Podcasts about MSO

Michael R. Caplan is the Chief Operating Officer of Lowenstein Sandler, where he oversees the firm's business, financial, and administrative operations. Before joining Lowenstein, Mike served as COO at an Am Law 50 firm for nearly a decade and spent years leading legal operations at Goldman Sachs and Marsh McLennan, giving him a client-side perspective most law firm COOs simply don't have. With more than 25 years of experience across accounting, financial services, and consulting, he has worked with more than 30 general counsels on data analytics, technology implementation, and law firm relationship management. His leadership has earned him recognition as one of the Financial Times North America's top five Legal Intrapreneurs, Legal Innovator of the Year from The Changing Lawyer Awards, and a spot on NJBIZ's Law Power List for two consecutive years. WHAT'S COVERED IN THIS EPISODE ABOUT HOW A CLIENT-FACING COO IS CHANGING THE BUSINESS OF LAW Law firm COOs typically manage operations and execute on what firm leadership puts forward. They respond to partners, oversee administration, and stay behind the scenes while lawyers own every client relationship. Even when clients have their own operational counterparts who would benefit from connecting with their law firm's business professionals, those introductions rarely happen. Michael Caplan has spent the last decade building a different model. At Lowenstein Sandler, he and his Business Enterprise Solutions Team work alongside lawyers in pitches, RFP negotiations, and client meetings, bringing expertise in pricing, technology, project management, and data analytics directly into the relationship. The approach requires internal trust, a firm culture that supports it, and the right people on both sides of the conversation. But when it works, clients get a partner that understands both the practice of law and the business of law, and the firm differentiates itself in ways that go beyond the legal work. In this episode of The Lawyer's Edge, Elise Holtzman talks with Michael Caplan of Lowenstein Sandler about what it looks like when business professionals are embedded in client development, how to build internal trust so lawyers bring operations leaders into client relationships, the financial discipline that separates good revenue from bad revenue, and where private equity and AI may reshape law firm operations in the years ahead. 2:43- How Mike's client-side experience at Goldman Sachs and Marsh McLennan shaped his approach 5:53 - Building the Business Enterprise Solutions Team (BEST) at Lowenstein 7:18 - Getting lawyers on board and building internal trust 8:55 - Showing wins to bring more lawyers into the model 9:27 - The financial side of the COO role and negotiating pricing with clients 12:49 - Where emerging partners need the most help on collections and client management 15:14 - What smaller and midsize firms should think about when building an operations team 20:02 - Non-lawyer ownership, private equity, and the MSO model in law firms 22:26 - AI, legal technology, and why firms that invest in business resources will be more profitable 27:22 - Why most COOs wouldn't do this podcast and what holds firms back 33:31 - What clients actually get from a firm that embeds operations into relationships 36:19 - Getting the right people in front of the right clients Mentioned in How a Client-Facing COO is Changing the Business of Law Lowenstein Sandler | LinkedIn Michael Caplan on LinkedIn Get connected with the coaching team: hello@thelawyersedge.com The Lawyer's Edge SPONSOR FOR THIS EPISODE This episode is brought to you by the coaching team at The Lawyer's Edge, a training and coaching firm that has been focused exclusively on lawyers and law firms since 2008. Each member of the team is a trained, certified, and experienced professional coach—and either a former practicing attorney or a former law firm marketing and business development professional. Whatever your professional objectives, our coaches can help you achieve your goals more quickly, more easily, and with significantly less stress. To get connected with your coach, fill out our contact form.

Cannabis rescheduling is officially here. Now what?This week, Jesse Redmond and Morgan Paxhia welcome back Hirsh Jain to discuss what Schedule III means for the industry, how states are responding, and what comes next.We cover the upcoming adult-use hearings, interstate commerce, export opportunities, Virginia's latest legalization setback, Pennsylvania's outlook, and which operators stand to benefit most from the next phase of cannabis reform.Topics:• Schedule III implementation• Interstate commerce• Export opportunities• Virginia adult-use• Pennsylvania legalization• MSO winners and losers• Cannabis investing in 2026Higher Exchanges is powered by Flowhub. 

2019年高考全国I卷英语听力第一节 （共5小题；每小题1.5分，满分7.5分）听下面5段对话。每段对话后有一个小题，从题中所给的A、B、C三个选项中选出最佳选项。听完每段对话后，你都有10秒钟的时间来回答有关小题和阅读下一小题。每段对话仅读一遍。1.Where does this conversation take place?A. In a classroom.B. In a hospital.C. In a museum.2. What does Jack want to do?A. Take fitness classes.B. Buy a pair of gym shoes.C. Change his work schedule.3. What are the speakers talking about?A. What to drink.B. Where to meet.C. When to leave.4. What is the relationship between the speakers?A. Colleagues.B. Classmates.C. Strangers.5. Why is Emily mentioned in the conversation?A. She might want a ticket.B. She is looking for the man.C. She has an extra ticket.第二节（共15小题，每小题1.5分，满分22.5分）听下面5段对话或独白。每段对话或独白后有几个小题，从题中所给的A、B、C三个选项中选出最佳选项。听每段对话或独白前，你将有时间阅读各个小题，每小题5秒钟；听完后，各小题将给出5秒钟的作答时间。每段对话或独白读两遍。听第6段材料，回答第6、7题。6.How long did James run his business？A.10 years.B.13 years.C.15 years.7.How does the woman feel about James' situation？A. Embarrassed.B. Concerned.C. Disappointed.听第7段材料，回答第8至10题。8.What has Kate's mother decided to do？A. Return to school.B. Change her job.C. Retire from work.9.What did Kate's mother study at college？A. Oil painting.B. Art history.C. Business administration.10.What is Kate's attitude toward her mother's decision?A. Disapproving.B. Ambiguous.C. Understanding.听第8段材料，回答第11至13题。11.What is the man doing？A. Chairing a meeting.B. Hosting a radio program.C. Conducting a job interview.12.What benefits Mary most in her job？A. Her wide reading.B. Her leaders' guidance.C. Her friends' help13.Who will Mary talk about next？A. Her teacher.B. Her fatherC. Her mother.听第9段材料，回答第14至17题。14.Why does the man seldom do exercise？A. He lacks motivation.B. He has a heart problem.C. He works all the time.15.What does Jacob Sattelmair probably do？A. He's an athlete.B. He's a researcher.C. He's a journalist.16.Why does the woman speak of a study？A. To encourage the man.B. To recommend an exercise.C. To support her findings.17.How much time will the man probably spend exercising weekly？A.300 minutes.B.150 minute.C.75 minutes.听第10段材料，回答第18至20题。18.What did the scientists do to the road？A. They repaired it.B. They painted it.C. They blocked it19.Why are young birds drawn to the road surface？A. It's warm.B. It's brown.C. It's smooth.20.What is the purpose of the scientists' experiment？A. To keep the birds there for a whole year.B. To help students study the birds well.C. To prevent the birds from being killed.参考答案1-5BABCA 6-10 CBACC11-15BACAB 16-20 ACBAC录音原文Text1W: Excuse me, sir. Visiting hours are over now. Your wife must get some rest.M: Oh, I'm sorry, doctor. I didn't hear the bell, or I would have left earlier.Text2M: Hello, my name is Jack. I need to get in shape. How do I register for the classes?M: We'll need you to join the gym, and then you could find out which classes fit your schedule the best.Text3W: I'll see you at the theater.M: Better still, let's meet in the Red Lion bar to have a nice little talk.W: Good idea. And I'd love to have a drink there.Text4M: Hello, my name is John Arbor. And I'm calling to ask about the position advertised in Friday's Daily Mail.M: Yes, the position is still open.You could come over and have a talk with us.Text5M: I have an extra ticket to the concert tonight. Would you like to join me?W: Thanks! But I already have one. You can ask Emily. She might be interested.Text6W: Did you know James went out of business?M: Really? When was that?W: Last month.M: That's too bad. He had owned that business for 15 years. What happened?W: I don't know. But life must be pretty tough for his family now. His sons are still so young; one is 13, and the other is ten.M: Well, maybe things are not as bad as they seem to be.W: I hope so.Text7W: Guess what? My mother's decided to go back to school!M: Why?W: Well, she always loved art, but learned business administration at college because her parents thought it was difficult for an artist to find a job.M: So, she wants to study art now?W: Yeah, oil painting. It's been her dream for a long time.M: It's nice to return to learn what she loves. But, Kate, I still think old age should be about peace and relaxation.Hurrying to school every day and having to pass exams sounds a bit too much for her.W: You know, she retired last year and I'm leaving for the university soon. She needs to find something interesting to do.M: Well, maybe, if it's what she wants.Text8M: Dear listeners, for today's show, I have with my colleague, Mary Laney. She has been a radio TV reporter for many years.Mary, welcome to our show.W: It's a pleasure to be here.M: Would you please tell our listeners who most influenced your decision to become are porter?W: Both my parents had a great influence upon my choices of work. Instead of trying to pick out a job for me, they helped me learn those things that led me to it.M: How did they do that?W: My father always told me that an education was one of the greatest advantages I could have, one that would always stay with me. He used to tell me that readers were leaders, and encouraged me to read all I could. As a result, I've always kept up with the newspapers, faithfully read news magazines and learned to really enjoy books,all of which have been an invaluable help to me in radio and television reporting.M: What about your mother?W: Well, my mother helped me in a much different way.Text9M: We all know that exercise is good for us. But sometimes it seems too hard to leave the sofa.W: I can see that. You seldom do exercise.M: Plus, having the doctor tell us to get two and a half hours of exercise a week doesn't really help our motivation much.W: Don't be discouraged. Now, a new study suggests getting benefits from exercise doesn't have to be that demanding.Jacob Sattelmair, from Harvard University, has done a study into how much exercise is needed to lower the risk of heart attacks.M: Hmm...interesting.W: The study showed that people who put in 300 minutes a week of exercise had a 20%lower risk of death due to heart disease. Still, the people who exercise 150 minutes a week did pretty well, too,lowering their death risk by 14%.M: And what about the people who exercise half as much as that, like what I probably do? Does that help?W: Of course. Even 15 minutes would help.Text10W: Here is a piece of news for bird lovers.Scientists have painted a long road red, yellow, and white. They hope to discourage the seabirds from wandering onto the highway. "The area is home to large crowds of birds that come to stay for the season. Young birds are often attracted to the warm road surface and get killed by the traffic,"biology student Hannah tells the broadcaster. The youngsters' feathers are brown in color. The dark-colored road surface makes the youngsters hard to be noticed. As the number of tourists has grown, so has the amount of traffic on the roads. Biologist Kristin says the plan is to see how the birds respond to the multi-colored road this summer. And if it works, the idea could spread to other parts of the country.

