Wealth Planning for the Modern Physician artwork

Wealth Planning for the Modern Physician

83 episodes - English - Latest episode: 8 days ago - ★★★★★ - 39 ratings

Join attorney, wealth manager, and well-known author David Mandell, JD, MBA in this podcast dedicated to improving a physician’s personal financial bottom line.

David talks with doctors from every specialty and stage of career about their real-world lessons in financial matters, and interviews industry experts in all areas of wealth management. Tune in every other week for new episodes!

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Episodes

Maximizing Practice Revenue: Transforming Idle Office Space into Profit with Shannon Seeberan

March 21, 2024 10:00 - 36 minutes - 51 MB

Listen in as host David Mandell interviews Shannon Seeberan, the co-founder of CloudMedSpas, a platform that enables physicians and medical practitioners to maximize practice revenue by monetizing their unused medical space. The discussion starts with Shannon's career, as she explains how she transitioned from publishing and advertising to aesthetic medical practice growth, leveraging her deep understanding of the business side of medicine—a passion influenced by her family background in...

Insights from A Surgeon, Team Physician & Entrepreneur with Dr. Brian Cole

March 07, 2024 11:00 - 48 minutes - 66.7 MB

Insights from A Surgeon, Team Physician & Entrepreneur with Dr. Brian Cole Listen in as host David Mandell speaks with orthopedic surgeon Dr. Brian Cole. David and Brian begin the discussion with an overview of Brian’s career journey, his decision to earn an M.B.A. and his thoughts on the importance of business acumen in the medical field. David asks Brian about the unique structure of his practice and academic work and then his experience working as team physician for a number of Chi...

A Deep Dive into Medical Practice M&A With Clint Bundy and Matt Ebbel (Part 2)

February 22, 2024 11:00 - 33 minutes - 46.2 MB

In the second part of the podcast, host David Mandell continues his conversation with investment banker Clint Bundy and private equity principal Matt Ebbel, focusing on the factors that contribute to successful mergers and acquisitions (M&A) in the healthcare sector, including medical, dental, and veterinary practices. They delve into what makes a practice an attractive acquisition target, the importance of cultural and strategic alignment, and future trends in healthcare M&A. Matt Ebbel e...

A Deep Dive into Medical Practice M&A With Clint Bundy and Matt Ebbel (Part 1)

February 08, 2024 11:00 - 29 minutes - 41.3 MB

Listen or watch as host David Mandell takes a deep dive into healthcare mergers and acquisitions (M&A), with investment banker Clint Bundy and private equity firm principal Matt Ebbel.  They discuss the advisory and strategic roles they play, aiming to maximize value and find the best partnerships for business or practice owners looking to sell or raise capital. Bundy shares insights into the process of advising healthcare practices, emphasizing building trust, understanding client obj...

Adding A Weight Loss Program to Help Patients and Build Profits with Dr. Jonathan Kaplan

January 25, 2024 11:00 - 45 minutes - 62.7 MB

Listen in as host David Mandell speaks to returning guest plastic surgeon Dr. Jonathan Kaplan about adding a weight loss program to a medical practice – both for the patient’s health and happiness and the practice’s economics. Jonathan begins the discussion with an overview of the current popular weight loss medications Ozempic/Wegovy (semaglutide) and Mounjaro/Zepbound (tirzepatide) and how they work. He then explains how his practice began consideration of a weight loss program for pa...

Hot Topics in Wealth Management For 2024 with OJM Advisors Bob Peelman, Adam Braunscheidel, and Andrew Taylor

January 11, 2024 11:00 - 38 minutes - 53.3 MB

Listen in as host David Mandell chats with Certified Financial Planners Bob Peelman, Adam Braunscheidel, and Andrew Taylor from the OJM Group on three wealth planning topics that are relevant for 2024. David begins by discussing with Bob Peelman the basics of 529 plans, including the two types of plans, tax benefits, planning flexibility factors and more.  Bob also delves into the new rules coming into effect in 2024 regarding the Roth IRA transfer provisions for unused 529 plan balances. ...

