve Mizrach

Jamie Falasz and Diwakar Sinha — Tue, 24 Jan 2023 05:00:00 -0500

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

2023 Market Conditions + M&A Outlook

Jamie Falasz and Diwakar Sinha — Tue, 17 Jan 2023 05:00:00 -0500

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 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: https://www.polarishealthcarepartners.com/master-classes

Rising Rates & 5-Year Horizons

Jamie Falasz and Diwakar Sinha — Tue, 10 Jan 2023 05:00:00 -0500

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” Session? Here’s the agenda: https://share.hsforms.com/1-He2d9pRSW-U3vsXksaDKw8n35e

Preparing to Exit in 2023?

Jamie Falasz and Diwakar Sinha — Tue, 03 Jan 2023 05:00:00 -0500

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

Integration, Operations and Acquisitions: Interview with Dr. Steve Giannoutsos (part 2)

Jamie Falasz and Diwakar Sinha — Tue, 27 Dec 2022 05:00:00 -0500

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!

"Dry Powder" and a Mindset for Growth: Interview with Dr. Steve Giannoutsos (part 1)

Jamie Falasz and Diwakar Sinha — Tue, 20 Dec 2022 05:00:00 -0500

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…

Tools for 2023: "The Gap vs the Gain" & "The Eisenhower Matrix"

Jamie Falasz and Diwakar Sinha — Tue, 13 Dec 2022 04:45:00 -0500

I know you’re all going to be doing some end-of-year evaluation and some planning for the new year, so here are two tactics around mindsets to help you evaluate what you accomplished in 2022 and how to free up your time for greater impact in 2023. Download the Eisenhower Matrix here: https://bit.ly/Polaris_Eisenhower_Matrix

Your "Gut Check" for 2023

Jamie Falasz and Diwakar Sinha — Tue, 06 Dec 2022 04:45:00 -0500

Many of us do some sort of “evaluation of the past year and planning for the new year” around this time, so here’s an episode that gives you multiple things to think through on both a personal level and a professional level. Get your pad and pen ready to take notes!

Is 2023 Your Year for…what?!

Jamie Falasz and Diwakar Sinha — Tue, 29 Nov 2022 04:45:00 -0500

Is it time for a planning session? Jack Welch, former Chairman and CEO of GE, was fond of saying: “see things the way they are, not the way you want them to be.” I’ll walk through some personal drivers and some industry drivers to consider. And if you need a one-on-one guide for the process, drop me a line and let’s find a date!

Should You or Should You NOT “Club Up” with Friends? (MAYBE…part 3)

Jamie Falasz and Diwakar Sinha — Tue, 22 Nov 2022 05:00:00 -0500

Good grief – is this the dreaded “Duct Tape DSO” concept again?! Well, maybe. There are a lot of successful solo practice owners who are having conversations with like-minded colleagues, but there’s a right way and wrong way to do this. I’ll walk you through our three-step process to making it happen. If you’re thinking about “going in with friends,” this is your episode!

Should You or Should You NOT Build a Group Practice? (YES…part 2)

Jamie Falasz and Diwakar Sinha — Tue, 15 Nov 2022 04:45:00 -0500

There are a lot of tailwinds driving the industry into consolidation. I unpack the major ones on today’s show. We’ll talk through all of them in an effort to help you answer the key question: do the risks of growing outweigh the risks of staying solo? For our free guides on growing your own group practice, click here: https://www.polarishealthcarepartners.com/tools

Should You or Should You NOT Build a Group Practice? (MAYBE…part 1)

Jamie Falasz and Diwakar Sinha — Tue, 08 Nov 2022 04:45:00 -0500

Building a group practice isn’t for the faint of heart – it’s not for everybody. That being said, the majority of the profession now practice in groups. Here are some compelling thoughts to consider in terms of “defensible strategy” if you’re going to build a group! Download our free guide here: https://bit.ly/StartingAGroupPracticeGuide

Understanding Leverage (part 2) - Using Equity

Jamie Falasz and Diwakar Sinha — Tue, 01 Nov 2022 04:45:00 -0400

This episode picks up where the prior one left off, so be sure to listen to that one first – or even a second time! If you’re preparing to grow your business through acquisitions, there’s a way to use debt and a way to use equity. I’ll break down how to use equity as currency and mitigate some of the cost of the rising rate of debt funds. This is a tool you should have in your toolbox. Reach out to our experts for more assistance: Capital Solutions Executive - John Pol John@polarishealthcarepartners.com Executive and Partnership Consultant - Mark Flock mark@polarishealthcarepartners.com Executive Consultant/Fractional COO - Adin Bradley adin@polarishealthcarepartners.com Are you ready to take the next step and execute your journey? Learn more about our MasterClasses here: https://www.polarishealthcarepartners.com/master-classes