Join MSO as we chat with Frank Sell, founder of “Get Shit Done Coffee”—a brand built for people who want more from life through hard work. Instead of taking the traditional route to the American dream, Frank forged his own way, blending determination and effort to create a successful coffee business. Discover his journey and pick up some insights that might inspire you to get things done too!Here is some information below if you wanted to reach out to this MSO guest directly.Website:  https://homeofthehustle.com/Special Audience Giveaway:  TITLE: 5 Steps to Getting Sh*t Done PlaybookURL:  https://homeofthehustle.com/podcastSocial Media:           Facebook -  https://www.facebook.com/homeofthehustleInstagram  - https://www.instagram.com/realhomeofthehustle/Send us Fan MailMen Speaking Out...Talking to reveal, not conceal! menspeakingout.com

This Day in Legal History: V-E DayOn May 8, 1945, the Allies celebrated Victory in Europe Day, or V-E Day, after Nazi Germany's unconditional surrender brought the European theater of World War II to an end. The surrender did more than end a military campaign; it opened the door to one of the most important legal reckonings in modern history. In the months that followed, the Allied powers created the International Military Tribunal at Nuremberg to prosecute major Nazi leaders for crimes against peace, war crimes, and crimes against humanity. These trials helped establish that individuals, including heads of state and military officials, could be held personally responsible under international law. That principle was a major departure from older ideas that treated war primarily as a matter between nations rather than as a source of individual criminal liability.V-E Day also set the stage for the legal rejection of the defense that officials were merely “following orders” when participating in atrocities. The postwar prosecutions influenced later human rights law, including the Genocide Convention and the Universal Declaration of Human Rights. They also helped shape the Geneva Conventions of 1949, which strengthened protections for civilians, prisoners of war, and wounded soldiers. The legal aftermath of V-E Day showed that victory would not be measured only by military surrender, but also by whether law could respond to mass violence. It forced courts and governments to confront how ordinary legal systems had failed under fascism and how international law might prevent future atrocities. The Nuremberg legacy remains central to modern debates over command responsibility, aggressive war, and accountability for crimes committed during armed conflict. May 8 therefore stands not only as a day of celebration, but as a turning point in the development of international criminal law.A U.S. trade court ruled that President Trump's latest temporary 10% global tariffs were not properly justified under Section 122 of the Trade Act of 1974. The decision was narrow, blocking the tariffs only for two private importers, Basic Fun! and Burlap & Barrel, along with the State of Washington. The tariffs remain in place for all other importers while the Trump administration considers an appeal, and they are currently set to expire in July. The court found that Section 122, which allows short-term tariffs to address serious balance-of-payments problems or protect the dollar, did not fit the trade deficits cited by Trump. Most of the state plaintiffs were denied broader relief because the court found they lacked standing, since they had not shown they directly paid or would pay the tariffs. Washington was treated differently because it submitted evidence that tariffs were paid through the University of Washington. The ruling follows a Supreme Court decision that had already struck down a separate set of Trump tariffs imposed under a national emergency law. The administration is expected to keep pursuing tariffs through other legal routes, especially Section 301 of the Trade Act, which deals with unfair trade practices. Lawyers and trade experts expect further appeals and possible lawsuits from other importers seeking similar relief or refunds. For now, the ruling is legally important but limited in practical effect because it does not stop the tariffs nationwide.US trade court rules Trump tariffs illegal, but issues narrow block | ReutersNew York is preparing to ban law enforcement officers, including ICE agents, from wearing masks during ordinary duty operations. Governor Kathy Hochul announced the plan as part of a broader agreement with state lawmakers on New York's 2027 budget. The proposal would allow masks only in limited situations where there is a real operational need, such as the use of a gas mask. The budget agreement also includes immigration-related limits on cooperation between state law enforcement and ICE. Under the plan, state law enforcement would be barred from helping ICE carry out federal immigration actions. ICE would also be restricted from entering schools, healthcare facilities, homes, and other sensitive locations unless agents have a judicial warrant. State officials expect the Democratic-led legislature to approve the measures soon. Similar mask restrictions have been pursued in California and New Jersey. Those efforts have already drawn lawsuits from the U.S. Justice Department. A federal judge struck down California's ban earlier this year, finding that it unlawfully discriminated against federal officers. That history suggests New York's measure is likely to face a federal legal challenge as well.New York state set to ban law enforcement, including ICE, from wearing masks | ReutersIllinois lawmakers advanced an amended bill meant to limit outside investor influence over law firms. The state Senate Judiciary Committee approved the measure 8-1, sending it to the full Senate for further consideration. The bill targets arrangements involving law firm management services organizations, often called MSOs, and other non-lawyer-owned entities connected to legal practices. It would bar those entities from interfering with lawyers' professional judgment, hiring decisions, or access to firm documents. It would also prevent outside entities from charging fees tied directly or indirectly to a law firm's fees or revenue. The amended version allows law firms to repay loans or credit from outside entities, as long as repayment is not tied to the firm's financial performance. It also narrows the bill so that it applies to Illinois lawyers and firms representing clients at least partly on a contingency-fee basis. Lawyers would have to disclose MSO agreements to their clients. Supporters say the bill is designed to keep legal decisions in the hands of attorneys rather than investors seeking profits. Critics argue the bill is too broad and may interfere with the Illinois Supreme Court's authority to regulate the legal profession. The Illinois House already passed an earlier version, but it would need to approve the amended bill before it could go to the governor.Illinois advances bill to limit investor influence on law firms | Reuters This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.minimumcomp.com/subscribe

In this episode, Sarah and Cesar Roman sit down with Janet Gunn, a dynamic community leader and MSO ambassador from Greensburg, Indiana, to spotlight the real-world impacts of universal school choice. Together, they explore how policies enabling educational options are transforming families' lives, with a special focus on the success of Good Shepherd Christian Academy. The conversation dives into the logistics of community organizing, what motivates parents to seek alternative school options, and the power of grassroots advocacy in driving state-level education reform. Highlights How School Choice Opens Doors: Janet Gunn describes how universal school choice gives rural families access to private, faith-based education that once felt unattainable due to financial barriers. Grassroots Organizing in Action: Insights into the “rock the block” event, parades, and outreach at Good Shepherd Christian Academy, including how these efforts boosted enrollment and awareness in the Greensburg area. Community and Belonging: The episode unpacks the profound impact that volunteers, such as Janet Gunn, have in shaping tight-knit school environments—kids affectionately call her “Grammy,” underscoring deep relationship-building Advocacy as a Game-Changer: Janet Gunn discusses how everyday parents and community members, not just policy experts, are instrumental in passing monumental legislation—and why your voice matters. The Role of Faith and Community: The conversation centers on the value of Christian education, prayerful support systems, and community care at Good Shepherd. Practical Steps for Families: Advice for parents looking for a new educational fit: visit schools, take tours, talk to staff, and trust your instincts to find the best environment for your child. Takeaways School choice empowers families of all income levels to access private education—especially crucial in rural or lower-income areas. Personal relationships and grassroots organizing drive enrollment and success, from fun events to one-on-one encouragement and outreach. Advocacy at the local level truly makes statewide change possible; every voice has the potential to impact legislation and improve options for students. Faith-based schools provide more than academics; they nurture community, care, and values, creating spaces where students and families thrive. Finding the right educational fit is a journey; touring schools and meeting teachers is key to making informed, confident decisions. Want to learn more or get involved? - Contact Good Shepherd Christian Academy at 812-663-2410 or visit gscademy.org. Did you find this episode informative? Help us out! Leave a review Share it with your friends Give us a 5 Star rating on your podcatcher of choice For more information about school choice and your school choice options, visit our website at https://www.i4qed.org

Licensed medical cannabis has officially moved from Schedule I to Schedule III, but most operators still don't fully understand what changed, what didn't, and where the real risks and opportunities are. In this episode of Cultivation Elevated, host Michael Williamson sits down with cannabis attorney Christine Seney for a no-fluff breakdown of what rescheduling actually means on the ground, financially, operationally, and strategically.Christine works directly with MSOs, investors, and executive teams on licensing, compliance, deal structure, and capital strategy across multiple state markets. This is not outside commentary. This is real-time legal strategy.Timestamps:0:00 Introduction1:44 The most costly misconception operators have about Schedule III2:23 Medical vs. adult use: an expensive distinction3:54 Is this a tax issue, a compliance issue, or both?4:03 What MSO CFOs should be doing right now around 280E4:26 The 60-day DEA filing window explained5:16 Biggest missed opportunities in the next 6 to 12 months5:49 Import/export opportunities and FDA recognition6:13 Pharma partnerships and health insurance coverage for patients7:19 Banking, capital access, and legitimizing the industry8:47 Uplisting, credit card processing, and reducing transaction friction9:32 Why insurance coverage for medical patients would be a game changer10:01 Michael's 18 years as an operator and the real cost of medical cannabis therapy11:14 Does rescheduling actually change enforcement risk?11:30 Why DEA enforcement is coming and what it will look like13:10 How federal and state agencies work together on enforcement (Florida example)13:45 What has NOT changed that people think has14:37 IRS guidance still pending, travel caution still applies15:45 The "meaningful domino" analogy16:05 Winners and losers of rescheduling17:06 The CHAMPS case and mixed-license businesses18:27 Why new entrants have a strategic advantage right now19:13 Florida as a case study: medical-only, vertical integration, capital intensity20:46 Could Schedule III actually hurt parts of the cannabis industry?21:28 Big tobacco, big alcohol, and consolidation risks22:33 The craft operator opportunity and why smaller players can still win23:08 GMP, FDA oversight, and pharmaceutical standards coming to cultivation24:27 ASTM cannabis standards and what operators should be watching24:38 The next 3 legal and regulatory dominoes to watch25:15 Adult use descheduling, cartel policy, and the political path forward25:46 Hemp vs. cannabis and whether the two sides eventually collapse together26:23 Closing thoughtsKey topics covered: Cannabis rescheduling, Schedule III cannabis, 280E tax reform, DEA registration, medical marijuana compliance, MSO strategy, cannabis investment, GMP cannabis, FDA cannabis, cannabis banking, SAFE Banking, cannabis enforcement, cannabis legalization, hemp vs cannabis regulation, cannabis tax planning, multi-state operatorsGuest: Christine Senne is a cannabis attorney at Grossman, Roopnarine & Bayó, LLC, where she focuses on regulatory strategy, compliance, and complex business structuring across multiple state markets. She advises operators, investors, and executive teams on navigating licensing, enforcement risk, multi-state expansion, and capital strategy in one of the most highly regulated industries in the country.Christine is known for translating complex legal and regulatory frameworks into clear, practical guidance that operators can execute against. Her work sits at the intersection of law, policy, and real-world operations, making her a trusted advisor to companies scaling in dynamic and often uncertain environments.With the recent shift to Schedule III, Christine is actively working with clients to interpret and respond to this regulatory change in real time, providing critical insight into both the immediate implications and long-term strategic considerations for cannabis operators.Connect With PippPipp Horticulture Website - https://pipphorticulture.com/Pipp Horticulture YouTube - https://www.youtube.com/channel/UC4nNnNCiwS5k5GX7BaXIrbAPipp Horticulture - Facebook - https://www.facebook.com/pipphorticulturePipp Horticulture Instagram - https://www.instagram.com/pipphorticulture/Pipp Horticulture LinkedIn - https://www.linkedin.com/company/18333737/Pipp Horticulture Pinterest - https://www.pinterest.com/pipphorticulture/

