Defining Your Practice Transition Timeline

Send us Fan MailJoin us as Chief HR Strategist Scott Booher challenges the traditional approach to annual performance reviews, arguing for a more dynamic and effective system that truly enhances employee performance. Discover why many companies are moving away from outdated yearly evaluations towards real-time feedback, continuous development, and meaningful employee engagement. This episode provides practical insights into creating a compensation structure, leveraging gamification, and implementing individualized review options that benefit both employees and organizations. Learn how to transform your performance management into a powerful tool for growth and retention.What You'll Learn:The shortcomings of traditional annual performance reviews.How real-time feedback and acknowledgment can improve performance.Alternative compensation and reward systems like bonuses and gamification.The concept of 'meaningful reviews' tailored to employee needs.How to utilize Performance Improvement Plans (PIPs) as coaching tools.Strategies for employee retention and development.Transform your approach to performance management and foster a more engaged, high-performing team.#PerformanceReviews #HRStrategy #EmployeeDevelopment #RealTimeFeedback #ScottBooherScott Booher brings over 30 years of experience in the Healthcare Sector and has specialized in human resources & workforce compliance for the past 20 years. Scott is the Chief HR Officer for Every Child Achieves and the Chief HR Consultant in collaboration with Wellness Works Management Partners, where he oversees the fractional HR management and the HR Advisor Program. Scott is an active member of the Society for Human Resource Management (SHRM) and a pinnacle leader and collaborator, partnering with Brandon Seigel for over 11 years.http://www.wellnessworksmp.comWelcome 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 MePodcast 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 BookThis show is proudly produced at PS Studios — learn more https://www.psstudios.co

Send us Fan MailAre you a prisoner to your own private practice? In this episode, Brandon Seigel reveals how to escape the 'Owner Dependent' trap and build a business that functions autonomously. We dive into the three phases of practice freedom and explain why most owners fail to create a documented succession plan despite wanting to exit within five years. You'll learn the difference between value builders and value killers, and why your practice valuation might be 90% lower than you think if you haven't built a self-sustaining team. Whether you are looking to retire or just want your Sundays back, this blueprint for transition is essential for any clinic owner. What You'll Learn:The three phases of practice freedom: Owner Dependent, Owner Optional, and Owner Absent.Why a 'servitude' culture creates resentment and how to pivot to a growth-oriented model.How to use the 'Owner Optional Scorecard' to assess your delegation gaps.The legal and financial team you need to assemble for a successful practice sale.Strategies for transitioning your identity and legacy after the deal is closed.Take the first step toward true business independence by documenting your transition milestones today.#PracticeFreedom #SuccessionPlanning #PrivatePractice #BusinessExit #ClinicGrowthWelcome 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 MePodcast 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 BookThis show is proudly produced at PS Studios — learn more https://www.psstudios.co

Send us Fan MailIn this compelling episode of the Private Practice Survival Guide, host Brandon Seigel and the insightful Eric Miller of Econologics Financial Advisors redefine retirement beyond the conventional age of 65. They challenge practice owners to embrace "lifestyle planning," a strategy focused on building financial independence that allows for the pursuit of passions and hobbies, transforming work from a necessity into a choice. This discussion emphasizes the critical role of purpose and intrinsic motivation in an entrepreneur's journey, proving that true success lies not just in monetary gain but in fulfilling one's duty and passion. Dive deep into understanding how to strategically plan for a future where your household runs autonomously from your practice, ensuring long-term stability and personal fulfillment.What You'll Learn:The critical difference between traditional retirement and lifestyle planning.How to assess your personal "Remy" (Reliable Income) and "Demmy" (Desired Income) targets.The dangers of underestimating financial needs for retirement, considering taxes, inflation, and longevity.Strategic insights into avoiding premature practice sales and recognizing the true value of your business.A frank discussion on the realities of corporate buyouts, earn-outs, and the importance of financial independence.The significance of purpose and active engagement in a fulfilling post-practice life.Transform your approach to retirement planning from a distant dream to a tangible, purpose-driven reality, empowering you to thrive with intention.#RetirementPlanning #PrivatePractice #FinancialFreedom #EricMiller #LifestylePlanningEric S. Miller is a nationally recognized financial advisor, speaker, and co-owner of Econologics Financial Advisors. With over 20,000 conversations with healthcare practice owners, he’s helped hundreds turn income into personal wealth. Eric is the bestselling author of How to Become a Financial Beast and host of The Financial Beast Podcast. His bold, no-nonsense financial strategies have made him a sought-after voice in the veterinary, physical therapy, optometry, and healthcare industries.http://www.econologicsfinancialadvisors.com http://www.instagram.com/econologicsfinancialadvisors http://www.econologicsfinancialadvisors.com http://www.youtube.com/@EconologisFinancialAdvisors 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 MePodcast 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 BookThis show is proudly produced at PS Studios — learn more https://www.psstudios.co

