The biggest obstacles to practice growth aren't always external. In many practices, they're hidden in the everyday inefficiencies that slow down teams, create friction for patients, and leave opportunities on the table. In this episode of The Advisor’s Table, we sit down with Aimee Fletcher, Director of Strategic Partnerships of Spear Education to talk through what truly defines efficient dental practices for both the team and the patient. This episode provides practical insights for dental practice owners who are looking to increase production and patient care.

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Spear Education

7 Pillars Advisory Services

Some of the most valuable conversations in dentistry don't happen from a stage. They take place around a table. 7 Pillars brought together practice leaders, advisors, and industry experts for a day of collaborative learning and honest conversations around growth, leadership, and long-term planning. Brian sits down with HR for Health’s COO, Ralf Tomandl, to highlight key takeaways from this event.

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Dental Leadership Summit

Today's market rewards preparation more than timing. In this quarterly bonus episode, Michael and Brian explore the latest healthcare M&A trends, from private equity's response to prolonged higher interest rates to the continued evolution of DSO deal structures. They also discuss why having the right advisory team is more important than ever in a slower, more selective deal environment.

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Snax Media

Building the Right Advisory Team Before a Business Transition

When your practice is your largest asset and reflects decades of dedication, deciding when to transition can feel just as emotional as it is financial. Brian and Michael are joined by Managing Partner and Senior Advisor Matt Mulcock of Dentist Advisors to explore a question many owners wrestle with: Is there ever a truly “perfect” time to sell your practice? This episode helps practice owners understand their financial readiness as well as preparing emotionally.

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Dentist Advisors

Matt Mulcock

Tune in the previous episodes of The Advisor’s Table HERE.

Many doctors spend years building a successful practice but enter a transaction without fully understanding the decisions that can impact their long-term outcome. Brian and Michael sit down with Cain Watters & Associates, David Forbess and Zane Harris, to explore topics including cash versus rollover equity, tax planning, and the importance of aligning your transition with long-term personal and financial goals. They also discuss how post-sale regret often develops, and the proactive steps owners can take to better position themselves before entering the market. Throughout the episode, the focus remains on helping practice owners understand the decisions that can meaningfully impact both the transaction itself and life after the deal closes.

“Wealth creation starts well before the transaction. If everything is tied to one asset, your timing gets dictated by market conditions, buyers’ interest, or personal circumstances rather than by choice.”

In this episode of The Advisor’s Table, Michael sits down with Wealth Advisor, Daniel Corello, from Bernstein to explore how business owners should think about investing before a sale, balancing wealth inside and outside of their primary business, and preparing financially years ahead of a transition. Whether you are years away from a transition or actively considering one today, this episode offers insight into why building personal wealth outside the business can be just as important as maximizing enterprise value inside of it.

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Bernstein

Learn More from 7 Pillars

Few business owners take the time to plan for the tax impact after a deal closes. In this episode of The Advisor’s Table, 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. Carson shares real-world examples of both a private equity transaction and a doctor-to-doctor sale, highlighting how proactive tax strategies can significantly influence financial outcomes after a deal closes.

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Earned

Carson Henderson

Learn More from 7 Pillars

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, and you don’t have to navigate this journey alone. In this episode of The Advisor’s Table, Brian and Michael discuss why healthcare business owners need a complete advisory team in place long before a transition begins. A team of industry-specific M&A advisors, financial planners, CPAs, and legal counsel are crucial to understanding your options, your timing, and your goals.