The team at 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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Turn Associates into Revenue Powerhouses: Dr. Solanki’s Formula for Explosive Growth
33:33
33:33
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33:33Grab your notebook—this episode is packed with actionable insights. Jamie sits down with Polaris Clinical Coach Dr. Vivek Solanki to unpack the key strategies for accelerating clinical development and boosting EBITDA. Whether you're mentoring a new associate or scaling your practice, you'll walk away with a clear roadmap to develop your own million…
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The Smart Way to Manage Insurance Contracts: More Profit, Less Stress
29:41
29:41
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29:41What’s one of the top challenges practices face today? Insurance. From complicated contracts to confusing reimbursement processes, many practices are unknowingly leaving money on the table—and missing out on the profits they’ve earned. Join Jamie for a candid conversation with industry experts Katina Satterfield and Cynthia Roberts of Dental Advoca…
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Navigating Market Uncertainty: What Practice Owners Need to Know Now
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13:33
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13:33In this special episode we’re tackling your top questions about today’s market conditions. Join Jamie and Diwakar as they break down current turbulence, what may lie ahead in the coming year, and the smart steps you can take now to help safeguard your business against market volatility.
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How Clinical Coaching Accelerates Growth: 4 Key Outcomes
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43:18
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43:18How does standardizing from your first location set the stage for growth? And how can the right mentor accelerate your success? In this episode, Polaris Clinical Coach Dr. Steve Giannoutsos joins Jamie to explore how clinical coaching combines standardization and mentorship to drive real results—offering just a glimpse into the impact it can have o…
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Compliance, Operations & Scaling Success: Why Group Success Begins with a Single Practice – with Cary Smith, Co-Founder & CEO of Done Desk
35:59
35:59
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35:59Jamie sits down with Cary Smith, Co-Founder & CEO of Done Desk, to discuss the importance of risk management, compliance, and building a strong foundation before scaling. Listen in to learn how to streamline operations and ensure your practice is set up for sustainable growth.
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Why Transacting in 2025 Matters: Taking Advantage of the Current Market with Diwakar Sinha
25:59
25:59
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25:59Listen in for a "take notes" interview as Diwakar Sinha, Founder and CEO of Polaris Healthcare Partners, joins Jamie to deconstruct market changes from recent years, and how those who take advantage of the 2025 transaction landscape can benefit. From consolidation insights to resources that get your business primed for maximum value, this episode i…
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Recruitment & Retention: Solving for Dentistry's #1 Pain Point with Perrin DesPortes
36:40
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36:40In a don't miss episode on healthcare and dental's biggest pain point, Jamie welcomes Perrin DesPortes, founder of The Next Level Executive, back to the show for a run down on the why, when and how of managing associate recruitment and retention. Listen in for a best practices discussion and get ready to set yourself apart to secure your next high-…
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Partnerships & Purchases: Expert Insights on Mergers and Buy-Side Transactions with Mark Flock
40:56
40:56
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40:56Ready to explore the merits and hazards of mergers, and whether buying a practice or group is right for you? Listen in as Jamie invites Polaris Executive & Partnership Consultant, Mark Flock, to the show for a conversation on the in's and out's of cap table mergers, and key factors when considering a buy-in this year.…
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Operational Inflection Points: Train Wrecks & Silver Bullets with Polaris Expert, Adin Bradley
45:07
45:07
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45:07Join Jamie as she welcomes Polaris Fractional COO, Adin Bradley, as he shares tales of pain, inefficiency and necessary self-reflection rooted in decades of multi-site healthcare operations. Tune in to find out which of his two distinct categories your business falls into, and how to integrate the right resources to get ahead of predictable pitfall…
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The 2025 Seller's Market: How to Position Yourself with Polaris Transaction Advisory Executive, Kyle Webster
18:09
18:09
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18:09With the seller market heating up, now is the time to prepare for your next move! Tune in as Kyle Webster, Polaris Transaction Advisory Executive, joins Jamie and helps listeners position themselves to take advantage of the 2025 market with best-practices guidance on everything from valuation to the self-discovery process behind finding the right b…
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The Deal Room: M&A Insights with McGuireWoods’ Geoff Cockrell
18:39
18:39
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18:39Join Jamie as she welcomes Geoff Cockrell, Partner at McGuireWoods, LLP, to an episode filled with perspective on transacting in 2025. Be sure to listen in for Geoff's expert legal insights on the changing market and what's distinct about the topography of the new year!
