17 episodes

Discover how to realize your healthcare practice ownership dreams with Corey Brown, a marketing leader at Provide.
Join Corey twice a month on The Path to Owning It: where existing and aspiring healthcare practice owners can gain the tools they need from dental, veterinary, and other industry leaders to take their practice ownership dreams into their own hands.
Guests on The Path to Owning It will span Provide’s vast network of practice finance industry experts, including attorneys, practice brokers, CPAs, Provide team members, and more. From owning your own practice to expanding or improving your existing practice, Corey and guests will help pave the way for you to achieve your dental or veterinary career dreams and guide you through all the nuances of the practice ownership journey.
Founded in 2013, Provide is a fast-growing national fintech company committed to financially empowering healthcare providers through a streamlined, completely online finance experience and personalized customer service. Their integrated suite of financial products makes opening, running, and expanding a healthcare practice easier, giving providers back their time and energy to focus on what matters most: their patients. In August 2021, Provide became a wholly-owned subsidiary of Fifth Third Bank, operating as an independent business line.

Provide: The Path to Owning It Corey Brown, Marketing Leader with Provide

    • Business
    • 4.4 • 7 Ratings

Discover how to realize your healthcare practice ownership dreams with Corey Brown, a marketing leader at Provide.
Join Corey twice a month on The Path to Owning It: where existing and aspiring healthcare practice owners can gain the tools they need from dental, veterinary, and other industry leaders to take their practice ownership dreams into their own hands.
Guests on The Path to Owning It will span Provide’s vast network of practice finance industry experts, including attorneys, practice brokers, CPAs, Provide team members, and more. From owning your own practice to expanding or improving your existing practice, Corey and guests will help pave the way for you to achieve your dental or veterinary career dreams and guide you through all the nuances of the practice ownership journey.
Founded in 2013, Provide is a fast-growing national fintech company committed to financially empowering healthcare providers through a streamlined, completely online finance experience and personalized customer service. Their integrated suite of financial products makes opening, running, and expanding a healthcare practice easier, giving providers back their time and energy to focus on what matters most: their patients. In August 2021, Provide became a wholly-owned subsidiary of Fifth Third Bank, operating as an independent business line.

    How new dentists can achieve personal and professional balance, with Amrita Patel, DDS

    How new dentists can achieve personal and professional balance, with Amrita Patel, DDS

    Starting out in the field of dentistry is the beginning of a long journey, full of exciting opportunities — and high-stakes challenges.
    And for dental students or recent graduates, good advice can be hard to come by.
    But it might just help you strike a healthy work-life balance and avoid pitfalls that are common to the industry.
    In this episode, taped live at the Greater New York Dental Meeting in Manhattan, we talk to Dr. Amrita R. Patel, the owner of multiple specialty group practices in New York City.
    Dr. Patel serves as the new dentist member of the American Dental Association Council(ADA) on Dental Benefit Plans and the New York State Dental Association’s Council on Ethics. She is an ADA Success Speaker, American Association for Women Dentists and New York University College of Dentistry Alumni Association board member, and a 2021 10 under 10 winner, which recognizes new dentists who demonstrate excellence early in their careers.
    We'll ask her about:

    Some of the challenges young dentists can expect to face

    Advice for navigating the post-graduate career landscape

    Striking a healthy work-life balance

    Steps young dentists can take today to pave the road to practice ownership

    Tips for successfully managing a new practice


    Are you ready to take the next step toward your practice ownership dreams? Visit getprovide.com.

    • 26 min
    The Employee Retention Credit: what it means for you and your healthcare practice, with Justin Elanjian

    The Employee Retention Credit: what it means for you and your healthcare practice, with Justin Elanjian

    Your dental practice has weathered the height of the COVID-19 pandemic, but you may be leaving money on the table if you haven't fully explored the options presented by the government's Employee Retention Credit (ERC) and Paycheck Protection Program (PPP).
    These programs were launched to help employers like you, whose businesses suffered as a result of the pandemic's economic disruptions. And they're only available for a limited time, with phase-out dates beginning July 31, 2023.
    In this episode, we're talking with Aprio’s Justin Elanjian, PPP and ERC expert. Justin is a CPA and the Partner-in-Charge of Aprio’s PPP & ERC Services, and helps both lenders and borrowers navigate the complexities of the PPP. He also helps his clients realize benefits from other stimulus package programs, such as the ERC, and is committed to strengthening his clients’ balance sheets and helping them achieve what’s next. 
    We'll discuss:

    What the ERC is, and what conditions a practice owner needs to meet in order to qualify

    How COVID-era disruptions to supply chains impact eligibility

    Special considerations for practices that opened or were acquired after the onset of COVID

    What practice owners need to know about PPP loan forgiveness

    How much time a provider should set aside to prepare all of the information needed to file their claim


    Are you ready to take the next step toward your practice ownership dreams? Visit getprovide.com.

