The Bottom Line Pharmacy Podcast: Sykes & Company, P.A.

Hosted by Sykes & Company, P.A.

Business ManagementInterviews guests

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Episodes

158

Latest episode

Oct 2026

Language

EN-US

About the show

Welcome to the Bottom Line Pharmacy Podcast! On this show, we bring you valuable insights from pharmacists, key vendors and other innovators to bring you pharmacy CPA advice and fuel your bottom line. Subscribe wherever you listen to podcasts for the latest in independent pharmacy!

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60 recent

October 22, 202629 min

Invoice Audit’s Exposed: Surviving the Invoice Audit with Trent Thiede, President of PAAS National

Send us Fan Mail Schedule an Rx Assessment Invoice audits produce the largest recoupments of any PBM audit and they're on the rise. On this episode of the Bottom Line Pharmacy Podcast, we sit down with Trent Thiede, President of PAAS National to break down: What an invoice audit actually is The drug procurement traps that trip up owners most Why invoice audits routinely lead to the biggest recoupments And more!. Stay connected with Trent Thiede and PAAS National: PAAS National Website PAAS National LinkedIn PAAS National Facebook PAAS National Twitter (X) Stay connected with us: Facebook Twitter LinkedIn Scotty Sykes – CPA, CFP LinkedIn Scotty Sykes – CPA, CFP Twitter Bonnie Bond – CPA LinkedIn Bonnie Bond – CPA Twitter More resources on this topic: Podcast - 2026 Quarter 3 Pharmacy Update Podcast – The Bottom Line Catch Up 3 Podcast – The Bottom Line Catch Up 4

October 15, 202626 min

From Retail to Reinvented: Financing Your Pharmacy's Growth Story with Greco De Valencia, Live Oak Bank

Send us Fan Mail Schedule an Rx Assessment A three-million-dollar pharmacy sale might now hinge on paperwork the seller doesn't even get to choose who orders. On this episode of the Bottom Line Pharmacy Podcast, we sit down with Greco De Valencia, Senior Loan Officer at Live Oak Bank to break down the 2026 pharmacy growth trends and financing shifts every independent owner needs on their radar: Why compounding and infusion are seeing renewed momentum The real difference between margin and cash flow The new SBA SOP taking effect October 1 And more! Stay connected with Greco De Valencia and Live Oak Bank: Greco De Valencia LinkedIn Live Oak Bank Website Live Oak Bank LinkedIn Stay connected with us: Facebook Twitter LinkedIn : Scotty Sykes – CPA, CFP LinkedIn Scotty Sykes – CPA, CFP Twitter Bonnie Bond – CPA LinkedIn Bonnie Bond – CPA Twitter More resources on this topic: Podcast - 2026 Quarter 3 Pharmacy Update Podcast – The Bottom Line Catch Up 3 Podcast – The Bottom Line Catch Up 4

October 8, 202624 min

Beyond Dispensing: Maximizing Your Pharmacy Management System with Johnathon Duhon, RedSail Technologies

Send us Fan Mail Schedule an Rx Assessment Are you treating your pharmacy management system as simply just software or as the nucleus of your business? In this episode of the Bottom Line Pharmacy Podcast, we’re joined by Johnathon Duhon, VP of Sales at RedSail Technologies, to talk pharmacy ownership in 2026 and how independent owners can get more out of the PMS they already have. We cover: Why so many pharmacy owners don't realize how much their current PMS can actually do RedSail's "connected solutions" Where AI is headed for pharmacy operations over the next 12–18 months What owners going through a buy/sell transition should weigh when deciding whether to switch PMS platforms And more! Stay connected with Johnathon Duhon and RedSail Technologies: Johnathon Duhon LinkedIn RedSail Technologies Website RedSail Technologies LinkedIn RedSail Technologies Instagram RedSail Technologies YouTube Stay connected with us: Facebook Twitter LinkedIn : Scotty Sykes – CPA, CFP LinkedIn Scotty Sykes – CPA, CFP Twitter Bonnie Bond – CPA LinkedIn Bonnie Bond – CPA Twitter More resources on this topic: Podcast - 2026 Quarter 3 Pharmacy Update Podcast – The Bottom Line Catch Up 3 Podcast – The Bottom Line Catch Up 4

October 1, 202624 min

Beyond Bully Tactics: A New Playbook for PBM Appeals with Kris Rhea, Director of Business Development at Pharmacy Marketplace