Understanding Leverage (part 1) - Using Debt

Jamie Falasz and Diwakar Sinha — Tue, 25 Oct 2022 04:45:00 -0400

Most economists are saying we’re going to enter a recession in the coming 12 months, so this is the time to prepare for growing your business through acquisitions. Getting your capital source committed and defined is critical, but what about a rate that’s TWICE as high and a breakup fee?! Well, let me break it all down for you…on today’s show!” For more information, please contact our Capital Solutions Executive John Pol @ John@polarishealthcarepartners.com Are you ready to take the next step and execute your journey? Learn more about our MasterClasses here: https://www.polarishealthcarepartners.com/master-classes

The Single Most Important Point of Clarity for your Growth Strategy

Jamie Falasz and Diwakar Sinha — Tue, 18 Oct 2022 04:45:00 -0400

We’ve been on the road a lot these last 6 weeks and there has been one MAJOR theme that has come up from the audiences lately…bank funding for growth. Yep. I’ll take you through the scenarios you’re probably all confronting and the landmine you’re about to step on. In an effort to help you out, I created a new, free service at Polaris, our “Debt Funding Audit.” You can email our Growth Capital Specialist, John Pol, directly at: john@polarishealthcarepartners.com

Buy-in versus Earn-in – what’s the right solution?

Jamie Falasz and Diwakar Sinha — Tue, 11 Oct 2022 04:45:00 -0400

As you can imagine, there is no “perfect solution” when it comes to Pathways to Partnership…but here’s a list of questions and considerations to ponder in an effort to get you closer to THE answer! And if you want to see it in a visual format, here’s a “cheat sheet” (https://bit.ly/CheatSheet_Ep41) you can download! That…and I reveal our new website! Check it out here: www.polarishealthcarepartners.com

Associate Equity Solutions: Buy-ins…WHAT?!?

Jamie Falasz and Diwakar Sinha — Tue, 04 Oct 2022 04:45:00 -0400

Yeah, that’s right – BUY-INS! They do have a place in group practices, and they should be a tool in your toolbox. When to use them and how to think about them? That’s what this show is all about. All of that plus a welcome to our newest team member, Kyle Carmody, and a sincere THANKS to the three key people behind Scaling from Clinician to CEO: Kay, Mike, and Rylee!”

Is the Hygiene Department your biggest area of untapped potential? Part 2

Jamie Falasz and Diwakar Sinha — Tue, 27 Sep 2022 04:45:00 -0400

Rachel Wall, Founder of Inspired Hygiene, sits down with Perrin and Dr. Mark Costes ahead of the “Scaling from Clinician to CEO” summit to take on that very subject. We talk hiring and retention, increasing efficiency and productivity, points to consider in a potential downturn…and a LOT more. Frankly, this is an interview we should’ve done a year ago. Thanks for waiting!

Is the Hygiene Department your biggest area of untapped potential? Part 1

Jamie Falasz and Diwakar Sinha — Tue, 20 Sep 2022 04:55:00 -0400

Allen Gillespie, CIO of FinTrust Capital Advisors, on Past, Present & Future Macroeconomic Trends

Jamie Falasz and Diwakar Sinha — Tue, 13 Sep 2022 04:45:00 -0400

We’re living through a turbulent time right now and being an entrepreneur has never been more challenging…or has it?! Allen Gillespie, Co-Founder and Chief Investment Officer of FinTrust Capital Advisors, joins me on the show today to give some historical context around today’s macroeconomic trends and to break down just where we’re headed. Being an entrepreneur himself, Allen also breaks down some key principles around growing and exiting a business. That and SMC National as a sponsor on the Denver Summit! Learn more about them here: https://smcnational.com/

Dr. Ernie McDowell's Transaction with Blue Sea Capital and Specialty Smile Partners

Jamie Falasz and Diwakar Sinha — Tue, 06 Sep 2022 04:45:00 -0400

We’ve known Dr. Ernie McDowell of All Smiles Orthodontics for several years now and have had the pleasure of working with him in a consulting relationship all the way through a sell-side relationship in his transaction with Blue Sea Capital. Ernie tells his colorful story, and we dig deep into the process. You’re going to LOVE this one! And he’ll share more details at our conference in Denver. You can register here: https://bit.ly/ScalingfromCliniciantoCEO

Interview with Lightwave CEO, Justin Jory

Jamie Falasz and Diwakar Sinha — Tue, 30 Aug 2022 04:45:00 -0400

That was a GREAT interview! We talk growth, culture, integration, the Seller’s Dilemma, Crossing the Chasm, and a whole lot more. Plus our Platinum Sponsor for “Scaling from Clinician to CEO” is CareStack. Registration link to join us: https://bit.ly/ScalingfromCliniciantoCEO

Inflation, Stagflation and Recession or an Economic Rebound?

