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Best Metrics episodes
- Best Metrics for Healthcare Professionals
In this episode Glenn interviews Michael DeLuca, Principal at HBK and healthcare finance expert, about essential financial metrics for advising clients in the healthcare sector. They discuss key performance indicators for physician and dental practices, including revenue cycle management, overhead metrics, and strategies for practice growth. Michael shares insights on industry trends like private equity investment in healthcare and the challenges facing independent practices in today's regulatory and reimbursement environment.
Learn more about Peerview Data
https://www.peerviewdata.comConnect with Michael DeLuca
https://hbkcpa.com/about-us/our-professionals/michael-deluca
https://www.linkedin.com/in/michael-deluca-cpa-mba-94755a4Connect with Glenn Dunlap
https://linkedin.com/in/glenn-dunlapSign up to Earmark to earn free CPE for listening to this podcast
https://earmarkcpe.comDownload the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app- (00:00) - Introduction to Best Financial Metrics in Healthcare
- (00:47) - Meet Michael DeLuca: Expert in Healthcare Finance
- (01:41) - Overview of HBK and Its Core Values
- (05:30) - Focus on Healthcare Practice
- (06:37) - Analyzing Financial Statements for Healthcare Practices
- (09:01) - Understanding Overleveraging in Healthcare Practices
- (15:39) - Revenue Cycle Management in Healthcare
- (24:24) - Overhead Metrics and Provider Compensation
- (27:31) - Navigating Personal and Operational Expenses
- (31:14) - Trends in Compensation Structures
- (31:59) - Private Equity and Healthcare Investments
- (34:49) - Challenges in Independent Practices
- (45:14) - Growth Models for Physician Practices
- (52:09) - Advising Physician Practices: Key Insights
- (54:22) - Training the Next Generation of Advisors
- (56:00) - Conclusion and Contact Information
58 min - Best Metrics for Technology and SaaS Companies
This episode of the Best Metrics Podcast features an in-depth discussion on key financial metrics and considerations for SaaS and technology companies. Guests Patrick Smith and Wade Maleck from CLA share their expertise on important metrics like the Rule of 40, customer acquisition costs, lifetime value, and net negative churn. They also discuss common financial pitfalls for startups, including equity compensation issues and sales tax compliance. The conversation provides valuable insights for founders, investors, and advisors in the tech industry on how to effectively track and communicate financial performance.
Learn more about Peerview Data
https://www.peerviewdata.comConnect with Wade Maleck
https://www.linkedin.com/in/wmaleck
https://www.claconnect.com/en/directory/m/maleck-wadeConnect with Patrick Smith
https://www.linkedin.com/in/plsmithcpa
https://www.claconnect.com/en/directory/s/smith-patrickConnect with Glenn Dunlap
https://linkedin.com/in/glenn-dunlapSign up to Earmark to earn free CPE for listening to this podcast
https://earmarkcpe.comDownload the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app- (00:00) - Best Metrics for SaaS and Technology Companies
- (00:42) - Meet the Experts: Patrick Smith and Wade Maleck
- (01:47) - Understanding Financial Metrics for SaaS Companies
- (03:31) - Analyzing Financial Statements: Key Focus Areas
- (06:59) - Revenue and Cost Breakdown in SaaS
- (19:12) - Customer Metrics: Churn, Expansion, and Contraction
- (28:51) - The Rule of 40 and Efficient Capital Use
- (32:29) - Investor Expectations and Company Valuation
- (34:01) - Financial Reporting and Metrics
- (36:37) - Customer Acquisition Costs and Break-Even Analysis
- (40:40) - Convertible Notes and Equity Management
- (43:54) - Most Common Mistakes SaaS Firms Make
- (50:52) - Revenue Recognition and Deferred Revenue
- (55:26) - Sales and Use Tax Challenges
- (01:00:42) - Conclusion and Contact Information
1 hr 3 min - Best Metrics for Property Management and Development
In this episode, host Glenn Dunlap is joined by Kenya Brooks, a partner at Saville CPAs and Advisors, to discuss the unique challenges and opportunities in property management and development accounting. They explore key metrics to monitor financial statements, the impact of economic trends on the real estate industry, and strategies for navigating client relationships during both prosperous and challenging times. Kenya also shares valuable insights from her 25 years of accounting expertise and her experience growing Saville's client accounting services practice.
- (00:00) - Best Metrics for Property Management and Development
- (00:49) - Guest Introduction: Kenya Brooks and Her Career Journey
- (01:47) - Saville CPAs and Advisors Overview
- (03:30) - Saville's Culture and Values
- (04:55) - CAS Practice at Saville
- (06:06) - Challenges and Growth in CAS
- (11:19) - Real Estate and Property Management Metrics
- (15:22) - Budgeting and Financial Planning
- (21:33) - Maintenance, Repairs, and Capital Improvements
- (25:18) - Rules of Thumb for Repairs and Maintenance
- (27:28) - Occupancy Rates and Market Trends
- (29:04) - Challenges in Commercial Real Estate
- (32:19) - Balance Sheet Insights for Property Management
- (35:52) - Receivables, Payables, and Cash Flow
- (41:51) - Impact of Interest Rates and Equity
- (49:41) - Tax Strategies and Revenue Opportunities
- (51:57) - Final Thoughts and Advice for New Advisors
Learn more about Peerview DataConnect with Kenya Brooks
LinkedIn
https://savillecpa.com/team/kenya-brooks
Connect with Glenn Dunlap
LinkedInSign up to Earmark to earn free CPE for listening to this podcast
https://earmarkcpe.comDownload the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
55 min - Best Metrics for Transportation and Logistics
In this episode of Best Metrics, host Glenn Dunlap is joined by industry expert Dan Rutherford to navigate the pathways to success in transportation and logistics. Dan shares his insights on the key metrics and strategies for managing liquidity, margins, and asset utilization in this capital-intensive industry. He emphasizes the importance of staying on top of receivables, labor costs, and repair and maintenance expenses while leveraging technology and processes to improve efficiency in a highly competitive market.