Send us Fan Mail Schedule an Rx Assessment PBMs have spent years underpaying pharmacies and betting they won't fight back...but those days are over! On this episode of The Bottom Line Pharmacy Podcast, we sit down with Kris Rhea, Director of Business Development at Pharmacy Marketplace to talk about a new tool built to change that. We talk about: The current PBM landscape The appeals process state by state What counts as an "underwater" claim Pharmacy Marketplace's new PBM Appeals solution Stay connected with Kris Rhea and Pharmacy Marketplace: Kris Rhea LinkedIn Pharmacy Marketplace LinkedIn Pharmacy Marketplace Instagram Pharmacy Marketplace Facebook Pharmacy Marketplace Website : Stay connected with us: Facebook Twitter LinkedIn : Scotty Sykes – CPA, CFP LinkedIn Scotty Sykes – CPA, CFP Twitter Bonnie Bond – CPA LinkedIn Bonnie Bond – CPA Twitter More resources on this topic: Podcast – 2026 Quarter 3 Pharmacy Update Podcast – The Bottom Line Catch Up 4 Podcast – Infusion Pharmacy Ownership in 2026

September 17, 202621 min

Personal Guarantee Insurance 101: Pharmacy Ownership's Hidden Price Tag with Ryan Conner

Send us Fan Mail Schedule an Rx Assessment Your pharmacy purchase might close smoothly and still leave you personally on the hook for millions if the deal goes sideways. On this episode of the Bottom Line Pharmacy Podcast, we sit down with Ryan Conner, President of Braddock Road Insurance, to break down: What a personal guarantee actually is Why the guarantee can outlive the business itself What Personal Guarantee Insurance covers, what it excludes, and how it's priced And more! Stay connected with Ryan Conner and Braddock Road Insurance: Ryan Conner LinkedIn Braddock Road Insurance Website Braddock Road Insurance LinkedIn Stay connected with us: Facebook Twitter LinkedIn Scotty Sykes – CPA, CFP LinkedIn Scotty Sykes – CPA, CFP Twitter Bonnie Bond – CPA LinkedIn Bonnie Bond – CPA Twitter More resources on this topic: Podcast - Peptides, Nexus Issues & Trade Show Takeaways Podcast – Peptides, Policy, and PBMs: 2026 Quarter 3 Pharmacy Update Podcast – Understanding Basis

September 11, 202644 min

The Bottom Line Catch Up | Ep. 4 | Peptides, Nexus Issues & Trade Show Takeaways

Send us Fan Mail Welcome to another episode of the Bottom Line Catch Up! This week our team is talking all about Peptides, Nexus Issues, and Trade Show Trends. In this episode, we break down: - Where things stand with the FDA Bulks List and state-by-state variation - Nexus issues for pharmacies shipping and operating across state lines - MFP (Maximum Fair Price) accounting - Takeaways from Cencora, RBC, and other summer shows - Plus: fantasy football team names, upcoming conferences (APC, NCPA), and a few tangents you'd expect from the crew Stay connected with us: Facebook Twitter LinkedIn Scotty Sykes – CPA, CFP LinkedIn Scotty Sykes – CPA, CFP Twitter Bonnie Bond – CPA LinkedIn Bonnie Bond – CPA Twitter More resources on this topic: Podcast - The Bottom Line Catch Up | Ep. 3 | R&D Tax Credit, Trump Accounts, Taylor Swift's Wedding Podcast – Peptides, Policy, and PBMs: 2026 Quarter 3 Pharmacy Update Podcast – Infusion Pharmacy Ownership in 2026: The Legal Side of Infusion Pharmacy

September 10, 202636 min

Distributor Injunctive Relief: What Every Pharmacy Needs to Know with Brown & Fortunato

Send us Fan Mail Schedule an Rx Assessment Your pharmacy's controlled substance monitoring might not be enough and your distributor may be watching too. On this episode of the Bottom Line Pharmacy Podcast, we sit down with Michael Alexander of Brown & Fortunato to break down: What distributor injunctive relief is How the "Big Three" distributors are now required to flag suspicious controlled substance orders What to do if you get a letter or call from your distributor about your ordering activity Whether proactive outreach to your distributor helps or hurts you When to bring in legal counsel And more! Stay connected with Michael Alexander and Brown & Fortunato: Michael Alexander LinkedIn Brown & Fortunato Website Brown & Fortunato LinkedIn Brown & Fortunato Facebook Stay connected with us: Facebook Twitter LinkedIn Scotty Sykes – CPA, CFP LinkedIn Scotty Sykes – CPA, CFP Twitter Bonnie Bond – CPA LinkedIn Bonnie Bond – CPA Twitter More resources on this topic: Podcast - Peptides, Policy, and PBMs: 2026 Quarter 3 Pharmacy Update Podcast – Driving Independent Pharmacy Profitability in 2026 with Nicolette Mathey, PharmD, CEO of Atrium24 Podcast – The Bottom Line Catch Up | Ep. 3 | R&D Tax Credit, Trump Accounts, Taylor Swift's Wedding

