The Veterinarian Success Podcast
Isaiah Douglass
Welcome to the Veterinarian Success Podcast where you go in-depth with a veterinarian specific financial planner Isaiah Douglass, MBA, CFP® to hear stories, opinions, and leading information about the world of veterinarian medicine from industry professionals. The podcast covers topics relating to the clinical, business, financial, and personal side of to help encourage, promote, and advocate for a healthy and happy standard of care for veterinarians, their families, their staff, and their businesses.
#245 - Final Episode: Thanks & Farewell
Over five years ago this podcast launched - as we close 2024 it made sense to write the last chapter on the podcast. I am blessed beyond belief and wanted to share my last thoughts for those who've come along for the journey. I share ten things on my mind and heart. I hope you enjoy it!I appreciate anyone that has listened, commented, or shared an episode. A major thanks to my sponsors over the year - and a special shoutout to GuardianVets for believing in me for years. Email me at isaiah@veteri
#244 Jhraid Pratt: Focused Tax Planning for Practice Growth
In this episode, I'm so glad to finally welcome Jhraid Pratt who is the CEO of Granite Peak. Granite Peak is a Veterinary Specific, Advisory, Tax Planning Services To Help Maximize Your Practice's Profitability. Granite Peak works with over 150 practices over the country and that niche and focus makes a world of difference. We discuss:Jharid's story of a CPA who found his way to building a niche focused veterinary tax & planning firm.Where client questions have been in 2024 and opportunities for
#243 The Most Important Thing for a Veterinary De Novo Start Up...
What's the most important thing for a De Novo Start up in Veterinary Medicine? I'd argue it's ensuring you are in an area that:A) Needs Veterinary Services You ProvideB) Can pay for the work you provideSounds simple, but often this is left to chance and not focused enough to ensure you stack the odds of success on your side. That's why Pinpoint was created and founded to democratize the access to high quality data and ensure you can be confident when picking a location. I walk through in this ep
#242 Radio Show - Partnerships: The Good, Bad, and Ugly
In this episode, I dig in and share my thoughts around the benefits and challenges with business partnerships. Business partnerships can take a lot of different roles. From a 50/50 active partner, minority owner, joint venture, or strategic partnership. I share some ways I view business partnerships being ideal for veterinary medicine as we move forward to allow for some semblance of a professional and personal life that works. I also share from personal experience where and how these relationsh
#241 Bobby Lind - Pinpoint: Demographics, Site Selection, and More
In this episode I'm rejoined by Bobby Lind. Bobby was a guest on the show for episode #23. Bobby has been involved in the healthcare space for over 10 years, with a significant portion of his career dedicated to helping healthcare professionals with commercial real estate. During this time, he has helped numerous small business owners, including dentists, veterinarians, and optometrists, navigate the complex process of finding the perfect locations for their practices. Bobby has witnessed the cr
#240 Phil Zeltzman, DVM, DACVS, CVJ - Veterinary Medicine Catch-Up
Today I’m joined by a repeat guest Dr. Phil Zeltzman - a polymath and veterinary surgeon. He’s joined me on episode #42 and #107. He is the co-founder of Chronos and SURGE. Chronos is a remote back-office solution for veterinary practices. SURGE is a community of “MOBILE SURGEONS HELPING MOBILE SURGEONS”. Phil always a pleasure to connect and I get to share that with the audience this time. Phil's bigger macro and micro views at where things stand today in veterinary medicine. "Pet spend on a
#239 Radio Show: Investing Q&A
In this episode I opened up some questions to the Facebook Group and broader Instagram following and took those questions and answered them on this week's show. I'd always encourage folks to talk to a professional before making any decisions, again these are my opinions and not investment advice. The questions were as follows:What should the ideal savings rate be to get to financial freedom? Where are the areas in the investable universe today that are interesting - outside of bitcoin? What do y
#238 Embrace the Volatility: Life, Work, and Investing
In this radio show, I share a bit about where I am and what's happened over the past handful of months. The podcast has always been a labor of love, and the labor part has been the element most felt recently. I hope you can take something away from it, and excited to share some great conversations and updates soon!Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) Granite Peak Associates
#237 Lauren Jones, VMD - Resetting the Narrative on Veterinary Care
In this episode, I’m rejoined by Dr. Lauren Jones she first joined me about a year ago in episode #190 - so for her full background go check out that episode. Dr. Jones owns Animal Hospital of Chester County and is a Director of Veterinary Medicine for Shepherd Veterinary Software. Lauren shares her new role within Shepherd and updates from our last episode. AVMA was about a month ago and I got her take on the event and feedback. Lauren shares some thoughts on The Atlantic & New York Times artic
#236 Rhys Giannarelli - Working to Practice What You Preach
Rhys Giannarelli who is the owner of Point Grey Veterinary Hospital in British Columbia. Rhys and his wife Dr. Carmen Chan have three veterinary hospitals in a very competitive market but have thrived as a private business. He joined me in episode 103 back in 2021. We talked about competing and beating corporate practices - growing to multiple locations - building strong teams - and why start-ups make more sense than acquisitions. He recently pinged me on a topic that sounds fascinating and we’l
#235 Ryan Whitley - Building for Veterinary Medicine
In this episode, I’m joining by Ryan Whitley VP of Business Development at RWE Design Build. RWE is #1 Animal Health Builder In U.S. with over 400 projects completed. Their projects have won several DVM 360 Merit Awards and Hospital Design of the Year. They have been in business over 25 years. So Ryan and team have seen, built, and consulted on a lot of projects.Ryan's path to joining RWE and the things he appreciates most about the team at RWE.Ryan's big picture view on where is veterinary medi
#234 - Veterinary Innovative Partners: Reimagining Veterinary Medicine
Alright today I’m joined by two guests from Veterinary Innovative Partners (VIP), a network of 40+ veterinarian-owned-and-operated hospitals across nine states. Dr. Brett Shorenstein & Dr. Don Costlow. Dr. Shorenstein is a practicing veterinarian with 10+ years of experience. Previously an investment banker in NYC, he left the industry to follow his true passion of becoming a small animal veterinarian. Combining his financial expertise with veterinary training, Dr. Shorenstein focuses on cultiva
#233 - US Consumer & Veterinary Conversations - Preparation
In this radio show I review and update what the US Consumer looks like in regards to financial health. There were a variety of factors that lead to this being the focus of the week, but a recent conversation with an experienced practice owner was the ultimate push to ensure I recorded this episode. Links to the various links and data sources below. US Michigan Consumer Sentiment Article Credit Card Delinquency Total Debt Levels by Category Credit Card Debt Levels + GrowthIncome thresholds and sp
#232 Radio Show - The FIRE movement is BROKEN...
In this episode, I dig into the FIRE movement. Unless you live under a rock you likely know what FIRE is. FIRE stands for Financial Independence, Retire Early. It’s a movement that started back in 1992 when authors Vicki Robin and Joe Dominguez used the term in their book, Your Money or Your Life. Their book asks readers to question how they think about their money and their values. I dig into the massive boom of FIRE writers, blogs, and resources. What FIRE gets right. What FIRE misses. What's
#231 Stephanie Van Deynze-Snell, DVM - The Upward Spiral
On this episode, I’m joined by Dr. Stephanie Van Deynze-Snell she is veterinarian business owner and High Flow Coach & Consultant. She talks about #business, #wellness, #flowstate, #leadership, and #teamculture. Her experience in the trenches and through growth and leadership as an owner make this a fun conversation to get into. We discuss the following:An overview of her personal and professional story how she got to where she is today?What’s high flow coaching and why is it important and not s
#230 Jake Jensen, DVM - A Discussion Veterinary Medicine Needs To Have
In this episode, I'm joined by Jake Jensen, DVM, cVMA, cVSMT. Jake is a co-owner of Janssen Veterinary Clinic (JVC). JVC provides Equine & Small Animal preventative health care, lameness, reproductive, internal medicine, dentistry, and surgical appointments. Jake is local to Central Indiana and someone I've been fortunate enough to get to know personally over the years. Jake shared some great thoughts with me over coffee and wanted to ensure we recorded an episode about it. Jake's veterinary jou
#229 Meghan Bingham, CVPM - Obstacles for Veterinary Practice Growth
In this episode, I'm joined by Meghan Bingham, CVPM. She worked in all areas of vet med, from Kennel to Technician to Receptionist, and eventually settled in as Practice Manager where she developed the business from just one vet to a 12-doctor practice. Then she transitioned to a Senior Operations Manager position where she helped 25 Emergency, Urgent, and General Practices to make then as efficient and effective as possible. She has served on the VHMA Board of Directors since 2021 and is curren
#228 Radio Show: Failure Sets the Stage for Success
In this radio show, I discuss failure and use myself as a great example of how many shortcomings can set the stage for opportunities and "success." I call it a therapeutic session of a show. Let me know your thoughts!Our Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off) Shepherd Veterinary Software Granite Peak Associates
#227 Emmitt Nantz - Inventory Management: Increase Predictability & Margins
In this episode, I’m joined by Emmitt Nantz. Emmitt’s been in veterinary medicine for almost 20 years, solving problems and building innovative solutions. Co-founder and visionary leader at Inventory Ally, a cutting-edge inventory management software solution designed specifically for veterinary hospitals. We’ll chat about this and a lot more.His background: how did you get to where he is today?How are they helping solve that with Inventory Ally?Can it help a de novo practice?What do the savings
#226 Kurt Phillips, DVM - Growth by Alignment of Core Values & Mission
In this episode, I’m joined by Dr. Kurt Phillips. Kurt and I recently connected in person at WVC. Kurt owned City Way Animal Clinics until 2021 he sold the five practices. He’s also an entrepreneurial veterinarian and business owner outside of veterinary medicine. He’s always a Hoosier Native, although he calls Bend, Oregon home now. This was a great conversation about the entrepreneurial journey within veterinary medicine and the success and challenges of growing a team. Takeaways from WVC 2024
#225 Radio Show - What's Stopping More Private Practice Ownership...
