PracticeCare

Many practices are family affairs. Passing on a practice sounds great, but it takes work. If you’re the parent looking to pass on you practice, or the child looking to get it, my guest today has advice to make sure it works out.

Doug Gray, PhD, PCC has always focused on outcome-based leader development. Since 1997, as CEO of Action Learning Associates, his consultancy guarantees results using the globally validated AD-FIT protocol in workshops, assessments and executive coaching. His clients include many family businesses. Doug and his family live near Nashville, TN.

In this episode Carl White and Doug Gray discuss:

• What it takes for family succession to work well
• What to avoid in family succession situations

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Affiliate Promotion

We’re fans of Constant Contact for email campaigns, newsletters, and emails. We use it with our clients. What we like:

• Very easy to use
• Very flexible
• Easy to find support
• HIPAA compliant

Get 30% off for the 1st 3 months if you sign up using our partner link. We do receive a commission when you use our link. Constant Contact offers additional prepayment discounts you can choose: 10% off per month for your first 6 months, or 15% off for the year. If you prepay, your discount stacks on top of the 30% discount for the 1st 3 months.

Connect with Doug Gray

https://www.linkedin.com/in/doug-gray-phd/

https://www.thefbcg.com/

https://www.AssessNextGen.com/

www.action-learning.com

Connect with Carl White

Website: http://www.marketvisorygroup.com

Email:  [email protected]

Facebook:  https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

So, imagine you have a partner, or partners, with you as owners of your practice…and you all hate each other, but you need to work together anyway. Sound familiar to some of you? It does to my guest today, who coaches practice owners in situations just like this.

As the founder of Dynamic Team Solutions, Candice Gottlieb-Clark and her team of experts help organizational teams and leaders across all industries to strengthen the workplace through enhanced communication, attuned leadership, and healthy conflict management.

Candice is an architect of healthy human interactions in the workplace. She has spent more than 20 years educating and collaborating with organizational and human resource leaders and executives. Candice designs projects that support her client’s goal of creating a cohesive and healthy work environment.  Her proven methods have helped hundreds of businesses to align their teams, leaders, and culture, ultimately allowing their organizational environments to thrive.

Candice holds a Master’s Degree in Counseling, is a Certified Mediator, and a Board Certified Executive Coach.  She is a sought-after keynote speaker on topics including Leadership, Communication, Conflict Management, and Team Dynamics. A frequent blogger and writer, Candice has been published in numerous business and professional journals, including Business Insider and Forbes, where she serves as a contributing writer.

She serves as an advisor for the Women In Leadership Council for UC Santa Barbara, and is a member or leader of several other professional organizations.

In this episode Carl White and Candice Gottlieb-Clark discuss:

• What creates hate amongst partners
• What partners can do to turn that hate around

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Affiliate Promotion

We’re fans of Constant Contact for email campaigns, newsletters, and emails. We use it with our clients. What we like:

• Very easy to use
• Very flexible
• Easy to find support
• HIPAA compliant

Get 30% off for the 1st 3 months if you sign up using our partner link. We do receive a commission when you use our link. Constant Contact offers additional prepayment discounts you can choose: 10% off per month for your first 6 months, or 15% off for the year. If you prepay, your discount stacks on top of the 30% discount for the 1st 3 months.

Connect with Candice Gottlieb-Clark

https://dynamicteamsolutions.com/

https://www.facebook.com/DynamicTeamSolutions/

https://www.linkedin.com/in/candicegottliebclark/

https://twitter.com/MediationGirl

https://www.youtube.com/channel/UCokxsUdcH2Kpp856DSPQD0w/videos?view=57

https://candicegottliebclark.com/

Connect with Carl White

Website: http://www.marketvisorygroup.com

Email:  [email protected]

Facebook:  https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

When it comes to success, there’s hope and strategy. They’re different. Success in private practice starts with creating it, and Dr. Laurel Mines practices this with her clients and her own business.

Whenever athletes are determined to achieve their next level of peak performance (or find themselves sidelined by injuries), they know they're in the right hands with Dr. Laurel Mines, PT, DPT OCS. Dr. Laurel is a physical therapist, athletic performance trainer and sports mental performance coach, to her clients, she's the caring and fun drill sergeant who knows how to get results every time! Dr. Laurel received her Doctor of Physical Therapy degree from the top-rated MGH Institute of Health Professions, in Boston. Considering the entire ecosystem of the athlete she developed her own proprietary sports mindset program and has become a sought-after thought leader in the developing field of sports mindset coaching and athletic performance training from youth to professional sports. As sports are so easily relatable there is so much she can bring to the world of our businesses.