Immigrant Origins, Entrepreneurship, and the Importance of Mindset with Dr. Madan Kandula

December 21, 2023 11:00 - 41 minutes - 56.6 MB

Listen in as host David Mandell interviews Dr. Madan Kandula, ENT surgeon, entrepreneur, and CEO of Advent, which he has grown to over 250 team members across 18 locations, serving over 1500 new patients monthly. Dr. Kandula shares his background, including a brief description of his family's immigrant story from India, emphasizing the struggles his parents overcame and how this impacted his life and career.  The conversation shifts to Dr. Kandula's career journey, starting with his f...

Entrepreneurship & Venture Funding Lessons with Carey Ransom

December 07, 2023 11:00 - 43 minutes - 60.4 MB

Listen in as David chats with Carey Ransom, a serial entrepreneur, venture capitalist and angel investor. Carey begins by explaining how growing up around a family business fostered his entrepreneurial streak. Carey then discusses what initially captures his interest in an entrepreneurial venture and why he often is skeptical of founders who are in love with their solutions. He and David also spend time delving into the total addressable market (TAM) for a business and why Carey thinks i...

Strategically Evaluate & Negotiate Potential Jobs with The Doctors Agents Co-Founders Dr. Sanjeev Bhatia & Dr. Matthew Provencher

November 23, 2023 11:00 - 37 minutes - 51.5 MB

In this episode, David welcomes back two guests from earlier seasons – orthopaedic surgeons Dr. Sanjeev Bhatia and Dr. Matthew Provencher.  Sanjeev and Matt join David to discuss a new venture they’ve founded, along with David, called The Doctors Agents (TDA).  Sanjeev and Matt begin with how they identified a need in the marketplace for physicians to know more and achieve better results when evaluating and negotiating jobs.  They discuss their personal stories and those they have seen fr...

The Medical Expert Witness “Side Hustle” with Dr. J. Jordan Romano

November 02, 2023 10:00 - 34 minutes - 47.4 MB

Host David Mandell chats with Dr. Jordan Romano in Episode 4.4 of the podcast. Jordan talks about his career, how he became involved in working as a medical expert witness, grew the work into a business, and now advises other physicians who are interested in this potential “side hustle.” Jordan begins with the story of how he ended up in medicine and at Harvard and Mass General, as well as the non-traditional steps he took along the way. He relates why business was in his blood, given his...

A Deep Dive Into Real Estate with Colin Carr

October 19, 2023 10:00 - 43 minutes - 60 MB

Listen in as David chats with healthcare real estate expert Colin Carr.  Colin begins with his background in real estate in a variety of settings. He then tells the story of how, after seeing physicians do so poorly in deals, he decided to launch a firm dedicated to helping doctors. Next, Colin explains the top mistakes he sees physicians and practices make when it comes to their real estate -- including do-it-oneself, not performing adequate due diligence and more – and what that will c...

Avoiding and Disarming Legal Landmines with Neurosurgeon and Attorney Dr. Jeffrey Segal

October 05, 2023 10:00 - 13 minutes - 18.4 MB

Dr. Jeffrey Segal, a neurosurgeon, attorney and founder of Medical Justice, returns to the podcast for Episode 4.2, where he and David discuss current legal landmines facing physicians. Jeff begins with the topic of licensing and how doctors typically become involved with investigations into their licenses by state departments and the various outcomes that can occur. He covers private letters of concern, public admonitions, license restrictions, suspensions and revocations. Jeff explain...

50 Years in Private & Locums Practice, Business Ventures & More with Dr. Charles Mandell

September 21, 2023 10:00 - 35 minutes - 49.2 MB

To kick off Season 4 of the podcast, David welcomes a very special guest – his father, radiologist Dr. Charles Mandell.  David begins by asking Charlie, as he does with all physician guests, where he is from and what led him to become a physician in general and a radiologist in particular. Charlie shares a bit about his first job out of training and his move to become chairman of a group radiology practice after a few years, including what he learned about the business of medicine. Davi...