In this radio show, I discuss my recent LinkedIn post that got a lot of traction. #veterinarymedicine - I want to see more private practice ownership and extremely bullish on folksbuilding this future in a variety of ways._________________ is stopping veterinarians from wanting to own their own clinic?What's your answer?It’s a hot topic - I’ve pounded the table on the topic since 2019 - it’s not easy, it’s not rainbows and butterflies - but darn, it’s worth it, and the amount of $ in the space m
#224 Brandon Breshears - A Masterclass in Veterinary Marketing Approaches
In this episode, I’m joined by marketing guru Brandon Breshears. Brandon helps Veterinary Practices Get Better Clients. He’s the voice of the podcast - The Veterinary Marketing Podcast. He has written tons on the topic of veterinary marketing and is published author. He’s been highly suggested as a guest and glad to finally get time to record. This one DOES NOT disappoint. We discuss his VetMarketingGuru a GPT based on his podcast episodes (you should be checking this out) What podcasts he recor
#223 Dr. Jeff Stepanek & Elizabeth Montgomery - Buy My Dad's Vet Clinic
Dr. Jeff Stepanek and Elizabeth Montgomery join me in this episode. I connected with Liz via LinkedIn, and she's helping her father, Dr. Jeff, sell his Eau Claire, Wisconsin, veterinary clinic. This is a unique podcast that I hope you enjoy - as it's a conversation on legacy and opportunity within veterinary medicine. Dr. Jeff's story and how we become an owner. How great mentorship impacted him and how he's passed that on. Why communication and confidence is the key to veterinary success.Liz's
#222 Kelly Cooper, DVM - Creating a Clinic That Reflects Your Values
In this episode, I'm joined by Dr. Kelly Cooper. Dr. Cooper is working to empower veterinary leaders to achieve success through purpose, planning, and process. She's been a practice owner, worked in various leadership roles in corporate medicine, and worked as an associate via relief work. Her industry overview is unique, and we unpack each of those areas. Her update from VMX and VetPartnersHer veterinary story from early practice ownership to feeling burned out and the various transitions.Why d
#221 Dr. Jessica Pucetti-Hoffman - Integrative Medicine for Life
In this episode, I am joined by Dr. Jessica Puccetti-Hoffman. Dr. Jessica is a veterinarian on a mission to provide all pet parents with holistic pet care. Her journey has included finding some health and care on the human side to be impactful for her family and bringing that into the veterinary world. Why it took her time to rediscover her passion for medicine, but she now loves her work and life more than ever. Defining an integrative veterinarian or health provider.Why incentives matter and h
#220 Bitcoin ETFs are HERE - WHY it matters & MORE
In this show, I'll review and provide a quick update on all things bitcoin, especially after this past week's launch of the Bitcoin ETFs. I cover the following:The 11 ETFs that were launched - and pricing.Isaiah's Favorite tickerThe difference between owning bitcoin directly & the ETF.Does an ETF ever make more sense to own?A trading nuance that warrants a review.The amount of $ flowing into the space. Vanguard and Merrill making big mistakesDonations to open-source developers from ETF providers
#219 Radio Show - Listener Help Wanted: Practice Ownership
In this episode - I share some insights into what I've been thinking about and working on. I do, however, WANT & NEED your help - I'm looking for feedback and want to have conversations around what you & your peers would want. The goal is to provide the best support structure for folks looking to start their private practice journey, whether that is a start-up or a practice purchase. Tune in to hear more and please fee free to reach out via the following methods:LinkedIn DMInstagram DMPodcast E
#218 Keith True, DVM - Leadership is a Learned Skill
In this episode, I'm rejoined by Dr. Keith True, a veterinarian, recent MBA holder, and entrepreneur, joins me. He recently finished his time with some partner hospitals, a Member of the Board of AccessVet, and the Founder of True Vet Potential and TrueVet. Dr. True joined me prior in episode #178. Updates in his life and what he's found as his calling within veterinary medicine.His thoughts on the leadership status within veterinary medicine - and what we should do about it. The launch of TrueV
#217 Radio Show - Veterinary Financial Advisor Network Hang
In this episode, I'm joined by previous guests and Veterinary Financial Advisor Network (VFAN) members Andrew Langdon, Ashley Foster, and Stu Sutphin. We discuss the year, wins they've seen for veterinary clients, questions they hear, and what to plan for in 2024. Veterinarian Financial Advisor Network Our Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off) Shepherd Veterinary Software
#216 Radio Show - 2023 Recap & Reflection
In this radio show - instead of making some bad predictions I recap and reflect on personal, professional, and podcast ideas from the past year. LinksDINKS Video Seed Oil Video Seed Oil Rebellion Milk - why natural milk aka "raw" is betterMeat - Learn the benefitsWelcome to Bitcoin - best 101 videoOur Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off) Shepherd Veterinary Software
#215 Julie South - Finding the RIGHT Veterinary Role
On this episode, I’m joined by Julie South. Julie’s focus is on helping veterinary professionals get their heads screwed on straight so they can get excited about going to work on Monday mornings. She co-founded VetClinicJobs.com - which is a global platform that helps good vet clinics shine online by promoting their great culture and finding the right fit. She is also a podcast host of the Vet Staff Podcast. We discuss:Is New Zealand as magical as the rumors? Julie's journey to get involved in
#214 Sebastian Gabor - AI is more than a buzzword
In this episode, I’m joined by Sebastian Gabor. He is a serial entrepreneur, speaker, and educator. In 2018, he co-founded Digitail – an all-in-one practice management system born from a passion for improving vet and pet-parent communication. Sebastian is an avid reader and a three-time Ironman finisher. He loves hiking and debating world problems with his friends (which we might need to cover). We discuss the following: A recent debate he's had with friends and why we cannot disagree with each
#213 Lucas Pantaleon, DVM - Standards of Care for Antibiotic Use
In this episode, I'm rejoined by Dr. Lucas Pantaleon. Dr. Pantaleon is an equine veterinarian and DVM One Health Industry Advisor, a prolific CE presenter, and speaker, and he joined me almost a year ago on episode 164 talking about Value-Based Care & Beyond. We discuss antibiotic use and challenges in this episode.The three key factors of antibiotic use.What should be done to stem the drug-resistant pathogens?What's causing the problem and what is the possible impact?What stewardship could look
#212 Cody Creelman, DVM - Grassroot Efforts Change Veterinary Medicine
On this episode, I’m joined by Dr. Cody Creelman. Dr. Creelman for those unaware is the CEO of Fen Vet - which is striving to reimagine veterinary care for the betterment of patients, clients, and the veterinary team. They focus on improving animal wellness, providing a better veterinary care experience, and continually challenging traditional animal care paradigms. He’s an entrepreneur & a thinker on many topics both inside and outside of veterinary medicine. We discuss: When the beard is comin
#211 Andrea Crabtree - My Job Is To Make Yours Easier
In this episode, Andrea Crabtree is the owner of FurPaws Consulting in Orange, CA for almost a decade. She got her BS in Animal Health Science in 2004. She became a Certified Veterinary Practice Manager in 2011, received her Certification as a Professional in Human Resources in 2016, and accomplished her California Professional in Human Resources in 2017. She is also the co-host of the PAWSitive Leadership Podcast. She is very active inside and outside of veterinary medicine.Where and what Andre
#210 Jason Balara, DVM - Stop Trading Time For Money
Today I’m joined by Dr. Jason Balara - who is a Veterinary Surgeon and the Founder of Lark Capital Group. He is an Experienced Multifamily Real Estate Investor | He’s helping veterinarians Create Passive Income Using Recession-Resistant Real Estate Investing. His veterinary journey - and why surgery as a specialization?How his humble upbringing influenced how he viewed finances and money. When his mindset shifted about work, income, and money. Why real estate.What he's doing at Lark Capital How
#209 Christopher Sauve, DVM - Where Opportunity Meets Needs
In this episode, I'm joined by Dr. Christopher Sauve. Chris is a specialist focused on Veterinary Dentistry and Oral Surgery. He founded and leads the Edmonton Veterinary Dental Club. And as we’ll chat through he’s deeply down the rabbit hole around bitcoin as well.Background / Veterinary Story?Why Oral Surgery and that specialization?What do most GPs misunderstand about dentistry in your opinion?His view on opportunities for veterinarians to carve out niches across the board in veterinary medic
#208 Christen Staten, DVM - Process Driven Freedom Running a Veterinary Practice
Alright on today’s show I’m joined by a guest that I was able to meet at the sustainability in equine practitioners seminar (SEPs) back in 2022, Dr. Christine Staten - Dr. Staten is a large animal veterinarian and a mixed animal practice owner of Adobe Vet Center in Arizona. She has a passion for interests inside and outside of veterinary medicine which as we will learn is key to her success. We discuss the following:Her "why" for veterinary medicine - for a full detailed history I'd recommend h
#207 Radio Show - Listener Questions My Answers
In this week's show, I answer listener questions from the private Facebook Group (open for anyone to join). I enjoy these types of episodes - I've kicked around the idea of doing some live shows in the future that folks can jump on with questions. If that's of interest, please let me know and reach out. We talk How to present and discuss compensation.Marketing - several different questions. What are the proper efficiency ratios with staff?AND more.Our Sponsors LifeLearnGuardianVets (be sure if y
#206 Ira Gordon, DVM - The Work Lifecycle of a Veterinarian
In this episode, Dr. Ira Gordon. Dr. Gordon is a veterinary radiation oncologist, researcher, and entrepreneur with commitment to improving the veterinary profession and animal health over the past 15+ years. He is the Chief Veterinary Officer with Vetcelerator and the Co-Founder of the Veterinary Angel Network for Entrepreneurs (VANE). Last but not least he is a co-founder/owner of several veterinary practices, holding a variety of experiences in small business and corporate practice including
#205 Dr. Simon Starkey - Pricing Touches Everything in Veterinary Medicine
On this episode, I am joined by Simon Starkey BVSc, PhD, MBA -Simon joined me on episode #28 in 2020. He’s passionate about bringing data-driven decisions into veterinary medicine. He’s since our last episode started, Marquis Practice Solutions where he strives to improve private practice pricing strategies purposefully. What’s purpose-driven profit maximization? Top line is vanity - bottom line is sanityHis post "Whether you're using cost-plus pricing or have built your prices largely based of
#204 Tannetje Crocker, DVM - Creating the Veterinary Experience that Fits
Alright on today I’m joined by Dr. Tannetje Crocker. Dr. Crocker is an ER veterinarian with VEG, a practice owner, she’s a speaker and content creator in veterinary medicine. She hosts the Questions with Crocker Podcasts. She’s a wife and mom. We had a great conversation at VMX, which feels like a lifetime ago, but what a fun and interesting episode. How she balances the witty & funny content w/serious topics within veterinary medicine.How producing content works for her & how she manages time.
#203 Andrew Langdon, CFP®, CSLP®, EA - Student Loans, Recessions, and Niching Down in Veterinary Medicine
In this episode, I’m joined by Andrew Langdon, founder of VetWorth. Andrew is a CFP and fee-only planner serving veterinarians locally within Georgia but also virtually around the country. He is a member of the Independent Veterinary Practitioners Association or IVPA and a member of the Veterinarian Financial Advisors Network or VFAN. He is also a CERTIFED STUDENT LOAN PLANNER and Enrolled Agent. He first joined me on the podcast 18 months ago in episode #118. An update on his firm and work with
#202 The Optimal Bitcoin Allocation
In this week's episode, I walk through various standard or default investment line-ups I've seen and what a bitcoin allocation would do for the investor. The results might shock you - I've often mentioned "run the numbers," and I demo and walk through those and talk through them. You'll want to head over to YouTube to have the visuals. As always, if you have bitcoin questions, this is what I do full-time now, and you can schedule a call with me HERE. Show LinksCore-4 Portfolios Nakamoto Portfoli
#201 A Fascinating Discussion w/Dr. Eve Harrison
In this episode, I’m joined by “The House Call Vet” herself, Dr. Eve Harrison. Dr. Harrison runs the The House Call Vet Academy (online CE + coaching for mobile veterinarians) she is Certified Compassion Fatigue Professional. She is QPR Certified in Suicide Prevention She is Certified in Veterinary Practice Management. She’s a semi-pro flute player and is full of some fun and spicy vet med takes - which we get into. Her feelings on the difference between private and corporate medicine.Can you sc
#200 [REPLAY] The Importance of Self-Custody w/bitcoin
This week's episode is a replay - however this topic is SO SO important if you look at owning bitcoin. Bitcoin is a bearer asset, meaning you can hold the keys to your bitcoin yourself. When you hold your own Bitcoin keys you are in direct control of your money. If you have bitcoin on an exchange, you don’t have bitcoin. You have an IOU. Learn why and how to take self custody of your bitcoin. #84 Radio Show- Bitcoin: Why it Matters for EVERYONE in Veterinary Medicine#113 Radio Show - Bitcoin Re
#199 Radio Show - The 10 Things Financial Advisors Don't Share, But Should
In this episode, I share 10 items that I believe are important as context in regards to financial advisors and how their world operates. It's foreign territory for veterinarians and that's normal, as I've recently left my roll at a registered investment advisor I felt this was a good time to share some thoughts. I still fully believe in the "good" advisors out there make no mistake about it. Tune in and let me know your thoughts. Show LinksWTFhappenedin1971.comVeterinarian Financial Advisor Netw
#198 Radio Show - Bitcoin in Practice
In this episode, I build upon the previous show and talk about the applicability of bitcoin today for you within veterinary medicine. Whether you are a new graduate associate, relief veterinarian, owner, or anywhere else. How does it practically benefit you today? IBEX PAYOshi BTC Mapbitcoin meet-upsMeet-Up.comBitcoin Benefit PlanZaprite So if you are looking for bitcoin education to go from zero to hero - head to www.bitcoinforvetmed.com - use code "VSP" for 50% off till August 14th. Subscribe
#197 Radio Show - The Greater Fool Is the One Not Holding Bitcoin
In this episode, I share the launch of www.bitcoinforvetmed.com, which is the bitcoin educational platform I've wanted to provide to veterinary medicine but didn't have the time to commit to building. It's here now - over five hours of content to help provide a good foundational knowledge for you with a ton of additional resources for those looking for great places to learn more. I also walk through the latest article I've written called The Greater Fool Is the One Not Holding Bitcoin. I firmly
#196 Matt Lane, DVM - Veterinary Life Planning
In this episode, I'm joined by Dr. Matt Lane, who is the owner of Aberlea Veterinary Medicine in Murfreesboro, TN. Aberlea exists to help people plan around life with their pets from start to finish and to adjust to life as the world happens throughout pet ownership. Dr. Lane has seen a ton across his veterinary career and we dig into that and so much more. His veterinary journey and why vet med for him.Why financial planning inspired how he approaches veterinary care.How private equity impacted
#195 Jennifer Edwards, DVM - Our Values & Commitments Direct Our Lives
In this episode, I'm joined by Dr. Jennifer Edwards. Dr. Edwards has worked as an associate, been a practice owner, and currently doing relief work. She's a coach to veterinarians across the country. She is passionate about helping people find happiness as others have helped her. She has a litany of coaching certifications and work she's done. You can work with Dr. Edwards by heading to her website - www.drjenniferedwards.comHer veterinary medicine story and journey.Unpacking what commitments w
#194 Radio Show - Big Announcement & Update
Hey all - big updates and news from Isaiah and career and life changes. Tune in for the latest scoop. For reach outs email below 👇isaiah@veterinariansuccesspodcast.com Subscribe on YouTube for the showOur Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off)
#193 Emily Dong - Do "Well" by Offering a Wellness Plan
In this episode, I’m joined by a repeat guest Emily Dong who is the Founder and CEO of Snout. Emily joined the show way back in 2019 in episode #19 talking about a previous company she founded and sold. Emily’s back with a wellness plan offering and extensive veterinary medical knowledge. Emily, thanks for joining me!Practice Ownership opportunities within veterinary medicine. What is Snout and why should veterinarians care? What’s the biggest misconception of wellness plans?Success stories of w
#192 Jennifer Kasten, DVM - Embracing the Personal and Professional Challenges of Veterinary Medicine
In this episode, I’m joined by Dr. Jennifer Kasten who is a Professional Services Veterinarian at Dechra Pharmaceuticals. Jen has worked within the animal health industry for almost a decade and her journey to an industry role is a unique and difficult one. Finally, she is passionate about her role within the American Association of Industry Veterinarians. Jen – thanks for joining me today.Her path to working within an industry role was anything but your grand plan. Her veterinary medicine story
#191 Why do veterinarians fail at selecting the RIGHT job?