In this episode Carl White and Dr. Laurel discuss:

• What she means by “success starts with creating it”
• The characteristics of people who embrace this mindset
• The barriers people put in their way

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Affiliate Promotion

We’re fans of Constant Contact for email campaigns, newsletters, and emails. We use it with our clients. What we like:

• Very easy to use
• Very flexible
• Easy to find support
• HIPAA compliant

Get 30% off for the 1st 3 months if you sign up using our partner link. We do receive a commission when you use our link. Constant Contact offers additional prepayment discounts you can choose: 10% off per month for your first 6 months, or 15% off for the year. If you prepay, your discount stacks on top of the 30% discount for the 1st 3 months.

Connect with Dr. Laurel Mines

Instagram @drlaurelpt

Youtube @dr.laurelpt

https://www.linkedin.com/in/dr-laurel-mines-pt-dpt-ocs-948013174/

Connect with Carl White

Website: http://www.marketvisorygroup.com

Email:  [email protected]

Facebook:  https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

If you accept insurance, then your revenue cycle is a big deal. It can also be a big pain and really confusing. Cathryn Nebel has three KPIs that you can track to keep your finger on the pulse of your revenue cycle in just a few minutes a day.

Cathryn Nebel is CEO of Freedom Revenue Solutions. We enable Physicians peace of mind and ability to focus on patient care while our medical billing services take the Practice to the next level.

Our Certified team has 30 years in managing Medical Billing and Revenue Cycle Management, through a systematic approach in workflow management and process improvement techniques, coupled with our passion to help Small Medical Practices and Clinics improve their workflow strategies. Our Process is designed to engage with you and your team as a partner and extension of your business.

In this episode Carl White and Cathryn Nebel discuss:

• The 3 KPIs to track to stay up to date on your revenue cycle’s efficiency and effectiveness
• What to do if those KPIs are starting to show you problems
• The 2 questions you can ask to see if you even have a revenue cycle problem at all

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Affiliate Promotion

We’re fans of Constant Contact for email campaigns, newsletters, and emails. We use it with our clients. What we like:

• Very easy to use
• Very flexible
• Easy to find support
• HIPAA compliant

Get 30% off for the 1st 3 months if you sign up using our partner link. We do receive a commission when you use our link. Constant Contact offers additional prepayment discounts you can choose: 10% off per month for your first 6 months, or 15% off for the year. If you prepay, your discount stacks on top of the 30% discount for the 1st 3 months.

Connect with Cathryn Nebel

www.linkedin.com/in/cathrynnebelfreedomrevenue

https://www.facebook.com/profile.php?id=100077289278784&mibextid=ZbWKwL

Connect with Carl White

Website: http://www.marketvisorygroup.com

Email:  [email protected]

Facebook:  https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Barbara Khozam is known around the world for her impactful, high-energy delivery, outrageous wit, and ability to connect with her audience.

Barbara has spoken more than 1,700 times to more than 75,000 people in 12 countries about customer service, leadership, motivation, and communication.

In 2014 Barbara was the 14th woman in the world to be honored by Toastmasters International with their elite Accredited Speaker designation for “outstanding platform professional speaking.” Only 81 have earned the award in 145 countries. In 2019 Barbara was chosen as the Top Customer Service Consultant of the Year by the International Association of Top Professionals.

Also in 2019, Barbara was awarded the CSP® (Certified Speaking Professional™) from the National Speaker’s Association. Barbara is one of only three women in the world to have achieved BOTH this designation as well as the Toastmaster Accredited Speaker designation.

In 2021, Barbara achieved the Certified Patient Experience Professional (CPXP) designation. The certification, awarded by Patient Experience Institute (PXI), signifies that recipients possess the qualities of a leader who influences the systems, processes, and behaviors that cultivate consistently positive experiences with knowledge and practical experience necessary to pass a rigorous examination.

In this episode Carl White and Barbara Khozam discuss:

• Why getting reviews, and new reviews, is important
• Ways to make getting reviews on a daily basis systematized and easy

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Affiliate Promotion

We’re fans of Constant Contact for email campaigns, newsletters, and emails. We use it with our clients. What we like:

• Very easy to use
• Very flexible
• Easy to find support
• HIPAA compliant

Get 30% off for the 1st 3 months if you sign up using our partner link. We do receive a commission when you use our link. Constant Contact offers additional prepayment discounts you can choose: 10% off per month for your first 6 months, or 15% off for the year. If you prepay, your discount stacks on top of the 30% discount for the 1st 3 months.

Connect with Barbara Khozam

https://barbarakhozam.com/

Facebook: /barbarakhozam

LinkedIn: /barbarakhozam/

Connect with Carl White

Website: http://www.marketvisorygroup.com

Email:  [email protected]

Facebook:  https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Thinking of selling your practice? You don’t just wake up one day and put a “for sale” sign in the window. You prepare. Rex Plamann with DDSmatch offers some advice on how to prepare.

