The founders of Polaris Healthcare Partners share education, tactics, and strategies to help you launch and scale your group healthcare practice. We bring decades of experience in working with hundreds of clients to help you accelerate your learning curve while minimizing your chances for mistakes. Learn more at https://www.polarishealthcarepartners.com
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Podcast for dentists – practice transformation and passive cash flow generation.
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Exiting Practice on Your Own Terms - Martin & Debra Crombie: Ep #491
31:23
31:23
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Today, I'm joined by Drs. Martin and Debra Crombie to discuss their success in selling their practice and how they are developing their skills to invest their capital. They share how they overcame the anxiety of an uncertain financial future and their discovery of a path to financial freedom through the Freedom Founders community. Check out the sho…
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Are You Building a Business That's Built to Last?
40:25
40:25
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40:25
We're all working very hard to build great businesses that create great revenue and even greater cash flow, but have you ever slowed down to really think about how sustainable it is? The long-term viability of a business comes down to generating revenue and profitability, and then the ability to defend your position. Tune in to learn more about the…
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Investor Alert! Navigating Market Turbulence - What You Don’t Know May be Harmful to Your Financial Future! - Frances Stacy: Ep #490
31:42
31:42
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Busy business owners and investors everywhere are trying to figure out how to better navigate these uncertain and turbulent times. Today, I’m joined by Frances Stacy, a market analyst and trading expert who appears in the financial media, advises policymakers, and manages portfolios at Optimal Capital. She discusses some important principles that w…
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Exit Strategy with a Minority Investor? A New Wrinkle in the World of M&A...
45:54
45:54
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45:54
We talk a ton about exit planning and M&A multiples, but it's always around selling the majority of your business. Well, what if you're not ready to give up operational control? What if you're simply looking for a way to take some chips off the table and put some cash in the bank? What if you have more than 10 years to go and you feel like there's …
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Building Wealth and Legacy in Inflationary Times [Encore Episode] - David McAlvany
28:49
28:49
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28:49
Today, I'm bringing back an encore episode with David McAlvany, CEO of the McAlvany Financial Group. We discussed the nature and persistence of inflation, a conversation that took place a year and a half ago but is still relevant to today's economy. Listen in to learn the effects of inflation on our wealth and investing and how the next generation …
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The Role of Chief Clinical Officer with Dr. Andrew Matta (part 2)
42:46
42:46
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42:46
It is mission critical to establish the role of Chief Clinical Officer early on in an emerging group for reasons surrounding clinical philosophy, clinical systems, skill development and quality assurance. Yet this is seemingly the most challenging role for many Founders to define. Dr. Andrew Matta literally wrote the clinical playbook as Co-Founder…
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Formal Education vs Street Learning - Life Experience Wins Every Time - David Phelps: Ep #488
25:44
25:44
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25:44
This week, similar to last week, I’m going to take you inside a special project I’ve been working on this year. I'll give you some things to think about when it comes to formal education vs. “street smarts”, and share why real-life experience—learned while you’re doing it and being around other people who can share their thoughts and insights—is so…
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The Role of Chief Clinical Officer with Dr. Andrew Matta (Part 1)
53:13
53:13
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53:13
It is mission critical to establish the role of Chief Clinical Officer early on in an emerging group for reasons surrounding clinical philosophy, clinical systems, skill development, and quality assurance. Yet this is seemingly the most challenging role for many Founders to define. Dr. Andrew Matta literally wrote the clinical playbook as Co-Founde…
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Creating Your Own Success - Breaking Society's Expectations - David Phelps: Ep #487
25:10
25:10
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This week, I’m giving you an inside look at a special project I’ve been working on. I’ll be talking about my early insights into entrepreneurship, mindsets, and how I decided I was not going to follow the traditional path. Hopefully, this episode will give you some motivation and ideas that will help you and guide you on your own path to freedom. C…
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Is Dental M&A Really Like "Pulling Teeth?!"