Private equity is already moving into your market. The question isn't if it affects you—it's how prepared you are when it does. In this episode, Chris Dreyer and Tim McKey break down how MSOs (managed service organizations) actually work, what they unlock, and where most firms still lose hundreds of thousands a year without realizing it. If you want to dominate your area, outmaneuver the competition, and secure the high-value cases that actually move the needle, you need a partner who delivers proof over promises. Head over to Rankings.io to see how we help elite personal injury firms scale. On this episode, you'll learn: What an MSO actually is, and why it's becoming the structure behind major deals. The tradeoffs that come with bringing in outside capital. Where most firms leak revenue inside intake (and how to quantify it). If you like what you hear, hit Subscribe. We do this every week. Buy tickets for PIMCON 2026: https://hubs.li/Q04bf9vT0  Subscribe to our newsletter:  https://newsletter.rankings.io Get Social! Personal Injury Mastermind (PIM) powered by Rankings.io is on Instagram | YouTube | TikTok

Episode 93Listen in as MSO participates in a conversation with writer and conceptual artist Mark A. Michaels as we examine how contemporary therapeutic and psychedelic approaches might inadvertently undermine clients. Put simply, are these methods truly helping us, or are they hindering our ability to take charge of our own healing journeys? Discover the answers with us!For more information visit his website below:MarkAMichaels.comSend us Fan MailMen Speaking Out...Talking to reveal, not conceal! menspeakingout.com

On this Kaya Cast episode, host Tommy Truong sits down with Rob Sanchez of Apartment 113, a cannabis software veteran who began as a cultivator and hash maker before becoming one of the industry's most sought-after tech consultants. Rob shares practical lessons from implementing software for more than 100 operators, focusing on day-to-day operator needs, end-to-end inventory, multi-location scaling, and how to avoid shiny object syndrome in a fast-changing market. He explains how to separate real value from buzzwords like AI, and why you should define your top pains, involve frontline users, and vet software partners on problem solving, urgency, and compliance. Drawing on experience across the United States, Colombia, and Canada, Rob discusses market maturity, cross-border considerations, and what a truly scalable cannabis software stack looks like—from two-way inventory to seamless roll-ups and analytics. He also shares the kinds of questions operators should ask when evaluating POS and ERP solutions, how to plan for growth from a single shop to a multi-store operator, and what it takes to get real ROI from your software. The episode reveals Rob's origin story with Apartment 113 and his passion for solving frontline challenges—budtenders, inventory managers, and store crews who keep the industry running. Tune in for an insightful, no-fluff conversation about building software that actually moves the business, plus a rapid-fire Q&A closer to the end. Find out more about Apartment 113 at:https://apt113.com/https://www.linkedin.com/in/rob-sanchez-apt113/https://www.linkedin.com/company/apartment-113/ 00:00 Business Is the Work00:14 Meet the Guest01:37 Avoiding Buzzword Traps02:20 Demos With End Users03:59 POS Workflow Questions07:11 Scaling Multi Location10:36 Vendor Support Reality12:44 POS Economics and Monetization15:20 Define Your Pain Points17:34 AI Hype vs Real Value22:07 AI for Analytics Reporting24:01 Lean Ops and Global Culture25:04 Export-Driven Markets26:26 Canada Retail Reality27:04 Automation and Maturity29:15 Taxes and Transparency29:54 Solving Operator Pain31:22 Software Picks and Tradeoffs35:00 ERP Meets Cannabis35:53 Apartment 113 Origin38:04 Rapid Fire Stories41:54 Connoisseurship and Terpenes44:40 Lower Potency Future45:27 Where to Find Rob46:14 Closing Thankscannabis software, cannabis POS systems, cannabis ERP solutions, dispensary inventory management, end to end cannabis inventory, two way inventory sync, cannabis retail technology, multi location dispensary scaling, MSO software strategy, cannabis tech stack, compliant cannabis software, state cannabis compliance tracking, seed to sale software, METRC integration, BioTrack integration, cannabis analytics dashboard, real time cannabis reporting, dispensary KPI tracking, cannabis ROI from software, cannabis automation tools, AI in cannabis retail, cannabis AI reality vs hype, shiny object syndrome tech, cannabis operations management, budtender workflow optimization, cannabis inventory reconciliation, shrinkage reduction cannabis, cannabis purchasing controls, cannabis wholesale tracking, cannabis cultivation software insights, hash maker to tech consultant, Rob Sanchez Apartment 113, Apartment 113 consulting, cannabis implementation best practices, software rollout dispensary, frontline user adoption cannabis tech, change management cannabis retail, cannabis software vendor evaluation, POS vs ERP cannabis, cannabis data roll ups, multi store reporting cannabis, cross border cannabis operations, United States cannabis market, Canada cannabis market #kayacast #cannabis #tips #dispensaries #business #podcast

Tim McKey is not a lawyer, but he's been inside over 300 plaintiff firms, and he sees where lapses in operations mean lost dollars. A CPA by training, Tim and a colleague formed Vista Consulting to help law firms “de-bottleneck.” In this conversation with host Dan Ambrose, Tim describes the journey that led to Vista and how it achieves its mission of helping law firms. Tune in as he reveals the operational mistakes – including intake methods – that could be quietly draining your firm's revenue.Train and Connect with the Titans☑️ Tim McKey | LinkedIn☑️ Vista Consulting | Facebook | Instagram | LinkedIn | YouTube☑️ Trial Lawyers University☑️ TLU On Demand Instant access to live lectures, case analysis, and skills training videos☑️ TLU on X | Facebook | Instagram | LinkedIn☑️ Subscribe Apple Podcasts | Spotify | YouTube2026 Programming☑️ Training Witnesses to Transport Themselves and the Jury, April 17-18, Hermos Beach, CA☑️ TLU Trial Skills Training, April 21- 25, Hermosa Beach, CA☑️ Witness Preparation & Direct Examination, May 8 - 9, Hermosa Beach, CA☑️ Dark Arts Trial Craft Bootcamp, May 27 - June 2, Huntington Beach, CA☑️ TLU Beach, June 3-6, Huntington Beach, CAEpisode SnapshotTim McKey spent 18 years with Deloitte before converting his CPA firm into a business consultancy around 1999 when he realized he was "keeping score" but not "affecting the score."Vista Consulting has worked with over 300 plaintiff law firms, getting referrals entirely through word of mouth.Tim outlines key areas that Vista evaluates at every firm: vision, people in the right seats, intake, case management, HR and training, technology, financial reporting, and physical plant — now including AI and tech stack analysis.On Alternative Business Structures (ABS), Tim explains that only Arizona, Puerto Rico, and Washington, D.C., currently allow non-lawyer ownership in law firms, and he believes that model is going by the wayside in favor of the MSO (Managed Service Organization) structure.The MSO model — where a law firm spins out all non-legal personnel and assets into a separate entity that then contracts services back to the firm — allows private equity investment without violating bar ethics rules on non-lawyer ownership.At TLU Beach, Tim will deliver a one-hour lecture about what the top-performing firms in the country do operationally and financially to get more clients and increase case values.Produced and Powered by LawPods