Jamie Falasz and Diwakar Sinha — Tue, 23 Aug 2022 04:45:00 -0400

There’s been a LOT in the news lately as it relates to where the economy is heading, so we decided you needed to hear our thoughts on dentistry. Where are we now? We are we going to end up? What does it all mean? What about those who want to continue growing? Or those who are contemplating exiting? YEP! All of that on today’s show. And here’s the registration link to our “Scaling from Clinician to CEO” summit in Denver! Learn more here: https://bit.ly/ScalingfromCliniciantoCEO

Scaling from Clinician to CEO with Dr. Mark Costes

Jamie Falasz and Diwakar Sinha — Tue, 16 Aug 2022 05:00:00 -0400

Surprise! New Episodes are now arriving every Tuesday. In this special episode, Dr. Mark Costes reunites with Perrin to discuss our upcoming Scaling from Clinician to CEO event. Start your journey or take your group to the next level and join us in October: https://bit.ly/ScalingfromCliniciantoCEO

The Sell-Side Process: 5 Months or 5 Years?!

Jamie Falasz and Diwakar Sinha — Thu, 11 Aug 2022 04:45:00 -0400

I’m constantly asked: “How long do you think it will take to sell my business?” The answer is all too often: “It depends…” Depends on what, you ask? Well, it’s all on today’s show! I take you through a timeline that could be as little as 5 months to as long as 5+ years. And our joint-venture conference with the Dental Success Institute is now LIVE! Here’s the link to learn more https://bit.ly/ScalingfromCliniciantoCEO

Exclusive Interview with the Group Dentistry Now Show

Jamie Falasz and Diwakar Sinha — Thu, 04 Aug 2022 04:45:00 -0400

Today's episode features an exclusive interview with Perrin joining the Group Dentistry Now Show: The Voice of the DSO Industry and the CEO of Finger Lakes Dental, Dr. Jason Tanoory, to discuss the journey, ups and downs, and essential information you NEED to know when starting your group practice. It's official, our Scaling form Clinician to CEO Summit is now open for registration. Save your seat today: https://bit.ly/ScalingfromCliniciantoCEO

How to Become the Ideal Borrower for a Bank & Planning for Your Future

Jamie Falasz and Diwakar Sinha — Thu, 28 Jul 2022 04:45:00 -0400

Diwakar 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

Overcoming Your Own Obstacles for Change

Jamie Falasz and Diwakar Sinha — Thu, 21 Jul 2022 04:45:00 -0400

Changing Banks is incredibly complicated and a gigantic PITA, so why would you want to do it? Well, we unpack that on today’s show and talk through the “ins and outs” of it all. That along with some great non-business books to read for your summer vacation!

Growth Capital for a Growing Group – Interview with Dr. Samson Liu of SOH Dental

Jamie Falasz and Diwakar Sinha — Thu, 14 Jul 2022 04:45:00 -0400

Ever wondered what it takes to grow from zero to over 40 locations in less than 4 years? It requires two critical components: a savvy entrepreneur and a committed line of capital. Tune in to hear Dr. Samson Liu, Founder of SOH Dental and former Heartland Dental Executive Vice President, tell the story! If you have any questions about today's episode, please email us at info@polarishealthcarepartners.com

Business Strategy for a Rising Rate Environment

Jamie Falasz and Diwakar Sinha — Thu, 07 Jul 2022 04:45:00 -0400

Apologies 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: https://bit.ly/TalkwithPolaris

Gallup & Harvard Business Review on the Subject of “Onboarding”

Jamie Falasz and Diwakar Sinha — Thu, 30 Jun 2022 04:45:00 -0400

Shame on me for glossing over the subject and concept of Onboarding. I clarify what it is, how long it should last, what you should cover…and a whole lot more! And for those looking for more data points, here’s the link to the Gallup article I referenced: https://bit.ly/GallupArticleOnboarding Be sure to join us Oct 5-7 for “Scaling from Clinician to CEO.” Here’s the link:https://bit.ly/ScalingfromCliniciantoCEOSummit

The "Top 10" Questions on Associate Equity

Jamie Falasz and Diwakar Sinha — Thu, 23 Jun 2022 04:45:00 -0400

We obviously get a TON of questions on the topic of Associate Equity because it’s the number one problem of all group practices. Here are the TOP 10 we hear most often. That and here’s the link for our upcoming Group Practice Summit we’re hosting with Dr. Mark Costes: https://bit.ly/ScalingfromCliniciantoCEOSummit

