Private Practice Survival Guide

Brandon Seigel

This podcast is all about empowering you to create the change you want to see in your practice. As a private practice strategist, I have dedicated my career to transforming the way that healthcare functions. Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. privatepracticesurvivalguide.com

  1. Exit Planning Starts Now: Building a Practice Worth Buying with Sean Healy

    1d ago

    Exit Planning Starts Now: Building a Practice Worth Buying with Sean Healy

    Send us Fan Mail Thinking about selling your private practice? This episode of the Private Practice Survival Guide podcast is a must-listen! Join host Brandon Seigel and expert Sean Healy from Accounted4 LLC as they break down the complexities of exit planning. Learn how to build a practice that's worth buying, but highly desirable, understanding the factors that drive valuations from a two-time to a five-time multiplier. Discover crucial financial strategies, common pitfalls to avoid, and the importance of strategic planning years before you even consider selling. Optimizing your practice's systems and financials now can lead to a significantly more lucrative exit in the future.  What You'll Learn: Why starting exit planning 3-5 years in advance is critical.The key factors that increase your practice's valuation and multiplier.How different types of buyers (individuals vs. private equity) approach valuations.The importance of showing growth trajectory, not just current earnings.Common EBITDA tiers and how they impact your multiplier.How to avoid common mistakes like emotional valuation and selling during a downturn.Essential financial records buyers scrutinize during due diligence.The impact of the owner's personal involvement on practice valuation.Prepare your private practice for a successful and profitable exit by implementing these expert strategies today! #ExitPlanning #PrivatePractice #BusinessSale #HealthcareBusiness #FinancialStrategy  Sean Healy is the President and Founder of Accounted4 LLC, a leading firm specializing in financial management and advisory services. With over two decades of experience, Sean has built Accounted4 into a trusted partner for businesses seeking expert guidance on accounting, operational strategies, and financial planning. His vision for the company centers on empowering clients with transparent, data-driven solutions tailored to their unique needs. Passionate about innovation and client success, Sean is driven with a commitment to delivering personalized service and fostering long-term financial health for the organizations Accounted4 serves. https://accounted4llc.com/ https://www.linkedin.com/in/healysean/ https://www.linkedin.com/company/accounted4-llc Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With Me Podcast Website: https://www.privatepracticesurvivalguide.com/ LinkedIn: https://www.linkedin.com/in/brandonseigel/ Instagram: https://www.instagram.com/brandonseigel/ https://wellnessworksmedicalbilling.com/ Private Practice Survival Guide Book This show is proudly produced at PS Studios — learn more https://www.psstudios.co

    24 min
  2. 5d ago

    Creating Your Practice's Compliance Calendar

    Send us Fan Mail Compliance rarely fails in one dramatic moment—it erodes over time through expired licenses, forgotten renewals, overdue trainings, undocumented processes, and negligence. In this Private Practice Survival Guide solo episode, you’ll get a practical blueprint to build a master compliance calendar that protects your practice from silent risk. Learn what to track, how to set proactive alerts, who should own compliance, and how to automate and audit your systems so you can operate confidently and grow sustainably. Real‑world examples—from a clinician license lapse to a payer credentialing oversight—illustrate why structure, execution, and accountability matter. What You'll Learn: Why compliance often fails quietly and how a centralized calendar fixes itHow to set proactive alert cadences (6‑month, 90‑day, 45‑day, 30‑day, due date)Exactly what to track: licenses/CEUs, HIPAA/OSHA training, payer credentialing/revalidations, business & HR requirementsThe role of a dedicated compliance owner and when to outsourceHow to run quarterly audits and document findings to stay audit‑readyAutomation tips using shared calendars and project tools like Google Calendar and monday.comBuilding a secure documentation library and leveraging MGMA/SHRM resourcesCommon pitfalls to avoid and a simple one‑week implementation planBuild the systems, assign the ownership, and start today—proactive compliance creates options, while delay creates stress. #PrivatePractice #HealthcareCompliance #HIPAA #MedicalBilling #PracticeManagement Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With Me Podcast Website: https://www.privatepracticesurvivalguide.com/ LinkedIn: https://www.linkedin.com/in/brandonseigel/ Instagram: https://www.instagram.com/brandonseigel/ https://wellnessworksmedicalbilling.com/ Private Practice Survival Guide Book This show is proudly produced at PS Studios — learn more https://www.psstudios.co