Summer Rewind #7: Private Equity Insights with Dr. Steve Hamilton and CEO Andy Blankemeyer

September 07, 2023 10:00 - 36 minutes - 50.2 MB

Join host David Mandell as he revisits and highlights 7 episodes from Seasons 1 and 2 of The Wealth Planning for the Modern Physician podcast. “I think that all of the episodes are great and provide value for our listeners,” says David, “but I selected a few that offer intriguing ideas and a unique perspective for physicians in 2023.”  Insights a Few Years Beyond a Private Equity Transaction with Dr. Steve Hamilton and CEO Andy Blankemeyer Originally released March 3, 2022 For t...

Summer Rewind #6: Improving How You Work With Your People with Frank Maselli

August 24, 2023 10:00 - 38 minutes - 52.5 MB

Join host David Mandell as he revisits and highlights 7 episodes from Seasons 1 and 2 of The Wealth Planning for the Modern Physician podcast. “I think that all of the episodes are great and provide value for our listeners,” says David, “but I selected a few that offer intriguing ideas and a unique perspective for physicians in 2023.”  Improving How You Work With Your People with Frank Maselli Originally released February 17, 2022 David takes a look back at Episode 2.14 for the s...

Summer Rewind #5: The Navy SEALS to the New England Patriots with Dr. Matthew Provencher

August 10, 2023 10:00 - 45 minutes - 62.6 MB

Orthopedic Experiences: The Navy SEALS to the New England Patriots with Dr. Matther Provencher Originally released October 28, 2021 For the fifth installment of the 2023 Summer Rewind Series, David revisits Season 2, Episode 7, where he chats with orthopaedic surgeon Dr. Matthew Provencher. Dr. Provencher is a long-time client of OJM Group and is currently collaborating with David on some educational ventures for physicians. Matt has had a remarkable career, which includes militar...

Summer Rewind #4: Expert Insights on Asset Protection with Bo Loeffler, Esq.

July 27, 2023 10:00 - 46 minutes - 63.4 MB

Join host David Mandell as he revisits and highlights 7 episodes from Seasons 1 and 2 of The Wealth Planning for the Modern Physician podcast. “I think that all of the episodes are great and provide value for our listeners,” says David, “but I selected a few that offer intriguing ideas and a unique perspective for physicians in 2023.”  Expert Insights on Asset Protection with Bo Loeffler, Esq. Originally released September 30, 2021 For the fourth installment of the 2023 Summer R...

Summer Rewind #3: Financial Therapy 101 with Dr. Gregory Gilot and Erika Wasserman

July 13, 2023 10:00 - 41 minutes - 56.8 MB

Join host David Mandell as he revisits and highlights 7 episodes from Seasons 1 and 2 of The Wealth Planning for the Modern Physician podcast. “I think that all of the episodes are great and provide value for our listeners,” says David, “but I selected a few that offer intriguing ideas and a unique perspective for physicians in 2023.”  Episode 1.13: Financial Therapy 101 with Dr. Gregory Gilot and Erika Wasserman Originally released March 4, 2021 For the third segment of the 202...

Summer Rewind #2: The Financial Life of a Two-Physician Couple with Drs. Robin and Evander Fogle

June 29, 2023 10:00 - 45 minutes - 63 MB

Join host David Mandell as he revisits and highlights 7 episodes from Seasons 1 and 2 of The Wealth Planning for the Modern Physician podcast. “I think that all of the episodes are great and provide value for our listeners,” says David, “but I selected a few that offer intriguing ideas and a unique perspective for physicians in 2023.”  Episode 1.6: The Financial Life of a Two-Physician Couple with Drs. Robin and Evander Fogle Originally released November 26, 2020 For the second ...

Summer Rewind #1: Lessons From a Neurosurgeon-Attorney-CEO, with Jeffrey Segal, MD, JD

June 15, 2023 10:00 - 39 minutes - 54.7 MB

Join host David Mandell as he revisits and highlights 7 episodes from Seasons 1 and 2 of The Wealth Planning for the Modern Physician podcast. “I think that all of the episodes are great and provide value for our listeners,” says David, “but I selected a few that offer intriguing ideas and a unique perspective for physicians in 2023.”  Episode 1.2: Lessons From a Neurosurgeon-Attorney-CEO, with Jeffrey Segal, MD, JD  Originally released October 1, 2020 Dr. Jeffrey Segal is a boa...

