Connect 2 Develop

https://static.libsyn.com/p/assets/d/2/c/e/d2ce1463c56b01b0e55e3c100dce7605/4_Letter_of_Intent_LOI__Important_Terms_and_What_Comes_Next_with_Dana_Jacoby_MBA_Gary_Herschman_Esq._and_Marney_Reid.pdf

Join Dana Jacoby, MBA (CEO and Founder of Vector Medical Group) and Gary Herschman Esq. member of the law firm, Epstein, Becker, Green and Marney Reid as they discuss the key things to know before you sign a Letter of Intent (LOI) and how to protect yourself during this process.

Discussion Topics:

• Key LOI terms to watch out for – All LOIs are "binding"
• How to protect yourself – provisions to include in your LOI
• What's next – everything that happens post-LOI signing, and prior to closing a partnership transaction

If you'd to request a complimentary remote or in-person town hall with your Group's board or partners to discuss these concepts, and/or review your current situation to discuss your options email [email protected]

Register for the upcoming session at the upcoming 2024 Annual AAHKS Meeting

• Title: Private Equity & Orthopedic Groups: Latest Updates, Pros & Cons, Second Bites, "Life After Closing", and other Strategic Options
• Date/time/location
• Friday November 8, 2024
• 12:30 PM – 2:30 PM CST
• Gaylord Hotel – Room Austin 1-3

https://static.libsyn.com/p/assets/d/2/c/e/d2ce1463c56b01b027a2322813b393ee/3_The_Anatomy_of_a_Private_Equity_Deal_with_Dana_Jacoby_MBA_Gary_Herschman_Esq._and_Marney_Reid.pdf

Join Dana Jacoby, MBA (CEO and Founder of Vector Medical Group) and Gary Herschman Esq. member of the law firm, Epstein, Becker, Green and Marney Reid as they discuss the various phases of a private equity and Ortho/Spine practice deal and key "go and no/go" points at each phase.

Discussion Topics:

• Discuss key financial terms – both initial and ongoing in the deal process
• Review key protections to put into place to retain physician clinical autonomy, schedules, workload, call coverage, etc.

If you'd to request a complimentary remote or in-person town hall with your Group's board or partners to discuss these concepts, and/or review your current situation to discuss your options email [email protected]

Register for the upcoming session at the upcoming 2024 Annual AAHKS Meeting

• Title: Private Equity & Orthopedic Groups: Latest Updates, Pros & Cons, Second Bites, "Life After Closing", and other Strategic Options
• Date/time/location
• Friday November 8, 2024
• 12:30 PM – 2:30 PM CST
• Gaylord Hotel – Room Austin 1-3

https://static.libsyn.com/p/assets/8/e/4/c/8e4c5998ef555d65e55e3c100dce7605/2_Must_Do_Housekeeping_Items_for_Ortho_and_Spine_Practices__Departments_with_Dana_Jacoby_MBA_Gary_Herschman_Esq._and_Marney_Reid.pdf

Join Dana Jacoby, MBA (CEO and Founder of Vector Medical Group) and  Gary Herschman Esq. member of the law firm, Epstein, Becker, Green and Marney Reid as they discuss various housekeeping items that both Orthopaedic departments and private practices could/should do on a consistent basis, even if they aren't looking for a private equity, or strategic partnership.  

Discussion Topics:  

• Easy yet often missed “fixes” to increase your group’s value
• How to avoid “de-valuation” of your group
• Housekeeping items every independent practice should do (regardless of a deal)

If you’d to request a complimentary remote or in-person town hall with your Group’s board or partners to discuss these concepts, and/or review your current situation to discuss your options email [email protected]

Register for the upcoming session at the upcoming 2024 Annual AAHKS Meeting

• Title: Private Equity & Orthopedic Groups: Latest Updates, Pros & Cons, Second Bites, “Life After Closing”, and other Strategic Options
• Date/time/location
• Friday November 8, 2024
• 12:30 PM – 2:30 PM CST
• Gaylord Hotel – Room Austin 1-3

https://static.libsyn.com/p/assets/5/c/9/9/5c99162e7f37d42627a2322813b393ee/1_Orthopaedic_and_Spine_Practice_State_of_the_Union_with_Dana_Jacoby_MBA_Gary_Herschman_Esq._and_Marney_Reid.pdf

Join Dana Jacoby, MBA (CEO and Founder of Vector Medical Group) and Gary Herschman Esq. member of the law firm, Epstein, Becker, Green and Marney Reid as they discuss updates in the world of Orthopaedic and Spine private equity transactions and what's happened in the market since February 2024.