In this episode, Ryan Koopmans, DVM, MS Financial Planning, and Meredith Jones, DVM, CSLP, rejoin me to tackle why most veterinarians candidly suck at selecting the right position to work. We discuss the following:How to think about due diligence in selecting a role.Why the $ figure is one of the last things you should select based on.Why do you need someone else to review your employment contract BEFORE signing.Why the mentorship and education you get as a DVM matters greatly for your developme
#190 Lauren Jones, VMD - Embracing Change as a Veterinarian
In this episode, I’m joined by Dr. Lauren Jones. Dr. Jones owns Animal Hospital of Chester County and is a Veterinary Strategist for Shepherd Veterinary Software (disclosure– Shepherd has been a sponsor of the show in the past, not currently, and I’m a fan of what they offer). A super unique item that we will jump into is Dr. Jones owns a hospital in Pennsylvania yet lives in Arizona which is fascinating. Her veterinary journey and story (as this is her first podcast appearance)Practice ownershi
#189 Peter Tanella, Esq - Niche Legal Guidance in Veterinary Medicine
In this episode, I'm joined by Peter Tanella, Esq who is a partner at Mandelbaum Barrett PC. Mandelbaum Barrett PC is a full-service law firm. Peter co-chairs the firm's Corporate Practice Group and chairs the National Veterinary Law Group. Peter's focus on expertise in veterinary medicine is apparent throughout our conversation.Peter's how and why veterinary medicine. What services they provide and the impact it has.Why understanding veterinary medicine improves the results.The corporate vs.
#188 VetSnap - Risk Mitigation for Hospitals by Optimizing Controlled Substances
In this episode, I'm joined by Yang Shi and Cecilia Baer of VetSnap. VetSnap makes DEA compliance easy, fast, and consistent. Yang's story for starting and founding VetSnap.What does VetSnap do?What are the differences from corporate and private practice.Why veterinary hospitals are prime candidates for DEA audits. The impact and cost of a DEA audit. How the pen & paper are the current drug book log for the vast majority of clinics. Yang and Cecilia's favorite features of VetSnap.And so much MO
#187 Jennifer Rozelle - Estate Planning 101
In this episode I'm joined by Jennifer Rozelle who is an estate planning attorney locally to me in central Indiana. Jennifer is a partner and owner in Indiana Estate and Elder Law. Estate Planning is often so overlooked and Jennifer brings a lot of energy to a usually "stale" topic. You'll learn and laugh a bit listening to her share her knowledge and expertise. We discuss:What does an estate plan accomplish?What is probate?What are the core tenants of a "good" estate plan?The difference between
#186 Tim Ireland, VMD - Veterinary Medicine STILL is a Wonderful Profession
In this episode, I’m joined by Dr. Tim Ireland. Dr. Ireland is the Owner and Medical Director at Newtown Veterinary Hospital in Pennsylvania. He’s been an owner for over 30 years – He is a recent board member of Canine Support Teams and has been a local Track & Field Assistant Coach as well. We cover his veterinary story and ownership experiences. His take on corporate medicine. The shift in the idea of veterinary medicine being a community service vs. a job. Are student loans preventing ownersh
#185 Kayla Donovan - A Masterclass in Practice Valuation
In this episode, I'm joined by Kayla Donovan, Founder and Veterinary Advisor at Transformation Group Business Advisory. This episode is a deep dive on practice valuation - so for any owner, this is a GREAT listen, BUT I would highly encourage you to head over to the YouTube channel (should subscribe as well) to watch this as Kayla uses a lot of visuals throughout. Kayla's LinkedInTransformation Group Business Advisory websiteOur Sponsors LifeLearnGuardianVets (be sure if you reach out to mention
#184 Hailey Gentile, DVM - Nurturing the Next Generation in Veterinary Medicine
In this episode, I’m joined by Dr. Hailey Gentile – Hailey owns Newport Veterinary Hospital in Newport, Vermont. Hailey is also the president of NEVMA. Hailey shares her winding journey to practice ownership and passion for providing mentorship and opportunities to the next generation in veterinary medicine. Her veterinary career story and where she is today.Biggest lessons learned moving from associate to owner. Her biggest concern stepping into ownership. What she's doing today and what she st
#183 Rahul Chhajed - Veterinary Real Estate Update
Rahul Chhajed is a First Vice President & Senior Director at Matthew Real Estate Investment Services. Rahul leads their healthcare division. Rahul and the team work all over the country and have worked with various different clientele. Rahul has been extremely active in veterinary medicine, and he shares why there is so much value and demand for veterinary real estate today. He joined me over two years ago in episode #77 and is back. The impact rising rates are having on veterinary real estate.
#182 Thad Miller - Private Practice Ownership Opportunities are Abundant
In this episode, I’m joined by Thad Miller, the founder of DVMmatch.com. Thad and the team have a mission to successfully connect veterinarians’ present with their future through practice acquisitions and practice sales. What is DVMMatch and the purpose in Thad's word. The feedback the team has heard from private practice owners at conferences. How "hope" is key word that's coming up a lot. Associate veterinarians and the opportunities that are in the marketplace. Why smaller transitions are ign
#181 Tyler Sugerman-McGiffin, DVM - Educating Internally & Externally for Better Veterinary Care
In this episode, I'm joined by Dr. Tyler Sugerman-McGiffin, an ER veterinarian in Washington. Tyler is also passionate about education within veterinary medicine and shares what he's done and doing to educate his team better. His journey from being a veterinary technician to ER Veterinarian. Why he loves ER medicine, which suits his version of veterinary medicine.The work he's done with K-9 units in the area. His educational passions and why teaching is his passion.His podcast efforts to help
#180 Michael Atwood - Improving Incentive Offers in Your Veterinary Practice
In this episode, I'm joined by Michael Atwood who is the co-founder of Oshi a community-driven bitcoin rewards platform. Michael shares why a business should accept bitcoin, how to think about it from an incentive and reward platform. This is a different, but thought-provoking discussion. What is OSHI - why it matters and what they do?Rewards and loyalty programs - how bitcoin perfectly fits and is interoperable EVERYWHERE.How could someone actually use bitcoin in "REAL LIFE". How saving on merc
#179 Paul Diaz - Offer First: Reducing Cost & Time for Veterinary Professionals
On this episode, I welcome one of the most recognizable guests to return to the show Paul Diaz. Paul is the Founder of Hire Power Consulting and the Founder & CEO of Offer First. Last but not least, he has been the vocal leader of the #endtheveterinarynoncompete. Paul and I dig into the work he is doing to improve and simplify hiring in veterinary medicine. The reception and conversations he had at VMX and WVC. He shares a couple of stories.The Federal Trade Commission and the proposed Rule to b
#178 Keith True, DVM - Helping Veterinarians Reach Their True Potential
In this episode, Dr. Keith True, a veterinarian, and entrepreneur joins me. He is a managing partner at the Animal Care Center of Downers Grove, a Member of the Board of AccessVet, and the Founder of True Vet Potential (which we will spend the most time on today). We discuss the following:How we met and got to know each other.What is True Vet Potential - why it matters. The three stages of Dr. True's progression through TVP.The idea of compassion and finances not being mutually exclusive. Owners
#177 - What is Happening? SVB Review & The Impacts
In this midweek episode, I couldn't address the major issues going on in the financial system. The Silicon Valley Bank's (SVB) collapse has triggered some significant events; those impacts will be felt far and wide. My take, and hopefully, this will bring things into context for you. 👇 GREAT Episode to learn more about the details of the SVB collapse 👇Parker Lewis | Dissecting the Banking CrisisSUBSCRIBE ON YOUTUBEOur Sponsors GuardianVets (be sure if you reach out to mention us for 50% off y
#176 Cindy Trice, DVM - The Clinic is Your Client: Relief Work in Veterinary Medicine
In this episode, I'm joined by Dr. Cindy Trice, the founder, CEO, and expert at giving compliments at Relief rover. She’s known for being social, entrepreneurial, and easygoing – you will pick up on that as we go. Also she is an entrepreneur as well and co-founded KickIt Pajamas. Last but not least, she is a cancer survivor, and we also talk about that. What were her biggest takeaways from VMX 2023.The mission and goal of ReliefRover.What do you think is most misunderstood about relief work in v
#175 Adrian Valente - Payment Options Allow Clients to Say "Yes"
In this episode, Adrian Valent of Sunbit joins me to discuss ensuring clients can cover care. Adrian is a director at Sunbit and is the training and enablement guru. We dig into Sunbit during this show. Simply put, Sunbut allows someone to pay for something like veterinary care and pay via a simple installment payment over time.What is Sunbit and why veterinarians should care?What is a "deferred interest trap" for consumers?How Sunbit is able to approve 9/10 applicants.How someone with the same
#174 Radio Show - Are Signing Bonuses the New Non-Compete?