Season 3 Recap: An Executive Summary

June 01, 2023 10:00 - 26 minutes - 37 MB

In the final episode of Season 3, host David Mandell recaps the season’s 18 episodes and highlights a pearl or two from each.  This recap can serve as a helpful reminder for listeners to revisit episodes that they found most valuable, and can encourage those who missed any episodes to visit our podcast page and listen during our summer hiatus.  New for Summer 2023: David has curated a series of thought-provoking and noteworthy episodes from Seasons 1 & 2 to be re-released every other Th...

Time Management & Entrepreneurship With Resident, Book Author, and Podcast Host Dr. Wendell Cole

May 18, 2023 10:00 - 35 minutes - 48.5 MB

Wendell begins with his background—where he grew up and what got him interested in medicine generally and orthopaedics in particular. He outlines the jobs he had and ventures he started while in medical school, as well as the book he wrote and a podcast he launched at the same time. David and Wendell chat about why he ended that podcast and launched the NailedIt podcast when starting orthopaedic residency. David and Wendell discuss Wendell’s approach to time and task management, including ...

M&A Lessons, Including the Importance of Getting Employees on Board, with David Valaer

May 04, 2023 10:00 - 39 minutes - 54.3 MB

Listen in as host David Mandell chats with entrepreneur, former practice CEO and consultant David Valaer. David V. shares details about his former career as a naval Top Gun aviator including lessons from his training that he imparts to practices today.  He explains why his experience as a 100% owner of a company that went through an M&A transaction some years ago impacts his entire approach to working with medical practice owners. David V. explains what he likes to see with a practice as...

The Value of Experts, Hyper Growth and More from Dentist, Cosmetic Surgeon, Entrepreneur Dr. Erik Nuveen

April 20, 2023 10:00 - 43 minutes - 59.7 MB

In this episode, cosmetic surgeon Dr. Erik Nuveen joins David to discuss his career path, his practice’s growth, what he has learned about the business of medicine in building a cosmetic surgery platform. Erik begins by explaining his dual trainings and degrees in dentistry and medicine and how his family background shaped both his medical/dental career and his entrepreneurial spirit. David and Erik then focus on Erik’s practice – its organic growth over the years, how that growth left hi...

Banking for Doctors, by Doctors featuring Dr. Michael Jerkins

April 06, 2023 10:00 - 38 minutes - 53.4 MB

In this episode, David is joined by Dr. Michael Jerkins, internist, pediatrician, and co-founder and President of Panacea Financial. Michael begins with his background – where he grew up and what got him interested in medicine.  He explains his decision to postpone medical school for a year and get a master’s degree in Education, and how teaching is still part of his passion and career.  Michael relates how the financial stresses of medical school and starting a family showed him how th...

Insights from Practice Consultant Catherine Maley, MBA

March 23, 2023 10:00 - 14 minutes - 20.6 MB

Listen in as David chats with medical practice consultant Catherine Maley. David begins introducing Catherine with her experience in working with cosmetic practices but points out that their discussion will include lessons for doctors in all types of practices. Catherine starts with an explanation of what she does in her business with medical practices nationally and internationally. She then discusses what she is seeing in terms of important branding elements for all types of practices....

An Unexpected Career Path and Lessons from the Business Side of Medicine with Dr. Shaminder Gupta

March 09, 2023 11:00 - 34 minutes - 47.4 MB

An Unexpected Career Path and Lessons from the Business Side of Medicine with Dr. Shaminder Gupta In this episode, Dr. Shaminder (Shammi) Gupta joins David to discuss his career path, the impact of Hurricane Katrina on that path, and what he is learning from being a business executive as well as a clinician. Shammi begins with his background – where he grew up, what got him interested in medicine why he gravitated to internal medicine & nephrology. He explains why his first job out of t...