Send us Fan MailIf your private practice is juggling 8–12 different software tools, you’re not alone—and it’s costing you. In this episode of the Private Practice Survival Guide, Brandon Seigel shares a clear roadmap to move from reactive tech accumulation to a deliberate, ROI-driven stack. Learn why the EMR/EHR billing engine is the cornerstone of profitability, how to run a fast audit to cut waste, and why integration isn’t optional. We also cover cybersecurity must-haves, 90-day wins, and a 12-month plan to renegotiate contracts, train your team, and future-proof your workflows. With insights like 54% of practice owners growing their stack without a plan, potential savings of $6,800/year, and 71% of EHR-related staff complaints tied to poor integrations, this playbook helps you thrive, not just survive. What You'll Learn:The four tool categories: core, redundant, underutilized, and zombie—and how to act on eachHow to evaluate EMR/EHR platforms with the billing engine, scheduling, AI, reporting, and workflow fit in mindCybersecurity non-negotiables: password management, multi-factor authentication, backups, insurance, staff training, and breach responseHow to build a written technology wish list by starting with real problems and ranking by impact and effortIntegration strategy questions to ask vendors and your teamA 90-day wins approach and a 12-month roadmap to audit, maximize, research, evaluate, and position your stackContract negotiation tips and change management tactics, including training, a tech champion, and measuring ROIBuild a stack that compounds value instead of cost—audit, integrate, and implement to unlock profit and performance. #PrivatePractice #TechStack #EHR #PracticeManagement #CybersecurityWelcome 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 MePodcast 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 BookThis show is proudly produced at PS Studios — learn more https://www.psstudios.co

Send us Fan MailIn this essential episode of the Private Practice Survival Guide, Brandon Seigel and IT expert Yves Martin from Amqual dissect the crucial choice between managed IT and the outdated break-fix model for private practices. Discover how proactively managing your technology can safeguard your practice from costly downtime, ensure HIPAA compliance, and protect sensitive client information. This discussion is a must-listen for any private practice owner looking to build a resilient and secure technological foundation. Learn when to transition to managed IT services, how to budget effectively, and what to look for in a reliable IT provider to truly thrive. What You'll Learn:The fundamental differences and benefits of Managed IT versus the Break-Fix model.How Managed IT proactively prevents issues, minimizes downtime, and ensures HIPAA compliance.At what stage a private practice should consider investing in Managed IT services.Practical budgeting strategies for IT services, including per-user cost estimates.Key criteria and red flags to consider when evaluating potential IT providers.The importance of standardized systems, security protocols, and employee IT policies.Empower your practice with a robust IT strategy that focuses on prevention and protection, not just reaction. #PrivatePracticeIT #ManagedIT #HIPAACompliance #Cybersecurity #PPSGAmazon Bestselling Author and Founder and CEO of MQUAL Advanced IT Engineering and Support. Yves Martin has been programming computers since age twelve, starting with BASIC on a TRS-80. He studied Industrial Engineering at Lehigh University and holds a Professional Certificate in Artificial Intelligence from MIT, along with a certification in Designing and Building AI Products and Services. He also holds certificates in Statistics, Data Analysis, Data Science, and Analyzing and Visualizing Data. With over twenty years of experience designing and building IT and data systems—including business intelligence platforms—he combines technical depth with practical insight. As an author, he writes about artificial intelligence, cyber security and compliance and the use of technology to automate business processes.https://www.mqual.com https://www.facebook.com/mqualtech 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 MePodcast 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 BookThis show is proudly produced at PS Studios — learn more https://www.psstudios.co