In this radio, I'm joined by guests Meredith Jones, DVM, and Ryan Koopmans, DVM, to discuss Sign-On Bonuses or Signing Bonuses in veterinary medicine. We riff on the topic and discuss the trade-offs - as with anything, it's nuanced. Are huge signing bonuses a HUGE 🚩? Pro-ration on signing bonuses and why that matters. Do they make veterinarians feel "trapped" at an employer?Are they beneficial, or are there other options one should ask for?Will a recession hurt those paying higher signing bonus
#173 Liz Barton, DVM - What is our purpose in veterinary medicine?
In this episode, I'm joined by Dr. Liz Barton. Dr. Barton is the Head Of Communications at VetCT - whose mission is to make the veterinary world a better place through trusted knowledge, support, and education at the point of need. As well as being a Co-Founder of WellVet. WellVet's mission is to cater to the veterinary team's mind, body, and soul through sports, hobbies, social connections, and personal development workshops. Her journey in veterinary medicine.Passions and projects she's worked
#172 Dr. Jeff Rothstein, MBA - The Value Threshold & Exponential Growth
In this episode, I'm joined by Dr. Jeff Rothstein. Dr. Rothstein is a DVM and MBA; he is the founder and Co-President of Mission Veterinary Partners, which operates over 320 clinics in 35 states. Dr. Rothstein has written over 100 articles for various practice management publications, and the accolades and his bio are impressive, to say the least. We discuss the following:A brief history of his career; for a more in-depth look, check out the latest VFS podcast (see below).The idea and term "wage
#171 Michael Shirley - Energizing & Growing a Veterinary Hospital
In this episode, I'm joined by Michael Shirley, the Chief Empowerment Officer at Family Pet Health in Murfreesboro, TN. Michael and his wife Dr. Amy Shirley, own the clinic. He's also a podcast host of The Family Pet Podcast. Michael and I sat down at VMX to record an episode you will surely enjoy. His journey from schoolteacher to CEO of a veterinary hospital.How the process of buying and building the hospital happened.The entrepreneurial risks that have been taken to grow and embark on a brand
#170 Dan Gray, DVM - Lessons from Practice Ownership: Sell the Experience
In this episode, I'm joined by Dr. Dan Gray of Gentle Vet Animal Hospital whose story is one that is unique, yet shares some of the challenges of getting to practice ownership. He's also hired multiple DVMs and is currently working on building a brand new hospital in Green Bay, WI which he shares those challenges as well. Enjoy! His journey from Iowa State to associateship.Purchasing the current hospital.Lessons learned from hiring and recruiting the team.Best/Worst advice given throughout his c
#169 Meredith Jones, DVM - What Most Financial Advisors Miss When Working With Veterinarians
On this episode, I’m joined by a familiar face and voice, Dr. Meredith Jones. She is the founder of the Veterinary Financial Summit, The Debt Free Facebook Group for Veterinarians, and recently and excitingly started a new role that we’ll get into. Meredith's new role as a financial planner with Vincere WealthWhy she decided to make the switch and become a planner.How she feels being a DVM allows her to provide different advice and guidance than non-DVM advisors. When are student loan planning c
#168 Radio Show - Big Picture, Investment Landscape, and 2022 Review
Enjoy this solo episode where I share what I've been watching from a big-picture view, investment-oriented, and then work into other ancillary areas. Stocks and Bonds Worst Year since 1871. Investing Playlist - Vet Success M2 Money Supply Chart Bloomberg Chart on Distressed DebtInverted Yield Curve Fastest Drop in Housing on RecordHousing Collapse Worst Year for Global BondsBitcoin is not a Hedge - Parker Lewis US Stocks vs. WorldETH centralization problems Holding Bitcoin is painful most of the
#167 Zach Coston, DVM - Overcoming Obstacles to become a Practice Owner
In this episode, I'm joined by Dr. Zach Coston, the Fulton County Veterinary Clinic owner in Rochester, IN. Zach's story should encourage and inspire current and future owners to overcome challenges and find their place in veterinary medicine that fits their desires. Dr. Coston and I discuss the following and so much more:Zach's background and history from kennel tech, Purdue, associateship, to practice owner. The process of purchasing the clinic and the issues that presented themselves.The team
#166 Mike Petty, DVM and Thomas Kile - Using Pattern Recognition w/Gekkovet
Today I'm joined by Dr. Mike Petty, the owner of The Animal Pain Center, a referral facility in Canton, MI, and author. Thomas Kile also joins me, a repeat guest; Thomas is a 4th-year veterinary student at Washington State University and was on episode #144 previously. Dr. Petty and Thomas will chat through Gekkovet today with me, amongst other things, regarding diagnosing and treating patients. Dr. Petty's history and background. Gekkovet overview and what it does for veterinarians. 2023 VMX pi
#165 Stuart Sutphin - Personal Finance: Circumstances, Opportunities, and Pursuing
I’m joined by Stuart (Stu) Sutphin of Open Doors Financial Planning in this episode. Stu is a member of the Veterinarian Financial Advisor Network or VFAN. Stu is a CERTIFIED FINANCIAL PLANNER and has some specialization in behavioral finance, transition planning, and career/family planning. We talk about personal finance, the role of a community, and behavioral finance. Stu's background and why veterinary medicine?How he would explain what is behavioral finance?Why it matters?Best resources to
#164 Lucas Pantaleon, DVM and Wendy Hauser, DVM - Value Based Care & Beyond
In this episode, I’m joined by two guests, Dr. Wendy Hauser and Dr. Lucas Pantaleon. Dr. Houser is the found of Peak Veterinary Consulting, Speaker, and Author. She has 30+ years of experience in veterinary medicine. Dr. Pantaleon is an equine veterinarian and DVM One Health Industry Advisor, among many other things related to veterinary medicine. We discuss:Value-Based Care and ownership amongst various professionals.How value-based care is similar and different to human health.The challenges/i
#163 Isolde Baylor, DVM - When in Doubt Take the Picture
In this episode, I'm joined by Isolde "Iba" Baylor, DVM, who is a practicing veterinarian and owner of Images by Iba. We discuss her journey within veterinary medicine and her passion for photography, why that matters, and the impacts seen and unseen. Her background and interest in photography.The power of networking both inside and outside of veterinary medicine. Her experiences and stories of taking photos in veterinary settings and conferences.The power of mentorship.How confidence comes from
#162 Intentional Business Leaders Society - Veterinary Cohort Announcement
A special announcement for 2023 - a veterinary cohort of the Intentional Business Leaders Society. Tune in for more details and also visit www.intentionalleaderssociety.comCALENDLY LINK to schedule a call to learn moreTo connect on this, as mentioned above, click the Calendlylink or email me at isaiah@veterinariansuccesspodcast.com or jim@intentionalleaderssociety.com. We can discuss the ideas and more in-depth on the group's structure. I look forward to this and hope you’ll join me for a transf
#161 Angela Hofmann, DVM - Autonomy & Independence as a Practice Owner
In this episode, I'm joined by Dr. Angela Hoffman, who is a practice owner in beautiful San Diego, California. Angela and I connected recently, and I’ve talked about practice ownership and the opportunities but I wanted to highlight someone doing it and having fun while growing. Dr. Hoffman, thanks for coming on the podcast. The journey of becoming a veterinarian and how it was her second act career-wise.How a failed succession plan sparked her to try things a different way. How networking helpe
#160 Andy Schoonover - Community Funded Healthcare
In this episode, I’m joined by Andy Schoonover, CEO of CrowdHealth. Crowdhealth is a crowd-sharing solution to healthcare, allowing individuals and families to take charge of their healthcare. Tune in for a great discussion on how to lower healthcare costs and improve overall care. Andy's background and, in his words, what Crowdhealth is.Insurance and its impact and why veterinary medicine should be wary of mass adoption. How health sharing plans are ideal for 1099 and small business owners. We
#159 Kevin Lowe, DVM - Low Time Preference Medicine
In this episode, Dr. Kevin Lowe joins me for a fantastic discussion. Dr. Lowe is the owner of Flint River Animal Hospital. Dr. Lowe has some non-consensus views on topics within veterinary medicine and life that we explored. He gets technical, so this is a great one for those who want more medical discussion. Also, he is a bitcoiner which is how we connected, so we’ll talk about that as well and how it's impacted him. We run out of time to fully get into bitcoin - so he'll be back for a full dis
#158 Radio Show - Team Building Matters for Sustained Success
In this radio show, I share an article by Michele Drake, DVM, CVA, on dvm360.com titled "Team building is crucial to a successful practice"Job Postings Central Indiana - GP & Equine Practice Fort Walton Beach Practice - email baysidevet251@yahoo.comOur Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
#157 Jason Coppens - Back to Basics & Bringing More Efficiency in Your Practice
I am joined by Jason Coppens of Coppens Business Strategies in this episode. Jason is a return guest and has joined me on the show for episodes #17 and #129 - I highly recommend checking out those episodes. Jason's episodes are some of the most downloaded and consumed so I had to bring him back to share more wisdom. State of veterinary medicine - seeing ATC ⬆ and invoices ⬇The cooling off of new patients and pick-up of dormant patients. The pre-pandemic tasks and protocols that have fallen by
#156 Michael Jerkins, MD, M.Ed and Brandon Finazzo - A Common Sense Approach to Banking and Financing
In this episode, I'm joined by Michael Jerkins, MD, M.Ed, and Brandon Finazzo of Panacea Financial. Dr. Jerkins is the president and co-founder, and Brandon heads their Practice Solutions. In this episode, we cover the personal and professional solutions Panacea offers to veterinarians. The origin story and the problems Dr. Jerkins found as he went through medical school. How a personal loan for veterinarians at various stages (4th year, resident, and in-practice) and how each might be utilized
#155 Radio Show - Capturing Lost Revenue w/o More Appointments
In this show, I break down Dr. Peter Weinstein's article in Today’s Veterinary Business called “Win Back the Drug Dollars.” Dr. Weinstein was a guest on show #37, and I'd highly recommend checking out that conversation. I've had a lot of conversations lately about online pharmacy revenue and view this as a lost revenue center - that's often overlooked because everyone is so busy. Grow revenue without more appointments and increase compliance - sounds like a match made in heaven for a practice o
#154 Shannon Gregoire, DVM - Brainstorming Practice Ownership
In this episode, I'm joined by a repeat guest, now officially Dr. Shannon Gregorie. Shannon was originally a guest in episode #70 as a veterinary student at Western. She's now an associate working at a general practice in the northeast. The episode is a continuation of her story, as she wants to be a practice owner badly. When episode #150 came out, talking about the opportunities to become an owner, and Shannon talked about wanting to collaborate on it. I invited her on to just discuss her desi
#153 Marie-Eve Allard: Building Better Veterinary Spaces by Building Relationships
In this episode, I’m joined by Marie Allard, who is the Founder of Planimal. Who is Planimal, and what do they do? The short answer is they are Veterinary Architects who care. Planimal helps you build your project from A to Z. Marie started Planimal just over seven years ago. Enjoy this conversation with Marie Allard! The origin story of how she became focused on veterinary medicine - you'll never guess!How architecture impacts us emotionally and physically. How hard conversations and being open
#152 Dr. Jonathan Leicht - Conscientious Planning for What's Next in Life and Work
In this episode, I'm joined by Dr. Jonathan Leicht, who is the CEO of Mosaic Veterinary Partners. Jonathan is someone I’ve been fortunate to get to know in his work with Dr. Michael Bugg on the veterinary podcast The Veterinary Project. He is a strategic advisor to Vetsie. Jonathan has scaled and grown many practices and was responsible for some of the largest specialty hospitals in Western Canada. I consider Jonathan a polymath and is well versed in several disciplines, so our conversation go
#151 [Replay] Top Ten Questions to Ask a Financial Advisor
In this joint episode, I'm joined by Ryan Koopmans, DVM as we break down the ten questions to ask a Financial Advisor, Financial Planner, or anyone helping you with financial decisions. We try to provide some context and understanding as to the "why" behind these questions, as we often hear from your peers when they call. We hope this helps you make the best decision when you decide to talk to someone. Some other great resources are below: 10 QUESTIONS TO ASK YOUR FINANCIAL ADVISOR - CFP BoardTo
#150 The Time for Ownership has NEVER been better
This past week the conversation around ownership was discussed by so many around me in various ways. I needed to get this off my chest - private practice ownership is a fantastic opportunity at the moment, and one I'd say is golden. Tune in for the why and a special tease of an upcoming project. Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
#149 Radio Show - Supercharge Rewards on ALL Spending (Yes, including Bills)
In this episode, I share the incredible ways to earn rewards in bitcoin on almost everything you spend money on today. Yes, everything - credit card bill pay? Yes! Your mortgage? Yes! Tune in to learn about how I leverage tools to make this happen and how you can as well. Tools mentioned for you to maximize those savings!FoldStrikePay with MoonBitrefill LolliArticle on Mortgage Repayment via Fold and PayPal Article on the topic on the Veterinarian Financial Advisor NetworkArticles referenced The