Career Moves, Personal Finance & Entrepreneurship with Selene Parekh, MD, MBA

February 23, 2023 11:00 - 33 minutes - 45.5 MB

In this episode, orthopaedic surgeon Dr. Selene Parekh joins David to discuss his career path, academic medicine, entrepreneurship, finance and more. Selene begins with his background – where he grew up, what got him interested in medicine and orthopaedics in particular.  He then explains his early exposure to and interest in financial topics, and why he chose to pursue an MBA. Selene then explains why he took his first job out of training at the University of North Carolina, his role t...

Understanding One’s P&L and Being a Good Practice Citizen with Plastic Surgeon and Professor Dr. Richard Bartlett

February 09, 2023 11:00 - 41 minutes - 56.6 MB

In this episode, plastic surgeon Dr. Richard Bartlett joins David to discuss his career, academic and private practice, financial decisions and more. Richard begins with his background—where he grew up, what got him interested in medicine and surgery in particular—and his lack of interest in finances as he went through medical and surgical training.   Richard explains the process for choosing his first job, including the benefit of learning to “balance the books” even in an academic set...

Private Practice and Private Investing Insights from Dr. Charlie Eifrig

January 26, 2023 11:00 - 42 minutes - 58 MB

In this episode, retina specialist Dr. Charlie Eifrig joins David to discuss his career path, private practice, private investments, financial decisions and more. Charlie begins with his background, including what got him interested in medicine and ophthalmology in particular and his exposure to and interest in financial topics, both in college and during medical training. He explains why he took his first job out of training in North Carolina as part of a small growing practice and why he...

Hot Topics in Tax & Asset Protection Planning with Carole C. Foos, CPA

January 12, 2023 11:00 - 31 minutes - 43.4 MB

This episode focuses on tax and asset protection planning – as OJM Group partner and CPA Carole Foos joins David to highlight tax planning opportunities as we welcome in 2023. David then drills down into a few important developments in asset protection planning.  Carole begins with some highlights on new tax developments and opportunities, including energy-efficient home and business credits and clean vehicle credits.  Carole discusses the new increased IRS interest rate effective January ...

Insights from a Plastic Surgeon, Professor & Innovator with Dr. Joshua Korman

December 22, 2022 11:00 - 36 minutes - 50.2 MB

In this episode, plastic surgeon Dr. Joshua Korman joins David to discuss his career path, academic and private practice, innovation, financial decisions and more. Josh begins with his background – where he grew up, what got him interested in medicine and plastics in particular.  Josh explains why he took his first job out of training at Kaiser, the reasons he left to form a private practice, and the factors he sees as most important in guiding those career choices. Josh shares his exper...

Lessons from An Aesthetic Practice Sale with Dr. Steven Dayan and Dominic Mazzone

December 08, 2022 11:00 - 42 minutes - 58.7 MB

Listen in as David chats with facial plastic surgeon Dr. Steven Dayan and MedSpa Partners (MSP) CEO Dominic Mazzone. They discuss the consolidation in medicine in general and aesthetics in particular and delve into why Steven chose to sell his practice to MSP. David begins the conversation by asking both Steven and Dominic about their upbringings and career paths.  Steven explains how his practice grew over the decades with his use of research and “guerilla marketing,” and when selling the...

Loans for Physicians, From Physicians with Dr. Zwade Marshall, CEO, Doc2Doc Lending

November 24, 2022 11:00 - 36 minutes - 50 MB

In this episode, David is joined by Dr. Zwade Marshall, an anaesthesiologist/pain medicine physician, as well as co-founder and CEO of Doc2Doc Lending.  Zwade begins with his background – where he grew up and what got him interested in medicine. He then describes Doc2Doc Lending and how the company emerged from his own cash flow dilemma after matching to attend Harvard for residency and needing to move to Boston. Zwade then shares more about the story behind Doc2Doc Lending – how they ev...

Varied Ventures, an Orthopedic Podcast and #Followthefro with Dr. Scott Sigman

November 03, 2022 10:00 - 31 minutes - 43 MB

In this episode, orthopaedic surgeon Dr. Scott Sigman joins David to discuss his career path, business and entrepreneurial endeavours, marketing, podcasts, and more. Scott begins with his background – where he grew up, what got him interested in medicine and orthopaedics.  He explains how both of his parents were entrepreneurs and how he realized early on the need for leveraging the expertise of others.  David and Scott then discuss the important factors Scott considered when choosing hi...

