InvestingDoc

My grandfather was a master plumber and master electrician in a Texas town of 2,400 people. He grew a plumbing, HVAC, and electrical company to 75+ employees — and almost everything I know about running and scaling a medical practice, I learned watching him do it.In this video I break down 7 lessons that transfer directly from a "boring" trades business to primary care, private practice, and DPC. Plus why every industry — not just medicine — fights clawbacks and claims (the Dodge Ram warranty story is going to sound very familiar to anyone who bills Blue Cross).Timestamps:0:00 Intro0:17 Small-town Texas and my grandfather's business0:54 Lesson 1: There is nothing wrong with a boring business2:47 Lesson 2: Your reputation compounds — but the beginning is painfully slow4:34 Lesson 3: The owner gets every problem nobody else wants6:48 Lesson 4: Know the work before you try to manage the work8:03 Lesson 5: Tools are expensive, people cost more, bad people cost the most10:00 Lesson 6: Cash flow is not the same as success11:09 Lesson 7: Go after the big dogs13:00 How to sign 30 DPC patients in one swing (pitch employers, not individuals)13:48 What this means if you're fee-for-service and in network14:27 The Ram warranty clawback story — every industry deals with this16:06 What that $300/hr service call actually costs the owner17:29 SOPs, paying your dues, and why I started my own practice18:10 MSO update — it's done, emails going out shortlyIf you're starting or scaling a practice and want more on this, check out my video on advertising in medicine.Subscribe for weekly breakdowns on medical practice ownership, DPC, private practice economics, and physician entrepreneurship.My website 🖥️: https://www.investingdoc.comMy podcast Spotify Link🎧: https://open.spotify.com/show/3JxluO7mJOSE312G1Ul9dgApple Podcast Link 🎧: https://podcasts.apple.com/us/podcast/investingdoc/id1790276462My Instagram: https://www.instagram.com/investingdoc/My Twitter: https://x.com/InvestingDocMy Facebook Group: https://www.facebook.com/groups/investingdocReddit Group: https://www.reddit.com/r/PrivatePracticeDocs/Want to consult with me for your practice: Book here. https://investingdoc.com/consulting

Everything related to entrepreneurship and running a medical practice as a physician.My website 🖥️: https://www.investingdoc.comMy podcast Spotify Link🎧: https://open.spotify.com/show/3JxluO7mJOSE312G1Ul9dgApple Podcast Link 🎧: https://podcasts.apple.com/us/podcast/investingdoc/id1790276462My Instagram: https://www.instagram.com/investingdoc/My Twitter: https://x.com/InvestingDocMy Facebook Group: https://www.facebook.com/groups/investingdocReddit Group: https://www.reddit.com/r/PrivatePracticeDocs/Want to consult with me for your practice: Book here. https://investingdoc.com/consulting

AI is changing the way we practice medicine — here's exactly how I'm using it to run and scale my private practice.In this video I break down 7 real, practical ways I use Claude (and a few other AI tools) day-to-day as a physician and practice owner:1️⃣ Building SOPs from scratch — check-in algorithms, patient workflows, and more2️⃣ Removing emotion from tough patient communications (1-star reviews, difficult messages)3️⃣ Fixing and updating my website with Claude Code — no developer needed4️⃣ Branding & landing page inspiration5️⃣ Patient education handouts6️⃣ Hiring & onboarding (HIPAA compliance training built from scratch)7️⃣ Data mining billing/revenue outliers — and using local AI (Llama) to stay HIPAA-safe with patient data8️⃣ NotebookLM as a branding/content assistant9️⃣ Using AI-analyzed data to negotiate a pay raise with insurance companies⏱️ TIMESTAMPS0:00 – Intro0:10 – Claude vs. ChatGPT0:23 – #1 Creating SOPs from scratch1:20 – Disclaimer: talk to your lawyer1:38 – #2 Removing emotion from patient responses3:57 – #3 Fixing my website with Claude Code5:26 – Branding & landing page inspiration6:23 – Patient education handouts6:44 – Hiring & onboarding / HIPAA training7:26 – Data mining billing outliers (HIPAA caution)10:38 – NotebookLM for branding & content12:05 – Negotiating insurance pay raises with AI12:40 – Outro & community links⚠️ Disclaimer: This video is for entertainment/educational purposes only and is not legal, compliance, or financial advice. Always consult a qualified attorney before using AI with any billing, Medicare, or patient data workflows, and never upload PHI to a tool without a signed BAA.If this helped you, subscribe for more on running and scaling a medical practice with AI. MSO update coming soon — it's close!#MedicalPractice #AIinHealthcare #PrivatePractice #ClaudeAI #PracticeManagement #HealthcareBusinessMy website 🖥️: https://www.investingdoc.com👥 Join the community:My podcast Spotify Link🎧: https://open.spotify.com/show/3JxluO7mJOSE312G1Ul9dgApple Podcast Link 🎧: https://podcasts.apple.com/us/podcast/investingdoc/id1790276462My Instagram: https://www.instagram.com/investingdoc/My Twitter: https://x.com/InvestingDocMy Facebook Group: https://www.facebook.com/groups/investingdocReddit Group: https://www.reddit.com/r/PrivatePracticeDocs/Want to consult with me for your practice: Book here. https://investingdoc.com/consulting