2015年全国高考I+II卷英语听力第一节（共5小题；每小题1.5分，满分7.5分）听下面5段对话。每段对话后有一个小题，从题中所给的A、B、C三个选项中选出最佳选项，并标在试卷的相应位置。听完每段对话后，你都有10秒钟的时间来回答有关小题和阅读下一小题。每段对话仅读一遍。 1. What time is it now?A. 9:10. B.9:50. C. 10:00.2. What does the woman think of the weather?A. It's nice. B. It'swarm. C. It's cold.3. What will the man do?A. Attend a meeting. B. Give a lecture.C. Leave his office.4. What is the woman's opinion about the course?A. Too hard. B. Worth taking. C. Very easy.5. What does the woman want the man to do?A. Speak louder. B. Apologize to her. C. Turn off the radio.第二节（共15小题；每小题1.5分，满分22.5分）听下面5段对话或独白。每段对话或独白后有几个小题，从题中所给的A、B、C三个选项中选出最佳选项，并标在试卷的相应位置。听每段对话或独白前，你将有时间阅读各个小题，每小题5秒钟；听完后，各小题将给出5秒钟的作答时间。每段对话或独白读两遍。 听第6段材料，回答第6、7题。6. How long did Michael stay in China?A. Five days. B. One week. C. Two weeks.7. Where did Michael go last year?A. Russia. B.Norway. C. India.听第7段材料，回答第8、9题。8. What food does Sally like?A. Chicken. B.Fish. C. Eggs.9. What are the speakers going to do?A. Cook dinner. B. Go shopping. C. Order dishes.听第8段材料，回答第10至12题。10. Where are the speakers?B. In the office. C. At home.11. When is the report due?A. Thursday. B. Friday. C. Next Monday.12. What does George suggest Stephanie do with the report?A. Improve it. B. Hand it in later. C. Leave it with him.听第9段材料，回答第13至16题。13. What is the probable relationship between thespeakers?A. Salesperson and customer. B. Homeowner and cleaner.C. Husband and wife.14. What kind of apartment do the speakers prefer?A. One with two bedrooms. B. One without furniture.C. One near a market.15. How much rent should one pay for the one-bedroom apartment?A. $350. B.$400. C. $415.16. Where is the apartment the speakers would like to see?A. On Lake Street. B. On Market Street. C. On South Street.听第10段材料，回答第17至20题。17. What percentage of the world's tea exports go to Britain?A. Almost 15%. B. About 30%. C. Over 40%.18. Why do tea tasters taste tea with milk?A. Most British people drink tea that way.B. Tea tastes much better with milk.C. Tea with milk is healthy.19. Who suggests a price for each tea?A. Tea tasters. B. Tea exporters. C. Tea companies.20. What is the speaker talking about?A. The life of tea tasters. B. Afternoon tea in Britain.C. The London Tea Trade Center.听力参考答案1—5 ACABC 6—10 BABCB 11—15ABCAB 16—20 CBAAC2015年高考英语新课标卷听力原文第一节Dialog 1:W: What time is your train leaving?M: It leaves at 10. I've got 50 minutes left.W: You'd better hurry, or you won't be able to catch it.Dialog 2:M: Nice weather we're having! Don't you think?W: No, it is too cold.M: I think it is just right.W: I'd prefer a few degrees warmer.Dialog 3M: Now, let's stop talking and get going. I need to be in my office in 15 minutes. Or I'll be late for a meeting.W: OK. Bye!Dialog 4M: This course is really difficult.W: I don't think it's all that bad. And we'll benefit a lot from it.M:So you're taking it, too.W: That's true.Dialog 5W: Could you turn that off? I can't hear myself think！M: What? W: The radio. M: Oh, sorry.第二节Dialog 6W: Hi, Michael! I heard you just came back from a holiday?M: Yes. I stayed for a week in China and 5 days in India.W: You do travel a lot, don't you? Last year, you went to Norway, right?M: Well, I've been to quite some countries, but not yet to Norway. Last summer, I toured Russia for two weeks.Dialog 7M: Sally, do you like seafood?W: Yes, of course.M: Is there anything you especially like?W:Well, I really don't know. I can never remember the name.M: Ok. Is there any food you don't eat?W: Well, I don't eat chicken, and I don't like eggs,either. But I like all kinds of fish and vegetable.M: Then, let's look at the menu , and see what they've got for us.Dialog 8M: You look pale, Stephanie! What's wrong?W: I don't feel good. I have a bad headache. In fact, I haven't got much sleep this past week, and I feel really tired.M: Why don't you go to see a doctor?W: Yeah, I think I should. But I have a report to do tomorrow. Ms. Jenkins means it for the board meeting next Monday.M: Well, it's Wednesday today. Why don't you talk to Ms.Jenkins and ask if you can hand it in on Friday morning?W: Maybe I should try. I guess I just need a good sleep.Thanks, Gorge.M: If you need any help for the report, just let me know.Dialog 9W: Anything interesting in the paper today, dear?M: Well, yeah. There are a few here that might interest us. Here is one for just four hundred dollars. It only has one bedroom, but it sounds nice, near Lake Street.W: Yeah, let me see what the cheapest two-bedroom apartment is. Oh, here is one on Market Street. It's a real bargain.Only 350 dollars. But it doesn't have any furniture.M: Well, it costs a lot to buy all the furniture.W: Oh, here is another one for just over four hundred dollars. This sounds very interesting. It's on South Street. That's a nice area!M: Yes, it's quiet. Did you say two bedrooms?W: Yes, at 415 dollars.M: Why don't we go and have a look?W: OK, I'll give them a call.Monolog 10Look at this picture. It's the London Tea Trade centre. As you can see, it is on the North Bank of the River Thames. It is the center of an important industry in the everyday life of the British people. Tea is the British national drink. Every man, woman and child over ten years of age, has an average over four cups a day, or someone thousand five hundred cups annually. About 30 percent of the world's export of tea makes its way to London. And Britain is by far the largest importer of tea in the world.Now in the second picture, you can see how tea is tasted in the Tea Trade Centre before it is sold. Here, different types of tea are tasted by skilled tea-tasters before they are sold at each week's tea sale. It's amazing to see them at work! Over a hundred kinds of tea are laid out in a line on a long table. The tasters generally taste tea with milk, since that is how the majority of British people drink their tea. The tasters move down the line with surprising speed, tasting from a spoon and deciding what is a fair price for each tea.

On this episode of Higher Exchanges, we're joined by Micah Anderson, CEO of LEEF Brands, to break down the company's fourth quarter and full year 2025 results and what they signal about the next phase of growth.We cover LEEF's evolution, including the addition of Salisbury Canyon Ranch, and how vertical integration is driving margin expansion, improved consistency, and stronger cash flow. Q4 marked a clear inflection point, with revenue up nearly 40% year-over-year, gross margins reaching 45.5%, and the business generating positive operating and free cash flow.We also unpack the transition from H1 to H2, where margins expanded significantly as LEEF shifted toward internally sourced biomass, and discuss what it means to build a large-scale cultivation asset inside a public company.Finally, we look ahead to what's next, including expansion plans at Salisbury Canyon Ranch, the recent Mindset Capital investment, and the growing optionality across CBD, interstate commerce, exports, and M&A, along with listener questions on market share and unit economics.Higher Exchanges is powered by Flowhub. 

Send us Fan MailThe hosts discuss cannabis legalization frustrations and preview stories for the week ending March 15, 2026, led by a tax court case tied to roughly $1.6B in MSO 280E-related liability, where the U.S. argues cannabis businesses fall “within the meaning” of Schedule I/II for 2016–2017 tax years, despite the ongoing rescheduling push. They note a Ninth Circuit decision that the dormant Commerce Clause does not apply to cannabis, contrasting with East Coast rulings and a continuing circuit split after the Supreme Court declined review. State updates include Texas's March 31 ban on smokable hemp/THCA flower sales, Tennessee “pot for potholes” messaging, Virginia's new micro-vertical licensing framework and regulator setup, Alabama's medical rollout delays due to litigation, Florida's ballot initiative setbacks and political hypocrisy, and Verano's $195M loan amid ongoing MSO expansion.Support the showGet our newsletter: https://bit.ly/3VEn9vu

Send a textIn this Quick Tip episode of the Private Practice Survival Guide, Brandon Seigel breaks down what it really means for a private practice to operate as a Management Services Organization (MSO)—and why owning your MSO can be a powerful strategic advantage. He explains how an MSO separates non-clinical functions like HR, billing, operations, compliance, marketing, and technology into a scalable business infrastructure that allows providers to stay focused on patient care while building long-term enterprise value.Brandon compares becoming your own MSO vs. outsourcing to one, covering ownership control, economies of scale, talent acquisition, revenue diversification, tax efficiency, and negotiating leverage with vendors and payers. He also addresses the real tradeoffs—capital requirements, operational complexity, compliance risk, and leadership demands—so practice owners can make informed decisions. If you're thinking about scalability, succession planning, or building a durable competitive advantage in healthcare, this episode offers a practical framework for deciding whether an MSO model is right for your practice.Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today's business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With MePodcast Website: https://www.privatepracticesurvivalguide.com/LinkedIn: https://www.linkedin.com/in/brandonseigel/Instagram: https://www.instagram.com/brandonseigel/https://wellnessworksmedicalbilling.com/Private Practice Survival Guide Book This show is proudly produced at PS Studios — learn more https://www.psstudios.co

Send a textIn this episode of the Private Practice Survival Guide Podcast, Brandon Seigel breaks down the multi–tax ID private practice model and why relying on a single tax ID can limit growth, care delivery, and operational freedom. Drawing from real-world experience, Brandon explains how separating insurance-based care, concierge/private pay services, and a Management Services Organization (MSO) can unlock flexibility, protect compliance, diversify revenue, and expand patient access—without violating payer contracts.This conversation explores the three–tax ID framework, the role of an MSO, and how properly structured entities allow private practices to serve patients beyond medical necessity while reducing financial risk and payer dependency. If you're a private practice owner feeling boxed in by insurance rules, this episode offers a strategic lens on how to scale, innovate, and build a more resilient healthcare business—with proper legal and financial guidance.Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today's business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With MePodcast Website: https://www.privatepracticesurvivalguide.com/LinkedIn: https://www.linkedin.com/in/brandonseigel/Instagram: https://www.instagram.com/brandonseigel/https://wellnessworksmedicalbilling.com/Private Practice Survival Guide Book This show is proudly produced at PS Studios — learn more https://www.psstudios.co

Episode 91Experiencing the loss of a loved one can be overwhelming. Whether it is a friend or a family member, their absence deeply affects us, especially when they have played a significant role in our lives. How do we adapt? How can we continue to handle the difficulties brought by their absence? MSO invites you to listen in on a conversation with Dr. Thomas Attig, author of “Wisdom in Death's Shadows: Collected Writings on How We Grieve.” Perhaps this podcast will offer guidance to help us all navigate through grief and find a way forward.Please visit Dr. Thomas Attig's Website for more information:https://griefsheart.com/Send a textMen Speaking Out...Talking to reveal, not conceal! menspeakingout.com

Doug Kaufman sits down with Sunil Patel, founder & CEO of TekMetric, to unpack Tektonic 2026 — an industry-wide conference built for every role in the repair shop, not just a vendor event.Learn how TekMetric's data view across more than 14,000 shops reveals what top performers do differently and how Tektonic will translate those insights into practical, measurable outcomes.Patel explains the conference format — 75 role-based breakout sessions where owners, service writers, technicians and foremen can “choose your own path” through hands-on technical training (including EV topics), service-writing skill workshops, MSO growth panels and a coaches debate. Hear about keynote speakers, networking opportunities, and TekMetric's consultative approach to helping shops reach their next result (for example, improving average repair order through better DVIs and photo standards).Event starts April 9, 2026 at the Marriott Marquis Houston. More info and registration: TekMetric.com/Tektonic

With Alex Thiersch on the ground in Indiana lobbying against pivotal new legislation, MSPA Digital Marketing Supervisor Derek steps in to break down a whirlwind of 2026 legislative moves. From Big Pharma's influence on GLP-1 regulations to shifting MSO scrutiny and expanding autonomy for practitioners, this episode explores how new bills in states like Indiana, Florida, and Arizona are reshaping the industry. Learn why "information is power" and how these national trends might be coming to your state next. Key points include: The Battle Over GLP-1s Stricter State Oversight MSOs Under the Microscope Expanding Autonomy Rising Professional Standards New Practice Permissions Next Steps for Practitioners and AmSpa

In today's episode of Higher Exchanges, Jesse Redmond and Morgan Paxhia tackle five of the toughest questions shaping the next phase of the cannabis industry.Will Schedule III trigger a lasting cannabis bull market?Will federal hemp restrictions remain in place through November 2026?Will two of Pennsylvania, Virginia, and Florida legalize adult use and restart growth?Will three of today's Tier One operators still be the top five cannabis companies in ten years?And will a U.S. plant-touching MSO uplist to NASDAQ or NYSE by year's end?This is a focused discussion on regulation, capital markets, state expansion, consolidation, and long-term leadership in cannabis.If you're investing in marijuana stocks or following U.S. cannabis reform, this episode breaks down the structural forces shaping where capital flows next.Higher Exchanges is powered by Flowhub, check 'em out at flowhub.com

Episode 90 - Male enhancement procedures can lead to complications if patients lack proper care, including physical and emotional issues and the need for corrective surgeries. Poor pre- or post-operative care raises the risk of infection, scarring, and ongoing health problems. MSO speaks with Dr. Joel Pash, co-founder and medical director of Upsize clinic in San Francisco, about these challenges that give men a “hard time”.You can learn more about Dr. Joel Pash and the Upsize clinic at: https://www.upsizematters.com. Also, on his social media at: Instagram, TikTok, Twitter and YouTube. Another great show!Send a textMen Speaking Out...Talking to reveal, not conceal! menspeakingout.com