23:51
23:51
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23:51
WOW! Sometimes you're given a gift of industry research and we've got TWO of them on the same day. I share some further insights into a report from PitchBook as well as an article from Becker's that validates the entire "Operator versus Aggregator" approach to the last 2+ years. Interested in digging into how we can help your group improve for exit…
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Deciding Whether to Sell—and How to Sell - Perrin DesPortes: Ep #486
42:09
42:09
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42:09
Today's guest has deep experience in all things dentistry. Perrin DesPortes helps dentists build group practices, bring associates and executives into the ownership of their practices, and assist in the transition process. If you’re moving towards a transition with your practice, then be sure to tune in. Check out the show notes for more informatio…
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A Deeper Dive into the Pelican Landing Case Study with Adin Bradley
34:06
34:06
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Judging from all of the feedback and website activity, many of you LOVED the Case Study we released on our work with Pelican Landing. I bring our Fractional COO, Adin Bradley back behind the mic to give some further explanation to the work he has done with Drs. Rich and Lacy Gilbert. If you missed the case study, you can find it here: https://polar…
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Get Your Time Back - Building an Effective Team and Improving Efficiency - Bob Lachance: Ep #485
24:13
24:13
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Bob Lachance is someone I’ve known for many years through various masterminds, and he joins me on the show today to talk about how you can better leverage your time by using the skills and talents of other people. If you're interested in using virtual and executive assistants to buy back your time and create an effective team, don't miss this episo…
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Competitive Strategy on the FTC Non-Compete Ruling
27:36
27:36
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The recent FTC ruling on Non-Compete Agreements has everyone up in arms - and justifiably so. No one knows where the final outcome will land, or when, but our world will be different. So, I share some guidance around what you need to be doing now to prepare for what's to come. And THANKS to everyone for all of the feedback on last week's "Imposter …
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What’s Next? - Life After Exiting Clinical Practice - Daniel Sage: Ep #484
33:23
33:23
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33:23
Have you hit that point in your career and practice where you’re wondering what’s next? Daniel Sage joins me on the show today to share his evolution from clinical practice to exiting the practice and figuring out what’s next for him. He sheds light on his experience selling his practice, going through Freedom Founders, and understanding the option…
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Is This the Most Debilitating Disease for Entrepreneurs?!
24:53
24:53
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Every evolving entrepreneur goes through periods of complexity and doubt, but some get stopped in their tracks by their own limiting beliefs. Imposter Syndrome is well-known in entrepreneurial circles, so I share my own journey and give you multiple ways to think through your own doubts. And if you are interested in pushing through your own next ph…
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Understanding and Finding Credible Investments (Part 2) - Burt Copeland: Ep #483
23:09
23:09
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23:09
We’re back with the second half of my conversation with Burt Copeland. (If you missed the first part, go back and catch up on what a CFO really is and gain appreciation for what they can do for your business.) In this episode, we're discussing what we do in Freedom Founders in regards to due diligence and building a solid vetting process for invest…
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Insights on the FTC Ruling on Non-Compete Agreements with Bart Walker
31:19
31:19
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31:19
The recent FTC Ruling on non-competes touched off a powder keg of activity in the legal world that has left businesses of all sorts scrambling. Bart Walker, Partner at McGuireWoods, joins us to dive into what the ruling says and what might happen in the coming months. And we take a dive into how you should be compartmentalizing your time to "protec…
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Why You Need a CFO (Part 1) - Burt Copeland: Ep #482
20:00
20:00
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This week, you’ll be hearing a great conversation that I had with a person who is not only a friend, but has also been an incredible business mentor to me and many others. Burt Copeland is the founder of New Life CFO, and he joins the show to talk about what a CFO is, how he became one, and what a CFO can do for your business. Check out the show no…
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Enterprise-level Perspective on M&A with Bart Walker of McGuireWoods
30:45
30:45
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30:45
"M&A Activity" is always a topic that's in high demand from our audience, but we don't often the get the Buy-Side perspective. Bart Walker, Partner at McGuireWoods lives in that world, so he joins me to dive into everything from trends to prognostications for where we find ourselves. And I take a deep dive into a "Thinking Tool" I use often called …
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The Journey to Free For Life - Dr. Cindy Rider & Scott Densmore: Ep #481
33:03
33:03
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33:03
Today we have the privilege of talking to two of our Freedom Founders members, Dr. Cindy Rider and Scott Densmore. They join us to talk not only about their journey to financial freedom, but also the key motivations and priorities they have held to throughout it all and how they were able to prioritize family, quality time, and pursuing purpose. Ch…
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The Most Overlooked Leadership "SuperPower"
28:16
28:16
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28:16
In today's episode, I dig deep into one specific skill that nobody really considers, but one that usually adds up into viable financial results. I also share a quote from Jack Welch, legendary Chairman and CEO of GE, that distills the essence of what made him such an effective leader. And if you're looking to become a more effective leader for the …
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Changing The Business and Investment Models - Adapt or Lose Money - Dr. David Phelps: Ep #480
22:44
22:44
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22:44
In today’s episode, I dive into the complexities of the current economic environment and its implications on financial freedom and practice management. My discussion zeroes in on identifying market cycle signals, reevaluating financial models, and preparing for the impending shifts that could significantly transform both professional and financial …
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We're starting to notice 3 positive trends that bode very well for the balance of 2024 and into 2025, and they'll impact you regardless of whether you're intending to exit or intending to grow. Tune in for the details!
