InvestingDoc

Brad V

Empowering Doctors Beyond the Stethoscope. Learn about the business of medicine from starting up your own private practice to creating a thriving business.

  1. Aug 24

    7 Business Lessons From a Small-Town Plumber That Made My Practice Millions

    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

  2. Jul 20

    7 Ways I Use AI to Run My Medical Practice (SOPs, Reviews, Billing & More)

    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

  3. Jun 29

    Private Equity's "Second Bite" Scam Exposed: A $10M Cautionary Tale

    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 ad

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Empowering Doctors Beyond the Stethoscope. Learn about the business of medicine from starting up your own private practice to creating a thriving business.

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