#148 Radio Show - Student Loan Update & What Actions You Should Take
In this radio show, I review and share the update from the White House announcement on President Biden's Announces Student Loan Relief for Borrowers Who Need It Most. I believe the decision's ramifications begin with a continued loss of the dollar's purchasing power (monetary debasement) and a general debt jubilee. You have been told that you need to focus on acquiring assets and not prioritizing paying down debt. While that seems backward - we are in an interesting point in history. Please tune
#147 Radio Show: Sales is not a dirty word
A recent article in Today’s Veterinary Business from Dr. Erine Ward titled “Howto Not Talk Like a Salesperson” prompted some good ideas for a quick conversation on how to think about sales and veterinary medicine. Enjoy!Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
#146 Radio Show Investing Series: Gold
Gold - a barbarous relic or portfolio diversifier? I take on the idea of gold and portfolio construction and share and shatter some myths around the shiny metal. You'll walk away with a much better understanding of why Gold matters. Enjoy! Distribution of gold demand worldwide by sector in 2021Chart: How Much Gold is in the World?Which Nations Have Been Buying Gold?History of the Gold Standard (w/ Grant Williams) - excellent watch highly recommend. Our Sponsors GuardianVets (be sure if you reac
#145 Sustainability in Equine Medicine - Disrupting through Education and Collaboration
In this episode, I'm joined by Dr. Stacey Cordivano, Dr. Misty Gray, and Dr. Kelly Zeytoonian. This is a fun group conversation and the most guests in one episode so buckle up – Stacey, Misty, Kelly, and Dr. Cara Wright (not able to join for the recording) are the founders of the Sustainability in Equine Practice Seminar & Retreat, which has a goal of “Disrupting Equine Veterinary Medicine Through Education and Collaboration” - enjoy! The basics – how and why start a seminar and retreat? The rel
#144 Veterinary Student Takeover - Thomas Kile & Max Wunsche
In this episode, I'm joined by Thomas Kile and Max Wunsche. Thomas is a DVM candidate at Washington State University Class of 2023. Thomas is the past marketing director for the National Veterinary Business Management Association (VBMA). Max is a DVM candidate at the University of Georgia class of 2024. Max is active within the local UGA VBMA chapter in Athens. Favorite VBMA topics they've heard shared from guest speakers.What they are looking for in their first job out of school.Goals for their
#143 Paul Diaz - Non-Competes: A Mechanism for Control & Greed
Today I’m joined by Paul Diaz of Founder and Principal Consultant at Hire Power Consulting. Paul is a former Marine who, post service found his way into the veterinary world working for one of the largest corporations in the space and helped grow the talent pool over his time there. He started Hire Power Consulting in 2020 and is on a mission to end the non-compete in veterinary medicine. If you don’t follow Paul on LinkedIn, you are missing out – his straightforward no, BS style is what caught
#142 Radio Show - The importance of bitcoin self custody
Bitcoin is a bearer asset, meaning you can hold the keys to your bitcoin yourself. When you hold your own Bitcoin keys you are in direct control of your money. If you have bitcoin on an exchange, you don’t have bitcoin. You have an IOU. Learn why and how to take self custody of your bitcoin. #84 Radio Show- Bitcoin: Why it Matters for EVERYONE in Veterinary Medicine#113 Radio Show - Bitcoin Rebuttal: An Honest Reply to The White Coat Investor#135 Radio Show - bitcoin not CryptoSwan BitcoinBitco
#141 Radio Show - 15 things to do in a Recession
Are we in a recession already? Spoiler alert - I think yes. What is a recession? What should you do to get through it? I share some sobering stats and then provide some actionable advice to help you get through a recessionLinksConsumer Loans: Credit Cards and Other Revolving Plans University of Michigan: Consumer Sentiment 2Yr vs. 10Yr - TradingViewCam Harvey InterviewHow The Finance Prof Who Discovered The 'Inverted Yield Curve' Explains It To GrandmaThe State of the Economic Union - The Veteri
#140 Radio Show Investing Series: Commodities Good or Bad for your portfolio?
In this episode, I dive into the world of commodity investing - share some insights into how you might want to approach investing and diversifying your portfolio with commodities. Ultimately, what do the research and data show? Tune in and read the research pieces below to help become a better investor. What are commodities?What research supports owning them over the short, medium, and long term?How do you invest in them? What are managed futures?What makes them investable?Sample allocations and
#139 Radio Show - The Housing Bubble is Bursting
Housing is one of the most discussed topics in conversations lately with clients - here is a take on what the numbers are showing and what you can and should consider prior to purchasing a home at the moment. Resources:The US Housing Affordability Index"Facing Years Of Fewer Home Sales" - Compass, Redfin Slash Workforce Amid Affordability CrisisReal estate companies lay off workers amid ‘clear signals’ of a housing downturn.Housing Stats 106% increase in monthly mortgage paymentOur Sponsors Guar
#138 Josh Vaisman - The Leadership Guiding Principles for Veterinary Medicine
In this episode, I'm joined by a previous guest Josh Vaisman who is the Co-Founder of Flourish Veterinary Consulting. Josh's experience and empathy for veterinary medicine is incredible and as you with learn he's a joy to listen to. DO NOT forget to sign up for the survey he and the Flourish team have put together HERE. The growth and demand for Flourish since we spoke pre-pandemic What's changed? What are most practices asking for?The Positive Leadership Framework.The idea of putting effort int
#137 Radio Show Investing Series: Using Trends to minimizing losses and compound
In this episode, I dive into a style of investing called Trend Following or Momentum. Designed to minimize portfolio drawdowns. Being rules-based, investing removes emotions from decision-making. Investing broadly across asset classes and geography provides investors with more opportunities to see returns. The research supports the approach to lower risk and potentially enhance long-term returns. There are loads of data from research that provides strong out-of-sample evidence that there is cons
#136 Radio Show Investing Series: Bonds
In this episode, we continue the education deep dive into investing by talking about bonds. Often called fixed-income - bonds are more complex than stocks and require a more nuanced understanding to understand the risks/returns in investing in them. Most investors today are owning them in a mutual fund or ETF. Hopefully, this episode provides you with a lot more knowledge than you had prior. I answer:What is a bond or fixed-income.Bond structures and terms.Types of bonds.Risks of bonds.Bond know
#135 Radio Show - bitcoin not Crypto
In this episode, I highlight why it's bitcoin and not crypto that you want to focus on. The recent price action and news have made it top of mind to highlight some important items and lessons to learn from others. At the time of recording Bitcoin's price was $29,990. Links Mentioned Episode #84 - Bitcoin for ALLBitcoin First LUNA Tweet ThreadOnly the Strong SurviveEthereum's Centralization Dilemma Through Lido StakingRWM WisdomTree Crypto Index Bitwise 10 Crypto IndexOur Sponsors GuardianVets (b
#134 Pawsibilites - Increasing the Veterinary Network
In this episode, Dr. Valerie Marcano and Dr. Seth Andrews of Pawsibilites Vet Med. Dr. Marcano is a University of Georgia College of Veterinary Medicine graduate. Currently, Valerie is a poultry veterinarian in North and South Carolina. She is also the chair of the first-ever Diversity and Inclusion Committee of the American Association of Avian Pathologists (AAAP). Dr. Andrews earned his Ph.D. in Biological Engineering from the University of Georgia. He also served as the president of the Univ
#133 Radio Show Investing Series: Retirement Accounts 101
I've heard and felt a need from an investing standpoint to provide content to build up the knowledge veterinarians have - so I'll be doing more of these (as long as you listen and like them) to do what I can to educate. So what are retirement accounts? What can I do? What's best? What is a Traditional or Roth account? Best place to save? If you've ever asked these questions this episode is here to help you think through what's best and provide a framework to learn from. Our Sponsors GuardianVet
#132 Justin Weaver - Preparation for a Practice Sale: A Discussion
In this episode, I'm rejoined by veterinary attorney Justin Weaver of Oberman Law Firm. Justin has an extremely high concentration of veterinary clients and is a well of knowledge on all things legal and veterinary medicine (except for litigation as he lets you know). In this broad conversation, we build on our episode #41 to help a current owner think through a practice sale. An update on the market for veterinary practice demand - seeing a little slowdown. The backdrop on the ingredients for a
#131 Radio Show Investing Series: What are stocks?
I've heard and felt a need from an investing standpoint to provide content to build up the knowledge veterinarians have - so I'll be doing more of these (as long as you listen and like them) to do what I can to educate. So what are stocks?I tackle the basics, and we will grow from here and step into becoming a little more technical as we go - but wanting to get the building blocks correct first and foremost. Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your firs
#130 Michael Graham II, DVM - Building Confidence in Veterinary Medicine
In this episode, I'm joined by Dr. Michael Graham II. Dr. Graham, II is the owner of Premier Veterinary Consultants, LLC and a practicing veterinarian. He received his DVM from LSU and his MBA from Loyola University New Orleans. He brings a unique combination of medical operations with business education. His goal is to create a positive, meaningful impact in veterinary medicine. His clinical and personal journey to today.The impact of mentors early in a career and how that shapes your future. T
#129 Jason Coppens - Every Veterinarian Undercharges for Their Services
In this episode, I am joined by Jason Coppens of Coppens Business Strategies. Jason is a return guest and first, come on the show for episode #17 back in 2019. Jason’s episode is one that has been highly listened to and someone I’ve learned a ton from. So I wanted to bring Jason back and talk through a couple of areas we didn’t get to last time. We still don't get through everything I had planned, but this one is again full of actionable data. Updates and changes he's seen since we chatted in 2
#128 Woody Mawhinney - Pet Insurance: Allowing Clients to say "Yes" to the best care
In this episode, Christopher "Woody" Mawhinney the CEO and co-founder of Pawlicy joins the show. Pawlicy Advisor is a pet health platform, insurance marketplace, and employer benefits, provider. They make pet care accessible by guiding pet owners and employees to the best coverage and up to 75% savings. Who doesn’t love that! They are in all 50 states and DC. Woody this has been a long time coming – so excited to have you join me. What is Pawlicy and how they are similar to the Expedia of Pet In
#127 Dr. Mike Walker - Leveraging Authenticity & Relationships in a De Novo Start-Up
In this episode I’m joined by Dr. Michael Walker – who is a small animal veterinarian practice owner of a clinic called Apollo Veterinary in Wimberley, TX. Mike is a graduate of Texas A&M University and worked as an associate doctor with a failed succession plan that lead to him striking out on his own to start a de novo clinic. Mike launched Apollo last fall and I wanted to bring him on to get into the weeds a bit on what life has been like over the past 12 – 18 months as his vision was brought
#126 Radio Show - Upgrade how you collect payments to save $30,000 or more
Credit card fees will be increasing in 2022, and you, the merchant, will be eating those costs. In this show, I walk through and explore how leveraging the bitcoin network can drastically save your practice money, and the implementation is not as intimidating as one might think. Opt-out and learn how to save $30,000 or more by leveraging the bitcoin lighting network for payments. Visa, Mastercard Prepare to Raise Credit-Card FeesA GENTLE INTRODUCTION TO THE LIGHTNING NETWORKOpenNodeVoltage Cloud
#125 Radio Show - Shockwaves: The Impacts of Russia & Ukraine on YOU
In this episode, Isaiah shares insights and research from his learnings the past week plus into the impacts of the Russia and Ukraine situation. Why does it matter and what are actionable steps to take from here. Links mentioned/Sourced BTC067: RUSSIA UKRAINE WAR & GLOBAL MACRO IMPACTS W/ LUKE GROMENA MACRO TAKE ON RUSSIA’S GAMBIT, OIL, GOLD, BITCOIN AND MORE WITH LUKE GROMENEnergy, Food, and War in Eastern EuropeThe Beef Initiative Eat Wild Swan BitcoinBitcoin Wallets: How, Why and When to Hol
#124 Christina "Tina" Tran, DVM - Being Okay with I Don't Know
In this episode, Dr. Christina “Tina” Tran is an Associate professor of practice, Clinical relations lead veterinarian at the University of Arizona. She got her DVM at the University of Illinois. She has worked as the program director for Purdue’s Veterinary Technician school. And today at Arizona has worked and built out the clinical year rotations in a new hybrid and distributed program that is unique to veterinary education. She is also a past president of the Multicultural Veterinary Medical
#123 Cindy Barnes, DVM - PIMs software that does not SUCK
In this episode, I'm joined by Dr. Cindy Barnes who is a veterinarian and founder of Shepherd Veterinary Software - she's bought, ran. and sold a GP clinic and ER hospital. She attended Colorado State University for her veterinary education after being a technician earlier in her career. We discuss Shepherd's offering and story - her vision for high functioning teams and more! The origin story of Shepherd and how she released the initial technology with her team. We dig into listener-submitted q
#122 Carson Taylor - Are you leaving $$$$ on the table when exiting your practice?