The Present & Future of the Healthcare Industry with Dana Jacoby

October 20, 2022 10:00 - 36 minutes - 50.7 MB

Listen in as David chats with Dana Jacoby, a thought leader and consultant in the healthcare industry. Dana begins by explaining how she was initially attracted to the healthcare field, and shares details about the first part of her career at large multi-national healthcare firms. She then describes the origins of her firm Vector Medical Group, including her motivation to launch the firm. Next, David and Dana discuss the current state of the healthcare industry, including the impact of t...

From Branding to Charitable Pursuits to Entrepreneurship & More with Dr. Travis Clegg

October 06, 2022 10:00 - 39 minutes - 54.7 MB

In this episode, orthopaedic surgeon Dr. Travis Clegg joins David to discuss his career path, wealth management decisions, charitable endeavors and more. Travis begins with his background – where he grew up and what got him interested in medicine and orthopaedics.  He explains how he did not have much exposure to finance early in his career but became an avid reader/listener of content to educate himself.  David and Travis then discuss Travis’s process for choosing his first job out of t...

All Things Real Estate with Trisha Talbot

September 22, 2022 10:00 - 39 minutes - 54.7 MB

Listen in as David chats with Trisha Talbot, real estate advisor and entrepreneur behind DocProperties. Trisha begins by explaining what her training, certifications, and experience in real estate were before launching her own firm.  She then relates her motivation to launch DocProperties and delves into the unique aspects of healthcare real estate and the challenges for physicians looking to own it. Trisha then shares her answers to a few common questions she hears from physicians and d...

Exiting Partners from a Practice with Attorney Jason Greis

September 08, 2022 10:00 - 30 minutes - 41.4 MB

Listen in as David chats with nationally recognized healthcare attorney Jason Greis about the important and sensitive topic of creating win-win strategies for exiting retiring partners from a medical practice.  Jason begins by describing his firm and practice and then gives some reasons why setting a partner exit pathway is so important for the exiting partners, the practice and younger partners. Jason then explains what he is seeing in the marketplace in terms of private practice exit pla...

Season 2 Recap: An Executive Summary of All 20 Episodes

May 26, 2022 10:00 - 34 minutes - 46.8 MB

In this 21st and final episode of Season 2, David recaps the season’s 20 episodes. He briefly summarizes each episode and highlights a pearl or two from each.  This can serve as a helpful reminder for listeners who have heard all 20 episodes to revisit ones that they found most valuable, and can motivate those who missed any episodes to visit our podcast page and listen during the show’s hiatus. Look for new episodes in August when the Wealth Planning for the Modern Physician podcast res...

All Things ASC Featuring Attorney Jason Greis

May 12, 2022 10:00 - 33 minutes - 46 MB

Listen in as David chats with nationally recognized healthcare attorney Jason Greis about all things related to ambulatory surgery centers (ASCs). Jason provides an overview of his firm and practice and then outlines some benefits of ASC ownership for physicians, along with some trends he is seeing in the marketplace. Jason then explains the restrictions that can limit ASC involvement for physicians and describes the types of doctors or groups that may not be a good fit for ASC ownership. Da...

How Private Practices Can Improve Their Payor Contracts with Brett Spark

April 28, 2022 10:00 - 37 minutes - 51.8 MB

Listen in as David chats with Brett Spark, the President of Aroris, a healthcare consulting firm. Brett outlines his career path in various areas of healthcare, from large institutions to CEO of small private practices, and his decision to create Aroris and become an entrepreneur. Brett then explains where he sees the most common payor contract pitfalls in private practices and why a review of such contracts – to understand what a practice has as baseline – is so critical. He also describe...

