Group Practice Accelerator

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.

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?

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 Don't let outdated equipment drag down your deal.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.

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.

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!

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.

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.

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 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.

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.

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.

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!

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.

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!

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.

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!

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!

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.

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.

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.

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.

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!

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!

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!

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.

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.

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!

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.

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!

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.

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

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

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.

I'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 I'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...

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

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!

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”.

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/

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/

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

Dr. Jason Tanoory has been a longtime client and friend of Polaris, and he now has his own podcast! Jason has an incredibly successful group practice in the Finger Lakes area of NY and is constantly being asked about his Associate Equity model, so he decided to have me on his show to "go deep" on the top questions he gets asked most often. If he's being asked these questions, chances are you're pondering the same thoughts. Buckle up for answers to the most popular questions around bringing associates into the 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/

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/

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.

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!

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.

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!

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.

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.

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!

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!

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/