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Clinical Evolution: Your Guide to Growth with Dr. Vivek Solanki
31:59
31:59
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31:59Polaris Clinical Coach and group practice leader, Dr. Vivek Solanki, joins Jamie for a first look at how skillsets and practices flourish under the right mentorship. A "can't miss" episode with valuable takeaways centered around clear pillars, and a sneak peek into Vivek's own journey and vision for successful groups!…
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Becoming a CEO: Pain Points of Saying Goodbye to the Chair with Dr. Steve Giannoutsos
34:35
34:35
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34:35Jamie welcomes group practice leader and Polaris Clinical Coach, Dr. Steve Giannoutsos, behind the mic for a frank conversation about the often arduous transition from clinician to CEO. Tune in to hear Dr. Giannoutsos' roller-coaster ride through the fear, self-doubt and what-not-to-do's that ultimately led him to the powerful success he chose to c…
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Growth Capital $olutions: Preparing for Your Next Big Investment
20:03
20:03
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20:03Polaris Founder and CEO, Diwakar Sinha, joins Jamie behind the mic to talk CASH. Whether it's company-wide equipment needs, building a DeNovo or your next acquisition, tune in to hear our resident banking expert give growth capital guidance on preparation and lending in 2025.
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A Back to Basics Examination of Rollover Equity with Polaris' Kyle Webster
20:21
20:21
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20:21Join today's episode as Polaris Transaction Advisory Executive, Kyle Webster, joins Jamie behind the mic for a timely Market Update plus a "back to basics" conversation on Rollover Equity considerations.
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The Big Reveal: Introducing Polaris Clinical Coaching
32:21
32:21
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32:21It's finally here...The official launch of Polaris Clinical Coaching! Get a peek behind the curtain as Jamie and Polaris founder and CEO, Diwakar Sinha, welcome Dr. Steve Giannoutsos and Dr. Vivek Solanki as they embark on a truly impactful endeavor into hands-on clinical coaching for Polaris clients. Draw from their journeys through growing pains …
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Fractional COO: A Hands-On Approach to Increasing Practice Value with Adin Bradley
33:13
33:13
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33:13What separates the über-successful groups from those who simply maintain, or worse, stagnate? Join Jamie and Polaris Fractional COO and Executive Consultant, Adin Bradley, as they explore factors for driving operational efficiency and committed leadership. Don't miss Adin's "3P Formula" for achieving alignment and success!…
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Equity Insights with Polaris' Mark Flock: What's the Best Fit for Your Ownership Objectives?
34:27
34:27
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34:27Back by popular demand, Polaris' own Mark Flock answers some of our listeners' most burning questions in response to his Buy-in versus Earn-in podcast with Perrin back in November. You won't want to miss his expertise or the BIG ANNOUNCEMENT we can't wait to share on January 16th!
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Maximizing Value: Expert Insights on Deal Predictability with Kyle Webster
23:58
23:58
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23:58Polaris Transaction Advisory Executive, Kyle Webster, walks Jamie and Perrin through EBITDA and valuation optimization in this last episode of 2024. Tune in to find out if you're truly ready to move toward a sale, and how NOT to leave money on the table!
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Strategic Planning Snafus: Best Practices for Creating an Achievable Game Plan and How to Dodge Common Missteps
30:04
30:04
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30:04What are the biggest mistakes the Polaris team sees in Strategic Planning? Tune in to find out, and learn why these common errors can wreak havoc on the growth of your business! Gain noteworthy insights as Perrin and Jamie discuss how best to plan, prepare and grow, while avoiding roadblocks that can cost you and your team time and money.…
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Reevaluating Banking Relationships: Your 2025 Growth Plan Depends on It!