    24 min
  3. Legal Landmines: Protecting Your Practice Before Problems Arise with Vanessa Ferguson

    Jul 6

    Legal Landmines: Protecting Your Practice Before Problems Arise with Vanessa Ferguson

    Send us Fan Mail Contracts can make or break your private practice. Host Brandon Seigel and business attorney Vanessa Ferguson reveal the most common legal landmines owners step on—often without realizing it—plus the smarter, more cost-effective way to protect yourself before you sign. Learn which clauses survive termination, why the party drafting the agreement has the most leverage, and how high-pressure “sign today” tactics prey on small business owners. You’ll also hear a clear breakdown of governing law vs. jurisdiction and why AI/templates can quietly sabotage your enforcement options. And yes—most cases settle before trial, so strategy and negotiation matter. What You'll Learn: Why contracts are binding and which clauses can survive terminationThe true cost of proactive review vs. reactive litigationDrafting vs. reviewing: who has leverage and how to future-proofHow to spot and resist high-pressure “sign today” tacticsThe difference between governing law and jurisdiction—and why it mattersHow state law differences (e.g., interest caps) can change your dealRisks of AI/templates and mismatched clausesWhy most disputes settle and how demand letters fit into strategyProtect your practice by reading before you sign, getting neutral eyes on every major agreement, and choosing your legal hills wisely. #PrivatePracticeSurvivalGuide #Contracts #SmallBusinessLaw #LegalTips #PracticeManagement Vanessa Ferguson is a business and intellectual property attorney and founder of Fidara Legal, PLLC. She helps private practice owners and entrepreneurs protect their brands, content, and contracts before legal issues disrupt growth. Vanessa brings a practical, preventative approach to law rooted in IP, privacy, and long-term business strategy. http://FidaraLegal.com  Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With Me Podcast Website: https://www.privatepracticesurvivalguide.com/ LinkedIn: https://www.linkedin.com/in/brandonseigel/ Instagram: https://www.instagram.com/brandonseigel/ https://wellnessworksmedicalbilling.com/ Private Practice Survival Guide Book This show is proudly produced at PS Studios — learn more https://www.psstudios.co

    21 min
  4. Jul 2

    Identifying and Eliminating Your Time Thieves

    Send us Fan Mail If your days are packed yet your progress feels stalled, this episode of the Private Practice Survival Guide with host Brandon Seigel shows you exactly how to take your time back. You’ll learn a practical, data‑driven time audit, a fast process for surfacing and exiting hidden obligations, and the three‑question “meeting tax” that can cut 40–60% of meetings while making the rest sharper and shorter. From assigning a dollar value to your time to choosing email over phone calls, you’ll discover how to eliminate low‑value work and reclaim focus for clients and growth. Follow the two‑week rollout to implement, measure, and maintain these changes without burning bridges. What You'll Learn: How to run a one‑week, 15‑minute‑increment time audit and sort tasks into essential, delegable, and eliminableWhy logging in real time matters (“memory is a liar”) and how to put a dollar value on your timeHow to uncover hidden obligations and use clean, respectful exit languageThe meeting tax: agenda, expected outcome, and why not email—and what to do when requests don’t qualifyA two‑week implementation playbook and how to start your delegation list (VA/admin support)Start small—do the time audit this week—and say yes to what matters most. #PrivatePractice #TimeManagement #Productivity #PracticeManagement #EntrepreneurMindset Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With Me Podcast Website: https://www.privatepracticesurvivalguide.com/ LinkedIn: https://www.linkedin.com/in/brandonseigel/ Instagram: https://www.instagram.com/brandonseigel/ https://wellnessworksmedicalbilling.com/ Private Practice Survival Guide Book This show is proudly produced at PS Studios — learn more https://www.psstudios.co

    20 min
  5. Debunking the Myths: What  School Never Taught You About Business with Jamey Schrier

    Jun 29

    Debunking the Myths: What School Never Taught You About Business with Jamey Schrier