Discussion Topics:

• Continued pace of orthopedic transactions
• "Second bite" transactions
• New orthopedic investor platforms
• Burgeoning trend of joint venture arrangements

If you'd to request a complimentary remote or in-person town hall with your Group's board or partners to discuss these concepts, and/or review your current situation to discuss your options email [email protected]

Register for the upcoming session at the upcoming 2024 Annual AAHKS Meeting

• Title: Private Equity & Orthopedic Groups: Latest Updates, Pros & Cons, Second Bites, "Life After Closing", and other Strategic Options
• Date/time/location
• Friday November 8, 2024
• 12:30 PM – 2:30 PM CST
• Gaylord Hotel – Room Austin 1-3

Join Marney Reid and Drs. Leonard Buller and Spencer Summers as they discuss the biggest adjustments to going from training into building a brand in a large health system, adjusting to and learning all the politics happening within both your practice/department and within the hospital you operate at.

Leonard Buller, MD

Medical Director of Orthopaedics and Sports Medicine, Indiana University Saxony Hospital, Fishers, Indiana

Associate Professor of Orthopaedic Surgery, Indiana University School of Medicine

Fellowship Director, Indiana University Lower Extremity Arthroplasty and Reconstruction Fellowship

Section Leader, Adult Reconstruction, Indiana University Department of Orthopaedics

Dr. Leonard Buller specializes in adult reconstruction of the hip and knee. This includes complex primary and revision joint replacements. He has a particular expertise in:

• Direct anterior total hip replacement
• Minimally invasive surgery
• Robotic and computer-assisted joint replacement
• Short-stay/rapid-recovery joint replacement

His approach to caring for patients with disorders of the hip and knee involves personalized treatments. These treatments are operative and non-operative supported by the latest evidence.

Dr. Buller earned his medical degree with special qualifications in biomedical research from the Cleveland Clinic Lerner College of Medicine of Case Western Reserve University.

He completed his residency at the University of Miami, Florida. There, he was appointed Administrative Chief Resident, elected an Emerging Leader for the American Orthopedic Association and received the Health Volunteers Overseas resident traveling fellowship to volunteer in the Kingdom of Bhutan.

His fellowship in Adult Reconstruction and Joint Replacement was completed at the Hospital for Special Surgery in New York City. Dr. Buller is a member of the American Association of Hip and Knee Surgeons.

You can connect with Dr. Leonard Buller at:

https://www.indianapolishipandknee.com/

Spencer Summers, MD

Attending Physician, complex hip and knee surgery

Hospital for Special Surgery

West Palm Beach Florida

Dr. Spencer Summers is an orthopedic surgeon specializing in hip and knee replacement surgeries. A native of south Florida, he completed his residency at the university of Miami followed by a fellowship at Washington University in St. Louis prior to returning home to south Florida to start his practice at the Hospital for Special Surgery in Palm Beach, Florida.

Dr. Summers is passionate about utilizing research and technology to further the field of hip and knee replacement and improve patient outcomes. He has published his research in leading, peer-reviewed journals such as The Bone and Joint Journal, the Journal of Bone and Joint Surgery, as well as the Journal of the American Academy of Orthopedic Surgeons. His research has been presented at regional, national and international meetings and he has won numerous research awards he's also a member of the American Association of Hip and Knee Surgeons.

You can connect with Dr. Spencer Summers at:

https://www.hss.edu/physicians_summers-spencer.asp

For more podcasts by Marney Reid Presents or to check out Marney's Minutes, please visit https://www.youtube.com/@MarneyReidPresents/videos

Join Marney Reid and Drs. Sara Wallace and Richard Yoon as they discuss goal setting and adjusting your goals as life events occur. This candid discussion reviews the role mentors have played in their life, how they approach mentoring their trainees, and the concept that "balance does not exist," you simply ebb and flow along with your partner and family as your career ramps up and maintains an upward trajectory.

Sara Shippee Wallace, MD MPH

Assistant Professor, Department of Orthopaedic Surgery and Rehabilitation Medicine

UChicago Medicine and Biological Sciences

Sara Wallace, MD, is an orthopaedic surgeon who specializes in joint care. Dr. Wallace treats a wide range of common and complex hip and knee conditions, performing surgical procedures, such as minimally invasive partial knee replacement, total knee replacement and hip replacement, to restore mobility and reduce joint pain. Dr. Wallace also uses the latest technologies in joint replacement, such as smart implants and remote monitoring, to help patients achieve their goals.