We dive deep into digital privacy enforcement, the exploding intersection of litigation finance and law firm operations, and how alternative business structures (ABS) and managed service organizations (MSOs) are reshaping legal services. Hosts Brandon Schuh and Nick Hartmann talk with Nick Rowles-Davies, CEO at Lexolent, dissect the FTC's landmark General Motors and OnStar settlement, which finalized in January 2026, revealing how millions of consumers unknowingly had their precise driving data collected, sold, and monetized without consent. The conversation explores the regulatory response, the growing complexity of fee-sharing arrangements in contingency-based litigation, and the philosophical debate between UK and US approaches to nonlawyer investment in law firms. Woven throughout are lighter moments, including a "two truths and a lie" game testing movie trivia knowledge about Back to the Future, Die Hard, and The Breakfast Club.The episode reflects broader industry shifts like private equity capital flooding into legal services, litigation funders gaining unprecedented control over case strategy, and regulators tightening scrutiny on data-driven business models that exploit consumer blind spots. For legal professionals, insurance industry participants, and policy advocates, this episode maps the emerging terrain of consumer protection in connected vehicles, the ethical fault lines of litigation finance, and the practical mechanics of MSO structures designed to attract venture and private equity backing while skirting prohibitions on nonlawyer ownership.Key Takeaways:GM/OnStar Settlement (January 2026): FTC finalized a major enforcement action banning GM from sharing geolocation and driving behavior data with consumer reporting agencies for five years and requiring explicit opt-in consent for all future data collection, a landmark win for privacy advocates concerned about insurance rate impacts.Alternative Business Structures (ABS): Limited to Arizona, Utah, and DC in the US, ABS allows nonlawyers to hold equity in law firms directly. This contrasts sharply with UK structures, where ABS has been legal for over a decade and shows more tolerance for mixed ownership models.Managed Service Organizations (MSOs) as Workaround: Since ABS remains rare in most US states, law firms partner with investor-backed MSOs that handle back-office, marketing, and technology functions, siphoning off overhead costs while keeping lawyer-owned firms appearing compliant with Rule 5.4 prohibitions.Episode Chapters05:30 Privacy & Digital Surveillance08:30 GM/OnStar FTC Settlement Details & Data Monetization10:00 AI Liability & Regulatory Uncertainty Discussion15:00 Settlement Negotiations & Litigation Strategy18:00 Insurance Industry Corporate Raids & Fictional Premise24:30 GM Truck Insurance Quote & Data Sharing Consent27:00 Litigation Prediction & Case Strategy28:00 Administrative Duties & Managed Services Models31:40 Guest Introduction & UK Legal System Background32:00 Alternative Business Structures & Private Equity in Law35:00 Ethical Concerns in MSO Models37:00 Margin Analysis & Contingency Fee Economics41:00 Litigation Finance Benefits & Structural Risks43:00 UK vs US Bar Ethics & Jury Trial Impact45:00 Fee-Sharing Regulations & Risk Assessment49:00 Regulatory Credibility & Litigation Finance Critique55:00 AI Asymmetry in Litigation StrategyConnect with RiskCellar:Website: https://www.riskcellar.com/Guest: Nick Rowles-DaviesLinkedin: https://www.linkedin.com/in/nick-rowles-davies/ Portfolio: http://www.legalfinance.expert/Substack: https://nickrowlesdavies.substack.com/Company Website: http://www.lexolent.com/ Brandon Schuh:Facebook: https://www.facebook.com/profile.php?id=61552710523314LinkedIn: https://www.linkedin.com/in/brandon-stephen-schuh/Instagram: https://www.instagram.com/schuhpapa/Nick Hartmann:LinkedIn: https://www.linkedin.com/in/nickjhartmann/ 

Episode 89Preventing human trafficking involves raising awareness, strengthening laws, and supporting vulnerable communities to stop exploitation before it starts. At the same time, addressing porn addiction requires education, access to support resources, and fostering healthy relationships. Together, these efforts empower individuals and communities to protect themselves and others from harm. Join me as MSO interview's Joe Madison, Executive Director of Demand Disruption (https://demanddisruption.org/) to discuss these society challenges that impact us all! More of Demand Disruption can be followed at: Podcast, Instagram, YouTube, and FaceBook.Lastly Congratulations to Deman Disruption celebrating their 10th year in fighting human trafficking. Much love from MSO!Send us a textMen Speaking Out...Talking to reveal, not conceal! menspeakingout.com

Kristen Brandt sits down with Janet Reihle and Crafton Beck of the Mississippi Symphony Orchestra (MSO), an institution that has shaped Mississippi's cultural landscape for more than 80 years. The MSO is the 2026 recipient of the Governor's Award for Excellence in Performing Arts. They talk about the orchestra's history, its impact on communities across the state, the challenges and joys of presenting live performances, and how the MSO continues to inspire audiences through education, outreach, and innovative programming. From longtime symphony-goers to first-time listeners, this conversation highlights why the Mississippi Symphony Orchestra remains a vital pillar of Mississippi's arts industry. Join The Mississippi Arts Commission in celebrating the Mississippi Symphony Orchestra on Thursday, February 12, 2026, at The Westin Jackson at 6 p.m. A public reception will precede the ceremony at 4:30 p.m. If you enjoy listening to this podcast, please consider contributing to MPB. https://donate.mpbfoundation.org/mspb/podcast. Hosted on Acast. See acast.com/privacy for more information.

In Episode 68 of the State of the Market for Law Firm Sales, Senior Attorney Match's Jeremy E. Poock, Esq. welcomes Boris Ziser, Esq. of McDermott Will & Schulte to discuss Management Services Organizations (MSOs) and the benefits that MSOS offer to Personal Injury Law Firms. During this episode, Attorney Ziser addresses: 1. What is a MSO?   2. Insights about the benefits for certain Personal Injury Law firms to set-up a MSO   3. The role for MSOs as Private Equity firms continue entering into the single event Personal Injury Law marketplace   While explaining the functions of a MSO in the legal industry, including for certain Personal Injury Law firms, Attorney Ziser points to the value that MSOs provide by separating the non-legal functions of a law firm from the practice of law.   Addressing the potential concern for unauthorized practice of law by non-lawyer owners of a MSO, Ziser points out that lawyers will presumably not violate ethics rules and risk their bar licenses by permitting non-lawyer involvement in decision making about a law firm's practice of law.   As Ziser says, “[T]he notion that Private Equity, which owns a service provider, is somehow now controlling the law firm, I just don't think that's true. And, by the way, it isn't good for business for the Private Equity firm either, because if there is such a violation . . . if the law firm goes under, for example, there's nobody to pay the service provider. That's not going to help grow the enterprise.”   In his concluding remarks, Poock reiterates Ziser's point that MSOs will enhance the enterprise value of law firms as MSOs improve the business of law, which will result in higher prices for law firm sales.  Poock also points out that Private Equity has expressed particular interest in Personal Injury Law because of the volume of clients that Personal Injury law firms can represent, plus the predictability of revenues due to many Personal Injury Law matters involving insurance companies paying on behalf of defendants.

Most law firm owners think they need a better defense right now. More protection from competitors. More control over chaos. More insulation from burnout, margin pressure, and consolidation.But what if the real threat isn't what's happening to your law firm…It's what you haven't built inside it yet?In this episode of Your Practice Mastered, Richard James breaks down a hard truth most attorneys avoid… The best defense in today's legal market is a great offense.As competition increases, non-attorney ownership expands, and MSO models quietly reshape the industry, firms that rely on talent, hustle, or referrals alone are becoming dangerously exposed.This conversation is about the offensive systems law firm owners must start thinking about now before they're forced to react later.If you're working long hours, carrying the business on your back, or worried about where your firm is headed over the next few years, this episode will challenge how you see growth, protection, and leadership inside your firm.This is not theory, it's what the firms winning in the next era are already doing differently.Get More from Your Practice Mastered: https://thelawfirmsecret.com

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 winsRead 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

Welcome to episode 311 of Grow Your Law Firm, hosted by Ken Hardison. In this episode, Ken sits down with Tim McKey, CEO and co-founder of Vista Consulting, a longtime CPA and law-firm operations expert who has spent more than 15 years helping plaintiff firms improve efficiency, profitability, and long-term stability. Through Vista, Tim has worked with nearly 300 firms to build stronger systems, enhance financial reporting, implement accountability, and navigate major transitions including mergers, acquisitions, and succession planning.  What you'll learn about in this episode: 1. Disruption in Today's PI Landscape - How aging ownership, new capital sources, and ABS laws are reshaping the industry - Why institutional investors are moving aggressively into plaintiff firms 2. Understanding MSOs and Ownership Changes - How Managed Service Organizations work as an alternative structure - When selling to an MSO makes sense—and when a traditional sale is better 3. Competing in a Market of Roll-Ups and Mega-Firms - Why differentiation—not spending more—is the key to survival - How boutique firms can win even as consolidation increases 4. Building a Firm That's Valuable  - The operational ratios healthy firms monitor - The importance of systems, processes, and a true second-in-command 5. Using AI, Metrics, and Accountability to Improve Margins - Why AI and offshore support are pushing labor ratios down - Why every team member needs KPIs and clear expectations to drive performance   Resources:  Website: vistact.com LinkedIn: linkedin.com/in/timmckey Facebook: facebook.com/Vistact Instagram: instagram.com/vistaconsultingteam   Additional Resources:    https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind AI for PI Expo:   www.pilmma.org/ai-for-pi-expo

With the stroke of a pen our industry is more exposed than ever. Though it's not set in stone we seem to be running head first into the abyss known as Schedule 3. We have had multiple shows highlighting this potential schedule change and what it would do to our fragile state regs. The big winners are the MSO's and corporate cannabis that can finally get the normal tax benefits that every other business owner has access to. In other words the regulated industry is like a junkie and 280e is the fix it takes just to get back to normal. Our guest @jeffgard42 is one of Colorados top Civil/Criminal Lawyers and our go to guy when big shifts like this happen if your unsure where you stand if this executive order go's through then make sure to tune in. So get that @dabx GO rig charged your @jerome_baker bong Clean with some ice

In Episode 67 of the State of the Market for Law Firm Sales, Senior Attorney Match's Jeremy E. Poock, Esq. welcomes Seth Deutsch and Jordan McMillian of Samson Partners Group for an in-depth focus on the entry of Private Equity to the Personal Injury Law marketplace. This circa 45 minute podcast episode involves a Q&A format, in which Seth and Jordan discuss the following: 1. Why did Samson Partners Group identify Personal Injury Law as ripe for opportunities for Samson's Private Equity Legal Alliance?   2. Could you please share 5 factors that Samson considers when valuing a PI law firm?   3. As sales of PI firms continue to buzz throughout the industry, what range of multiples of EBITDA do you observe and foresee?   4. What is a MSO, and what role do you foresee for MSOs in the sales of Personal Injury Law Firms?   5. What do you foresee as opportunities for platform acquisitions and tuck-in acquisitions during the next 5 years?