September 3, 202616 min

Infusion Pharmacy Ownership in 2026: The Legal Side of Infusion Pharmacy with Boesen & Snow Law

Send us Fan Mail Schedule an Rx Assessment Your infusion pharmacy is scaling fast, but is your legal foundation keeping up? On this episode of the Bottom Line Pharmacy Podcast, we sit down with Chris Pucillo and Patrick Carpenter of Boesen & Snow Law to break down: Why home infusion pharmacies are consolidating in 2026, and what's driving it The state-by-state licensing patchwork that trips up new infusion clinics What regulatory and financial due diligence actually looks like when buying or selling an infusion pharmacy Where anti-kickback risk hides in doctor detailing and cash-pay pricing And more! Stay connected with Patrick Carpenter, Chris Pucillo and Boesen & Snow Law: Patrick Carpenter LinkedIn Chris Pucillo LinkedIn Boesen & Snow Website Boesen & Snow LinkedIn Boesen & Snow Facebook Stay connected with us: Facebook Twitter LinkedIn Scotty Sykes – CPA, CFP LinkedIn Scotty Sykes – CPA, CFP Twitter Bonnie Bond – CPA LinkedIn Bonnie Bond – CPA Twitter More resources on this topic: Podcast - Peptides, Policy, and PBMs: 2026 Quarter 3 Pharmacy Update Podcast – Driving Independent Pharmacy Profitability in 2026 with Nicolette Mathey, PharmD, CEO of Atrium24 Podcast – The Bottom Line Catch Up | Ep. 3 | R&D Tax Credit, Trump Accounts, Taylor Swift's Wedding

August 20, 202630 min

Peptides, Policy, and PBMs: 2026 Quarter 3 Pharmacy Update with Annie West and Dae Lee

Send us Fan Mail Schedule an Rx Assessment A LOT has happened recently in the Peptide market, but what exactly is new with peptides, the FDA, and the future of independent pharmacy? On this episode of the Bottom Line Pharmacy Podcast, we're joined for our typical quarterly pharmacy update with ⁨@atrium24⁩ . Annie West, Clinical Pharmacy Director and Dae Lee, PBM & Pharmacy Practice Group Board Co-Chair at Buchanan, Ingersoll & Rooney, P.C. to break down: The two-day PCAC meeting and the committee's recommendation What happens next in the FDA rulemaking process The dangerous peptide gray market The latest on PBM policy And more! Stay connected with Atrium24 and Dae Lee: Dae Lee LinkedIn Atrium24 Website Atrium24 LinkedIn Atrium24 Instagram Atrium24 Facebook Stay connected with us: Facebook Twitter LinkedIn Scotty Sykes – CPA, CFP LinkedIn Scotty Sykes – CPA, CFP Twitter Bonnie Bond – CPA LinkedIn Bonnie Bond – CPA Twitter More resources on this topic: Podcast - Inside a Pharmacy AI Bot: Automating Independent Pharmacy Podcast – Driving Independent Pharmacy Profitability in 2026 with Nicolette Mathey, PharmD, CEO of Atrium24 Podcast – 2026 Quarter 2 Pharmacy Update Podcast – R&D Tax Credit, Trump Accounts, Taylor Swift's Wedding

August 14, 202615 min

The Bottom Line Catch Up | Ep. 3 | R&D Tax Credit, Trump Accounts, Taylor Swift's Wedding

Send us Fan Mail Schedule an Rx Assessment Welcome to another episode of the Bottom Line Catch Up and the team is buzzing about Taylor Swift's wedding and World Cup fever! In this episode, we break down: R&D tax credit documentation requirements for 2026 Trump Accounts going live for kids Trade show season And more! Stay connected with us: Facebook Twitter LinkedIn Scotty Sykes – CPA, CFP LinkedIn Scotty Sykes – CPA, CFP Twitter Bonnie Bond – CPA LinkedIn Bonnie Bond – CPA Twitter More resources on this topic: Podcast - The Bottom Line Catch Up | Ep. 1 | Tax Season, Transitions, and the Peptide Wave P odcast – Driving Independent Pharmacy Profitability in 2026 with Nicolette Mathey, PharmD, CEO of Atrium24 Podcast – 2026 Quarter 2 Pharmacy Update