Tax Update & The Billionaire's Tax Tactic You Can Use

April 14, 2022 10:00 - 31 minutes - 43.7 MB

This episode focuses the timely topic of taxes, as it is released on April 14. OJM Group partner and CPA Carole Foos joins David to talk taxes. David starts by turning the mic over to Carole for an overview of the latest developments in tax proposals from the Biden Administration, which recently released its 2023 budget proposal. Carole covers the latest on C corporations, S corporations SALT limitations, capital gains and income tax rates. David then examines one element of the Biden pr...

Entrepreneurship, Wealth Management, and Government Involvement with Dr. John Prunskis

March 31, 2022 10:00 - 31 minutes - 43.9 MB

In this episode, pain management specialist Dr. John Prunksis joins David to discuss his career path, the significant growth of this practice, and his involvement with the Lithuanian Parliament and U.S. government. Listen in as John first explains how he became involved with the Lithuanian Parliament and what he helped accomplish as a member there.  John and David then discuss John’s path into pain management from anaesthesia, the challenge of creating a pain-centered private practice early ...

Insights from Executive, Entrepreneur & Consultant Louis Frisina, MBA

March 17, 2022 10:00 - 40 minutes - 55.5 MB

Listen in as David chats with former biotech corporate executive, multiple-time entrepreneur and medical practice consultant Louis Frisina.  They begin by discussing Louis’s career path, from embarking on studies leading to both law and medicine and then shifting to a business career as a management consultant.   Louis then walks listeners through his biotech career – starting as an executive at a Swiss multi-national firm and then to Fisher Scientific – eventually deciding to leave the C-...

Insights A Few Years Beyond a Private Equity Transaction with Dr. Steve Hamilton and CEO Andy Blankemeyer

March 03, 2022 11:00 - 34 minutes - 47.1 MB

Listen in as David chats orthopaedic surgeon Dr. Steve Hamilton and practice CEO Andy Blankemeyer as they discuss what they have learned a few years out of a private equity investment into their practice – Beacon Orthopaedics and OrthoAlliance. After Steve and Andy initially explain their roles at the practice and the growth they have enjoyed in recent years, David discusses this business journey with them, beginning with how they came to consider a private equity partner following initial...

Improving How You Work With Your People with Frank Maselli

February 17, 2022 11:00 - 36 minutes - 50.3 MB

Listen in as David chats with author and consultant Frank Maselli. They begin by discussing Frank’s career path, from the military to Wall Street to being a speaker, author and trainer.   They then examine what Frank thinks about assessment tests and how he approaches them. Frank then explains the “3-part mind” and how it impacts interactions with your team. Next, Frank explains the Kolbe A test and how he uses this to evaluate teams. David and Frank then chat about how this evaluation wor...

Anatomy of A Mission-Focused, Award-Winning Practice with Dr. Benjamin Domb

February 03, 2022 11:00 - 35 minutes - 48.7 MB

In this episode, orthopaedic surgeon Dr. Benjamin Domb joins David to discuss his career path, running a large subspecialty practice and the award he and the practice recently won. Listen in as Ben explains how he always wanted to be a sports medicine orthopaedic surgeon, even though he comes from a family of professional musicians. Ben and David then discuss the financial challenges of physicians during training, Ben’s decision-making process in choosing his first job, and the importance ...

Medical Practice Mergers & Acquisitions with Attorney Gary W. Herschman

January 20, 2022 11:00 - 51 minutes - 70.9 MB

Listen in as David chats with nationally recognized healthcare mergers and acquisitions (M&A) attorney Gary Herschman.  Gary begins by describing his firm and practice and then gives some statistics in terms of the number of M&A deals in the medical practice space. David and Gary then dive into the reasons why a medical practice might consider merging with another practice, becoming an acquirer or being acquired.  They then discuss how investors value medical practices, when to involve an ...

Entrepreneurship, Delivering CME, and Private Investing with David Victor, JD

December 23, 2021 11:00 - 38 minutes - 52.9 MB

Listen in as host David Mandell chats with entrepreneur and experienced private investor David Victor.  They begin by discussing Victor’s career path, leaving the practice of law to join his father in the startup that became American Education Institute (AEI), where Mandell lectures every year. They then explore AEI in more depth – what services it offers, why physicians might be interested in it, how COVID forced Victor to transform the business, and why the business may be stronger now t...