The legal industry is racing toward new business models, and Trisha Rich offers a grounded view of what that shift actually requires.  As a partner at Holland & Knight and a professor at New York University School of Law, she works at the center of the conversations driving MSO growth, ABS experimentation, and rising interest from Private Equity. Firms want support, investors want a foothold, and everyone wants clarity on where the ethical lines sit. Trisha argues that the answers are far less mysterious than people think. Independence, fee structures, and client protection still define the boundaries, and decades of opinions already show how to navigate them. She also speaks to the momentum behind this moment. AI pressure, shifting talent expectations, and a clear push for stronger business models have created an environment where MSO and ABS structures feel less experimental and more inevitable. Her perspective invites firms to ask sharper questions: what kind of growth makes sense, which investments matter most, and how do you protect the heart of the profession while modernizing it? The conversation offers a clear read on a fast-evolving space and a thoughtful look at how regulation and innovation shape each other inside modern legal practice.   Episode Breakdown: 00:00 The MSO and ABS Shift in the Legal Industry 04:26 How Rule 5.4 Shapes Modern Law Firm Models 11:19 Historical Precedent That Explains Today's MSO Boom 21:27 Law Firms, Business Strategy, and the Push for Scale 26:19 Why Private Equity Now Targets Legal Services Connect with Trisha Rich: Connect with Trisha on LinkedIn Trisha's Law Firm bio    Connect with Howard Rosenberg: Connect with Howard on LinkedIn Howard's Company Web Profile   Connect with Chris Batz: Connect with Chris on LinkedIn  Follow Columbus Street on LinkedIn Columbus Street Website Podcast production and show notes provided by HiveCast.fm

Thanks to our partners Promotive and Wicked FileWhat if the biggest problems facing auto repair shops today aren't what you think they are?And what if the future of the industry is being shaped right now, quietly, behind the scenes, by the conversations shop owners aren't having?In this episode, Hunt Demarest sits down with Chris Jones, the editorial force behind Ratchet+Wrench and several of the industry's most influential publications. From talent shortages to tech adoption, from mental health to multi-shop growth, Jones offers a clear-eyed look at where the automotive repair world is heading, and where shop owners should be refocusing their energy.This conversation cuts through the noise and gets real about the pressures, opportunities, and evolving expectations shaping today's shop environment.Whether you're struggling to hire, trying to improve efficiency, or simply looking for clarity in a rapidly changing industry, this episode will help you understand what today's shop owners must prioritize — and how to build a healthier, more resilient business.What you'll discover…(02:25) Why shops are finally catching up to retail-style convenience and technology(03:40) The mindset difference that sets high-performing shop owners apart(05:25) The MSO lesson that surprised everyone — and why process beats everything(07:45) The efficiency challenges shop owners can't stop talking about(08:50) Why technician shortages aren't unique to auto repair — and what must change(10:25) The shocking reality of six-figure tech jobs no one is filling(12:20) What 2025 really looked like for shops — and what 2026 may bring(15:10) How understanding neurodivergence can transform shop culture and performance(17:55) What customers actually want now: speed, communication, and clear expectations(21:25) Chris's best advice for shop owners navigating today's challengesThanks to our partner PromotiveIt's time to hire a superstar for your business; what a grind you have in front of you. Introducing Promotive, a full-service staffing solution for your shop. Promotive has over 40 years of recruiting and automotive experience. If you need qualified technicians and service advisors and want to offload the heavy lifting, visit https://gopromotive.com/Thanks to our Partner WickedFileTurn chaos into clarity with WickedFile, the AI for auto repair shops. Transform invoices into insights, protect cash flow, and stop losing parts, cores, or credits to maximize your bottom line. visit https://info.wickedfile.com/Paar Melis and Associates – Accountants Specializing in Automotive RepairVisit us Online: www.paarmelis.comEmail Hunt: podcast@paarmelis.comText Paar Melis @ 301-307-5413Download a Copy of My Books Here:Wrenches to Write-OffsYour Perfect Shop The Automotive Repair Podcast Network: https://automotiverepairpodcastnetwork.com/

Today, we've got a standout guest who brings a fresh lens to growth and strategy in the auto space: Aaron Zucker, Founder and CEO of Zucker Investment Group (ZIG). ZIG operates at the intersection of real estate development and growth equity—helping operators scale by leveraging strategic site‑selection, creative financing, and aligned capital. In this conversation, we'll dig into how real estate can become a foundational growth lever for collision repair operators: sale‑leasebacks, partnering with developers, and structuring deals for scale. We'll also explore why ZIG is now setting its sights on the collision industry and what qualities they look for in the operators they back. If you're a shop owner ready to grow, an MSO planning your next move, or an investor curious about the collision space, then this episode is for you. Connect with Aaron: Social: https://www.linkedin.com/in/aaron-zucker-zig/ Limitless Podcast Ft. Cole Strandberg: https://podcasts.apple.com/us/podcast/limitless-with-cole-strandberg/id1513018036?i=1000734044255 

This Day in Legal History: Pennsylvania Coal Co. v. MahonOn this day in legal history, November 14, 1922, the Supreme Court heard arguments in Pennsylvania Coal Co. v. Mahon, a foundational case in American property law. At issue was a Pennsylvania statute—the Kohler Act—that prohibited coal mining beneath certain structures to prevent surface subsidence. The Pennsylvania Coal Company had previously sold the surface rights to a parcel of land but retained the right to mine the coal beneath. When the state blocked their ability to do so, the company sued, arguing that the law had effectively stripped them of valuable property rights without compensation. The case reached the Supreme Court, where Justice Oliver Wendell Holmes Jr. delivered the majority opinion.In his decision, Holmes introduced the now-famous principle that “while property may be regulated to a certain extent, if regulation goes too far it will be recognized as a taking.” This line marked the birth of the regulatory takings doctrine, which holds that government actions short of full appropriation can still require just compensation under the Fifth Amendment. Holmes emphasized that the economic impact of a regulation on the property owner must be weighed, not just the public interest it serves. In this case, the regulation was deemed too burdensome to be considered a mere exercise of police power.The Court sided with the coal company, holding that the Kohler Act, as applied, amounted to an unconstitutional taking. The dissent, penned by Justice Brandeis, warned against undermining states' ability to protect public welfare. Despite being a 5–4 decision, Mahon has had lasting influence on land use, zoning, and environmental regulation. It reframed the boundaries between public regulation and private rights, signaling that not all public-interest laws are immune from constitutional scrutiny. Today, Mahon remains a cornerstone case for litigants challenging regulations that significantly diminish property value.A Texas judge is set to hear arguments on Attorney General Ken Paxton's request to block Kenvue from issuing a $398 million dividend and from marketing Tylenol as safe during pregnancy. Paxton sued Kenvue in October, accusing the company of hiding risks linked to prenatal Tylenol use, including autism and ADHD—a claim not supported by the broader medical community. The lawsuit follows public comments by Donald Trump and Robert F. Kennedy Jr. promoting the same unproven theory. Kenvue and Johnson & Johnson, which previously owned Tylenol, maintain the drug's safety and argue the state has no authority to interfere in federal drug regulation or corporate dividends.The companies also say the dividend will not impair Kenvue's solvency and warn that Paxton's effort could undermine both the First Amendment and the credibility of Texas courts. Paxton, however, argues that the public interest justifies intervention, citing potential future liabilities from Tylenol and talc-related lawsuits. He contends that misleading commercial speech can be regulated, and that the dividend should be halted to preserve cash in the face of those risks. The case could have broader implications, particularly for Kimberly-Clark's $40 billion acquisition of Kenvue, announced shortly after the lawsuit. Kenvue has vowed to appeal any injunction.Judge to weigh if Texas AG can block Kenvue dividend over Tylenol claims | ReutersSierra Leone has reached a tentative settlement with U.S. law firm Jenner & Block to resolve a dispute over $8.1 million in unpaid legal fees. The law firm sued the West African nation in 2022, claiming it was still owed money for representing Sierra Leone in a high-stakes case against Gerald International Ltd., which had sought $1.8 billion in damages over an iron ore export ban. Jenner argued the legal work was more extensive than initially expected and said it had only been paid $3.6 million by the end of 2021.Sierra Leone pushed back, disputing the existence of a valid contract and asserting that no further payments were owed. The country also tried to claim sovereign immunity, but a federal judge rejected those arguments in January, allowing the lawsuit to proceed. U.S. Magistrate Judge G. Michael Harvey announced the settlement in principle last week, although specific terms were not disclosed. Neither party has commented publicly on the resolution.Sierra Leone, law firm Jenner & Block reach settlement over $8 million legal tab | ReutersMcDermott Will & Emery has become the first major U.S. law firm to publicly confirm that it is considering private equity investment, signaling a potential shift in how Big Law might operate. The firm's chairman acknowledged preliminary talks with outside investors, a move that stunned the legal industry, where non-lawyer ownership has long been resisted due to ethical and regulatory restrictions. McDermott is reportedly exploring a structure that would separate its legal services from administrative operations by creating a managed service organization (MSO) owned by outside investors, allowing the firm to raise capital without violating professional conduct rules.This model has gained traction among smaller firms, but McDermott's adoption could legitimize the MSO approach for large firms. Proponents argue it would free lawyers to focus on client work while upgrading support systems through external funding. Critics caution that it involves relinquishing control of critical firm functions and raises concerns about maintaining ethical standards, particularly regarding fee-sharing with non-lawyers. While still early, industry experts say other firms are beginning to explore similar paths to stay competitive, especially in jurisdictions like Arizona that allow non-lawyer ownership.McDermott's Outside Investor Talks Augur Big Law TransformationThe Trump administration has filed suit against California over its recently approved congressional redistricting maps, which were adopted through a ballot initiative known as Proposition 50. The measure, passed by voters last week, allows temporary use of new district lines that could give Democrats up to five additional U.S. House seats. The Justice Department joined a lawsuit initially filed by the California Republican Party and several voters, alleging that the redistricting plan was racially motivated and unconstitutional.U.S. Attorney General Pam Bondi called the maps a “brazen power grab,” accusing California of using race to unlawfully boost Hispanic voting power. California Governor Gavin Newsom dismissed the lawsuit, framing it as retaliation for California's resistance to Trump's broader political agenda. Newsom also argued that the new maps are a necessary corrective to Republican-led gerrymandering efforts, like those in Texas, where civil rights groups have sued over alleged dilution of minority voting power.The lawsuit claims California's map violates the U.S. Constitution by improperly using race in the redistricting process. The outcome could impact the balance of power in the House and add fuel to ongoing legal battles over partisan and racial gerrymandering nationwide.Trump administration sues California over new redistricting maps | ReutersThis week's closing theme is by Ludwig van Beethoven, a composer of some note.This week's closing theme is the first movement of Ludwig van Beethoven's Symphony No. 8 in F Major, Op. 93 – I. Allegro vivace e con brio, a work that balances classical clarity with Beethoven's unmistakable wit and rhythmic drive. Composed in 1812 during a period of personal turmoil, the Eighth is often described as a cheerful outlier among his symphonies, compact and effervescent despite being written amid deteriorating health and emotional strain. It was premiered in 1814, but it was a revival performance on November 14, 1814, in Vienna that helped solidify its reputation and gave the public a second opportunity to appreciate its lightness and humor in contrast to the more dramatic works surrounding it.Unlike the grand scale of the Seventh or Ninth, the Eighth is shorter and more classical in form, often drawing comparisons to Haydn in its wit and economy. Yet Beethoven infuses it with his unique voice—syncopations, dynamic extremes, and abrupt harmonic shifts abound, particularly in the first movement. The Allegro vivace e con brio opens with a bold, playful theme, tossing melodic fragments between the orchestra with cheerful assertiveness. It's less stormy than many of Beethoven's first movements, but no less commanding.Critics at the time were puzzled by the symphony's restraint and humor, expecting more overt heroism from Beethoven. But modern listeners often recognize the Eighth as a masterwork of compression and invention. The first movement in particular plays with rhythmic momentum, frequently disrupting expectations just as they form. There's a confidence in its restraint, a knowing smile behind the forceful accents and offbeat rhythms. It's music that's both technically impressive and viscerally enjoyable, which is perhaps why Beethoven held it in especially high regard.As we close out the week, we leave you with that November 14 revival spirit—a reminder that even a “little Symphony” can land with enduring force.Without further ado, Ludwig van Beethoven's Symphony No. 8 in F Major, Op. 93 – I. Allegro vivace e con brio, enjoy! This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.minimumcomp.com/subscribe

