Tax-Loss Harvesting After a Liquidity Event with Earned

Improving Clinical Inefficiencies with Spear Education

The biggest obstacles to practice growth aren't always external. In many practices, they're hidden in the everyday inefficiencies that slow down teams, create friction for patients, and leave opportunities on the table. In this episode of The Advisor’s Table, we sit down with Aimee Fletcher, Director of Strategic Partnerships of Spear Education to talk through what truly defines efficient dental practices for both the team and the patient. This episode provides practical insights for dental practice owners who are looking to increase production and patient care.  Additional Resources  Spear Education [https://www.speareducation.com/] 7 Pillars Advisory Services  [https://www.7pillarsadvisory.com/advisory-program/]

Inside Dental Leadership Lab Dallas: What It Takes to Build a Scalable Emerging DSO

Some of the most valuable conversations in dentistry don't happen from a stage. They take place around a table. 7 Pillars brought together practice leaders, advisors, and industry experts for a day of collaborative learning and honest conversations around growth, leadership, and long-term planning. Brian sits down with HR for Health’s COO, Ralf Tomandl, to highlight key takeaways from this event.  Additional Resources:  Dental Leadership Summit [https://dentalleadershipsummit.com/leadership-labs]

Healthcare M&A Market: Q2 2026 Update

Today's market rewards preparation more than timing. In this quarterly bonus episode, Michael and Brian explore the latest healthcare M&A trends, from private equity's response to prolonged higher interest rates to the continued evolution of DSO deal structures. They also discuss why having the right advisory team is more important than ever in a slower, more selective deal environment.  Additional Resources  Snax Media [https://snaxmedia.com/] Building the Right Advisory Team Before a Business Transition  [https://www.7pillarsadvisory.com/building-the-right-advisory-team-before-a-business-transition/]

The Right Time to Sell Your Business with Dentist Advisors

When your practice is your largest asset and reflects decades of dedication, deciding when to transition can feel just as emotional as it is financial. Brian and Michael are joined by Managing Partner and Senior Advisor Matt Mulcock of Dentist Advisors to explore a question many owners wrestle with: Is there ever a truly “perfect” time to sell your practice? This episode helps practice owners understand their financial readiness as well as preparing emotionally.  Additional Resources:   Dentist Advisors [https://dentistadvisors.com/]   Matt Mulcock [https://www.dentistadvisors.com/matt]  Tune in the previous episodes of The Advisor’s Table HERE [https://www.7pillarsadvisory.com/the-advisors-table-podcast/].

Common Financial Mistakes During a Deal with CWA

Many doctors spend years building a successful practice but enter a transaction without fully understanding the decisions that can impact their long-term outcome. Brian and Michael sit down with Cain Watters & Associates, David Forbess and Zane Harris, to explore topics including cash versus rollover equity, tax planning, and the importance of aligning your transition with long-term personal and financial goals. They also discuss how post-sale regret often develops, and the proactive steps owners can take to better position themselves before entering the market. Throughout the episode, the focus remains on helping practice owners understand the decisions that can meaningfully impact both the transaction itself and life after the deal closes.