Dr. Wallace has experience managing many causes of arthritis, including osteonecrosis (AVN), post-traumatic arthritis and hip dysplasia. She can help patients who have damaged, painful joints to improve their quality of life.

In addition to providing comprehensive joint care, Dr. Wallace is an active researcher committed to investigating the newest treatments and surgical techniques for patients with joint pain and arthritis. She has been published in notable peer-reviewed journals, such as the Journal of Arthroplasty, Journal of the American Academy of Orthopaedic Surgeons and the Journal of Women's Health.

Dr. Wallace serves as the Quality Chief for the Department of Orthopeadic Surgery at UChicago Medicine. As a fellow member of the American Association of Hip and Knee Surgeons (AAHKS), Dr. Wallace has taught surgeons from around the country about providing the highest quality of care in joint replacement.

You can connect with Dr. Wallace at:

· https://www.uchicagomedicine.org/find-a-physician/physician/sara-wallace

Richard S. Yoon, MD, FAOA, FAAOS, FIOTA

Clinical Professor of Orthopaedic Surgery, Rutgers - Robert Wood Johnson Medical School - New Brunswick

Fellowship Director, Rutgers-JCMC Orthopaedic Trauma & Adult Reconstruction Fellowship

Director, Orthopaedic Research

Dr. Yoon began his career in orthopaedics as a Research Fellow at the Center for Hip & Knee Replacement (CHKR) at Columbia University. Here, identifying his passion for orthopaedic surgery, he dedicated himself to learning and publishing as he continued on to Rutgers-Newark New Jersey Medical School. Expanding his research to include both orthopaedic trauma and adult reconstruction, he continued his training at NYU Hospital for Joint Diseases (now NYU Langone Orthopedic Hospital) and then onto a combined trauma/recon fellowship at Orlando Health. Here, he was selected as an AO Davos Fellow and has gone onto become Fellows of the AAOS, AOA and inducted into the International Orthopaedic Trauma Association. He serves on the board for the Foundation for Orthopaedic Trauma, and volunteers on various committees for both the American Association of Hip and Knee Surgeons (AAHKS) and the Orthopaedic Trauma Association. As a founding member of the Foundation for Physician Advancement, he cares deeply about paying it forward to the next generation of surgeons in learning how to navigate the ever-changing health care landscape.

He acts a mentor to many, and here wants to talk about career building, focus and execution both in and outside of the hospital.

You can connect with Dr. Yoon at:

· https://www.rwjbh.org/doctors/richard-s-yoon-md-faaos/

For more podcasts by Marney Reid Presents or to check out Marney's Minutes, please visit https://www.youtube.com/@MarneyReidPresents/videos

Join Dr. Genghis Niverr, Meagan Lugo, PA, Renee Paveglio, RN, Dana Jacoby and Marney Reid as they discuss why a hand surgeon and their office manager/department director should build out an office-based procedure practice for their patients and healthcare overall.

Discussion topics:

• Patient experience enhanced with lowered cost of care
• Building out the patient care pathway – resources and education
• Best practices/lessons learned from key support staff and Dr. Niver
• Feedback from the patients

Genghis Niver, MD

Genghis E. Niver, MD, is a double board-certified orthopedic surgeon specializing in surgery of the hand, wrist, forearm, and elbow and completed his fellowship at the Thomas Jefferson University – Rothman Institute. Dr. Niver is an active member of the American Society for Surgery of the Hand and American Association of Hand Surgery. He is a Fellow of the American Association of Orthopaedic Surgeons add co-author of articles and abstracts on a wide range of topics in orthopedics, which are published in peer-reviewed scientific journals like American Journal of Sports Medicine and Orthopaedic Clinics of North America. Dr. Niver is passionate about education and delivers local, regional, national and international presentations. Dr. Niver's interest in hand surgery started when he learned about the intricacies of the forearm and hand compartments during his first-semester anatomy course in medical school. He says, "I enjoy hand surgery because it combines skills for a wide range of procedures, including fractures repair, nerve repair, tendon transfers and ligament reconstructions. In addition, it's gratifying to improve my patients' manual dexterity, limb use and quality of life." You can connect with Dr. Ghengis Niver at: https://www.summithealth.com/doctors/provider/1578747739

Dana Jacoby, MBA

CEO and Founder

Vector Medical Group

Dana Jacoby is a national thought leader across numerous business specialties and is passionate about the future of healthcare.