In this episode, I'm joined by Carson Taylor of VetValue a digital veterinary practice valuation service. VetValue's focus is improving accuracy, efficiency, and providing actionable intelligence with valuations. We also dive more into the brokerage offering with DVM Evolution. We discuss the following: The difference between brokerage only and advisory services.The amount of money left by many practice owners.What do deals and valuations look like in the market today?Who is a good candidate f
#121 Josh Bennett, CFP®, EA - The Tax Answers for YOUR questions
In this episode, I’m joined by a guest that I likely know better than any other – my partner at Vincere Wealth Josh Bennett. Josh founded Vincere back in 2018 and started Vincere Tax a separate but affiliated tax business in 2020. Josh and I met way back pre-pandemic in 2020 and this one has been on the list to get done as we are on the brink of tax season 2022 it made sense to record. We took questions from the Facebook group and elsewhere and tried to answer as many as we could. Reminder: List
#120 Mike Sabatino - Veterinary team retention starts with financial stability
In this episode, I'm joined by Mike Sabatino, CFP®, CSLP® owner and founder of Sabadoodle whose mission is to help veterinary practice owners and managers attract, retain and motivate employees. He offers financial coaching programs for DVMs and staff with six-figure student loan debt. Mike is working to make financial literacy better across the board in veterinary medicine by focusing on everyone involved in the team. We discuss:Mike's story and how he narrowed his focus on this niche in veter
#119 Austin Hair - Real Estate - Location, Location, Location
In this episode, I’m joined by Austin Hair who is a managing partner at Leaders Real Estate and is the host of the Commercial Real Estate Secrets podcast – which is all about helping healthcare practitioners scale which includes veterinary medicine. Austin lives in Orlando, Fl with his family and works nationally. He also has been on American Ninja Warrior and is a retired professional wakeboarder. So let’s start with the most difficult question – American Ninja Warrior – hardest aspect of the c
#118 Andrew J. Langdon CFP®, EA, MBA - Creating financial options for Veterinarians
In this episode, I’m joined by Andrew Langdon founder of VetWorth. Andrew isa CFP and fee-only planner serving veterinarians locally within Georgia, butalso virtually around the country. He is a member of the Independent VeterinaryPractitioners Association or IVPA and a member of the Veterinarian FinancialAdvisors Network or VFAN. Why veterinarians and is there an origin story there?What has been the hardest part of making a niche-specific business work? What has made it worth it?What do you thi
#117 Top Ten Questions to ask a Financial Advisor - Ryan Koopmans, DVM
In this joint episode, I'm joined by Ryan Koopmans, DVM as we break down the ten questions to ask a Financial Advisor, Financial Planner, or anyone helping you with financial decisions. We try to provide some context and understanding as to the "why" behind these questions as we often hear from your peers when they call. We hope this helps you make the best decision when you decide to talk to someone. Some other great resources are below: 10 QUESTIONS TO ASK YOUR FINANCIAL ADVISOR - CFP BoardTou
#116 [Radio Show] - 2022 Predictions & Prognostications
In this radio show, I share the ten themes and predictions for 2022. Tune in and let me know what you think! Links mentioned:Rowan Veterinary School Announcement #114 Serena Nayee, DVM - Personal & Professional Growth in Urgent Care#106 - [Radio Show] Inflation: The What, Why, and How You Should ReactSwan BitcoinCitadel Dispatch e0.3.4 – mobile phone privacy with @sethforprivacyOpt Out PodFiat Standard - Fiat Food Chapter (can read for free)Our Sponsors GuardianVets (be sure if you reach out to
#115 John Dillon - Solving Burnout with Technology Solutions
In this episode, I'm joined by John Dillion is the Founder and CEO of GuardianVets. Now we’ll get into GuardianVets in-depth today but to set the stage they are an extension of your veterinary team to help you with telemedicine, after-hours teletriage, inbound communications, and curbside management. The goal is on virtual care solutions designed to help veterinary practices streamline operations, reduce burnout and elevate client service. The origin story of GuardVets and solving his own probl
#114 Serena Nayee, DVM - Personal & Professional Growth in Urgent Care
In this episode, Dr. Serena Nayee received her Doctor of Veterinary Medicine from the University of Georgia College of Veterinary Medicine. She is from Fishers, IN, and is the Medical Director at VetCheck Pet Urgent Care’s second location in Carmel, IN. Recently, she founded Chapter VIII: Veterinary Inclusion and Intersectionality Initiative to promote inclusive advocacy and education, intersectional art and story-sharing, communication workshops, community mentorship, and diversifying professio
#113 Radio Show - Bitcoin Rebuttal: An Honest Reply to The White Coat Investor
In this episode, I offer a rebuttal and provide factual evidence to refute a recent White Coat Investor article called Bitcoin Is Just like AOL; It Won’t Win the Race for Best Cryptocurrency Not only is the article full of factually inaccurate statements - there are massive gaps in understanding of Bitcoin. I provide a fact and data-driven rebuttal with sources of where that information came from. Those sources are below: Swan Bitcoin - Where I recommend people buy Bitcoin70% of Ethereum Nodes A
#112 Radio Show - Farmland as an investment
In this episode I breakdown an overview on why Farmland should be a consideration for investors. I cover the industry today, the opportunity, the investment thesis, and how to buy it. AcreTraderFarmTogether
#111 Radio Show - Fire Fast and Hire Slow
In this episode, we walk through the challenges of dealing with your team and why the adage of "hire slow and fire fast" makes sense with a recent personal example on Isaiah's team. Forbes Article: Hire Slow And Fire Fast: Why Leaders Should Heed This AdviceHarvard Business Review: Hire Slow, Fire Fast
#110 Ryan Koopmans, DVM - Pursuing a Passion in Financial Planning
In this episode, I'm joined by Dr. Ryan Koopmans who received his DVM from Iowa State in 2012 and has practiced in the companion health realm ever since. He is an Army Veterinary Corps officer. He has his Masters's in Financial Planning from The College of Financial Planning. I’m excited to announce that Ryan has joined the team at Vincere Wealth and will be moving out of clinical medicine and fully into being a financial planner serving his peers. His veterinary medicine story What he's enjoyed
#109 [Replay] Tony Ferraro - Meeting Your Clients Where They Are Financially
In today's episode, I'm joined by VetBilling's founder Tony Ferraro. We talk about the founding of VetBilling and what they do. As well as the following:How third party financing can be more rigid in the offering. Tony mentions a 40% approval rate, so what about the other 60%? I did push for some data behind this number and here is the reference source. The typical delinquency of clients on payment plans being 3%-5%, but can reach closer to 10%-15% and why even at the elevated level it still mak
#108 Radio Show: Student Loan Updates
In this radio show, we discuss some big changes in the world of public student loan forgiveness and some changes for federal student loan processors, and what you should be doing. Linkswww.studentaid.govhttps://studentaid.gov/pslf/https://www.financialcoachmeagan.com/
#107 Phil Zeltzman, DVM, DACVS, CVJ - Investing for Time Savings
Today I’m joined by a repeat guest Dr. Phil Zeltzman - a polymath and veterinary surgeon. You might know him from his work with Dr. Meredith Jones on the Veterinary Financial Summit which just wrapped up last month. Phil today is going to talk about Chronos. He helped start Chronos a back-office solution for veterinary practices. Chronos is solving a major issue(s) in veterinary medicine that I hear listed as complaints often. Phil and I discuss: Takeaways from the second annual Veterinary Finan
#106 - [Radio Show] Inflation: The What, Why, and How You Should React
In this Radio Show, I dive into inflation. I answer three key questions.What is inflation? Why does it matter to you? How can you prepare yourself against inflation? The tweet mentioned and read in the showSwan Bitcoin - get $10 of BTC free
#105 [Replay] Bitcoin is for ALL
In this radio episode, I rife on why Bitcoin matters and why veterinarians should educate themselves on the topic and strongly consider a deeper dive. I do believe Bitcoin adoption is the story of the next decade. At the time of recording Bitcoin's price was $50,137. I discuss: What is Bitcoin?What is Money?How the US dollar system works.What Bitcoin fixes?The five characteristics of Bitcoin.The Fear Uncertainty and Doubt (FUD) around Bitcoin.How it impacts veterinarians of all ages. Bitcoin We
#104 Dr. Andrea Hernadez & Dr. Willie Bidot - Passions in Veterinary Medicine
In this episode, I'm joined by Dr. Willie Bidot and Dr. Andrea Hernández. Dr. Willie and Dr. Andrea are married – Willie is an Attending Veterinarian at Western University of Health Sciences and a Director of Animal Resources and one of the most knowledgeable DVM finance nerds I know. Dr. Andrea is a veterinary dermatologist resident and puts Willie and me to shame on Instagram with her fire posts, stories, and content. We bounce around on a variety of content that impacts veterinarians both per
#103 Rhys Giannarelli - Core Values Drive Growth
In this episode, I’m joined by Rhys Giannarelli who is the owner of Point Grey Veterinary Hospital in British Columbia. Rhys and his wife Dr. Carmen Chan have three veterinary hospitals in a very competitive market but have thrived as a private business. Rhys had some strong, detailed opinions in the Facebook chat that I loved and I was able to twist his arm to come on and chat. We discuss:His back story and how hospitality is at the heart of their service model.Why corporate medicine is not a t
#102 GetMotiVETed - Authenticity leads to opportunity
In this episode, I'm joined by Dr. Quincy Hawley and Renee Machel of GetMotiVETed. Dr. Hawley is a graduate of NC State’s College of Veterinary Medicine and worked in a corporate veterinary setting for five years as an associate and in 2018 resigned from his position to pursue his life mission of providing wellness solutions to his peers in the veterinary community. Renee worked in a veterinary clinical setting for 15 years as a hospital leader. She co-founded GetMotiVETed with Dr. Hawley in 201
#101 Debbie Boone - Veterinary Medicine is a people business
In this episode, I'm joined by industry veteran and fountain of knowledge Debbie Boone. Debbie is the owner of 2 Manage Vets which she started in 2008. She has been a hospital manager for 19 years. A COO for an 11 doctor hospital as well. Debbie's depth and length of knowledge of vet med is unmatched. She joined the podcasts and talked about a couple of topics - but we really dove into questions from the Facebook group. You will get a lot out of this episode with Debbie Boone! 2 Manage Vets - Ve
#100 Radio Show - Questions for Financial Advisors
In this episode, we celebrated a milestone! I'm joined by Ashely Foster and Dan Routh as we address two questions. What investment accounts should you fill first? Or which ones to have secondary if extra money comes by (I.e. bonus/tax return)I want to hear what non-consensus view do they hold that most financial advisors don't?Resources:Episode #52Episode #84Priced in Bitcoin Vincere Wealth March Webinar
#99 Jamie O'Kane, CPA CTC - Employer Retention Credits (ERC)
In this episode, Jamie O'Kane is back to address ERC's and your questions. Jamie is the owner and founder of Abundant Beans Tax & Accounting. We discuss The importance and potential impact of Employer Retention Credits (ERC).How to check to see if you are qualified (see below link for a free tool). How to think about withholding taxes when switching from W2 to 1099.When to establish a business entity when doing relief work.Any plenty of other tax-related riffs. Jamie's LinkedInAbundant Beans Tax
#98 Molly Cooper - Making P&C Insurance Understandable and Approachable
In this episode, I'm joined by Molly Cooper of Cooper Insurance. Molly is a Risk Manager and works with individuals and business owners helping them understand and protect themselves from risks that property and casualty insurance covers. While not always the most interesting topic, I've known Molly for years and I do my best to have her explain the 101 on the insurances you need as an individual to stay covered and protected - all while hopefully saving you some $. We discuss-Auto insurance. -H
