The Advisor's Table
- Latest Episode
Few business owners take the time to plan for the tax impact after a deal closes. Brian and Michael sit down with Senior Wealth & Tax Advisor, Carson Henderson, from Earned to understand tax-loss harvesting. This conversation explores how tax-loss harvesting strategies can help business owners navigate the impact of a significant capital gain and why planning well in advance matters.
All Episodes
Few business owners take the time to plan for the tax impact after a deal closes. Brian and Michael sit down with Senior Wealth & Tax Advisor, Carson Henderson, from Earned to understand tax-loss harvesting. This conversation explores how tax-loss harvesting strategies can help business owners navigate the impact of a significant capital gain and why planning well in advance matters.
When preparing for a healthcare practice or business transition, many owners focus primarily on finding the right buyer or maximizing their valuation. But a successful sale involves much more than just the transaction itself. Brian and Michael discuss why healthcare business owners need a complete advisory team in place long before a transition begins.
HR regulations can reveal deeper operational gaps during a transition, turning small oversights into deal delays or even risks to closing the deal. Michael and Brian sit down with Jill Hasselmann, Chief Growth Officer at HR for Health to hear HR issues that commonly surface during a business transition and how they can quietly impact a deal.
Navigating a practice or business transition isn’t just a financial decision, but a deeply personal one with lasting impact. We sit down with Brett Pierce, Founding Partner of 7 Pillars, to understand the 7 Pillars of Deal Value. These pillars represent a different dimension of value, equipping you to make thoughtful, informed decisions.
Many practice owners invest in dental marketing expecting it to drive growth, but what happens when the leads don’t turn into actual patients? We sit down with Luke Infinger, CEO and Co-Founder of HIP Creative to break down why marketing alone isn’t enough and what to fix first.
In this quarterly bonus episode, we break down the latest trends shaping the healthcare M&A market. While healthcare M&A activity remains strong, buyers are becoming more selective, the cost of capital is rising, there’s increased private equity scrutiny, and deal structures are evolving.
Understanding the value of your business early can help you plan strategically for the future. Brian and Michael sit down with 7 Pillars’ Madi Little to hear about her role as Director of Transaction Success. She breaks down how valuations actually work, what drives value, and the key factors buyers are really looking at.
We explore how dental practice owners can reduce costs, improve operational efficiency, and strengthen their practices through strategic partners like ELITE Dental Alliance. Brian and Michael sit down with Brian Corder and Amanda Smith to break down how these partnerships work.
Are you thinking about selling your business or partnering with a strategic buyer but unsure where to start? We answer a common question: Why should I hire an M&A advisor? We break down what an advisor or broker can provide, how they add value throughout the process, and when it makes sense to start the conversation.
Behind every healthcare provider is a network of businesses that help make care possible. In the final part of this series, we focus on the businesses that support healthcare practices, including IT, cybersecurity, and marketing. We discuss why private equity continues to be drawn to these businesses.
In part two of this three-part series, our conversation broadens from dentistry to other provider-led businesses, including veterinary, aesthetics and dermatology, and eyecare. We explore what’s driving interest from strategic buyers in these sectors and what practice owners should understand.
Even if you’re not considering selling or transitioning your business right now, staying informed about the market can be a powerful strategic advantage. Brian and Michael share what’s next for DSOs and the evolving deal environment in the dental industry.
Welcome to The Advisor’s Table. In our very first episode, we take a moment to introduce our hosts, talk about what we’re passionate about, and give you a preview of what this podcast is all about. We’re excited to have you with us and hope you’ll join us at the table.
Few business owners take the time to plan for the tax impact after a deal closes. Brian and Michael sit down with Senior Wealth & Tax Advisor, Carson Henderson, from Earned to understand tax-loss harvesting. This conversation explores how tax-loss harvesting strategies can help business owners navigate the impact of a significant capital gain and why planning well in advance matters.
HR regulations can reveal deeper operational gaps during a transition, turning small oversights into deal delays or even risks to closing the deal. Michael and Brian sit down with Jill Hasselmann, Chief Growth Officer at HR for Health to hear HR issues that commonly surface during a business transition and how they can quietly impact a deal.
Navigating a practice or business transition isn’t just a financial decision, but a deeply personal one with lasting impact. We sit down with Brett Pierce, Founding Partner of 7 Pillars, to understand the 7 Pillars of Deal Value. These pillars represent a different dimension of value, equipping you to make thoughtful, informed decisions.
Many practice owners invest in dental marketing expecting it to drive growth, but what happens when the leads don’t turn into actual patients? We sit down with Luke Infinger, CEO and Co-Founder of HIP Creative to break down why marketing alone isn’t enough and what to fix first.
We explore how dental practice owners can reduce costs, improve operational efficiency, and strengthen their practices through strategic partners like ELITE Dental Alliance. Brian and Michael sit down with Brian Corder and Amanda Smith to break down how these partnerships work.
In this quarterly bonus episode, we break down the latest trends shaping the healthcare M&A market. While healthcare M&A activity remains strong, buyers are becoming more selective, the cost of capital is rising, there’s increased private equity scrutiny, and deal structures are evolving.
Behind every healthcare provider is a network of businesses that help make care possible. In the final part of this series, we focus on the businesses that support healthcare practices, including IT, cybersecurity, and marketing. We discuss why private equity continues to be drawn to these businesses.
In part two of this three-part series, our conversation broadens from dentistry to other provider-led businesses, including veterinary, aesthetics and dermatology, and eyecare. We explore what’s driving interest from strategic buyers in these sectors and what practice owners should understand.
Even if you’re not considering selling or transitioning your business right now, staying informed about the market can be a powerful strategic advantage. Brian and Michael share what’s next for DSOs and the evolving deal environment in the dental industry.
Welcome to The Advisor’s Table. In our very first episode, we take a moment to introduce our hosts, talk about what we’re passionate about, and give you a preview of what this podcast is all about. We’re excited to have you with us and hope you’ll join us at the table.
When preparing for a healthcare practice or business transition, many owners focus primarily on finding the right buyer or maximizing their valuation. But a successful sale involves much more than just the transaction itself. Brian and Michael discuss why healthcare business owners need a complete advisory team in place long before a transition begins.
Understanding the value of your business early can help you plan strategically for the future. Brian and Michael sit down with 7 Pillars’ Madi Little to hear about her role as Director of Transaction Success. She breaks down how valuations actually work, what drives value, and the key factors buyers are really looking at.
Are you thinking about selling your business or partnering with a strategic buyer but unsure where to start? We answer a common question: Why should I hire an M&A advisor? We break down what an advisor or broker can provide, how they add value throughout the process, and when it makes sense to start the conversation.
Get Notified When New Episodes Drop
Join practice owners and healthcare professionals who get our latest episodes, market insights, and transition strategies delivered straight to their inbox.
No spam. Unsubscribe anytime. We respect your inbox.
Have Questions About Your Transition?
Our team is always available for a confidential conversation. Whether you’re years away from a transition or actively exploring options, we’re here to help.