Dana has experience not only guiding her personal companies through multiple merger and private equity transactions, but also has consulted on billions of dollars in merger and acquisition deal flow, making her one of the most sought-after healthcare and business specialists in the country.

Dana's experience bridges both large corporate healthcare companies as well as individual providers. This has included positions with General Electric Healthcare and Johnson & Johnson, as well as working in the pharmaceutical sector with the Allergan company where she was tasked with the launch and growth of the drug Botox in Asia. Her work has included integration strategies, market analysis, design implementation, and service delivery in medical practices, hospitals, and health systems in nearly every state in the United States and internationally in Asia, Europe, and Canada.

Dana has also committed to a life practice of philanthropy. Her charity of choice is the international healthcare organization Project C.U.R.E. Founded over 30 years ago in a garage in the mountains of Colorado, Project C.U.R.E. has saved lives and eased suffering by delivering medical relief to people all over the world.

Ms. Jacoby graduated from Louisiana State University, holds a Master of Management from Tulane University, and a Master of Health Systems from the University of Medicine and Dentistry of New Jersey. She is a Wharton Fellow Inductee, and the author of several books and numerous articles and white papers. She also serves on multiple boards for both publicly and privately traded companies.

You can connect with Dana Jacoby at:

https://vectormedicalgroup.com/dana-jacoby/

For more podcasts by Marney Reid Presents or to check out Marney's Minutes, please visit https://www.youtube.com/@MarneyReidPresents/videos

Join Dr. Genghis Niver Meagan Lugo, PA, Dana Jacoby and Marney Reid as they walk through detailed accounts of the below to share the setup and infrastructure needed to build and develop a highly optimized office-based procedure practice for Orthopaedic hand surgeons:

Discussion topics:

• Weekly planning to optimize your clinic
• New patient, post-op patient, and non-operative patient scheduling and flow
• Infrastructure and resources/staff needed for a successful staff and patient care pathway
• Role of physician extenders in a patient centric practice
• Identifying and building the patient centric champion
• Maximizing your time and revenue

Genghis Niver, MD

Genghis E. Niver, MD, is a double board-certified orthopedic surgeon specializing in surgery of the hand, wrist, forearm, and elbow and completed his fellowship at the Thomas Jefferson University – Rothman Institute. Dr. Niver is an active member of the American Society for Surgery of the Hand and American Association of Hand Surgery. He is a Fellow of the American Association of Orthopaedic Surgeons add co-author of articles and abstracts on a wide range of topics in orthopedics, which are published in peer-reviewed scientific journals like American Journal of Sports Medicine and Orthopaedic Clinics of North America. Dr. Niver is passionate about education and delivers local, regional, national and international presentations. Dr. Niver's interest in hand surgery started when he learned about the intricacies of the forearm and hand compartments during his first-semester anatomy course in medical school. He says, "I enjoy hand surgery because it combines skills for a wide range of procedures, including fractures repair, nerve repair, tendon transfers and ligament reconstructions. In addition, it's gratifying to improve my patients' manual dexterity, limb use and quality of life." You can connect with Dr. Ghengis Niver at: https://www.summithealth.com/doctors/provider/1578747739

Dana Jacoby, MBA

CEO and Founder

Vector Medical Group

Dana Jacoby is a national thought leader across numerous business specialties and is passionate about the future of healthcare.

Dana has experience not only guiding her personal companies through multiple merger and private equity transactions, but also has consulted on billions of dollars in merger and acquisition deal flow, making her one of the most sought-after healthcare and business specialists in the country.

Dana's experience bridges both large corporate healthcare companies as well as individual providers. This has included positions with General Electric Healthcare and Johnson & Johnson, as well as working in the pharmaceutical sector with the Allergan company where she was tasked with the launch and growth of the drug Botox in Asia. Her work has included integration strategies, market analysis, design implementation, and service delivery in medical practices, hospitals, and health systems in nearly every state in the United States and internationally in Asia, Europe, and Canada.

Dana has also committed to a life practice of philanthropy. Her charity of choice is the international healthcare organization Project C.U.R.E. Founded over 30 years ago in a garage in the mountains of Colorado, Project C.U.R.E. has saved lives and eased suffering by delivering medical relief to people all over the world.