Send us Fan MailIf tax season gives you anxiety or your books feel messy, this episode will help you build an audit-ready financial system that protects your practice and boosts profitability. Brandon Seigel breaks down how to separate business and personal finances, organize core statements and documentation, and implement weekly and monthly rhythms that make audits a non-event. You’ll learn practical tactics to plug revenue leaks in your billing, align with a healthcare-specialized CPA, and optimize cash flow with a rolling 13-week forecast. The result is a cleaner operation, faster collections, and confident decision-making all year long.What You'll LearnHow to separate business and personal finances to reduce risk and simplify taxesThe essential financial statements and reports your practice must maintainDocumentation habits that withstand audits: meals, mileage, and unusual transactionsA 90-day blueprint to centralize records and build weekly/monthly hygieneRevenue cycle fixes: clean claim rate, denials, codes, and when outsourcing paysCash flow mastery: 13-week forecasting, tax reserves, and owner compensation/retirementBuild a system so clean you never fear an audit—subscribe, share, and start your 90-day build today. #PrivatePractice #MedicalBilling #CashFlow #TaxPlanning #AuditReadyWelcome 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 MePodcast 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 BookThis show is proudly produced at PS Studios — learn more https://www.psstudios.co

Send us Fan MailNavigate the complexities of IRS compliance and safeguard your small business from potential audits with expert insights from Mark Martukovich. In this episode, we uncover common pitfalls, red flags, and strategic approaches to maintaining impeccable financial records. Learn how proactive tax planning and understanding IRS regulations can protect your practice and ensure long-term financial health. Mark Martukovich shares invaluable advice for entrepreneurs aiming for robust compliance and peace of mind. What You'll Learn:Key strategies for avoiding IRS audits.Common red flags that trigger IRS scrutiny.The importance of clean books and accurate record-keeping.How to manage gift cards and payroll for tax compliance.Best practices for quarterly estimated tax payments.The benefits of proactive tax planning and regular advisor meetings.How IRS compliance impacts business valuation.Protect your business and thrive with smart tax strategies.#IRSCompliance #TaxPlanning #SmallBusiness #BusinessFinance #PrivatePracticeMark Martukovich is a Certified Public Accountant and Managing Partner of Business Advisory and Accounting Partners (B.A.A.P.), a firm known for turning accounting from an expense into a strategic investment. With over 25 years of business development and consulting experience, and a career that spans public accounting, corporate leadership, and commercial banking, Mark brings a board-level advisory perspective to every client relationship.Mark began his career in 1989 as a staff accountant in Cleveland, Ohio, after graduating from The University of Akron with a degree in accounting. His early work in public accounting was followed by senior leadership roles in business development, where he helped organizations scale, implement technology solutions, and open new markets.In 2004, Mark transitioned into commercial banking, spending a decade advising small and mid-sized companies in the Tampa Bay area. His banking experience gave him a deep understanding of how lenders view business performance, insight he now uses to help clients prepare for financing, expansion, and eventual ownership transition.Since joining BAAP in 2010, Mark has been the driving force behind the firm’s business advisory consulting model, which combines:Tax efficiency strategies that are designed around each client’s long-term goals.Operational and financial analysis to improve profitability and resilienceSuccession and exit planning that helps owners turn their business into a true retirement asset.Mark is a recognized leader in the accounting profession. He serves as a featured speaker for Thomson Reuters’ Partner Summit: Moving Your Practice Forward, where he trains other CPAs on transitioning from compliance-focused work to becoming proactive business advisors. He also served on the Board of Directors of the SPCA Tampa Bay from November 2019 until January 2025, reflecting his commitment to community leadership.http://busadvisory.com https://www.facebook.com/BusinessAdvisoryAndAccountingPartners https://www.youtube.com/@business-advisory 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 MePodcast 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 BookThis show is proudly produced at PS Studios — learn more https://www.psstudios.co

Send us Fan MailAI has been in healthcare for decades, but many private practices still buy into hype, under-evaluate tools, and underutilize what they have. In this episode of Private Practice Survival Guide, host Brandon Seigel lays out a clear decision framework to vet vendors, protect compliance, and model ROI so your next AI purchase actually saves time and drives outcomes. From data storage and BAAs to uptime SLAs, EHR integration, and offboarding, you’ll learn what to ask before you sign—and how to structure trials, pick KPIs, and avoid five‑figure mistakes. Brandon also maps the hidden costs most owners miss and explains why early staff buy‑in and continuous training are non‑negotiable for real adoption.What You'll Learn:The five critical vetting areas: data storage/access, BAAs, uptime/breach protocols, EHR integration, and offboardingHow to budget for hidden costs like training, workflow disruption, migration, and maintenance quick-reference evaluation framework: conservative ROI modeling, baseline metrics, adoption checks, and AI governanceWhy demo hype (and beta products) can backfire—and how 90‑day trials prevent costly mistakesThe 30% time-savings rule and the KPIs that matter for scheduling, documentation, billing/eligibility/authorizations, and communicationA realistic 3–12 month AI adoption roadmap and vendor red flags to avoidMeasure twice, cut once: evaluate, plan, execute, and recalibrate—so AI becomes a time-saving system your people can run with.#PrivatePracticeSurvivalGuide #AIinHealthcare #PracticeManagement #EHR #HealthcareComplianceWelcome 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 MePodcast 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 BookThis show is proudly produced at PS Studios — learn more https://www.psstudios.co