Most doctors are terrible at marketing, not because they're dumb, but because med school never taught them persuasion, trust building, or patient psychology. In this video, I break down exactly how I grew my primary care practice through grassroots marketing, referral relationships, and smart paid ads (after spending $1M+ on marketing). Learn how to win referrals as a specialist, when to run Google ads, why missed phone calls are your most expensive mistake, and how to market without feeling sleazy. Join the community — links below!My website 🖥️: https://www.investingdoc.comMy podcast Spotify Link🎧: https://open.spotify.com/show/3JxluO7mJOSE312G1Ul9dgApple Podcast Link 🎧: https://podcasts.apple.com/us/podcast/investingdoc/id1790276462My Instagram: https://www.instagram.com/investingdoc/My Twitter: https://x.com/InvestingDocMy Facebook Group: https://www.facebook.com/groups/investingdocReddit Group: https://www.reddit.com/r/PrivatePracticeDocs/Want to consult with me for your practice: Book here. https://investingdoc.com/consulting

Is your medical practice drifting instead of growing? In this video, I break down the biggest mistake I made in my own multi-million dollar primary care practice: running the business without intention. "I just want to be busier" is not a strategy. I'll show you how to set 30/60/90-day objectives, build standard operating procedures, escape survival mode, and create forward-looking plans like a publicly traded company — so your practice grows on purpose, not by accident.Whether you're in your first year fighting payroll, billing, and no-shows, or you're ready to scale from one location to ten, this video gives you the framework to define your goals, prioritize your dollars, and actually execute.My website 🖥️: https://www.investingdoc.comMy podcast Spotify Link🎧: https://open.spotify.com/show/3JxluO7mJOSE312G1Ul9dgApple Podcast Link 🎧: https://podcasts.apple.com/us/podcast/investingdoc/id1790276462My Instagram: https://www.instagram.com/investingdoc/My Twitter: https://x.com/InvestingDocMy Facebook Group: https://www.facebook.com/groups/investingdocReddit Group: https://www.reddit.com/r/PrivatePracticeDocs/Want to consult with me for your practice: Book here. https://investingdoc.com/consulting

A physician reached out to share a story that every practice owner needs to hear. He co owned a specialty group, scaled it to multiple locations, and sold it for a headline price of $10 million. It sounded like the dream exit. Then reality set in.

In this episode I walk through exactly how that $10 million purchase price eroded down to just $2.5 million in his pocket. We break down the numbers step by step: the 40 percent equity rollover, the salary cut after becoming an employee in his own clinic, the performance metrics and the million dollar clawback, the legal and broker fees, and the taxes. Then came the worst part. The private equity firm loaded the new company with debt, missed the expansion goals, and filed bankruptcy, wiping out the rolled equity overnight.

This is a real story with the specialty, name, and state changed for privacy and shared for entertainment purposes. It is not always a disaster, and a second bite can pay off, but you have to understand the gotchas before you ever sign. If you are a physician thinking about an exit, a divestiture, or your retirement strategy, watch this before you take the meeting.

I am Brad. I own a private practice, I am a practicing physician, and I help people start and scale medical practices. Reach out if you want to talk through your own situation.

