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The Advisor's Table

The Advisor's Table

Hosted by 7 Pillars

BusinessInterviews guests

Episodes

27

Latest episode

Nov 2026

Language

EN-US

About the show

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 professional at 7 Pillars, Brian Christensen, this show aims to 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.

Listen to episodes

27 recent
November 4, 202633 min

Common Legal Mistakes That Can Complicate a Sale (with Dental & Medical Counsel)

The decisions you make today can have a significant impact on your options, negotiating position, and eventual outcome when it's time to transition your business. So what should you address now to avoid complications later? Brian is joined by Dental & Medical Counsel Founding Attorney Ali Oromchian to give practice owners a better understanding of the legal challenges that can arise during a transition and the steps they can take well in advance to avoid them. Topics Discussed: ➡️ Common Legal Issues When Pursuing a Transaction (5:42) ➡️ How AI Leads Business Owners Astray (9:20) ➡️ Issues to Resolve Prior to Going to Market (13:11) ➡️ How Deal Terms Have Changed in Recent Years (19:12) Additional Resources: Dental & Medical Counsel Episode You May Like: 🎙 HR Red Flags that Can Derail a Deal with HR for Health 🎙 Building the Right Advisory Team Before a Business Transition 🎙 Tax Loss Harvesting After a Liquidity Event with Earned Connect with us on Social Media: LinkedIn: https://www.linkedin.com/company/7-pillars Instagram: https://www.instagram.com/7pillarsadvisory/ Facebook: https://www.facebook.com/7pillarsadvisory/ Contact 7 Pillars at contact@7pillarsadvisory.com or on our website at 7pillarsadvisory.com/contact .

October 28, 202626 min

When is the Right Time to Expand Your Practice (with Dentist Advisors)

Many practice owners think they're ready to expand by adding another location when they're busy, but the real question is whether they've maximized what they already have. In this episode, Brian is joined by Dentist Advisors Practice Strategist Christine Uhen to walk through how an owner can evaluate whether expansion is the right next step for their business. Christine provides valuable insights and data for owners to leverage when looking at their financial performance and operational systems. Topics Discussed: ➡️ Is Expanding the Next Right Move (5:40) ➡️ Biggest Mistakes Owners Make When Expanding (7:57) ➡️ Do More Locations Result in a Highter Multiple (12:57) Additional Resources: Dentist Advisors Episode You May Like: 🎙 The Right Time to Sell Your Business with Dentist Advisors 🎙 Improving Clinical Inefficiencies with Spear Education 🎙 How Valuations Actually Work Connect with us on Social Media: LinkedIn: https://www.linkedin.com/company/7-pillars Instagram: https://www.instagram.com/7pillarsadvisory/ Facebook: https://www.facebook.com/7pillarsadvisory/ Contact 7 Pillars at contact@7pillarsadvisory.com or on our website at 7pillarsadvisory.com/contact .

October 14, 202622 min

Private Equity vs. Doctor-to-Doctor: Which Path Is Right for You?

While there is no one-size-fits-all approach to a successful transition, it’s important to understand two of the most popular paths and how one might work for you. Each path has its advocates, and it can be difficult to separate the noise from what matters to you as an owner. In this episode, Brian is joined by 7 Pillars Managing Partner Christy Ratcliff to break down the differences between selling to private equity versus doctor-to-doctor. They discuss how to determine which path is right for you and give an overview of the future for both. Topics Discussed: ➡️ How to Know Which Path is Right For You (5:18) ➡️ How Does Valuation Differ Between the Two (7:45) ➡️ Hidden Financial Tradeoffs Not Seen in the Headline Offer (10:05) ➡️ Life After You Sell (13:53) ➡️ The Future of Private Equity and Private Sales (16:15) Episode You May Like: 🎙 The Hidden Players: Understanding Private Equity in Healthcare 🎙 Building the Right Advisory Before a Business Transition 🎙 Common Financial Mistakes During a Deal with CWA Connect with us on Social Media: LinkedIn: https://www.linkedin.com/company/7-pillars Instagram: https://www.instagram.com/7pillarsadvisory/ Facebook: https://www.facebook.com/7pillarsadvisory/ Contact 7 Pillars at contact@7pillarsadvisory.com or on our website at 7pillarsadvisory.com/contact .

