Resources

We equip you with the education and insights needed to navigate a healthcare practice or business transition.

Explore the latest healthcare M&A market trends, private equity activity, evolving DSO deal structures, and what today's market means for practice owners in this quarterly bonus episode of The Advisor's Table.
In this episode of The Advisor's Table, discover how owners can determine when they're ready to sell, prepare financially, and navigate the emotional side of a transition.
Learn the most common mistakes owners make during a transition and how preparation and the right advisory team can impact your outcome in this episode of The Advisor's Table.
In this episode of The Advisor's Table, learn how business owners can build wealth before a sale through diversification, investment strategy, and long-term financial planning.
Learn how tax-loss harvesting strategies can help owners reduce taxes, preserve wealth, and prepare for a future practice sale or transition in this episode of The Advisor's Table.
In this episode of The Advisor’s Table, Michael and Brian discuss why successful transitions require more than just an M&A advisor. They break down the importance of also having your financial planner, accountant, and legal counsel all working in coordination toward a shared goal.
Discover the most common HR issues for practice owners and how the right systems and support can reduce risk before it ever becomes a problem in this episode of The Advisor's Table with HR for Health.
7 Pillars brought together DSO executives and leading dental financial advisors for a roundtable event. This article shares what industry leaders are prioritizing as the DSO landscape begins to shift.
Understand what drives long-term value and how a deal can align with your goals and the future of your healthcare practice or business in this episode of The Advisor's Table.
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