Why Traditional Buy-Ins Aren't the Ideal Solution for Growing Groups

Jamie Falasz and Diwakar Sinha — Thu, 16 Jun 2022 04:45:00 -0400

Everybody who builds a group starts out by thinking about Associate "buy-ins" as if they were still running a solo practice. That's not the solution. Want to know why? Tune in! That…and we announce a new conference in October. All on today's show!" Click here to download the WhitePaper: https://bit.ly/AssociatesSuccessWhitepaper Pre-register for our "Scaling from Clinician to CEO Summit" here: https://bit.ly/ScalingfromCliniciantoCEOSummit

Pathways to Partnership: Comparing, Contrasting & Considering RSUs + PIUs

Jamie Falasz and Diwakar Sinha — Thu, 09 Jun 2022 04:45:00 -0400

If you don’t have a defined path for allowing your Associates to become Partners, you’re just spinning your wheels. Here are the most important things I discuss in every call related to Associates and Equity. And here’s a recent webinar that goes even deeper (in case you missed it)! View here: https://bit.ly/WebinarPodcastLink

Solving the Associate Problem: Becoming a Professional Recruiter

Jamie Falasz and Diwakar Sinha — Thu, 02 Jun 2022 05:00:00 -0400

When it comes to recruiting Associates, you’re not competing against solo practice owners or even your peers who are trying to build groups. You’re competing against trained professional recruiters from enterprise-level DSOs. Here’s how to start playing the game at a higher level. And for those who learn better visually, here’s a video that should help: https://bit.ly/AttractingandRetainingAssociates

Solving the Associate Problem: Creating 5 Points of Certainty

Jamie Falasz and Diwakar Sinha — Thu, 26 May 2022 05:00:00 -0400

Solving “the Associate Problem” has to start with them before it ends with you, and there are a LOT of things to handle. I’ll give you five of the top ones to consider on today’s show! And if you want to dive deeper into all of this subject matter and more, be sure to enroll in our 7-part webinar series with SMC HERE! Save your complimentary seat now: groundup.smcnational.com

Solving the Associate Problem: Recruiting + Onboarding + Development

Jamie Falasz and Diwakar Sinha — Thu, 19 May 2022 07:15:00 -0400

Associate turnover is the #1 problem of every group practice, but it doesn’t have to be. I share the overview of what needs to be a comprehensive solution if you’re going to compete with enterprise-level DSOs. The trends are in your favor, so start playing the game at a higher level! And we’ve got a new member on our Polaris team, Mark Flock

Tactical Guidance in Building a Successful Group Practice with Dr. Mark Costes

Jamie Falasz and Diwakar Sinha — Thu, 12 May 2022 05:25:00 -0400

I was fortunate enough to attend the Dental Success Institute’s Mastermind session here in Charlotte his past weekend and was blown away by their members. Dr. Mark Costes joins me on the show today to talk through who they are and what all they do as well as share some of “the how and the why” behind it all. We talk about culture, leadership, systems, processes...and the loneliness of being a leader. Learn more about the Dental Success Institue @ https://www.truedentalsuccess.com/ https://www.truedentalsuccess.com/the-dentalpreneur-podcast/ https://www.truedentalsuccess.com/2022-dental-success-summit/ https://www.youtube.com/c/DentalSuccessInstitute https://www.facebook.com/DentalSuccessInstitute Follow Dr. Mark Costes @ https://www.instagram.com/drmarkcostes/ https://www.linkedin.com/in/mark-costes-dds/

M&A Perspective from Miller Norman of Blue Sea Capital

Jamie Falasz and Diwakar Sinha — Thu, 05 May 2022 04:45:00 -0400

There aren’t many PE firms whose name carries more weight than Blue Sea Capital as I’m sure you all know of them from their super-successful Deca Dental deal. Miller Norman is their Vice President of Healthcare Investment. He joins me on the show today to do what he does best! Join us for our MA&A MasterClass this May! Click here to learn more: https://bit.ly/PolarisMasterClassMAA

Perrin's Interview with Dr. Mark Costes of The Dentalpreneur Podcast

Jamie Falasz and Diwakar Sinha — Thu, 28 Apr 2022 04:45:00 -0400

Join Perrin for his exclusive appearance on "The Dentalpreneur Podcast" with Dr. Mark Costes. In this episode, Perrin details the history of dental entrepreneurship and what it has transitioned into today. He also discusses the current obstacles with running your own group practice, banking loan best practices, mergers & acquisitions 101, and much more! Watch the Youtube video of the interview here: https://youtu.be/OfVxt20ypBw Sponsored by: The Dental Success Institute https://www.truedentalsuccess.com/