October 7, 20268 min

Healthcare M&A Market: Q3 2026 Update

Should you wait for the market to improve before you consider a transition? Or can the right opportunity still exist in a changing market? In this short quarterly bonus episode, Brian takes a real-time look at what’s happening across the market. He breaks down the broader economy, regulatory changes, and continued consolidation among strategic groups, and what it all means for business owners considering a transition. Topics Discussed: ➡️ Increased Interest Rates (1:06) ➡️ Regulatory Changes (2:11) ➡️ Consolidation of Consolidators (3:04) Episodes You May Like: 🎙 The Hidden Players: Understanding Private Equity in Healthcare 🎙 The Right Time to Sell Your Business with Dentist Advisors 🎙 Navigating a Business Transition Connect with us on Social Media: LinkedIn: https://www.linkedin.com/company/7-pillars Instagram: https://www.instagram.com/7pillarsadvisory/ Facebook: https://www.facebook.com/7pillarsadvisory/ Contact 7 Pillars at contact@7pillarsadvisory.com or on our website at 7pillarsadvisory.com/contact .

September 30, 202613 min

Inside Veterinary Practice Ownership: What Owners Need to Know for Future Growth

In today’s evolving veterinary landscape, the growth decisions veterinary practice owners make today can have significant impact on their future options. In this episode of The Advisor’s Table, Brian sits down with Cain Watters and Associates financial planner Julie Denham to compare notes on what they’re seeing in the veterinary space from team retention, equipment costs, private practice ownership trends, and corporate consolidation. This conversation highlights takeaways from a recently attended veterinary conference and what they learned from the veterinarians and industry professionals they met along the way. Topics Discussed: ➡️ Biggest Takeaways from Southwest Veterinary Symposium (6:00) ➡️ Similarities and Differences to the Dental Space (7:07) ➡️ Lessons for Veterinary Practice Owners (10:28) Episodes You May Like: 🎙 Common Financial Mistakes During a Deal with CWA 🎙 Navigating a Business Transition: The 7 Pillars that Drive Smart Decisions 🎙 The Hidden Players: Understanding Private Equity in Healthcare Connect with us on Social Media: LinkedIn: https://www.linkedin.com/company/7-pillars Instagram: https://www.instagram.com/7pillarsadvisory/ Facebook: https://www.facebook.com/7pillarsadvisory/ Contact 7 Pillars at contact@7pillarsadvisory.com or on our website at 7pillarsadvisory.com/contact .

August 26, 202618 min

The Hidden Players: Understanding Private Equity in Healthcare

In a healthcare M&A transition, most practices don’t sell to private equity, yet private equity often plays a role behind the healthcare organizations (i.e., DSOs or MSOs) that practice owners partner with. Confused? Let’s break it down. 7 Pillars Founding Partner Brett Pierce joins Brian to break down private equity’s role in healthcare, common misconceptions, and what practice owners should understand before entering a strategic partnership with a DSO or MSO. Topics Discussed: ➡️ What is Private Equity and How Does it Fit in the Healthcare Space (3:30) ➡️ The History of Private Equity (7:35) ➡️ How Common is Private Equity in Our Everyday Lives (12:40) Episode You May Like: 🎙 How Valuations Actually Work 🎙 Navigating a Business Transition 🎙 The Right Time to Sell Your Business with Dentist Advisors Connect with us on Social Media: LinkedIn: https://www.linkedin.com/company/7-pillars Instagram: https://www.instagram.com/7pillarsadvisory/ Facebook: https://www.facebook.com/7pillarsadvisory/ Contact 7 Pillars at contact@7pillarsadvisory.com or on our website at 7pillarsadvisory.com/contact .