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Achieving Financial Freedom in Dentistry – Dr. David Phelps: Ep #479
25:55
25:55
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Today I want to share a critical—yet often overlooked—inflection point in career planning that impacts not just dentists, but professionals across various industries. It's about understanding how much capital you truly need to alleviate pressure and gain financial freedom. Whether you're at the start, middle, or end of your career, the challenge li…
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M&A Market Update and Process Details with Kyle Webster
39:47
39:47
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39:47
One of our longest tenured employees, Kyle Webster, joins me on the show today to dive deeper into M&A markets as well as the details of due diligence - our side as well as the buy-side! Kyle is a new voice to many of you, but you'll immediately hear why he's such a valuable resource to our clients.
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Shifting Perspective – From Building a Practice to Selling It – Rick and Cindy Ostler: Ep #478
27:57
27:57
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27:57
Today’s conversation is with Freedom Founders members Rick and Cindy Ostler, who have moved from a place of financial struggle to financial freedom. I like to have these chats from time to time because it is not only fun, but also sheds light on what has become my life's mission: to help other people on their path to financial freedom and leadershi…
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Sell-Side Due Diligence to Find the Right Partner
26:43
26:43
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By now you've all heard about the lengthy due diligence processes of many buyers due to the tightening credit markets and less margin for error. Have you ever thought about the same due diligence from a seller perspective? If you're contemplating going to market, you should! I bring Diwakar behind the mic once again to share some insights into how …
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Is This the Time to Sell or Not? – Brannon Moncrief: Ep #477
29:42
29:42
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29:42
Brannon Moncrief, CEO of McLerran & Associates and expert in DSO transactions, is back for another episode. Today he sheds light on how he helps doctors who want to sell and how his work is similar to what Freedom Founders does in the real estate marketplace. Listen in to hear Brannon’s insight into the current DSO and private equity situations, as…
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There are a lot of people in our audience who are either thinking about creating a group practice or they are very early on in the process. Here's a hint: sometimes creating success is simply avoiding failure early on. I know that's overly simplistic, but it's totally true. On today's episode I break down several key factors critical to success in …
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Building Wealth and Teaching Financial Wisdom in Today's Economy (Part 2) - Anna Kelley: Ep #476
21:20
21:20
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Welcome back to the second half of my conversation with Anna Kelley. Last week, we talked about how she and her family achieved financial freedom. (If you missed it, be sure to go back and listen to that conversation.) This time, we will be diving into the current market, the economy, real estate, and what we’re looking for in terms of opportunity …
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A Primer on the Current State of Capital Markets
34:04
34:04
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34:04
Why are we getting so much interest in debt restructuring and credit facilities when lending rates are so high?! Diwakar joins me on the show today to dive deep into his prognostication for where rates will be as well as how you should be proactively thinking about your current relationship through the next phase of growth of your business.…
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Building Wealth and Teaching Financial Wisdom to the Next Generation (Part 1) - Anna Kelley: Ep #475
31:07
31:07
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31:07
Anna Kelley joins the show today to dive into the world of wealth-building, sharing her journey from the corporate world to achieving financial freedom. In this episode, she talks about the importance of mindset and discipline in the wealth-building process, emphasizing the value of perseverance and hard work—especially during the early years. Chec…
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