MY NEWSLETTER - https://nikolas-newsletter-241a64.beehiiv.com/subscribeJoin me, Nik (https://x.com/CoFoundersNik), as I interview Kevin Dahlstrom (https://x.com/camp4), a serial entrepreneur and former CMO of three publicly traded companies, who's disrupting the healthcare industry with his testosterone replacement therapy startup.I reached out to Kevin Dahlstrom because despite being a multiple-time serial entrepreneur, CMO of three public companies, and angel investor in over 50 businesses, he's taking on his boldest swing yet: launching BOLT Health, a direct-to-consumer men's health optimization business in the heavily regulated healthcare space targeting the silent epidemic of low testosterone (low T) affecting millions of men.Kevin's entrepreneurial journey into testosterone replacement therapy (TRT) started with his own health optimization as a committed biohacker. At 54, he now feels better than he did in his 20s, and he built a subscription healthcare business to help other men achieve the same results.Questions This Episode Answers:How did a brand new subscription wellness service achieve $70,000 in MRR in just 5 months without significant paid advertising spend?How can a founder leverage CMO expertise and content marketing to educate customers on controversial or confusing health topics like hormone optimization?How do you structure a medical services organization (MSO) to operate compliantly with doctor-owned entities and compounding pharmacy networks?What makes testosterone replacement therapy such a massive business opportunity for health entrepreneurs right now?Why is the mainstream healthcare system (sick care vs. health care) creating opportunities for cash-pay longevity medicine startups?__________________________Love it or hate it, I'd love your feedback.Please fill out this brief survey with your opinion or email me at nik@cofounders.com with your thoughts.__________________________MY NEWSLETTER: https://nikolas-newsletter-241a64.beehiiv.com/subscribeSpotify: https://tinyurl.com/5avyu98yApple: https://tinyurl.com/bdxbr284YouTube: https://tinyurl.com/nikonomicsYT__________________________This week we covered:00:00 – Intro: Kevin Dahlstrom on launching Bolt Health01:00 – From banking to biohacking03:05 – Why testosterone is foundational for men's health05:22 – The silent epidemic of low testosterone07:47 – Building Bolt: Subscription model and process10:12 – Modern approach: Microdosing and TRT myths12:39 – New research changing testosterone therapy15:06 – Bolt's customer journey and business model19:56 – Why traditional healthcare is broken24:44 – The future of health: Longevity and cash-pay medicine29:34 – The opportunity in modern healthcare innovation33:55 – Authentic marketing and influencer growth36:20 – Why product > marketing early on38:45 – Kevin's edge: Turning passion into business46:03 – Lessons from chasing unicorns vs. building real value

This episode reveals the hidden business strategies that help contingency-fee law firms scale faster and build long-term value. Former personal injury lawyer turned financial innovator Ari Kornhaber explains why traditional banks don't lend to PI attorneys, how smart debt unlocks growth, and why private equity is entering the legal ecosystem through MSO structures.    Learn how to increase liquidity, expand practice areas, speed up case resolution, protect your family's future, and position your firm for a larger valuation. Whether you're just starting out or planning succession, you'll discover actionable ways to run a more profitable law firm today.   Today's episode is sponsored by The Managing Partners Mastermind. Click here to schedule an interview to see if we're a fit. Chapters (00:00:00) - Law Firm Network: Managing Partners Podcast(00:00:31) - Startup Entrepreneur Ari Kornhaber on '(00:03:09) - How to Get Out of Debt(00:06:57) - Contingency Fee Law Firm Lending(00:11:54) - Squire Bank: Helping Law Firms Grow(00:13:36) - Law Firm Ownership: Alternative Business Structure(00:17:05) - Law Firm Consolidation: Opportunities(00:22:47) - Case Cost Financing(00:24:14) - Grow Your Business Faster With Debt(00:25:26) - Case Cost Financing(00:30:16) - How to Connect with a Small Firm Executive on Quincy Bank

An Interview with Mark Niehaus, President and Executive Director, Milwaukee Symphony Orchestra The Milwaukee Symphony Orchestra proves that art isn't just entertainment—it can be a key part of building community. Through concerts that bring diverse audiences together and revitalization efforts that have transformed its downtown home, the MSO stands as one of Milwaukee's most dynamic civic institutions. Our guest on this episode of Voices of Freedom is Mark Niehaus, President and Executive Director of the Milwaukee Symphony Orchestra. Mark spent 14 years as the MSO's principal trumpet before the board tapped him in 2012 to lead the organization. Under his leadership, the MSO completed an extraordinary restoration of the 1930s Warner Grand Theatre, expanding it into the Bradley Symphony Center. It opened in 2021, sparking renewal along West Wisconsin Avenue. As Wisconsin's largest performing arts institution, the MSO employs 70 full-time professional musicians who perform over 130 concerts annually and generate an estimated $55 million in economic activity. Topics Discussed on this Episode: Mark's atypical career path from musician to organizational leader Why the Bradley Symphony Center restoration was critical for the orchestra's future The MSO's role in revitalizing downtown Milwaukee Growing institutionally at a time in which some orchestras are struggling Cultivating audiences for traditional art forms in a digital world The economic impact of arts organizations beyond cultural experience Hope for the future of orchestras and performing arts in America

Lisa Smith is a principal in the Washington, D.C. office of Fairfax Associates. She advises leading law firms domestically and internationally on strategy development, mergers, management and governance, partner compensation and structure issues, and financial and operational performance and management. She has been advising law firms for more than 35 years. She is a frequent speaker at industry events and webinars and recently appeared on the TV show Wall Street Week talking about the potential for private equity investment in U.S. law firms. WHAT'S COVERED IN THIS EPISODE ABOUT TRANSFORMING LAW FIRM STRATEGY The legal profession is in a period of meaningful evolution. Firms are exploring new ways to grow, serve clients, and create sustainable operations. Consolidation is increasing, alternative staffing models are expanding, and clients are more sophisticated buyers than ever before. These changes are opening the door to fresh approaches in how firms compete and deliver value. For law firm leaders, it also means making smarter decisions about compensation, investment, and long-term positioning. The firms that are succeeding aren't reacting to the market—they're planning for it. They're thinking carefully about scale, profitability, and how to structure themselves for continued success. In this episode of The Lawyer's Edge, Elise talks with Lisa Smith of Fairfax Associates about what these shifts mean in practice. They discuss the drivers behind consolidation, how firms are restructuring to stay competitive, what private equity could mean for the industry, and why thoughtful strategy—not panic—is what separates firms that adapt from firms that fall behind. 2:15 — The three trends shaping the legal industry right now 7:22 — Why even well-established firms are open to mergers 10:42 — How AI and technology are changing what clients send to outside counsel 12:08 — The risk for smaller firms with highly specialized practices 13:55 — What the UK's private equity model could signal for U.S. law firms 16:22 — How MSOs work and why firms are considering them 19:02 — The tradeoffs of moving to an MSO structure 24:25 — Signs that firms are already adjusting their strategy 25:24 — How partner compensation models are evolving 34:18 — What makes a strategic plan realistic instead of aspirational 36:47 — Lisa's advice to leaders who want to stay ahead of change Mentioned In From Consolidation to Capital: How Big Shifts are Transforming Law Firm Strategy Fairfax Associates | LinkedIn Lisa Smith on LinkedIn Merger Press Releases Get connected with the coaching team: hello@thelawyersedge.com The Lawyer's Edge SPONSOR FOR THIS EPISODE Today's episode is brought to you by the Ignite Women's Business Development Accelerator, a 9-month business development program created BY women lawyers for women lawyers. Ignite is a carefully designed business development program containing content, coaching, and a community of like-minded women who are committed to becoming rainmakers AND supporting the retention and advancement of other women in the profession. If you are interested in either participating in the program or sponsoring a woman in your firm to enroll, learn more about Ignite and sign up for our registration alerts by visiting www.thelawyersedge.com/ignite.

Tax planning is one of the most pressing challenges for business owners, and Penn Mutual is helping financial professionals uncover strategies that can preserve cash flow, protect assets, and strengthen succession planning. In this episode of The Life Matters Podcast, Bill Bell, VP of Advanced Sales at Penn Mutual, is joined by Alex Jones, Founder of Guardian Tax Consultants, to break down the role of Management Services Organizations (MSOs) in advanced planning.Together, they explore how MSOs can reduce taxable income, provide creditor protection, and create liquidity that can be redirected into long-term growth and life insurance strategies. They also highlight the industries where MSOs are most effective, the process of establishing one, and how these tools fit into broader business planning conversations.In this episode, you'll learn:• What an MSO is and how it works in practice• Why physicians, attorneys, and business owners are strong candidates• How S corporations and C corporations work together to improve cash flow• Where life insurance integrates into MSO strategies for risk transfer and wealth preservationIf you're advising high-income business owners or looking to expand your tax-smart planning toolkit, this conversation offers actionable insights and proven strategies to better serve your clients with confidence.Have a question or comment for Bill? Drop him an email at: LifeMatters@PennMutual.comFollow Us Facebook: https://www.facebook.com/PennMutual/Instagram: https://www.instagram.com/PennMutual/LinkedIn: https://www.linkedin.com/company/penn-mutual/Presented by Penn Mutual: https://www.pennmutual.com/This podcast is for informational purposes. Guests' views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state.8475304NS_OCT27 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Madison Symphony Orchestra is celebrating its 100th season with an exciting lineup of concerts to bid farewell to longtime maestro and music director John DeMain. Host Bianca Martin chats with John about the history of MSO and the evolution of the ensemble during his tenure. John also shares his process of selecting pieces and guest conductors for this special season, and highlights the importance of conducting from a place of love and respect. 