August 12, 202617 min

Why Dr. Ben Fishbein Partnered with a DSO Earlier Than Most

Selling a practice is rarely top of mind for younger owners, who are typically focused on establishing their careers and growing their business. But what if building a successful practice early gives you more options, not fewer? In this episode of The Advisor’s Table, Brian and Michael sit down with Dr. Fishbein to explore how he built a successful orthodontic practice, what drove its growth, and why he chose to pursue a DSO partnership earlier in his career than most owners. Topics Discussed: ➡️ Experiencing Incredible Growth in a Short Period of Time (3:15) ➡️ Choosing to Partner with a DSO (6:20) ➡️ Fishbein Fundamentals (13:47) Additional Resources: Fishbein Fundamentals Episode You May Like: 🎙 Building the Right Advisory Team Before a Transition 🎙 The Right Time to Sell Your Business with Dentist Advisors 🎙 Dental Marketing That Truly Fuels Growth with HIP Creative Connect with us on Social Media: LinkedIn: https://www.linkedin.com/company/7-pillars Instagram: https://www.instagram.com/7pillarsadvisory/ Facebook: https://www.facebook.com/7pillarsadvisory/ Contact 7 Pillars at contact@7pillarsadvisory.com or on our website at 7pillarsadvisory.com/contact .

July 29, 202631 min

Building, Scaling, and Transitioning an Emerging DSO

For many CEOs, a successful transition isn't just about finding the right partner. It's about leading through uncertainty, balancing the expectations of doctors, investors, and employees, and making decisions that position the organization for long-term success. In this conversation, we explore the leadership side of a DSO transition through the perspective of a CEO who's recently been there. Brian is joined by Founding Partner of 7 Pillars, Brett Pierce, and former CEO of Viridian Dental Partners, Alix Laurain to discuss the realities of scaling an organization, preparing for a transition, and the leadership lessons learned along the way. Topics Discussed: ➡️ Viridian Dental Partners Recent Partnership with Innovate 32 (3:00) ➡️ Challenges of Leading an Emerging DSO (10:00) ➡️ Creating Alignment with Associates and Key Leaders Throughout the Transition Process (14:25) ➡️ Navigating Difficult Conversations (24:50) ➡️ How to Lead People Through One of the Most Complex Milestones in the Life of a Business (27:20) Additional Resources: 7 Pillars Success Story Episodes You May Like: 🎙 Inside Dental Leadership Lab Dallas: What It Takes to Build a Scalable Emerging DSO 🎙 Healthcare M&A Market: Q2 2026 Update 🎙 Navigating a Business Transition: The 7 Pillars That Drive Smart Decisions Connect with us on Social Media: LinkedIn: https://www.linkedin.com/company/7-pillars Instagram: https://www.instagram.com/7pillarsadvisory/ Facebook: https://www.facebook.com/7pillarsadvisory/ Contact 7 Pillars at contact@7pillarsadvisory.com or on our website at 7pillarsadvisory.com/contact .

July 15, 202618 min

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 7 Pillars Advisory Services Connect with us on Social Media: LinkedIn: https://www.linkedin.com/company/7-pillars Instagram: https://www.instagram.com/7pillarsadvisory/ Facebook: https://www.facebook.com/7pillarsadvisory/ Contact 7 Pillars at contact@7pillarsadvisory.com or on our website at 7pillarsadvisory.com/contact .

July 13, 202619 min

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 Connect with us on Social Media: LinkedIn: https://www.linkedin.com/company/7-pillars Instagram: https://www.instagram.com/7pillarsadvisory/ Facebook: https://www.facebook.com/7pillarsadvisory/ Contact 7 Pillars at contact@7pillarsadvisory.com or on our website at 7pillarsadvisory.com/contact .

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