State of Dental M&A from the Buy-side: Mick Janness of Oakpoint

Jamie Falasz and Diwakar Sinha — Thu, 21 Apr 2022 04:45:00 -0400

In our continuing effort to part the clouds of our crystal ball, here is another industry veteran to share his insights into the landscape of dental M&A. Mick Janness is the CEO of Oakpoint, a PE-backed Mid-Atlantic DSO that has seen tremendous growth over the last few years. This isn’t Mick’s first rodeo, and he drops valuable pearls of wisdom frequently in this episode, so have your pad and pen handy! Join us for an exclusive MA&A MasterClass opportunity this May 19/20th in Charlotte, NC. Learn more or register today: https://bit.ly/MasterClassMAandA

Mitigating Risks that Impact Valuation

Jamie Falasz and Diwakar Sinha — Thu, 14 Apr 2022 04:45:00 -0400

We all know that the valuation a buyer places on your business comprises many different factors, but one of the primary ones is how they assess your inherent risks. What are the main risks they look at? And what can you do to control those? Tune in because I cover all of it along with a new addition to the Polaris Team – Miss Rylee Hamblin!

M&A State of Dentistry from Two Industry Experts

Jamie Falasz and Diwakar Sinha — Thu, 07 Apr 2022 04:45:00 -0400

Brian Colao of the Dykema Law Group and Steve Mizrach of the accounting firm Dorfman, Mizrach & Thaler join me on the show today to talk through the year that was 2021, where we are in 2022 and where we’re going in 2023. We go from big picture to even more tactical considerations around LOIs, QOEs and a lot of other acronyms I don’t understand. This episode is a tour de force! Brian Colao: BColao@dykema.com Dykema Law Group: https://www.dykema.com/people/brian-a-colao.html Steve Mizrach: smizrach@dmtcpas.com Dorfman, Mizrach & Thaler: https://www.dsocpas.com/

Deal Killer & Poison Pills

Jamie Falasz and Diwakar Sinha — Thu, 31 Mar 2022 04:50:00 -0400

Selling 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

The Sale Process & What to Expect

Jamie Falasz and Diwakar Sinha — Thu, 24 Mar 2022 04:50:00 -0400

2021 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.

3 Points of Absolute Clarity Before Selling Your Business

Jamie Falasz and Diwakar Sinha — Thu, 17 Mar 2022 05:30:00 -0400

The Dental M&A markets are still white hot as we roll into 2022, which has many of you “curious” about what an exit might mean. Before you go down the road of a marketed sales process, here are THE three things you need clarity on. Tune in to learn more!

From Buy-In to Sale…in 16 Months – Personal Journey of Dr. Vivek Solanki

Jamie Falasz and Diwakar Sinha — Thu, 10 Mar 2022 05:07:00 -0500

Dr. Vivek Solanki joins me on the show today to tell his amazing story from traveling Periodontist to Partner Buy-In to Practice sale – all in 16 months! He unpacks all aspects of the impact of COVID to how he approached clinical and operational improvements to deciding to go through a sell-side process and then to our guidance on his outcome. This episode is an absolute tour de force and I’m exhausted from just hosting it! “Dr. Vivek Solanki was born in Jacksonville, Florida and attended the University of Florida for undergrad, then Howard University College of Dentistry (2007-2011). He performed a two-year general practice residency at Einstein Medical Center Philadelphia (2011-2013) and completed his Periodontics specialty in 2016 at the Veterans Affairs Hospital in West Los Angeles.”

Your Banking Solutions for Long-Term Growth

Jamie Falasz and Diwakar Sinha — Thu, 03 Mar 2022 04:45:00 -0500

This 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

Cash & Cash Reserves

Jamie Falasz and Diwakar Sinha — Thu, 24 Feb 2022 04:45:00 -0500

In 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

Banking Strategy: Finding your Last Lender Before Private Equity

Jamie Falasz and Diwakar Sinha — Thu, 17 Feb 2022 04:45:00 -0500

If 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!

Should You Buy Real Estate?