    • 37 min
    What you need to know about the legal side of dental practice ownership, with Rob Montgomery

    What you need to know about the legal side of dental practice ownership, with Rob Montgomery

    All lawyers are NOT created equal.
    When it comes to the intricacies of dental practice ownership, you deserve legal advice that you can trust from someone who understands your industry.
    But how common are attorneys who specialize in the dental industry, and where can you find them?
    In this episode, we're talking to yourdentallawyer.com founder and practicing attorney Robert H. Montgomery III. Rob has been serving the individual legal and business needs of healthcare clients for over 20 years, and has worked on over 1,000 dental deals throughout his career, ranging from practice startups to equity buy-ins and complex practice acquisitions. He's also the co-founder and co-host of The Dental Amigos podcast.
    We'll discuss:

    Some common pitfalls that dental practice owners can avoid with industry-specific legal advice

    The pros and cons of acquiring a practice versus starting one of your own

    What business entity structures you should consider for your practice

    The legal ramifications of finding commercial real estate for your practice

     
    Are you ready to take the next step toward your practice ownership dreams? Visit getprovide.com.

    • 26 min
    How a dental-specific CPA can take your practice to the next level, with David Goodman, CPA, MST

    How a dental-specific CPA can take your practice to the next level, with David Goodman, CPA, MST

    As a dental practice owner, your bread and butter is patient care. It's what you went to school for, it's what you trained for, it's what you focus on every day.
    Where you probably don't have much expertise is accounting, business money management, tax strategy, and creating financial efficiencies.
    And if you haven't partnered with a certified public accountant, or CPA, who has knowledge and insights specific to the dental industry, you might be leaving money on the table.
    David Goodman is a partner with PKF O'Connor Davies and, as a dental CPA and member of the Academy of Dental CPAs, he has a unique data-driven approach to helping practice owners. David regularly shares his perspective on taxes, dental practice management, and finances as a frequent speaker, podcast guest, and contributor to Dental Economics. 
    And in this episode, we'll discuss:

    Financial blind spots that many practice owners might not see

    Software and bookkeeping techniques to maximize productivity

    Key performance indicators and benchmarks to monitor the financial health of your practice

    How to clarify complicated tax strategies like depreciation

    Other ways to work smarter—not harder—as a practice owner

     
    Are you ready to take the next step toward your practice ownership dreams? Visit getprovide.com.

    • 29 min
    How dental practices recovered from COVID-19, and the bright future ahead, with Charles Loretto

    How dental practices recovered from COVID-19, and the bright future ahead, with Charles Loretto

    It's hard to imagine that, a little more than two years ago, many dentists were only allowed to see patients in emergency cases.
    But in the flood of patients following loosened Covid-19 restrictions, and the staffing shortages many dental practices now face, what can we learn from the difficulties of recent years?
    In this episode, we're joined by Charles Loretto, a partner at Cain Watters & Associates (CWA), which has provided dental professionals with financial education and comprehensive financial services since 1984. Charles oversees the practice transition department for CWA and founded its affiliate company, National Dental Placements (NDP), which assists doctors in the buying, transitioning, and valuation of a practice. 
    We'll discuss:

    How practice owners navigated the difficulties of Covid-19 restrictions

    What changes and challenges the industry has faced since then

    Things to consider if you are looking to start a new practice in the current market

    Long-term dental industry trends we expect to see play out in the years ahead


    Are you ready to take the next step toward your practice ownership dreams? Visit getprovide.com.

    • 29 min
    The great debate: To start or acquire a practice? With Rich Andrus, Mark Haslip, and David Haynes

    The great debate: To start or acquire a practice? With Rich Andrus, Mark Haslip, and David Haynes

    The age-old question for aspiring dental practice owners is whether it makes more sense to buy an existing practice, or start your own.
    In this episode, we're setting the table for this debate by bringing together experts in practice acquisition and startups. Rich Andrus, Mark Haslip, and David Haynes join us from the Menlo Group, the largest commercial real estate broker and space finder in Arizona.
    Our guests have vast experience in all aspects starting and acquiring a practice. From lending and equipping a practice to finding an office and negotiating your offer, our guests know what it takes to make the practice of your dreams a reality. 
    We'll discuss:

    Why there's no one-size-fits-all answer to the question

    The pros and cons of acquiring an existing practice and starting a new one

    How to evaluate which path is best for you

    Today's market factors that should influence your decision if you're making a move soon

     
    Are you ready to take the next step in scaling up your practice ownership dreams? Visit getprovide.com.

    • 35 min

Customer Reviews

4.4 out of 5
7 Ratings

7 Ratings

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