Aesthetic Appeal

Aesthetic Appeal

In the world of medical aesthetics, the pursuit of beauty often collides with the complexities of business. At Aesthetic Brokers, we aim to create a sanctuary for aesthetic entrepreneurs - a safe haven where business acumen meets industry empathy. Our priority is to maximize your personal lifestyle while generating uncommon financial results; all without compromising your integrity. The medical landscape is evolving and we are committed to staying ahead of the curve. Join us on our podcast adventure where we discuss various topics to build your business within the space. 

Episodes

  1. APR 2

    The Platform Changing Referrals Forever

    Meet the founders of Referral Lab, a transformational SaaS platform that maximizes the value of dental referrals and improves communication and performance between teams, referring dentists, and patients. Cameron Full, Dr. Jason Stoner, and Dr. Michael Seda highlight what sets Referral Lab apart, from smart scheduling to automated follow-ups and task management. Drs. Seda and Stoner share how using Referral Lab has helped strengthen their professional relationships and improve patient care, outperforming traditional dental EMRs with real-time data and seamless communication, keeping the entire practice connected. Learn more about Referral Lab GUESTS Cameron Full Co-Founder of Referral Lab Cameron Full, co-founder of Referral Lab, is a strategic problem-solver with expertise in business management and digital solutions. He combines leadership, creativity, and technology to drive success across various industries. Connect with Cameron on LinkedIn Jason Stoner, MD Periodontist and Co-Developer of Referral Lab  With over 22 years in private practice, Dr. Jason Stoner is passionate about dentistry’s blend of business, leadership, and patient care. He values strong core values, academic excellence, and a thriving team culture. Michael Seda, MD Periodontist and Co-Developer of Referral Lab Dr. Michael Seda is a laser-trained periodontist serving Marin County and San Francisco. As part of an elite group offering FDA-cleared laser gum treatment, he focuses on patient-centered care, advanced technology, and personalized treatment plans. Follow Dr. Seda on Instagram @sedaperio About Aesthetic Appeal Aesthetic Appeal is where Aesthetic Brokers brings you the latest insights straight from Southern California. We break down what’s happening in the medical aesthetics world—especially when it comes to private equity and transactions with mergers and acquisitions that matter to you as a practice owner. Learn more about Aesthetic Brokers Follow Aesthetic Brokers on Instagram @aestheticbrokers

    33 min
  2. MAR 12

    Don’t Even Think About Selling Your Medical Spa Until You Hear This with Julie Davis

    Julie Davis shares her firsthand experience selling her practice, from the challenges of finding the right buyer to the importance of preparation and business culture.  For Julie, there wasn’t an instant match when it came to selling her practice. She opens up about the ups and downs of the process, why finding the right culture fit is key, and how hiring a broker the third time around turned out to be one of her best decisions.  Find out:  What led Julie to sell her med spa in the first place How to start preparing now if selling is in your future Why slowing down and defining your culture is crucial Why it’s going to feel like you have 2 full-time jobs while going through diligence Why working with a broker who truly understands this space makes all the difference The key factors she considered when vetting potential buyers What makes a med spa attractive to investors Why you shouldn’t take your eye off your team in the process Why you should make sure your practice management system is up to par before thinking about selling  About Julie Davis, Founder & Owner of Pura Vida Body & Mind Spa, Inc. Julie Davis is the founder & owner of Pura Vida Body & Mind Spa in Fleming Island, Florida. With over 20 years in healthcare, she is a serial entrepreneur and has founded a professional skincare line and Physicians First Practice Solutions, Inc. healthcare consulting firm. She also founded two non-profits, including Reconstructing Dreams, Inc., which provides free cosmetic services to victims of violent crimes.  Learn more about Julie Davis Learn more about Pura Vida Body & Mind Spa Connect with Julie on LinkedIn About Aesthetic Appeal Aesthetic Appeal is where Aesthetic Brokers brings you the latest insights straight from Southern California. We break down what’s happening in the medical aesthetics world—especially when it comes to private equity and transactions with mergers and acquisitions that matter to you as a practice owner. Learn more about Aesthetic Brokers Follow Aesthetic Brokers on Instagram @aestheticbrokers