#PrivateEquity #MedicalPractice #PhysicianEntrepreneur #PrivatePractice #HealthcareBusiness #DoctorMoney #PrimaryCare #PracticeOwner #PhysicianFinance #SellingYourPractice #InvestingDoc #MedicalEconomics #PhysicianLeadership #HealthcareFinance #DoctorBusiness

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Still doing $25 an hour tasks while your time is worth $200? In this episode I break down exactly when it is time to bring on administrative help for your medical practice, and how to do it right.

I walk through the three management roles every growing practice should understand: the office manager who runs front desk and daily operations, the practice manager who handles HR, vendor contracts, compliance, and KPIs, and the administrator focused on high level decisions like opening new locations and hiring physicians.

I also share the revenue benchmarks I use (why you probably do not need a six figure practice manager until you cross roughly a million and a half in annual revenue), the hiring mistake I made by pulling someone from a stagnant clinic instead of a high growth background, and the systems that actually work: warm handoffs, defined roles, trial periods, one on one meetings, and KPIs.

If your schedule is full and you are waking up at four in the morning trying to fit everything in, you are the bottleneck. Here is how to get out of your own way.

I own a multimillion dollar primary care practice and help physicians start and scale their own. Drop your questions below.

#MedicalPractice #PrivatePractice #PracticeManagement #PhysicianEntrepreneur #PrimaryCare #HealthcareBusiness #DoctorBusiness #ScaleYourPractice #OfficeManager #PracticeManager #MedicalEntrepreneur #PhysicianLife #StartAPractice #InvestingDoc #HealthcareLeadership #DoctorPreneur #MedicalBusiness #PracticeGrowth #PhysicianFinance #BusinessOfMedicine

In this update I break down how to know when your medical practice is actually ready for growth mode — not when you feel ready, but when your numbers and your schedule are telling you it's time. I share a big-picture look at where my primary care practice is headed: new locations on the south and southwest sides of town, moving location five into a larger space, hiring three new clinicians, posting to go multi-specialty, launching our Plus premium membership, leaning into cash-pay services, and the MSO I'm building to band independent doctors together. I also explain why I've grown without private equity, without debt, and without partners — and the math behind why capital calls across seven partner-physicians are so hard to pull off. If you're starting, scaling, or stuck in survival mode, this one's for you. Get busy first, know your numbers, and obsess over new patient acquisition. New patient acquisition is the gasoline. Let me know where you're at in your growth journey in the comments.

The healthcare system is broken — but fighting it is a losing game. In this episode, Brad (InvestingDoc) breaks down how misaligned incentives drive bad behavior across medicine, and how the doctors who actually scale their practices learn to work the system instead of raging against it.

He walks through the "deductible game" surgeons play by strategically holding claims so someone else chases down the patient's $5,000 deductible, why payment velocity ranges from 21 days in private practice to over a year for Medicare ACO incentives, and how upcoding scandals at the big insurers are just incentives doing exactly what they were designed to do.

Then he flips it to the practice owner's side: how to incentivize your front desk on rebook rate instead of useless review metrics, why your employees will never care about your money the way you do (and what they actually respond to), and the Anti-Kickback and Stark lines you cannot cross. Drawing on lessons from Charlie Munger, Andrew Carnegie, and Sam Walton, Brad makes the case that the practices that scale aren't run by the best doctors — they're run by the ones who build standard operating procedures and master incentives.

If you're a physician trying to start, scale, or stop drowning in your own practice, this one's for you.

Brad (InvestingDoc) breaks down the single most important lesson for any doctor starting or scaling a private practice: nothing matters until you get busy. Learn why obsessing over your EMR, equipment, and the perfect pro forma is a trap, and why volume solves almost every problem in your business. Brad shares the real story of his empty schedule anxiety, the marketing mistakes that cost him years of growth, the overbooking strategy that filled his waiting room, and the 15 month grind to get a new nurse practitioner busy. If you are a physician building a practice in primary care, DPC, or aesthetics, this episode shows you how to stop being reactive and start driving patient demand from day one.#PrivatePractice #MedicalPractice #PrimaryCare #DPC #DirectPrimaryCare #PhysicianEntrepreneur #MedicalEntrepreneur #StartAPractice #ScaleYourPractice #DoctorLife #HealthcareBusiness #PracticeManagement #InvestingDoc #PhysicianFinance #MedicalMarketing #PatientAcquisition #FamilyMedicine #DoctorPreneur #HealthcareLeadership #PracticeGrowth