Ms. Jacoby graduated from Louisiana State University, holds a Master of Management from Tulane University, and a Master of Health Systems from the University of Medicine and Dentistry of New Jersey. She is a Wharton Fellow Inductee, and the author of several books and numerous articles and white papers. She also serves on multiple boards for both publicly and privately traded companies.

You can connect with Dana Jacoby at:

https://vectormedicalgroup.com/dana-jacoby/

For more podcasts by Marney Reid Presents or to check out Marney's Minutes, please visit https://www.youtube.com/@MarneyReidPresents/videos

Join Marney Reid and Erin Hoffman, President and CEO at Total Joint Orthopedics (TJO) as they discuss the role corporate social responsibility plays in a purpose driven company. Erin shares the story of how Operation Walk, an all- volunteer medical humanitarian organization that provides the gift of mobility through life-changing joint replacement surgeries at no cost for those in need in the U.S. and globally was founded and drives much of the TJO mission. We also review the role value-based care plays in the MedTech sector and how a purpose driven company can thrive in this environment.

Erin Hofmann, MBA

President and CEO of Total Joint Orthopedics

Erin Hofmann is a distinguished leader in the healthcare industry with an extensive background in both business and medical device sectors. She earned her undergraduate degree from Davidson College before going on to receive her MBA from Vanderbilt University.

Erin's professional journey began at Centerpulse Orthopedics, followed by Zimmer Carolinas and Zimmer Southeast, working in product management, medical education, computer navigation, and marketing, however, she grew up in the orthopedic world, attending conferences, grand rounds, and surgeries from a very young age. Through college she worked summers in the University of Utah's Bone & Joint Research Laboratory under Dr. Roy Bloebaum.

In 2009, Erin co-founded Total Joint Orthopedics with her father, Dr. Aaron Hofmann, and the late Dr. Lawrence Dorr. Under her guidance and with the exceptional team of employees and design surgeons, the company has excelled in delivering high-quality orthopedic devices and services, significantly improving patient outcomes.

Her passion for enhancing patient care led her to volunteer with Operation Walk Utah in 2009, her first of ten mission trips with the organization. TJO currently donates up to one implant for every ten sold, continuing the originally inspiration for the company from Drs. Hofmann and Dorr.

In recognition of her contributions to the healthcare industry, Erin became a member of the Women Business Leaders of the US Healthcare Industry Foundation in 2024. Her commitment to excellence and innovation continues to drive the success of Total Joint Orthopedics, making a meaningful impact on the lives of patients worldwide.

You can connect with Erin at:

• https://www.linkedin.com/in/erin-hofmann-ab086a/
• https://operationwalk.org/our-story/

For more podcasts by Marney Reid Presents or to check out Marney's Minutes, please visit https://www.youtube.com/@MarneyReidPresents/videos

Join Marney Reid and Emily Ast Esq. as they discuss the various stages of a negotiation, strategy and leverage points, and the most critical factors to take into account when entering into any negotiation.

Emily Ast, Esq.

CEO and founder of Ast Physician Contracts

Emily Ast, Esq. owns and practices law at Ast Physician Contracts, which focuses exclusively on contract review and negotiation for physicians and those in the medical field.

Emily specializes in employment, consulting, product development and related agreements, with a focus on surgical specialties, and represents clients nationwide in contract negotiations with employers and industry. She is a nationally recognized speaker and has been an invited lecturer for organizations such as AAHKS, Eastern Orthopaedic Association, the Foundation for Physician Advancement and the Women in Medicine Society.

Emily is passionate about guiding physicians through the negotiation process with respect to employment and consulting with industry. She provides physicians with the tools to advance their careers through her company's Membership Program, which provides individuals, residency and fellowship programs and medical societies with dynamic video lectures and written guides on contract negotiation in both the employment and industry setting, interview preparation, asset protection and intellectual property, compensation analysis and more.

Her Insider Membership also comes with quarterly virtual office hours, where members can drop in and ask questions as they navigate their careers.

Emily has represented hundreds of physicians and healthcare executives and knows the items and priorities that physician care about, and the potential pitfalls and mistakes commonly made. Emily also has a unique understanding of the business side of medicine, being married to an Orthopaedic surgeon and seeing all stages of his career from medical school, residency and fellowship, private practice, changing jobs to a large academic medical center, as well as forming industry consulting relationships.

You can connect with Emily Ast Esq at: https://www.astcontracts.com/about/

For more podcasts by Marney Reid Presents or to check out Marney's Minutes, please visit https://www.youtube.com/@MarneyReidPresents/videos