25:04
25:04
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25:04Pop Quiz: Banking is banking, right? False! Jamie and Perrin guide growth minded listeners on considerations for avoiding costly capital raise mistakes, and how the Polaris team can help steer the ship toward realizing those goals.
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Jamie and Perrin examine optimistic economic trends with an eye toward the coming year for healthcare and your practices. A conversation on 2025 projections gives a sneak peek into anticipated performance and how outlook, choices and action can help mold those upward trends for you!
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Jamie taps into Perrin's depth of knowledge on building your group in the next five years. Listeners get full access to advice on making big decisions, preparing for growth, and avoiding the most common pitfalls in choosing a path toward building a group practice.
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Turning the Tables on our Host, Perrin DesPortes!
34:16
34:16
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34:16Jamie steals the mic for candid interview of our favorite co-host, Perrin DesPortes, on the current and upcoming M&A landscape. Perrin shares his expertise and insights in light of recent changes in the economy, as well as sage advice on preparing for your desired next steps. Tune in to find out what his crystal ball reveals!…
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Polaris Announces Next Level Executive Spin-Off
13:49
13:49
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13:49We have some Polaris company news to share with our audience of loyal listeners and followers. One of our Co-Founders, Perrin DesPortes, is going to be exiting his role as an owner in the company. Hear directly from Diwakar and Perrin on the Next Level Executive Spinoff and Perrin's future plans.
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The Pros and Cons of Buy-in vs Earn-in Equity Models
24:56
24:56
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24:56Last week, I brought Mark Flock behind the mic to tackle questions around "timing" of an equity solution. this week, he's back again to tackle the "which one and why" aspect of determining the right solution. Want a PDF copy of our "Grid" to do your own compare and contrast analysis? Reach out to Mark directly at: [email protected]…
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When is the right time to consider an equity solution for your Associate?
27:53
27:53
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27:53Mark Flock joins us behind the mic for a deep dive into questions we get constantly as it relates to "the right time" for an Associate Equity solution. As you would imagine, the question of timing has several different tangents, so we share a bunch of insights into "the whats and the whens" of equity. Reach out to Mark directly at: Mark@PolarisHeal…
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Welcome to our Newest Team Member, Jamie Falasz!
30:06
30:06
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30:06We welcome to the show our newest team member, Jamie Falasz! She shares her 30+ years of experience in the dental industry and an outlook on what's to come.
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Notes from the Field - Evaluating Your Own Operations Team
25:33
25:33
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25:33We've been in the field on client visits lately and have seen some pretty dramatic changes in quite a few operations teams. Is yours equipped to deliver what you're going to ask them to do in 2025? If not or if you're unsure, you might want to think through a few things that we'll share. And if you're going to lead your own strategic planning sessi…
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Our Advice to New Dentists Entering the Workforce
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29:01
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29:01I was recently asked to be part of a virtual study club of 3rd and 4th year dental students and got the common question of: "What advice would you give someone entering the workforce?" I was actually prepared for it, so I shared 5 key aspects to keep in mind. And if they're going to be asking for them, it's good for you to be thinking about the sam…
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Riding the Lake View Dental Care Roller Coaster to Success!
1:08:00
1:08:00
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1:08:00This is an epic story that needs to be told! Dr. Eric Forte and Dr. Jonathan Hill of Lake View Dental Care take us along as Adin Bradley lends his consulting guidance and Kyle Webster executes a successful exit strategy to an incredible outcome. Buckle up and enjoy the ride!
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Red Teaming for Your Family and Your Business
29:29
29:29
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29:29Hurricane Helene did a massive amount of damage to our state, and many weren’t prepared for it. Perrin walks through his own thought process about a concept called “Red Teaming” and relates it to his family and business. The time to deploy it is “hopefully never.” The time to think about it is “NOW”.…
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Many of you enter the world of entrepreneurism by becoming a healthcare services provider first, but do you ever slow down to think about the greatest gift you've given yourself as an entrepreneur? Well, I recently had the opportunity to share my personal journey out of Corporate America and into the world of becoming an entrepreneur, so I thought …
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Don't you mean 2025?! NO. Why 18 months from now? Tune in to find out my prognostication for the next 18 months regardless of whether you want to sell or expand your business, and for tactical guidance if you want to maximize valuation. And if you're looking to improve your knowledge to become a better, more confident business owner, join us for ou…
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What Does the CEO of a Private Equity-Backed DSO Actually Do?