    Send us Fan Mail In this episode, we dive deep with Jamey Schrier from Practice Freedom You to expose the crucial business myths that school never taught us, leaving many healthcare practice owners burnt out and broke. Discover why the 'do it myself' mentality is sabotaging your success and learn the essential traits of coachability and vulnerability that define truly thriving practices. We explore what makes a business model genuinely profitable, challenging the common misconception that 'quality care' must come at the expense of financial stability. Tune in to transform your approach to practice ownership and unlock unparalleled growth.  What You'll Learn: The most damaging myth in healthcare practices today.Why a 'do it myself' attitude hinders business growth.The three key things Jamey Schrier looks for in a successful practice owner.The importance of a profitable business model over perceived quality care.How to overcome the scarcity mindset and embrace abundance in your practice.The power of vulnerability and coachability in leading your team and business.A transformative analogy for viewing your business as an independent entity.Transform your practice by challenging ingrained beliefs and embracing a new perspective on success and sustainability. #PrivatePractice #BusinessMyths #HealthcareEntrepreneur #PracticeFreedom #MindsetShift Jamey Schrier, PT is a leading practice growth expert who helps physical therapists, occupational therapists, and mental health professionals build more profitable, freedom-driven practices. Known for turning complex business challenges into clear, actionable solutions, Jamey has helped hundreds of practice owners increase revenue, improve patient flow, reduce dependence on insurance pressures, and create greater financial stability—without being tied down to the clinic. Through his practical strategies, he empowers owners to reclaim their time, strengthen their businesses, and rediscover their passion for the work they do. https://practicefreedomu.com/ https://www.youtube.com/@jameyschrier https://www.facebook.com/PracticeFreedomU https://www.linkedin.com/company/practice-freedom-u/ Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With Me Podcast Website: https://www.privatepracticesurvivalguide.com/ LinkedIn: https://www.linkedin.com/in/brandonseigel/ Instagram: https://www.instagram.com/brandonseigel/ https://wellnessworksmedicalbilling.com/ Private Practice Survival Guide Book This show is proudly produced at PS Studios — learn more https://www.psstudios.co

    26 min
  6. Jun 25

    Creating Your Practice's Decision-Making Framework

    Send us Fan Mail Centralized decision-making turns practice owners into bottlenecks—and drains time, energy, and growth. In this Private Practice Survival Guide episode, host Brandon Seigel shows you how to design systems that make smart choices without you in the room. You’ll get practical examples of if-then decision trees, a clear walkthrough of the RAPID framework, steps to set spending authority levels, and two tools to sharpen judgment under pressure. Build clarity, trust, and speed across your team so your practice can scale with less stress and more consistency. What You'll Learn: How to build simple if-then decision trees for no-shows, complaints, and supply issuesHow to map recurring decisions with RAPID (Recommend, Agree, Perform, Input, Decide)How to design a spending authority matrix by role to remove approval bottlenecksHow to use the 10-10-10 rule for high-stakes choicesHow to keep a decision journal that improves your judgment quarter after quarterHow to create accountability without fear so frameworks actually get usedTake back your time and build a practice that decides—and thrives—without you. #PrivatePractice #DecisionMaking #PracticeManagement #Leadership #Healthcare Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With Me Podcast Website: https://www.privatepracticesurvivalguide.com/ LinkedIn: https://www.linkedin.com/in/brandonseigel/ Instagram: https://www.instagram.com/brandonseigel/ https://wellnessworksmedicalbilling.com/ Private Practice Survival Guide Book This show is proudly produced at PS Studios — learn more https://www.psstudios.co

    24 min
  7. Building Leaders Who Build Leaders: Succession Planning That Actually Works with Amy Lafko

    Jun 22

    Building Leaders Who Build Leaders: Succession Planning That Actually Works with Amy Lafko