    35 min
  3. FEB 26

    Don’t Make These Common Exit Strategy Mistakes with Virgil Ochoa and Michael Ludwig

    Before you sell your aesthetic practice, you need to know what you're getting into. Bill Walker, Virgil Ochoa, and Michael Ludwig break down the must-know details of exit strategies so you don’t do anything you’ll regret.  Get the legal and financial essentials, the key numbers that determine your practice’s value, and hear how the industry’s evolving regulations could impact your sale. Find out: Why the type of deal you choose can make or break your saleThe key financial metrics that determine your practice’s worthHow to plan ahead to avoid headaches and lost money during the saleWhat EBITDA really means and why it’s used in business valuationThe crucial role of inventory tracking in keeping your financials airtightWhy hiring the right advisors can save you time, stress, and moneyPro tips to set yourself up for a smooth and profitable exitAbout Virgil Ochoa, Member at Dykema Law Firm When it comes to mergers and acquisitions for medical professionals, Virgil Ochoa at Dykema is a go-to advisor. He specializes in working with dentists, endodontists, oral surgeons, veterinarians, and managed service organizations.  Virgil brings decades of experience to the table and understands the emotional connection these professionals have with their practices.  He's skilled at navigating the complexities of growing or selling a business. Connect with Virgil on LinkedIn Learn more about Dykema About Michael Ludwig, Partner at Cherry Bekaert Michael, a Partner in Deal Advisory Services at Cherry Bekaert, is a go-to advisor for businesses of all sizes, from early-stage ventures to established middle-market companies. He provides strategic, financial, and operational leadership. His expertise spans a range of industries, including healthcare, technology, life sciences, industrials, and government contractors. Connect with Michael on LinkedIn Learn more about Cherry Bekaert About Aesthetic Appeal Aesthetic Appeal is where Aesthetic Brokers brings you the latest insights straight from Southern California. We break down what’s happening in the medical aesthetics world—especially when it comes to private equity and transactions with mergers and acquisitions that matter to you as a practice owner. Learn more about Aesthetic Brokers Follow Aesthetic Brokers on Instagram @aestheticbrokers

    28 min
  4. FEB 12

    Why Investors Are Targeting Medical Spas More Than Ever with Brian Colao

    Brian Colao joins Bill Walker to discuss the shifting world of medical aesthetics, unpacking the legal and investment trends shaping the industry. Drawing from his extensive background in healthcare law, Brian explains how consolidation in medical aesthetics compares to dentistry and why aligning interests in partnerships is as critical as choosing the right spouse. Hear Brian and Bill’s predictions for the future of the medical aesthetics market, including the gradual comeback of consolidation activities. Find out: How today’s economic climate is influencing consolidation trendsWhy medical aesthetics is such a hot spot for investorsThe key role of regulatory compliance for practice owners considering partnershipsThe current state of the medical aesthetics marketWhy staying ahead of market dynamics is crucial for successMore about Brian Colao, Director, DSO & MSO at Dykema Brian Colao leads Dykema's Dental Service Organizations (DSO) & Medical Service Organizations (MSO) industry groups. With over 25 years of experience in the dental sector, he's a leading authority on DSO formation, business structures, M&A, and compliance.  His expertise spans a wide range of areas, including corporate practice, fee splitting, advertising, laboratory, patient finance, billing, HIPAA, credentialing, licensing, marketing, and labor law regulations impacting DSOs. Links Learn more about DykemaConnect with Brian on LinkedInAbout Aesthetic Appeal Aesthetic Appeal is where Aesthetic Brokers brings you the latest insights straight from Southern California. We break down what’s happening in the medical aesthetics world—especially when it comes to private equity and transactions with mergers and acquisitions that matter to you as a practice owner. Learn more about Aesthetic Brokers Follow Aesthetic Brokers on Instagram @aestheticbrokers