55:33
55:33
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55:33Many of you are making the transition from clinician to CEO, so you're constantly asking, "What does the CEO of a group practice actually do?" It's a great question in terms of time allocation and making an impact on your business. We created a session around this very topic for our Ascendant Executive program and asked our friend, Mick Janness (CE…
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Perrin's Deep Dive into Associate Equity Q&A from Dr. Jason Tanoory's Podcast
1:05:18
1:05:18
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1:05:18Dr. Jason Tanoory has been a longtime client and friend of Polaris, and now he’s launched his own podcast. Jason runs a highly successful group practice in the Finger Lakes area of NY and is always getting asked about his Associate Equity model. So, he invited me on the show to dive deep into the most common questions he gets. If people are asking …
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Financial Planning 101: Interview with Dentist Advisors' CEO, Matt Mulcock
39:27
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39:27We were honored to be asked to speak at the First Annual Dentist Advisors' "Money Summit" back in June. their CEO, Matt Mulcock, joins me on the show today to talk about what makes them unique in the space and share some wisdom on how you should approach financial planning. you can learn more about Dentist Advisors at: https://dentistadvisors.com/…
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The World of M&A - It's Not All Gloom and Doom
28:46
28:46
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28:46I've heard the word "somber" from too many people coming out of the Dykema conference last month. So is it all doom and gloom for M&A? NO! I'll tell you what to focus on in today's episode.
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Overcoming Growth Challenges: Interview with Dr. Noel Liu and Adin Bradley
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50:16If you ever want to hear an entrepreneur be brutally honest about the highest of highs and the lowest of lows, tune in to today's show as Adin Bradley and I interview Dr. Noel Liu of Secure Dental. This one has it all!
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All of us absolutely love to talk about the goals we have and the businesses we're building, but how often do we think about what we're actually becoming? Sometimes those questions come from odd and obvious places. I'll give you something to hopefully think long and hard about today.
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Is this a "RESET" or a "Return to Normalcy?"
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27:08
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27:08We always get the questions: "So, what's currently happening in the market and what do you think is GOING to happen in the market?" Are we in the middle of a valuation "reset?" Or is this a "return to normalcy?" tune in to find out!
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Pre-Qualifying Your Associates for Partnership
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28:52
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28:52We always talk about different methodologies for Partnerships as it relates to buy-ins versus earn-ins, but there's A LOT that needs o be discussed before we ever even get to that point. In today's episode I give you a series of questions and thought processes to consider and use with your prospective Associate long before you bring them into the o…
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Navigating Orthodontic Success: Case Study Interview with Dr. Steve Giannoutsos & Geovane Lemond
1:06:47
1:06:47
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1:06:47Join us as we delve into the success story and remarkable growth of iSmile Orthodontics. We are joined by Founder Dr. Steve Giannoutsos and his COO, Geovane Lemond to discuss how they navigated challenges, including the impact of COVID-19, to achieve a 26% revenue increase, add three new offices, and acquire eight more. Hear firsthand how expert gu…
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Are You Building a Business That's Built to Last?
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40:25
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40:25We'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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Exit Strategy with a Minority Investor? A New Wrinkle in the World of M&A...
45:54
45:54
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45:54We 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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The Role of Chief Clinical Officer with Dr. Andrew Matta (part 2)
42:46
42:46
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42:46It 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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The Role of Chief Clinical Officer with Dr. Andrew Matta (Part 1)
53:13
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53:13It 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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Is Dental M&A Really Like "Pulling Teeth?!"
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23:51
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23:51WOW! 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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A Deeper Dive into the Pelican Landing Case Study with Adin Bradley
34:06
34:06
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34:06Judging 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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Competitive Strategy on the FTC Non-Compete Ruling
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27:36The 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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