#97 Philip Richmond, DVM - Gratitude can change your life
In this episode, I'm joined by Dr. Philip Richmond who is the Medical Director at Country Oaks Animal Hospital, a well-known veterinary speaker, veterinary & workplace wellbeing advocate, positive psychology consultant at Flourishing Phoenix, and Chair at the FVMA Professional Wellness & Wellbeing Committee. He is a member of the national Workplace Suicide Prevention & Postvention Committee. He is a Key Opinion Leader in Veterinary Wellbeing for Boehringer Ingelheim Animal Health and has also s
#96 Brandon Boyd - The Marketing Process
In this episode, I'm joined by Brandon Boyd who is the founder of Vet and Pet SEO. Brandon helps veterinarians and vetrepreneurs implement and manage high return on investment marketing campaigns and strategies by using data analytics and creative content catered to pet owners. We discuss the following:His path from chemical engineering to marketing.The service offering and expertise of Vet and Pet SEO.Email Campaigns and why they are a hidden gem of marketing.How to write marketing emails.The a
#95 Radio Show - How to attract and retain talent
On this radio show, I take a Facebook question and share my thoughts and examples from my business and how we've navigated being a small fish in a world of massive corporate entities. DISC Profile Assessment
#94 Alyssa Mages BS, CVT - Empowering Teams for Success & Longevity
Today I’m joined by Alyssa Mages who is a credentialed Veterinary Technician and current co-founder and Chief Visionary Officer of Empowering Veterinary Teams, LLC or EVT. Alyssa is passionate about empowering teams, providing training and encouragement, and leadership within veterinary medicine. She is a 17-year veteran of veterinary medicine and brings a different perspective to the current landscape of the profession. Being incorrigibly optimistic and where that comes from. Inspire, Instruct
#93 [Replay] Jason Coppens - The Process Blueprint for Practice Growth
In this episode, I'm joined by Jason Coppens of Coppens Business Strategies. You might want to have a pen and paper handy or just come back and re-listen. The content moves fast, but has a lot of value. We talk about the following:How he learned how to scale and build processes for growth.How helping to triple the rate of revenue growth of his wife’s practice was the beginning of the veterinary medicine niche.The 20/20/20/20 Rule and how it can help align your Profit and Loss Statement to ensure
#92 Adam Greenbaum - Marketing: Make it BIG and BEAUTIFUL
In this episode, I'm joined by Adam Greenbaum CEO of WhiskerCloud. Adam’s passion for marketing and veterinary medicine will shine through in our discussion I’m sure. WhiskerCloud was launched in 2016 after Adam spent years watching the veterinary industry slowly move backward regarding technology and he wanted to do something about that. We discuss: Branding, Processes, Strategy, and making Beautiful Things!How he would explain marketing to someone on New York Skyscraper elevator ride. Why bran
#91 Chris Meehan - The Guide to Financing
In this episode I'm joined by Chris Meehan who is a Vice President for The Bancorp. The Bancorp is a business financing services company specializing in working with dental, veterinary and other medical professions. Chris has worked in the healthcare financing space for over ten years and brings a lot of personal experience and perspective to what you all need as a veterinarian when it comes to financing and preparing to look at lending options. We discuss how banks look at veterinarians, how to
#90 Lillie Davis, DVM, DACVIM - Empathy & Change
In this episode, Dr. Lillie Davis, a Veterinary Oncologist, is focused on treating animal cancer and improving her patients' quality of life with a healthy balance of evidence-based medicine and compassion. Dr. Davis is also a first-generation college graduate who grew up in The Bronx, NY - she’s open about the path to where she is today was not easy and how financially and emotionally difficult it’s been.Why empathy is part of her professional and personal meaning. The three key areas of change
#89 Radio Show - The Life You Want: The Definition of Financial Planning
In this episode, I'm joined by Veterinarian Financial Advisor Network (VFAN) member Ashely Foster, CFP of Nxt: Gen Financial Planning to discuss a listener question. The question I want to understand what financial planning looks like. Hear our take -
#88 Tiffany White - Merging Strategy & Technology to Improve Practice Management
In this episode, I'm joined by Tiffany White of Tip The Scales Consulting, LLC and SnoutID. Tiffany has hands-on experience with brand strategy, business development, and operations within veterinary medicine. She has vast exposure in all facets of strategy to steer a company, product, or business line. We discuss the ability to leverage technology in various ways to improve practice management, efficiency, and wellness. Where is the gap in clinical operations where technology can improve thing
#87 Leni Kaplan, DVM - Practical & Pragmatic
In this episode, I’m joined by Dr. Leni Kaplan who is a veterinarian that has worked in private practice and emergency medicine for over 20 years. She is currently a faculty professor at Cornell University College of Veterinary Medicine. In 2017 she earned her Professional Life Coach designation. Her tagline is practical and pragmatic which I love. We talk about an array of topics applicable to young and experienced veterinarians. Her journey and career path and what she's learned. The idea of “
[Replay] #86 Dr. Sarah Fallow - The Science of Building Wealth
In this episode I'm resharing an early episode that was recorded with Dr. Sarah Fallow, Ph.D. discussing the research behind The Millionaire Next Door and The Next Millionaire Next Door. The episode is timeless and if you are a regular listener I want to ensure you hear the message. We discuss her interest in psychometrics and that’s what helped her look at wealth-building as an area of interest. The challenge of veterinarians and doctors in general in building wealth. The self-limiting beliefs
#85 Michael Bugg, DVM - Building Financial Freedom with Real Estate
In this episode, I'm joined by Dr. Michael Bugg who is a real estate investor, veterinarian, and entrepreneur. He is the co-founder of The Veterinary Project podcast which is fantastic for those that aren’t checking out his work. Dr. Bugg resides in Saskatoon, Saskatchewan, and has built a very successful real estate business to free himself from clinical practice. The early days of his life as a DVM and how that shaped his desire to find another way to build wealth. When and how he was able to
#84 Radio Show- Bitcoin: Why it Matters for EVERYONE in Veterinary Medicine
In this radio episode, I rife on why Bitcoin matters and why veterinarians should educate themselves on the topic and strongly consider a deeper dive. I do believe Bitcoin adoption is the story of the next decade. At the time of recording Bitcoin's price was $50,137. I discuss: What is Bitcoin?What is Money?How the US dollar system works.What Bitcoin fixes?The five characteristics of Bitcoin.The Fear Uncertainty and Doubt (FUD) around Bitcoin.How it impacts veterinarians of all ages. Bitcoin We
#83 Melanie Bowden, DVM - What the F**k Is This Vet Med?
Today I’m joined by Dr. Melanie Bowden, who is a veterinarian, speaker, author, and mentor living in Maine. She is passionate about many things as we’ll get into, but accessibility to care and quality medicine, relationship-centered care for patients, owners, and staff, and improving the profession through innovation, mentorship, and having a growth mindset. She is likely best known for her TedX talk “What being a Veterinarian Really Takes,” which is unbelievable; the link is below. The story be
#82 Jacqui Horner, DVM - Resilience & Reflection: Building a better future
In this episode, I'm joined by Dr. Jacqui Horner she received her Doctorate of Veterinary Medicine in 2015 from the University of Georgia. She currently practices small animal relief work part-time while building the mission and vision of Resilience Rising. She is extraordinarily passionate about mental health, well-being, mindfulness, leadership, and personal development. Her Instagram post, "I Quit" hit me and I had to get her on to talk about her experiences and lessons learned. We discuss:Be
#81 Paul Messino - Using Your Voice for Efficiency
In this episode, Paul Messino who is the president of Talkingvet which is a business division of Business Technology Insight LLC joins me. Talkingvet is a speech dictation and recognition tool to increase patient care while increasing productivity (who doesn’t love that). We touch on the nuts and bolts of how best to use technology to gain efficiency. The demand spike for efficiency in a post-COVID world.Data on speech versus the written word.How workflows and templates can supercharge efficienc
#80 Siva Nalabotu, DVM,MS, PhD - Franchise Model in Veterinary Medicine
In this episode, I'm joined by Dr. Siva Nalabotu and Jeff Lafave of VetCheck Pet Urgent Care which is a unique veterinary care model that started in Fishers, IN and is now starting a franchise offering nationwide. Dr. Nalabotu is a veterinarian, has his master's in biological sciences with a focus on nanotechnology, and has a Ph.D. in toxicology. Siva started the Fishers location in 2018 and as the model grew realized the offering should be available in other regions and wanted to support pract
#79 Jules Benson BVSc MRCVS - Being an Ally in Veterinary Medicine
In this episode, Dr. Jules Benson joins the show. Dr. Benson is the chief veterinary officer at Nationwide Pet. Dr. Benson has had experience in the clinic and in industry roles. He has a strong passion for data and technology as it shapes veterinary medicine today and into the future.The role of luck vs. skill in career growth and success.His role with Nationwide and how he landed there. Practice ownership support Nationwide offers at the collegiate level. A new study on insured vs. uninsured p
#78 Julie Squires - Rekindling Veterinary Well-being
In this episode, I'm joined by Julie Squires. Julie is a Certified Compassion Fatigue Specialist, Certified Life Coach & Podcaster. She’s had over 25 years of experience working within the veterinary field. You heard Dr. Jenni Rizzo in show #69 sing the praises of Julie so naturally had to get her on the show. The draw of veterinary medicine for her.The "cost of caring" and digging into the struggle within vet med. Women and coaching - what she sees most.Alcohol abuse and veterinary medicine.Jul
#77 Rahul Chhajed - Veterinary Real Estate: A Hidden Gem
In this episode, I'm joined by Rahul Chhajed who heads up Matthew Real Estate’s healthcare division investment services. Rahul and the team work all over the country and have worked with various different clientele. Rahul has been extremely active in veterinary medicine and he shares why there is so much value and demand for veterinary real estate today. If you are a practice owner and also a real estate owner, you will not want to miss this one! We discuss: The landscape of real estate in veter
#76 Legend Thurman - Governmental Roles within Vet Med
In this episode, I'm joined by Legend Thurman who is a third-year veterinary medicine student currently working towards her DVM at Royal Veterinary College in London with an emphasis in governmental and rehabilitative outreach based on the realm of the AVMA Agenda.How she chose RVC and the move to London.Culturally differences in London vs. WashingtonHow to get experience in governmental work within veterinary medicine.Networking and finding opportunities.Why governmental work matters and what h
#75 Radio Show - Exit Planning: A Primer
In this episode, I share and discuss one of the biggest topics not being talked about enough which is how to exit when you are a veterinarian that is a practice owner. If you are a veterinary practice owner this is a must-listen episode. Whether you are 40 or 60 exit planning is simply a good business strategy. There are opportunities to exit both young and old and you need to be prepared. I share and discuss the following:Why we are in the golden age of veterinary medicine.The timeline you need
#74 Jamie O'Kane, CPA, CTC - Strategy & Advice on Taxes