    Send us Fan Mail Succession isn’t a one-time event—it’s a culture of building leaders who build leaders. In this Private Practice Survival Guide episode, host Brandon Seigel sits down with Amy Lafko to redefine succession planning as role clarity, skills development, and proactive pathways for growth. Learn why delegation without development stalls teams, how to assess and train leadership competencies like clinical skills, and what guardrails mid-level managers need to thrive. You’ll hear practical tactics—from quarterly goals to micro-roles—that help you spot emerging leaders before they ask. What You'll Learn: A practical definition of succession that starts with designing the workThe biggest reasons practices fail to grow the next generation of leadersHow to differentiate delegation from development (and build real plans)Why mindset comes first—and how to align authority, accountability, and guardrailsProactive tactics to identify and grow emerging leaders (career rock wall, “AI ambassador,” resume-building prompts)Why soft skills like conflict resolution should be trained across all levels, not saved for directorsHow to structure continuing education to drive responsibility and readinessReady to turn succession from wishful thinking into a repeatable system? Build your bench now and create a practice where leaders truly build leaders.  #PrivatePractice #LeadershipDevelopment #SuccessionPlanning #HealthcareLeadership #PracticeManagement Amy Lafko is a leadership and organizational design expert, mainstage speaker, author, and facilitator. Known for her “People First” method, she brings a step-by-step process to put employee engagement and empowerment into practice. Having spent 20+ years in healthcare leadership roles, her work is inspired by her personal transformation as a leader. That inspiration and her energy is multiplied every time she assists someone with their own shift in mindset and intentions. Her book, People First: A Proven Method for an Exceptional Healthcare Practice was an Amazon bestselling new release. In addition to founding Cairn Consulting Solutions, LLC and being certified in TTI Success Insights DISC, Driving Forces and Emotional Intelligence, Amy has earned her MSPT from Ithaca College, her MBA from Loyola University of MD. https://cairncs.com/ https://www.facebook.com/amy.lafko1 https://www.instagram.com/amy.lafko/ https://www.youtube.com/channel/UCd9wuEYF1vSuoD57cq-I57w Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With Me Podcast Website: https://www.privatepracticesurvivalguide.com/ LinkedIn: https://www.linkedin.com/in/brandonseigel/ Instagram: https://www.instagram.com/brandonseigel/ https://wellnessworksmedicalbilling.com/ Private Practice Survival Guide Book This show is proudly produced at PS Studios — learn more https://www.psstudios.co

    16 min
  8. Jun 18

    The Practice Owner's AI Toolkit for 2026

    Send us Fan Mail AI isn’t coming for your practice—it’s already here. In this quick-tip episode of the Private Practice Survival Guide, host Brandon Seigel shares a practical toolkit any practice owner can use to cut busywork, reduce no-shows, and scale results heading into 2026 and 2027. From HIPAA-compliant scheduling agents to documentation and scribing, content marketing acceleration, and analytics you can actually use, this episode shows you how to start small, move fast, and build compounding advantages. You’ll also learn the essential guardrails—HIPAA, data security and sovereignty, informed consent, and human oversight—so you can deploy AI responsibly in healthcare. What You’ll Learn: Why leveraging AI now helps practices thrive in 2026–2027Three quick wins: AI email responses, note summaries/transcriptions, and scheduling coordinationHow to adopt HIPAA-compliant AI scheduling agents and AI-powered reminders/two-way messagingPractical tools for documentation/scribing, content marketing, front-desk automation, and analyticsHow to build a reusable prompt swipe file and structure prompts with role, context, task, and formatGuardrails that matter: HIPAA, data security/sovereignty, informed consent, and human oversightTurning meetings into action with transcription and AI extraction for accountabilityChange management tips to train your team, reduce fear, and celebrate early winsPick one low-judgment, high-frequency task and run a two-week AI test—your future practice will thank you. #PrivatePractice #HealthcareAI #PracticeManagement #AIAutomation #HIPAA Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With Me Podcast Website: https://www.privatepracticesurvivalguide.com/ LinkedIn: https://www.linkedin.com/in/brandonseigel/ Instagram: https://www.instagram.com/brandonseigel/ https://wellnessworksmedicalbilling.com/ Private Practice Survival Guide Book This show is proudly produced at PS Studios — learn more https://www.psstudios.co

    19 min
5
out of 5
23 Ratings

About

This podcast is all about empowering you to create the change you want to see in your practice. As a private practice strategist, I have dedicated my career to transforming the way that healthcare functions. Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. privatepracticesurvivalguide.com

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