Rex Plamann is a tenured dental professional and partner at DDSmatch in Chicago. In his role at DDSmatch, Rex provides services focused upon practice sales, associate recruitment, practice valuations, and the formulation of mergers and partnerships. Prior to joining DDSmatch, Rex served for 25+ years at a national dental distributor throughout the Midwest.

In this episode Carl White and Rex Plamann discuss:

• What practice buyers want from sellers
• The top “must do’s” when selling your practice
• The most common mistakes sellers make

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Affiliate Promotion

We’re fans of Constant Contact for email campaigns, newsletters, and emails. We use it with our clients. What we like:

• Very easy to use
• Very flexible
• Easy to find support
• HIPAA compliant

Get 30% off for the 1st 3 months if you sign up using our partner link. We do receive a commission when you use our link. Constant Contact offers additional prepayment discounts you can choose: 10% off per month for your first 6 months, or 15% off for the year. If you prepay, your discount stacks on top of the 30% discount for the 1st 3 months.

Connect with Rex Plamann

https://chicago.ddsmatch.com/

https://www.linkedin.com/in/rexplamannddsmatchchicago/https://www.facebook.com/ddsmatchChicago

Connect with Carl White

Website: http://www.marketvisorygroup.com

Email:  [email protected]

Facebook:  https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Is private equity knocking at your door but you don’t want to let them in? How can you if they’re floating an attractive offer? Dr. Chad Fleming with Wichita Optometry has faced down Private Equity and shares how he’s done it.

Dr. Chad Fleming is an optometrist at Wichita Optometry in Wichita KS. He’s been practicing Optometry since 2002 with a focus on primary eye care and a special interest in helping patients find relief from dry eye.

Dr. Fleming also has a lot of experience on the business side of an optometry practice. He’s fended off Private Equity, our topic today, and he started and is a principal of PIPGPO, which helps optometry practices stay up to date on new lenses and frames at a much lower cost compared to doing it themselves. 

In this episode Carl White and Dr. Chad Fleming discuss:

• What a P/E offer can look like
• What multiples Dr. Fleming is seeing on offers to buy practices these days
• How PIPGPO helps optometry practices save money on lenses and frames, thus helping them stay private 

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Affiliate Promotion

We’re fans of Constant Contact for email campaigns, newsletters, and emails. We use it with our clients. What we like:

• Very easy to use
• Very flexible
• Easy to find support
• HIPAA compliant

Get 30% off for the 1st 3 months if you sign up using our partner link. We do receive a commission when you use our link. Constant Contact offers additional prepayment discounts you can choose: 10% off per month for your first 6 months, or 15% off for the year. If you prepay, your discount stacks on top of the 30% discount for the 1st 3 months.

Connect with Dr. Chad Fleming

Pipgpo.com

Connect with Carl White

Website: http://www.marketvisorygroup.com

Email:  [email protected]

Facebook:  https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Scott Rattigan is a licensed attorney, business and mindset coach, integrative medicine practice consultant. His passion is helping integrative and functional medicine providers build and grow their practices to realize their goals and fall back in love with practicing medicine.

He founded Functional Lawyer to address the lack of legal support in the functional medicine practitioner community. It gives providers the tools to protect themselves and build solid legal and business foundations that allow them to grow with confidence, free from anxiety, and focus on changing the lives of their patients—without exorbitant legal fees.

Scott hosts a podcast—The Junto Club—that focuses on the functional medicine practitioner, the mental side of entrepreneurship, financial management, marketing, legal, business, and so much more. You can follow Scott and all of his projects at www.scottrattigan.com.

In this episode Carl White and Scott Rattigan discuss:

• Myths about telemedicine
• Eye openers about HIPAA and malpractice insurance
• When practicing telemedicine across state lines

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Affiliate Promotion

We’re fans of Constant Contact for email campaigns, newsletters, and emails. We use it with our clients. What we like:

• Very easy to use
• Very flexible
• Easy to find support
• HIPAA compliant

Get 30% off for the 1st 3 months if you sign up using our partner link. We do receive a commission when you use our link. Constant Contact offers additional prepayment discounts you can choose: 10% off per month for your first 6 months, or 15% off for the year. If you prepay, your discount stacks on top of the 30% discount for the 1st 3 months.