Jamie Falasz and Diwakar Sinha — Thu, 10 Feb 2022 04:45:00 -0500

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: https://www.instagram.com/polaris_healthcare_partners Facebook: https://www.facebook.com/PolarisHealthcarePartners YouTube: https://www.youtube.com/channel/UCMINy8AfUJRQ1xHogiMicUg

How to Avoid Multiple Practices and Multiple Lenders

Jamie Falasz and Diwakar Sinha — Thu, 03 Feb 2022 04:45:00 -0500

I’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 for current updates and much More LinkedIn: https://www.linkedin.com/company/polaris-healthcare-partners Instagram: https://www.instagram.com/polaris_healthcare_partners

Key Banking Metrics and What They Mean

Jamie Falasz and Diwakar Sinha — Thu, 27 Jan 2022 04:45:00 -0500

Diwakar 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 and much More LinkedIn: https://www.linkedin.com/company/polaris-healthcare-partners Instagram: https://www.instagram.com/polaris_healthcare_partners Facebook: https://www.facebook.com/PolarisHealthcarePartners YouTube: https://www.youtube.com/channel/UCMINy8AfUJRQ1xHogiMicUg

Why Emerging Groups Hit the "Debt Funding Wall”

Jamie Falasz and Diwakar Sinha — Thu, 20 Jan 2022 04:45:00 -0500

All of our audience is using bank funds to grow their business, but there’s a limit to how far a “Rate & Term Lender” will go – and we call that “the Debt Funding Wall.” What is it? Why and when does it happen? What’s the key fundamental to avoiding it? All of that plus comparing and contrasting our “De Novo Execution” MasterClass on March 10&11 with our Pinnacle Event in Ft Lauderdale on March 30 – April 1 on todays’ show! Join us for our PINNACLE Event For Dentists! March 30-April 1st, Learn more today @ https://bit.ly/PolarisPinnacle Join our MasterClass @ https://bit.ly/Masterclass_MAA Follow us on social media for current updates and much more: LinkedIn: https://www.linkedin.com/company/polaris-healthcare-partners Instagram: https://www.instagram.com/polaris_healthcare_partners Facebook: https://www.facebook.com/PolarisHealthcarePartners YouTube: https://www.youtube.com/channel/UCMINy8AfUJRQ1xHogiMicUg

Banking 101: What NOT To Do…

Jamie Falasz and Diwakar Sinha — Thu, 13 Jan 2022 05:58:00 -0500

All of our audience is using bank funds to grow their business, but there’s a right way and wrong way to do it. We’ll share our insights into how banks make lending decisions, how they define their “credit box,” and how to clarify your relationship with your lender. All of that plus details around the “Mergers, Acquisitions and Affiliations” MasterClass on February 17&18 on todays’ 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 and much More LinkedIn: https://www.linkedin.com/company/polaris-healthcare-partners Instagram: https://www.instagram.com/polaris_healthcare_partners Facebook: https://www.facebook.com/PolarisHealthcarePartners YouTube: https://www.youtube.com/channel/UCMINy8AfUJRQ1xHogiMicUg

Outlook for 2022+: “Grow or Go”

Jamie Falasz and Diwakar Sinha — Thu, 06 Jan 2022 04:45:00 -0500

Nobody wants to be “average” and, in business, that’s a tough place to end up. Our outlook for the coming year(s) is to define your strategy and differentiation by either being super-unique or growing into a larger, more defensible position. This is “mission-critical” for the coming years. Join us January 13-14th or February 17th-18th in Charlotte, NC for our Mergers, Acquisitions, and Affiliations MasterClass. Register/learn more now! https://bit.ly/MasterClassMAandA

De Novo Planning, Strategy & Metrics

Jamie Falasz and Diwakar Sinha — Thu, 30 Dec 2021 04:45:00 -0500

Why don’t more people use the de novo approach for growth?! There are a LOT of compelling reasons to “start fresh” from day one, so we go through some of the key components for success. And if you like what you hear, stay tuned as we reveal a NEW MasterClass on De Novos in March!

Critical Keys to Creating Value Post-Acquisition

Jamie Falasz and Diwakar Sinha — Thu, 23 Dec 2021 04:45:00 -0500

If your growth strategy is to acquire practices, then you can’t afford to simply maintain them – you have to unlock new value. In today’s episode, we unpack the 3 keys to judging success; 4 aspects of generating upside; and 3 components of margin expansion. And we share the dates on our new MasterClasses as well as our new Pinnacle event!

Business Development 101: Acquisition Sourcing, Valuing & Funding

Jamie Falasz and Diwakar Sinha — Thu, 16 Dec 2021 04:45:00 -0500

Struggling to find practices to buy? Wondering what you to pay? Should you “put money down” on a practice? You’re not alone on any of those questions. We tackle them all on today’s show. And a new PBS show on stars and the universe!