This week, AmSpa founder and CEO Alex R. Thiersch, JD, speaks with Nick Liguori, CPA, of Liguori Accounting, about the latest tax law changes and what they mean for medical spa owners in 2025. From equipment purchases to employee compensation, Liguori shares practical strategies to help med spas optimize deductions, avoid red flags, and plan proactively for the year ahead. Listen to learn: How to calculate and manage quarterly estimated taxes; Why year-round tax planning is essential and how to start; How to leverage equipment purchases and depreciation for tax savings; What the IRS is watching: audit atmosphere and red flags; How to take advantage of itemized deductions; Retirement planning tips for reducing taxable income; The tax opportunity of MSO structures for medical spas. -- Don't miss the Sell More This Holiday Season virtual event on October 21 at 5 PM ET, featuring expert speakers, tactical Q4 sales strategies, and over $100,000 in giveaways. Register now at repeatmd.com/sellmore. -- Visit https://www.wellreceived.com/amspa to learn more about WellReceived's exclusive offer for AmSpa Members. -- Music by Ghost Score

Today, we have a special panel-style discussion in our DRP series with two perspectives in the same room. Shawn Crozat, CEO of G&C Auto Body, a large California-based MSO whose company is built around great DRP relationships and high performance and Dan Tessadri, senior claims operations leader on the insurer side in auto physical damage with CSAA Insurance Group, a AAA Insurer. We'll discuss what each side truly looks for when selecting and sustaining DRP repair partners? How can they make those partnerships work better? And what's changing in the DRP model as vehicles get more complex? Let's get started. Connect with Patrick: Previous Episode: https://www.youtube.com/watch?v=iD4lvKd_nIc Social: https://www.linkedin.com/in/patrick-crozat-2b49b985/ Website: https://gandcautobody.com/ Connect with Dan: Social: https://www.linkedin.com/in/dan-tessadri-767a0b9/ 

Private equity is circling the legal industry, and Lucian Pera is helping make sense of what that means for MSO law firms and beyond.  Joining Chris Batz and Howard Rosenberg, Lucian breaks down how management services organizations (MSOs) and alternative business structures (ABSs) are giving outside investors new ways to participate in the economics of law - without running afoul of ethics rules like ABA Rule 5.4. Lucian makes it clear that these models are tools, not shortcuts. For some firms, an MSO structure may unlock the capital needed for technology, acquisitions, or ambitious growth plans. For others, a traditional loan or internal funding might make more sense. The critical step, he argues, is matching structure to strategy, rather than chasing the latest buzz. As interest from PE firms and family offices surges, the profession faces a choice: see outside money as a threat, or recognize the opportunities it brings to modernize how law firms operate. Lucian leans toward the latter. Just as medicine and accounting were reshaped by investment, he believes law is in the midst of its own slow-motion revolution where the business side of the profession is finally catching up with reality. For lawyers and investors alike, understanding MSOs, ABSs, and the ethics that govern them is a glimpse into where the legal market is headed next.   Episode Breakdown: 00:00 Meet Lucian Pera 01:04 MSO Law Firms Explained 05:09 Rule 5.4 and Legal Compliance 09:19 Market Trends and Investor Interest 15:45 Which Law Firms Are Using MSOs 18:17 Private Capital: Threat or Opportunity? 25:19 ABS Structures in Law Firms 30:10 ABS vs. MSO: Key Differences 32:10 Future Outlook for Law Firms and PE   Connect with Lucian Pera: Connect with Lucian on LinkedIn Lucian's Website Bio    Connect with Howard Rosenberg: Connect with Howard on LinkedIn Howard's Company Web Profile   Connect with Chris Batz: Connect with Chris on LinkedIn  Follow Columbus Street on LinkedIn Columbus Street Website  Podcast production and show notes provided by HiveCast.fm

Most physicians dream of independence but dread the isolation and heavy lift of running a solo practice. What if there were a way to share infrastructure, lighten the load, and still maintain your autonomy? In this episode, Dr. Disha Spath sits down with special interviewer Dr. Dan Sooriabalan and guest Dr. Natalie Gentile to explore how managed services organizations (MSOs) can strengthen direct primary care practices. From sharing cross-coverage to negotiating employer contracts, she shares how she and her partner built a collaborative model that supports physicians while keeping patient care personal.  This conversation is packed with lessons on leadership, partnership, and building something bigger than yourself! Key Topics Covered: 1. The Hidden Price of 401K Breaking down what a managed services organization is and why it matters for direct primary care. 2. From Vaccine Clinics to Direct Primary Care Collaboration How grassroots community efforts during the pandemic sparked the creation of Pittsburgh's first DPC-focused MSO. 3. Shared Pain Points, Shared Solutions Cross-coverage, marketing, vaccine acquisition, mentorship—how an MSO makes solo practice less lonely. 4. The Business Side of Medicine Legal guardrails, employer contracts, and the financial realities of keeping physician ownership at the center. 5. Scaling Without Selling Out Why Natalie and her co-founder built their MSO without private equity—and how they're keeping it mission-driven. 6. Not a One-Size-Fits All Why MSOs aren't one-size-fits-all and what to consider before starting one in your own region. Listener Takeaways: MSOs (Managed Services Organizations) give DPC doctors shared infrastructure—like marketing, cross-coverage, and legal support—without sacrificing independence. Collaboration often starts with small, local initiatives (like community vaccine clinics) before scaling into sustainable models. Legal and financial guardrails are essential to keep physicians—not private equity—at the center of ownership. Quarterly case reviews, mentorship, and camaraderie help prevent isolation and burnout in solo practice. Resources Mentioned: Gentile Family DPC Maintenance Phase Podcast Atlas.md Direct Care Physicians of Pittsburgh  Rebel Wellness Connect with Us: Host: Dr. Disha Spath, The Frugal Physician Guest: Dr. Natalie Gentile, Gentile Family DPC   This episode is brought to you by: Earned Wealth: Earned's unique Doctor Wealth Playbook includes tax planning, investing, insurance, career advisory, and more. It's a holistic approach from advisors who get the financial pressures of your profession. And for a limited time, Frugal Physician listeners can visit Earned.com/Frugal  for exclusive access to this comprehensive planning at a discounted rate.

Send us a text Podcast Show Notes:What happens when a collision repair veteran who started as a tech at 15, built a 4-location MSO with nearly 100 employees, and owned 13 shops with four successful exits, decides to fix the financial challenges body shop owners face? The result is transformational.In this weeks' episode, Bill Park shares his remarkable journey through the collision repair industry and how his biggest discoveries weren't about paint or production—but about money. Along the way, Bill identified a critical gap in financial management that most shop owners face: relying on CPAs who focus on tax filing, not strategic financial management.Bill introduces his solution: Crunchit Financial Services, a “white glove” approach designed specifically for collision repair businesses. Using a financial blueprint process—similar to blueprinting a repair—he shows how to align management systems with accounting systems, ensure daily reconciliation of transactions, and build an accrual-based accounting structure that delivers accurate, timely insights.Bill also pulls back the curtain on tax optimization strategies that most shops miss—structuring finances in ways that can save tens or even hundreds of thousands annually. This isn't about complicated spreadsheets—it's about creating financial freedom by putting the right systems in place.5 Key Takeaways:Financial strength starts with systems: management and accounting must be aligned.Most CPAs miss opportunities because they only focus on filing taxes.Daily reconciliation creates accuracy and confidence in your numbers.Accrual-based accounting gives shop owners better insights than cash-based methods.Tax optimization can unlock huge savings and directly fuel profitability.If you're ready to run your shop with confidence, clarity, and the freedom that comes from perfect financials… join us this episode and let this be your roadmap to financial freedom!GUEST CONTACTBill Park - billpark8@me.comCrunchit Financial Services – https://www.crunchitfs.com/LinkedIn – https://tinyurl.com/499zeephSupport the showJoin our Mind Wrench mailing list!

In this episode, hosts Brad and Michael share the story of a seasoned orthopedic surgeon running a family-owned practice. Eager to expand, he brought on a young surgeon with a generous compensation package and the promise of future partnership. But when it came time to formalize the partnership, a shift to a more complex “eat what you kill” compensation model created unexpected friction. Tune in to learn how misaligned financial expectations can derail even the best-intentioned partnerships. Understand how to create a compensation model that aligns with your practice's goals, document terms clearly, and navigate disputes before they escalate.Watch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadattoStay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn

We are back with a jam packed episode at an exciting but turbulent time.In this episode we discuss:- S3 Calculations: Why we are optimistic- S3 Reality vs Possible future effects- Financial framework for MSO upside- Strategy for managing risk - Revealing my cannabis portfolio- What I've bought & sold recentlyThanks to Hirsh for a great discussion as alwaysConnect with Hirsh:LinkedIn - ⁠⁠https://www.linkedin.com/in/hirsh-jain/⁠⁠Twitter - ⁠⁠https://twitter.com/anandastrategy⁠⁠Hirsh's Website - ⁠⁠https://anandastrategy.com/

In this episode, hosts Brad and Michael share the story of a Texas plastic surgeon and med spa owner who implemented a commission-based pay structure to retain staff and boost performance. While the model initially increased revenue and morale, it quickly led to scope-of-practice violations, internal competition, and compliance concerns. Tune in to learn what to consider before introducing commission models in your practice, and how to design a compensation structure that rewards your team and protects your practice.  Watch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadattoStay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn

In this episode of Cannabis Unlocked, Fred Gomez, Director of Institutional Research at ATB Capital Markets, joins KEY Founding Partner, Pete Karabas, to unpack what the latest data is telling us about U.S. and Canadian cannabis markets. Fred covers over 20 public cannabis companies across North America and shares what he believes investors should be watching, from upcoming MSO refinancing, to ongoing price compression and market saturation. From here Fred and Pete provide their insights on how Canada's path offers lessons for U.S. operators exposing the myths around 280E and how it won't solve the industries biggest issues. Lastly, they discuss why many investors overestimate growth and underestimate risk even in highly volatile industries like cannabis.Please enjoy the episode!