- (00:00) - Best Metrics for Transportation and Logistics
- (00:26) - Introduction and Welcome Dan Rutherford to the Show
- (01:25) - Spotlight on Anders CPA Group
- (04:55) - Defining Transportation and Logistics
- (06:20) - Financial Analysis in Transportation
- (12:40) - Importance of Liquidity
- (19:01) - The Benefits of Electronic Data Interchange (EDI)
- (19:54) - Analyzing Sales Cycles and Margins
- (23:03) - Key Performance Indicators in Transportation
- (27:41) - Owner Operators vs. Company Assets
- (31:26) - Economic Trends and Transportation
- (36:34) - Where to Find the Benchmarks in This Space
- (37:59) - Financial Management and Client Engagement
- (41:47) - Conclusion and Contact Information
Learn more about Peerview DataConnect with Dan Rutherford
LinkedIn
AndersConnect with Glenn Dunlap
LinkedInSign up to Earmark to get free CPE for listening to this podcast
https://earmarkcpe.comDownload the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
44 min - Best Metrics for Manufacturing Companies
In this episode of Best Metrics, host Glenn Dunlap is joined by Leslie Boyd, a principal at CLA's manufacturing industry group, to discuss key metrics for manufacturing companies. They dive deep into the importance of EBITDA, employee retention, inventory turnover, value-added revenue, and capacity utilization. Leslie shares real-world examples and strategies to help manufacturers boost profitability and navigate challenges in the current economic environment.
Connect with Leslie Boyd
LinkedIn
WebsiteConnect with Glenn Dunlap
LinkedIn
Peerview DataSign up to Earmark to get free CPE for listening to this podcast
https://earmarkcpe.comDownload the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
- (00:00) - Best Metrics for Manufacturing Companies
- (00:37) - Meet Leslie Boyd: Expert in Manufacturing Metrics
- (03:26) - Focusing on Privately Held Businesses
- (05:59) - The Importance of EBITDA in Business Valuation
- (11:47) - Exploring Debt, Equity, and Financial Strategies
- (17:07) - Beyond EBITDA: Unconventional Metrics for Manufacturing Success
- (24:12) - Strategies for Employee Retention and Industry Benchmarking
- (26:16) - Navigating Inventory Challenges in a Post-COVID World
- (27:54) - Innovative Approaches to Managing Inventory Overstock
- (31:05) - Adjusting Business Strategies Amidst Global Supply Chain Issues
- (34:57) - Exploring Value Added Revenue in Manufacturing
- (40:00) - Optimizing Manufacturing Capacity and Profitability
- (45:54) - Addressing Workforce, Supply Chain, and Financing Challenges in Manufacturing
- (50:07) - Concluding Remarks and Contact Information
52 min - Best Metrics for Professional Services
Join host Glenn Dunlap as he sits down with Marcus Dillon, CPA and founder of Dillon Business Advisors. Marcus shares his insights on the key financial metrics professional services firms should be tracking, from cash flow and accounts receivable to revenue per employee and monthly recurring revenue. Learn how to go beyond just the numbers on financial statements to truly understand what's driving a client's performance and profitability. Marcus provides a roadmap for advisors to have meaningful conversations about both positive and negative financial trends with their professional services clients.
Connect with Glenn Dunlap
LinkedIn
Peerview DataConnect with Marcus Dillon
LinkedIn
WebsiteSign up to Earmark to get free CPE for listening to this podcast
https://earmarkcpe.comDownload the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
- (00:00) - Welcome to The Best Metrics Podcast
- (00:27) - Introduction and Background on Marcus and HIs Firm
- (01:04) - Understanding Dillon Business Advisors
- (04:34) - Transition from Audit to Advisory
- (08:55) - The Importance of Financial Storytelling
- (13:46) - The Challenges of Professional Service Providers
- (20:39) - The Importance of Cash Flow and Accounts Receivable
- (27:25) - The Impact of Billing Practices on Financial Health
- (32:21) - The Role of Assets in Professional Services Firms
- (34:03) - The Importance of Niching Down in Business
- (36:51) - The Role of Monthly Recurring Revenue (MRR) in Business
- (37:57) - Understanding Business Growth and Forecasting
- (40:54) - Understanding Current Ratio in Professional Services Firms
- (43:58) - The Importance of Good Financial Hygiene
- (54:08) - The Importance of Proactive Advisory
- (55:58) - The Role of Goals in Business
- (57:28) - Closing Remarks and How to Reach Marcus
59 min
About Best Metrics
From the publisher's feed
Welcome to Best Metrics, where we dive deep into how industry experts evaluate financial statements and the key metrics they use to help their clients improve. Each episode, host Glenn Dunlap sits…
down with leading professionals to discuss their analytical approaches, the insights they uncover, and practical advice you can apply to your own practice.