The Six Key Steps to Starting a Group Practice

Jamie Falasz and Diwakar Sinha — Thu, 09 Dec 2021 05:00:00 -0500

Sometimes it’s tough to know where to even start, but if you’re going to build a group practice, here are THE key steps to take in your planning phase. We unpack all six of them on today’s show, and we unveil our new MasterClass concept. Interested in more details?

What IS Strategic Consulting?!

Jamie Falasz and Diwakar Sinha — Thu, 02 Dec 2021 05:00:00 -0500

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!

We're Grateful

Jamie Falasz and Diwakar Sinha — Thu, 25 Nov 2021 05:30:00 -0500

2021 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!”

We're Grateful

Jamie Falasz and Diwakar Sinha — Thu, 25 Nov 2021 05:25:00 -0500

“The WHATs of Building a Successful Group Practice”

Jamie Falasz and Diwakar Sinha — Thu, 18 Nov 2021 07:45:00 -0500

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.

How to Create Financial Success in Building a Group Practice

Jamie Falasz and Diwakar Sinha — Wed, 10 Nov 2021 05:00:00 -0500

Last 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!

How to Create Financial Failure in Building a Group Practice

Jamie Falasz and Diwakar Sinha — Thu, 04 Nov 2021 05:00:00 -0400

Do 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!

Should You Build a Group Practice?

Jamie Falasz and Diwakar Sinha — Thu, 28 Oct 2021 05:00:00 -0400

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.

Defining & Developing Strategy

Jamie Falasz and Diwakar Sinha — Thu, 21 Oct 2021 05:00:00 -0400

We 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 today’ show! Want to join us for a two-day Strategic Planning "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@PolarisHealthcarePartners.com Other questions or comments? Email me directly: Perrin@PolarisHealthcarePartners.com Please subscribe and leave us a comment and a rating!

Stop Playing "Small Ball" - Strategic Planning for 2022

Jamie Falasz and Diwakar Sinha — Thu, 14 Oct 2021 05:12:00 -0400

Are 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://polarishealthcarepartners-14514098.hs-sites.com/mergers-acquisitions-affiliations-working-group Want to register? Email Diwakar directly: Diwakar@PolarisHealthcarePartners.com It's all on today's show. Other questions or comments? Email me directly: Perrin@PolarisHealthcarePartners.com Please subscribe and leave us a comment and a rating!

Maximizing Your Most Valuable Currency - a Recap on Equity

Jamie Falasz and Diwakar Sinha — Thu, 07 Oct 2021 05:11:00 -0400

We'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 and incorporate it into your growth strategy for 2022, then you'll want to join 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@PolarisHealthcarePartners.com Other questions or comments? Email me directly: Perrin@PolarisHealthcarePartners.com All of that plus another great addition to our Data & Analytics team, Christian Stamp, and an update on my quest for the perfect cup of coffee. It's all on today's show. Please subscribe and leave us a comment and a rating!

Strategies & Tactics Around Affiliations

Jamie Falasz and Diwakar Sinha — Thu, 30 Sep 2021 05:12:00 -0400

The "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@PolarisHealthcarePartners.com Other questions or comments? Email me directly: Perrin@PolarisHealthcarePartners.com It's all on today's show. Please subscribe and leave us a comment and a rating!

Affiliations Strategy Details: the Interview with Ryan Metzler of Stock Legal

Jamie Falasz and Diwakar Sinha — Thu, 23 Sep 2021 05:19:00 -0400

The "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 at: https://www.stocklegal.com/about/attorneys/ryan-metzler And a warm welcome to the newest addition to our Data & Analytics team, Kyle Webster! It's all on today's show. Please subscribe and leave us a comment and a rating!

The NO DEBT Growth Strategy - Affiliations

Jamie Falasz and Diwakar Sinha — Thu, 16 Sep 2021 05:12:00 -0400

Do 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, comments or coffee bean recommendations? Email 'em to me at: Perrin@PolarisHealthcarePartners.com Also, please consider helping with Polaris's effort to support the children of Afghanistan through the UNICEF Foundation. We'll match your donations up to $5,000 via the website: https://www.unicef.org/emergencies/delivering-support-afghanistans-children Simply email or text us your contribution, and we'll do our part! And be sure to leave us a rating and a comment!

Enterprise Software Strategy with Carestack's Jim Gerson

Jamie Falasz and Diwakar Sinha — Thu, 09 Sep 2021 05:12:00 -0400

Your 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 of Afghanistan through the UNICEF Foundation. We'll match your donations up to $5,000 viz the website: https://www.unicef.org/emergencies/delivering-support-afghanistans-children Simply email or text us your contribution, and we'll do our part! Questions, comments or coffee recommendations? Email 'em to me at: Perrin@PolarisHealthcarePartners.com Please be sure to leave us a rating and a comment!

