The Advisor's Table

Hosted by 7 Pillars

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Episodes

Latest episode

Jun 2026

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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 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.

Listen to episodes

14 recent

June 11, 202622 min

Investing for a Better Deal Outcome with Bernstein

“Wealth creation starts well before the transaction. If everything is tied to one asset, your timing gets dictated by market conditions, buyers’ interest, or personal circumstances rather than by choice.” In this episode of The Advisor’s Table, Michael sits down with Wealth Advisor, Daniel Corello, from Bernstein to explore how business owners should think about investing before a sale, balancing wealth inside and outside of their primary business, and preparing financially years ahead of a transition. Whether you are years away from a transition or actively considering one today, this episode offers insight into why building personal wealth outside the business can be just as important as maximizing enterprise value inside of it.Additional Resources Bernstein Learn More from 7 Pillars

June 3, 202620 min

Tax-Loss Harvesting After a Liquidity Event with Earned

Few business owners take the time to plan for the tax impact after a deal closes. In this episode of The Advisor’s Table, Brian and Michael sit down with Senior Wealth & Tax Advisor, Carson Henderson, from Earned to understand tax-loss harvesting. This conversation explores how tax-loss harvesting strategies can help business owners navigate the impact of a significant capital gain and why planning well in advance matters. Carson shares real-world examples of both a private equity transaction and a doctor-to-doctor sale, highlighting how proactive tax strategies can significantly influence financial outcomes after a deal closes.Additional Resources:Earned Carson Henderson Learn More from 7 Pillars

May 27, 202621 min

Building the Right Advisory Team Before a Business Transition

When preparing for a healthcare practice or business transition, many owners focus primarily on finding the right buyer or maximizing their valuation. But a successful sale involves much more than just the transaction itself, and you don’t have to navigate this journey alone. In this episode of The Advisor’s Table, Brian and Michael discuss why healthcare business owners need a complete advisory team in place long before a transition begins. A team of industry-specific M&A advisors, financial planners, CPAs, and legal counsel are crucial to understanding your options, your timing, and your goals.

May 6, 202623 min

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 HR Risk Assessment 7 Pillars Advisory Services

April 29, 202631 min

Navigating a Business Transition: The 7 Pillars That Drive Smart Decisions

Navigating a practice or business transition isn’t just a financial decision, but a deeply personal one with lasting impact. In this episode of The Advisor’s Table, we sit down with Brett Pierce, Founding Partner of 7 Pillars, to understand the 7 Pillars of Deal Value. These pillars represent a different dimension of value, equipping you to make thoughtful, informed decisions and ultimately positioning your transition for long-term success. If you are considering or beginning the transition process, this episode is crucial to understanding the key components of a deal and how to evaluate each one through the lens of your unique situation.

April 8, 202615 min

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 HIP Creative Free Growth Session Front Desk Secrets Advisory Services

April 1, 202611 min

Healthcare M&A Market: Q1 2026 Update

In this quarterly bonus episode, we break down the latest trends shaping the healthcare M&A market. While healthcare M&A activity remains strong, buyers are becoming more selective, the cost of capital is rising, there’s increased private equity scrutiny, and deal structures are evolving. Michael and Brian cover what today’s buyers are evaluating. If you’re planning on exploring a partnership or simply want to understand your practice or business value in today’s market, this episode provides a clear, up-to-date perspective on where healthcare M&A stands in the first quarter of 2026.

March 25, 202612 min

How Valuations Actually Work

Why is it important to start thinking about a valuation even if you’re unsure about selling? Understanding the value of your business early can help you plan strategically for the future. In this episode of the Advisor’s Table, Brian and Michael sit down with 7 Pillars’ Madi Little to hear about her role as Director of Transaction Success. She breaks down how valuations actually work, what drives value in a business or practice, and the key factors buyers are really looking at. This episode will give you a clear understanding of valuations and what owners should know well before going to market.

March 11, 202619 min

How Dental Practice Owners Can Increase Profitability with ELITE Dental Alliance

In this episode of The Advisor’s Table, we explore how dental practice owners can reduce costs, improve operational efficiency, and strengthen their practices through strategic partners like ELITE Dental Alliance. Brian and Michael sit down with Vice President of Vendor Partnerships, Brian Corder, and Vice President of Member Engagement, Amanda Smith, to break down how these partnerships work and why more practices are leveraging them to streamline operations and enhance patient care. If you’re a dental professional looking to run a more efficient, cost-effective practice, the episode is packed with practice insights.

February 25, 202620 min

Why Should I Hire an M&A Advisor?

Are you thinking about selling your business or partnering with a strategic buyer but unsure where to start? In this episode of The Advisor’s Table, we answer a common question: Why should I hire an M&A advisor? We break down what an advisor or broker can provide, how they add value throughout the process, and when it makes sense to start the conversation. Whether a business transition is on the horizon or you’re simply exploring your options, this episode offers clarity on what the right guidance can mean for your outcome.