Send us Fan MailJoin us in this insightful episode of The Private Practice Survival Guide podcast as we explore the revolutionary impact of Artificial Intelligence on private practice with the expert Erin Clemens. Discover how AI is not just a futuristic concept but a practical tool saving countless hours, streamlining operations, and transforming the landscape of healthcare. Erin shares her journey from skepticism to embracing AI, revealing how these technologies can be integrated into your practice for unprecedented efficiency. We dive deep into the functionalities of leading AI platforms, discussing their potential to revolutionize daily tasks and strategic planning. This conversation is a must-listen for any private practice owner looking to navigate the complexities of AI, ensuring they stay ahead in an ever-evolving digital world while maintaining the highest standards of care and ethics.What You'll Learn:Erin Clemens' personal journey and early adoption of AI in her practice.The distinction and complementary uses of top AI tools like ChatGPT, Claude, Gemini, and NotebookLM.Strategies for evaluating and integrating AI tools based on specific practice needs and problems.Critical ethical discussions around AI in clinical documentation, patient privacy, and therapeutic judgment.Predictions for how AI will transform administrative roles and staffing in private practice.The enduring importance of human connection and critical thinking in an AI-driven future.Empower your practice with the intelligence of tomorrow. #PrivatePracticeAI #AIinHealthcare #PracticeAutomation #ErinClemens #FutureofTherapyErin Clemens is the Founder and CEO of Pediatric Achievements, a multidisciplinary pediatric therapy practice that helps children through occupational, physical, and speech therapy. She is a pediatric occupational therapist turned entrepreneur who built the practice from the ground up and now leads a thriving team. Erin is also a speaker and strategist who helps busy professionals and business owners take control of their time using practical productivity systems and emerging AI tools. Her work blends real-world leadership experience with modern strategies for delegation, smarter decision-making, and AI-enhanced workflows. Erin is passionate about helping high achievers stop feeling overwhelmed and start using their time in ways that truly move the needle toward goals.http://www.erinclemens.comhttps://www.instagram.com/timemanagement.ai/https://www.facebook.com/profile.php?id=100090417293195Welcome 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 MePodcast 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 BookThis show is proudly produced at PS Studios — learn more https://www.psstudios.co

Send us Fan MailMost practices don’t have a communication problem—they have a communication system problem. In this solo episode, Private Practice Survival Guide host Brandon Seigel breaks down how to audit, organize, and automate your patient messaging so every inquiry is acknowledged, every next step is clear, and trust is built at scale. You’ll learn why fragmented outreach creates no-shows and complaints, how to define your practice voice, and how to deploy templates and technology that meet patients where they are. If you’re ready to reduce no-shows, resolve billing disputes faster, and turn communication into a growth engine, this episode is your blueprint. What You'll Learn:The critical patient touchpoints to script: first impression, onboarding, reminders, continued care, and transitions/dischargeHow to build a unified template library and refine tone, accuracy, and compliance quarterlyCapturing patient channel preferences (email, text, phone, portal) and aligning automation to eachUsing E + R = O (Event + Response = Outcome) to handle billing disputes and non-compliance without blameMetrics that matter: response time, no-show rate, satisfaction, and complaint volume—and how to baseline themThe three communication killers: gaps, redundancies, and tone drift—and how to fix themHow to run a communication audit with an action checklist and a mystery shopperWhen and how to escalate to clinical conversations while keeping routine messaging automatedBuild a communication machine that patients trust—and your team can sustain. #PrivatePractice #PatientCommunication #PracticeManagement #HealthcareAutomation #NoShowReductionWelcome 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 MePodcast 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 BookThis show is proudly produced at PS Studios — learn more https://www.psstudios.co