Aligning Interests through Equity Structures

Jamie Falasz and Diwakar Sinha — Thu, 02 Sep 2021 05:11:00 -0400

It'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 Mug to my growing coffee addiction. It's all on today's podcast! Questions, comments or coffee recommendations? Email 'em to me at: Perrin@PolarisHealthcarePartners.com Please be sure to leave us a rating and a comment!

Mergers Instead of Acquisitions?!

Jamie Falasz and Diwakar Sinha — Thu, 26 Aug 2021 05:12:00 -0400

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? Send them to me directly at: Perrin@PolarisHealthcarePartners.com And please be sure to leave us a rating!

Getting Your Ownership Structure Straight

Jamie Falasz and Diwakar Sinha — Thu, 19 Aug 2021 05:11:00 -0400

You 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 an effort to shed some light on the mathematical component as well as the emotional component. Getting your partnership equity structure "right" early on is critical to your future success. That discussion and favorite day planner, the "Self Journal," all on today's show. Questions, comments or coffee recommendations? Email 'em to me at: Perrin@PolarisHealthcarePartners.com Get your own Self Journal at: www.bestself.co Please be sure to leave us a rating and a comment!

Book Review Topic: Hiring & People Management

Jamie Falasz and Diwakar Sinha — Thu, 12 Aug 2021 05:12:00 -0400

We'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/whonothow) and you've got the building blocks to a larger "hiring system" for your growing business. A quick shout-out to Brian Colao and his team at Dykema on a great event in Denver and the story behind Spencer Lueder's 20-year quest to change the world of cancer survivorship on a bicycle. It's all on today's show! Questions, comments or coffee recommendations? Send them to me directly at: Perrin@PolarisHealthcarePartners.com And please be sure to leave us a rating!

A Deeper Dive into Tax Law Changes

Jamie Falasz and Diwakar Sinha — Thu, 05 Aug 2021 05:11:00 -0400

We 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 series! All on today's show! Questions for Erik? https://www.burr.com/attorney/erik-p-doerring/ Questions for me? Perrin@PolarisHealthcarePartners.com Thanks for being a subscriber. Please leave us a rating!

Associate Equity: a Deep Dive into Profits Interest Units (PIUs)

Jamie Falasz and Diwakar Sinha — Thu, 29 Jul 2021 05:11:00 -0400

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 rating on the show!

Associate Equity: a Deep Dive into Restricted Stock Units (RSUs)

Jamie Falasz and Diwakar Sinha — Thu, 22 Jul 2021 05:17:00 -0400

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!

Associate Equity: Attracting, Motivating & Retaining

Jamie Falasz and Diwakar Sinha — Thu, 15 Jul 2021 04:12:00 -0400

The 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 or questions to: Perrin@PolarisHealthcarePartners.com And be sure to leave us a rating!

Personal Journeys: Dr. William Harvey of Harvey Family Dentistry

Jamie Falasz and Diwakar Sinha — Thu, 08 Jul 2021 04:13:00 -0400

Sometimes 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.

The TOP 10 Metrics to Measure when Building a Successful Group Practice

Jamie Falasz and Diwakar Sinha — Thu, 01 Jul 2021 04:16:00 -0400

Ever 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 Any questions about group practices, metrics or wine?! Send 'em in to me: Perrin@PolarisHealthcarePartners.com

"Don't Let the Tax Tail Wag the Dog" - the Eide Bailly Interview

Jamie Falasz and Diwakar Sinha — Thu, 24 Jun 2021 12:14:00 -0400

Here 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 late June. To learn more, please visit: https://dykemadso.com/

Selling Your Business in 2021? Deal Structure Matters More Than the Multiple

Jamie Falasz and Diwakar Sinha — Thu, 17 Jun 2021 04:16:00 -0400

Are 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

TWO Things to Know Before You Sell Your Business in 2021

Jamie Falasz and Diwakar Sinha — Thu, 10 Jun 2021 04:17:00 -0400

Convinced 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

Growth Strategies & "The Rule of 72"

Jamie Falasz and Diwakar Sinha — Thu, 03 Jun 2021 04:13:00 -0400

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

The Top 3 Challenges Every Group Practice Confronts

Jamie Falasz and Diwakar Sinha — Tue, 25 May 2021 04:14:00 -0400

Looking 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

Blueprints, Templates & Frameworks to Build Your Own Group Practice

Jamie Falasz and Diwakar Sinha — Tue, 18 May 2021 05:00:00 -0400

"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

Trailer Episode

Jamie Falasz and Diwakar Sinha — Thu, 08 Apr 2021 05:00:00 -0400

Your 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