    24 min
  5. JAN 16

    The Latest Scandals in Healthcare Cyberattacks with Brian King

    Always looking for ways to safeguard your practice and stay ahead of potential threats? Brian King joins Bill Walker of Aesthetic Brokers to unpack the latest scandals in healthcare cyberattacks and explain why cyber liability insurance is an absolute must for protecting your practice. With healthcare data being a prime target for hackers, having the right insurance coverage can shield you from the financial fallout of a cyber incident. Find out: Eye-opening stats about cyberattacks on small practices5 practical tips to boost your cybersecurityThe potential consequences of data breachesThe benefits of working with specialized insurance brokersWhy cyber liability insurance is your practice's safety netHow ransomware can freeze your operations for a hefty priceThe serious penalties tied to HIPAA violationsMore about Brian King, Healthcare Practice Leader at Trucordia Brian King has a lifelong passion for the insurance industry, inspired by his family's legacy. He specializes in providing tailored insurance solutions for medical businesses of all sizes, from hospitals to small practices. Brian is driven by a desire to improve coverage for healthcare professionals, including doctors, surgeons, and nurses. Links Get a free cyber assessment from Trucordia for your practiceLearn more about PCF Insurance Services/TrucordiaConnect with Brian on LinkedInAbout Aesthetic Appeal Aesthetic Appeal is where Aesthetic Brokers brings you the latest insights straight from Southern California. We break down what’s happening in the medical aesthetics world—especially when it comes to private equity and transactions with mergers and acquisitions that matter to you as a practice owner. Learn more about Aesthetic Brokers Follow Aesthetic Brokers on Instagram @aestheticbrokers

    31 min
  6. JAN 8

    What Every Entrepreneur Needs to Know About Wealth Management with Brian Haloossim

    Brian Haloossim joins Bill Walker with insights from wealth management and the ways he and his team support highly successful aesthetic practice owners. AllianceBernstein goes beyond investment management. It’s a powerhouse for founders and entrepreneurs, adding value at every stage of the deal: before, during, and after a sale. Outside of AllianceBernstein, Brian has a personal connection to aesthetics. His wife Melissa is a trailblazer in the industry, from founding Skin Thesis in West Hollywood (soon expanding to Nashville) to creating Milaj, a clean skin care line for kids. Find out: What AllianceBernstein really does for entrepreneursThe biggest challenges aesthetic business owners faceWhat to do when $10M of capital lands in your lapAdvice for new entrepreneurs in the aesthetics worldMore about Brian Haloossim, National Senior Managing Director, Business Owners at AllianceBernstein Brian’s career has centered on helping others succeed, from coaching Division 1 college basketball to building businesses from scratch. At AllianceBernstein, he leads a team that supports business owners with tailored pre-transaction planning, assembling key advisors and leveraging industry-leading research to maximize financial outcomes. He also connects clients with a seasoned private credit team as a potential capital source. Links Learn more about AllianceBernsteinFollow AllianceBernstein on Instagram @alliancebernsteinConnect with Brian on LinkedInLearn more about Skin ThesisLearn more about MilajAbout Aesthetic Appeal Aesthetic Appeal is where Aesthetic Brokers brings you the latest insights straight from Southern California. We break down what’s happening in the medical aesthetics world—especially when it comes to private equity and transactions with mergers and acquisitions that matter to you as a practice owner. Learn more about Aesthetic Brokers Follow Aesthetic Brokers on Instagram @aestheticbrokers

    47 min

About

In the world of medical aesthetics, the pursuit of beauty often collides with the complexities of business. At Aesthetic Brokers, we aim to create a sanctuary for aesthetic entrepreneurs - a safe haven where business acumen meets industry empathy. Our priority is to maximize your personal lifestyle while generating uncommon financial results; all without compromising your integrity. The medical landscape is evolving and we are committed to staying ahead of the curve. Join us on our podcast adventure where we discuss various topics to build your business within the space. 

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