Connect with Scott  Rattigan

www.scottrattigan.com

See The Practice of Telemedicine by Scott Rattigan on Amazon

Connect with Carl White

Website: http://www.marketvisorygroup.com

Email:  [email protected]

Facebook:  https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Many private practices are structured as partnerships, but not all partnerships are the same. Dr. Brad Block is an ENT with ENT and Allergy Associates, the largest ENT practice in the country, and one where every last ENT doctor can become a partner. Brad describes how it works and why they do it this way on PracticeCare.

Bradley Block, MD, is a private practice otolaryngologist on Long Island, New York, where he lives with his wife and three young sons. He is a partner at ENT and Allergy Associates and creator of the Physician’s Guide to Doctoring Podcast. He is available as a keynote speaker on improving the patient experience, doctor-patient communication, and running office-hours efficiently.

Brad, or Dr. Block as his parents call him, went to med school at SUNY Buffalo and graduated with research honors. He then went on to his ENT residency at Georgetown. He enjoys spending time with his family, surfing (yes, there is surfing on Long Island), skiing (there is no skiing on Long Island), smoking meat, exercising, and finding any excuse to quote an 80s movie. “I’m not saying I’d build a summer home here, but the trees are actually quite lovely.”

In this episode Carl White and Bradley Block discuss:

• The differences between a typical partnership structure and where Brad works
• What’s better about Brad’s partnership structure
• What’s not better (hint: nothing)

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Affiliate Promotion

We’re fans of Constant Contact for email campaigns, newsletters, and emails. We use it with our clients. What we like:

• Very easy to use
• Very flexible
• Easy to find support
• HIPAA compliant

Get 30% off for the 1st 3 months if you sign up using our partner link. We do receive a commission when you use our link. Constant Contact offers additional prepayment discounts you can choose: 10% off per month for your first 6 months, or 15% off for the year. If you prepay, your discount stacks on top of the 30% discount for the 1st 3 months.

To get Physicians Guide To Doctoring Episodes:

http://www.facebook.com/physiciansguidetodoctoring

https://twitter.com/physiciansguide

https://itunes.apple.com/us/podcast/physicians-guide-to-doctoring/id1429047634?mt=2

https://open.spotify.com/show/3GE8U5bFIcWsUmhtbn3GXE?si=PbSJwoj7SM6qpT_q1JyV_Q

Connect with Carl White

Website: http://www.marketvisorygroup.com

Email:  [email protected]

Facebook:  https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

You have a practice but also have a new business you want to start – an invention, an offshoot of your practice, or something else. You probably need funding. Leslee Cohen with AllRise Legal Counsel helps with equity investments, and she demystifies these investments in this episode.

Leslee Cohen is the founder and managing partner of AllRise Legal Counsel. She concentrates her transactional practice in securities and startup law, corporate finance, technology law, mergers and acquisitions and general corporate law. She represents clients across many industries from consumer products to technology companies to healthcare businesses to real estate firms.

Leslee started her practice at a Wall Street firm in 1992, spent 13 years honing her skills at a large firm based in Chicago and left to form AllRise 2010. AllRise was founded on Leslee’s desire to work with earlier stage and smaller businesses. Each of its attorneys is big firm trained and experienced. AllRise counsels startups and growth stage companies in connection with their entity formation, founder and advisor equity grants and early fundraising rounds, whether “friends and family investments,” angel, seed or venture capital rounds. They also represent real estate funds in the syndication process. Leslee graduated from New York University School of Law in 1992 and from the University of Michigan in 1989.

She is a member of the Board of Directors of the Small Business Advocacy Council, a co-founder of the Coalition of Women’s Initiatives in Law and a frequent speaker and mentor for accelerator and incubator programs including The Hatchery, Good Food Accelerator, the Wisconsin Technology Council, Worbox and the University of Michigan’s Opportunity Hub, and is a member of the All Raise community, a speaker at the annual GirlCon Conference for high school girls in STEM, and a judge for the annual Founders First Chicago Job Creators Grant.

In this episode Carl White and Leslee Cohen discuss:

• What the legal process looks like when pursuing an equity investment
• Special considerations in pursuing equity investment when it’s a side hustle
• Reasons why equity investments end up not working out

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Affiliate Promotion

We’re fans of Constant Contact for email campaigns, newsletters, and emails. We use it with our clients. What we like:

• Very easy to use
• Very flexible
• Easy to find support
• HIPAA compliant

Get 30% off for the 1st 3 months if you sign up using our partner link. We do receive a commission when you use our link. Constant Contact offers additional prepayment discounts you can choose: 10% off per month for your first 6 months, or 15% off for the year. If you prepay, your discount stacks on top of the 30% discount for the 1st 3 months.

Connect with Leslee Cohen

LinkedIn: https://www.linkedin.com/in/leslee-cohen

Connect with Carl White

Website: http://www.marketvisorygroup.com

Email:  [email protected]

Facebook:  https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg