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The Advisor's Table

Podkast av 7 Pillars

engelsk

Business

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Les mer The Advisor's Table

The Advisor’s Table is the podcast for healthcare owners and entrepreneurs navigating business transitions. Each episode brings insider perspectives, expert interviews, real-world success stories, and practical guidance to help you confidently prepare for growth, partnerships, or the sale of your business.Hosted by trusted M&A professionals at 7 Pillars, Brian Christensen (CFA) and Michael Jarvie (CPA, CFP) guide you through the complex transition process with clarity, insight, and actionable advice.Whether you’re planning your next move or exploring what’s possible, The Advisor’s Table gives you a seat at the table for the conversations that matter most—and shows you how informed decisions begin.

Alle episoder

11 Episoder

episode HR Red Flags That Can Derail a Deal with HR for Health cover

HR Red Flags That Can Derail a Deal with HR for Health

While HR regulations can feel seemingly minor, they can reveal deeper operational gaps during a transition, turning small oversights into deal delays or even risks to closing the deal. In this episode of The Advisor’s Table, Michael and Brian sit down with Jill Hasselmann, Chief Growth Officer at HR for Health to hear HR issues that commonly surface during a business transition and how they can quietly impact a deal. She also shares how healthcare-specific HR systems, like HR for Health, can help practice owners reduce risk, stay compliant, and better prepare for a successful transition. This episode is crucial for practice owners regardless of your transition timeline.   Additional Resources:   HR for Health [https://hrfh.hrforhealth.com/partner-lead-demo?utm_source=partner&utm_medium=podcast&utm_campaign=demo&partner_source=7%20Pillars]    HR Risk Assessment [https://hrfh.hrforhealth.com/hr-assessment?hsCtaAttrib=209123607319]   7 Pillars Advisory Services [https://www.7pillarsadvisory.com/services/transition-advisors/]

6. mai 2026 - 23 min
episode Dental Marketing That Truly Fuels Growth with HIP Creative cover

Dental Marketing That Truly Fuels Growth with HIP Creative

Many practice owners invest in dental marketing expecting it to drive growth, but what happens when the leads don’t turn into actual patients? In this episode of The Advisor’s Table, we sit down with Luke Infinger, CEO and Co-Founder of HIP Creative to break down why marketing alone isn’t enough. From the connection between clicks, calls, and appointments to the biggest misconceptions around hiring a marketing agency, this conversation uncovers where most practices go wrong and what to fix first.  Additional Resources:   Luke Infinger [https://lukeinfinger.com/]   HIP Creative [https://hip.agency/]  Free Growth Session [https://hip.agency/landing/discovery/]   Front Desk Secrets [https://www.amazon.com/Secrets-Nations-Fastest-Orthodontic-Practices/dp/1990476058]   Advisory Services [https://www.7pillarsadvisory.com/services/transition-advisors/]

8. april 2026 - 15 min
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