In this episode, I'm joined by Jamie O'Kane, CPA, CTC owner founder of Abundant Beans Tax & Accounting, and the host of The Abundant Beans Podcast. Jamie shares why tax strategy and goals matter most when ensuring your money is working for you and NOT against you. We discuss the following: The most common questions she is getting today.What does confidence look like in a tax strategy.Why goal planning matters in tax planning.The difference between a tax planner/strategist and someone who does yo
#73 David Bessler, DVM - Core Values are Discovered not Created
In this episode, I'm joined by Dr. David Bessler of Veterinary Emergency Group or (VEG) which has exploded on the scene of ER/Critical Care since 2014. Dr. Bessler has grown VEG from a single location and 12 staff to a team of over 750 and locations across the country. The episode is fantastic to hear about leading people and teams and how to create a winning culture. What VEG is and is not.The growing pains of rapid growth.What has been fueling the growth of VEG.How his role has shifted and cha
#72 Radio Show - Why GameStop Matters
In this radio show, I had to talk about GameStop and what happened this week. Why it matters for everyone. Where we are going and what may happen. Why practice ownership and bitcoin are important. I am a little rawer in this episode than others, but this week had me fired up and wanted to share some thoughts. Best Twitter thread on GameStop and what's happenedwww.casebitcoin.com
#71 Elaine Klemmensen, DVM - A Veterinarian's Journey
In this episode, Dr. Elaine Klemmensen joins me for a wide-ranging discussion full of stories and lessons learned over the course of her veterinary medicine career. Elaine has worked in both mixed and small animal practice in a variety of roles from associate, partner, locum, and practice owner. She sold her clinic she owned with her husband in British Columbia just over three years ago. She is passionate about coaching and giving back as a veterinarian. We cover a lot of ground talking about:Te
#70 Shannon Gregoire - Veterinarians are the MacGyver's of Medicine
In this episode, I'm joined by Shannon Gregoire. Shannon currently in her third year of veterinary school at Western University of Health Sciences. Listening to her speak you'd never believe that. She’s done a number of projects with Vet Candy including being featured on PetVet Magazine’s Dec2020/Jan 2021 cover and is an aspiring practice owner, which we dive into both.How moving across the country helped her to push outside of her comfort zone. Where and how her DVM passion started.Her involvem
#69 Jenni Rizzo, DVM - Adapting Your Career to Optimize for Happiness
In this episode, I'm joined by Dr. Jenni Rizzo. Dr. Rizzo is an ER veterinarian in San Antonio, Texas. Dr. Rizzo founded Lone Star Veterinary Academy (LSVA) because she wasn’t satisfied with the types of continuing education events she had attended in the past. She also has a passion for giving back and talking about self-care and wellness within veterinary medicine. The unique and special part about her story is how she's implemented those steps in her own life to optimize for happiness and me
#68 Bruce Johnstone - Creative Spaces: Construction in Vet Med
In this episode, I'm joined by Bruce Johnstone of Apex Build Design. Bruce is a fourth generation in the construction and architectural business and has carved a niche working in healthcare and grown a lot in veterinary medicine. Bruce shares stories on how to think about your building and how to prepare for a big construction project to set yourself up for success. We chat through:Why do construction projects always seem stressful and challenging? Styles of construction projects and the pros an
#67 Radio Show - Ashley Foster CFP® Nxt:Gen Financial Planning
In this episode, it's a bit of a hybrid with Dan Routh, CFP® and I talking with Ashley Foster CFP® founder of Nxt:Gen Financial Planning who works with veterinarians nationally. Ashley is the third founding member of the VETERINARIAN FINANCIAL ADVISOR NETWORK. Ashley shares his journey and path in financial services and his "why" for serving veterinary medicine. He shares:How starting in the insurance world shaped his view for what is financial planning.The founding of Nxt:Gen Financial Planning
#66 Kim Fish - The Best Medicine is Practiced with Data
In this episode, I'm joined by Kim Fish, VP of Veterinary Products of Rhapsody, Veterinary Consultant with AVCSuccess, and owner of Veterinary Technical Institute. We discuss the following: Her favorite question to ask veterinarians during consulting.The origin story of building and developing Rhapsody.How data is and will drive better medicine in veterinary medicine.What is machine learning, and how could it be used in veterinary medicine. How to think about pricing your services. How to get th
#65 Alex Kates - Saving Dollars & Time with Vetcove
In this episode, I'm joined by Alex Kates the cofounder of Vetcove. Vetcove launched in 2015 to bring transparency to ordering supplies and making it easier, faster, and cheaper. We cover the origin story and the developments and impact Vetcove is having on veterinary industry. We talk about the idea of being a "Practice Manager's Best Friend" and the idea for Vetcove.The Brakke study on savings impact using Vetcove.How Vetcove works.The data Vetcove can supply and equip clinics with.The communi
#64 Elise Burns - Relief Work On Your Terms
In this episode, I'm joined by Elise Burns CEO of VetIQ Staffing whose mission is providing veterinarians the ability to work in relief services for their lifestyle. Whether you are wanting to travel or just aren't ready to commit to a full time location yet, working relief has a lot of perks. VetIQ helps to solve for the challenges of doing your own relief business and allows you to focus on what you want which is provide veterinary medicine to patients. We discuss the following: How VetIQ is
#63 Travis York - Ownership Opportunities: Economic AND/OR Entrepreneurial
In this episode, I'm joined by Travis York the managing director of Suveto whose mission is supporting veterinary ownership. Travis also works within the family companies of Calico and Harbor. Calico helps veterinarians to preserve independent ownership through flexible financing. They fund acquisitions, expansions, construction, and refinancing. Harbor is a unique veterinarian only community and educational platform with thousands of members. We cover a lot of content and Travis is full of know
#62 Danielle Lambert - Building a Brand and the Power of You
In this episode, Danielle Lambert the founder of Snout School, Co-Founder of 7S Society, and business development VP for WhiskerCloud joins me to discuss an array of topics. We cover the following:You think about brand building and contributing to vet med as not being mutually exclusive. Can you talk about that and share your thoughts? LinkedIn Post Discussed What constitutes a good brand in your mind? For someone wanting to build a brand where/what do you start thinking about? You’ve created qu
#61 Stacey Cordivano, DVM - The Whole Veterinarian
In this episode, I'm joined by Dr. Stacey Cordivano. Dr. Cordivano after a one-year internship opened Clay Creek Equine Veterinary Services, LLC in 2010. Her veterinary interests include performance issues in the sport horse, alternative medicine and emergency medicine. Dr. Cordivano also hosts her own podcast, The Whole Veterinarian. The podcast is to give back to the veterinary community by curating information and guests who educate on all sorts of personal and financial development topics. W
#60 Blake Root - Collaboration brings success in veterinary medicine
In this episode, I'm joined by 2nd year veterinary medicine student Blake Root. Blake hosts the "Tails from Vet School" podcast, attends the University of Wisconsin-Madison, and is the President of the local SAVMA chapter. Blake shares his journey to get to Wisconsin and his "why" for veterinary medicine. Blake has an exceptional take on the state of veterinary medicine and how the community can be successful in the future. We discuss the following:The origin and inspiration of your podcast "Tai
#59 Carson Taylor - Maximizing Your Practice Sale Value
In this episode, I'm joined by Carson Taylor of VetValue a digital veterinary practice valuation service. VetValue's focus is improving the accuracy, efficiency, and providing actionable intelligence with valuations. Carson and I discuss the following:Why so many veterinary practice owners don't know the value of their business?How working at RBC in Investment banking on the CAPNA/VCA deal got his start in veterinary medicine. His view on consolidation firms vs. private practice?Where is the op
#58 Radio Show - Retirement Plan Rollovers - A How To Guide
In this episode, Isaiah has a solo radio show that he walks through what to consider when you leave an employer and have a retirement plan there. These include 401ks, SIMPLE IRAs, and SEP IRAs. After hearing several questions and having it be asked on a panel discussion recently, it's time to shed some light on how to think about what's the right choice. Enjoy!
#57 VetMeasure - A veterinary monitor NOT a wearable
In this episode, Kevin Maher Founder and President & Sydney See Operations Manager of VetMeasure join the show. VetMeasure is the first non-invasive pet health and vitals monitoring device designed to help veterinarians better monitor recovering patients. We discuss:The one data point they'd love to collect if they could find anything. VetMeasure's mission and goal.Why they moved from a collar to a harness?The difference in wearables and monitors.How veterinarians are using the harness today.The
#56 Tierra Price, DVM - Diversity Leads to Growth in Veterinary Medicine
In this episode, Dr. Tierra Price joins the show. We discuss her journey and diversity within veterinary medicine. She is a recent graduate of Virginia-Maryland College of Veterinary Medicine, where she served as Vice President of her class and President of the Women’s Veterinary Development Leadership Initiative. She is currently a Community Medicine veterinarian in Los Angeles, California, but has a wide variety of veterinary interests including emergency/critical care, surgery, public health
#55 Jenifer Chatfield, DVM, Dipl. ACZM, Dipl. ACVPM - Radically Authentic
In this episode, I'm joined by Dr. Jenifer Chatfield. Dr. Chatfield is a sought after speaker seen at WVC, Fetch, VMX, and NAVC. She is the co-host of the #1 veterinary podcast call Vet Candy. A policy specialist serving on Capitol Hill in Washington D.C. Past owner of two ER clinics. The conversation is wide ranging and so enjoyable. You don't want to miss this back and forth. We chat through:What she would do if she couldn't work in veterinary medicine.Thoughts for working with family.Favorite
#54 The Veterinarian Financial Advisor Network
In this episode, I keep it short and sweet with a radio show to let you in on a project that I've been able to work on with Dan Routh, CFP® and Ashley Foster, CFP®. After listening head on over to the website to see what the Veterinarian Financial Advisor Network (VFAN) is all about.www.veterinarianfinancialadvisornetwork.comLearn about Medici
#53 Aaron Smiley, DVM - How COVID-19 Accelerated Telemedicine Growth & Adoption
In this episode, I'm joined again by the telemedicine evangelist Dr. Aaron Smiley. We talked in episode 24 and for those that don't know Dr. Smiley I'd recommend listening to that episode first. We touch on how he's seen the growth of telemedicine grow during COVID-19. An update since we last spoke and what he's seeing in his practices and hearing from his peers around the country. The increase and acceptance of telemedicine due to strong veterinary care demand. Features and how he is using tele
#52 Tyrone Ross Jr. - Bitcoin & Digital Assets
In this episode, I discuss Bitcoin and Digital Assets with Tyrone Ross Jr. CEO of Onramp Invest. I believe that Bitcoin will be the story of the 2020's and it's a topic that most in veterinary medicine likely haven't considered or discussed. Tyrone is a friend and thoughtful thinker in the space so I wanted to bring him on to share his view with you. We discuss the following:How would he would describe Bitcoin?Why does Bitcoin matter?What's his Bitcoin story?Is it safe?How will Bitcoin be disrup
#51 Clint Latham - Why IT matters in Veterinary Medicine
In this episode, I'm joined by Clint Latham J.D. is a Purdue law graduate and has an undergraduate degree in information technology. He is the founder of Lucca Veterinary Data Security whose mission is Advocating for Privately Owned Practices Across the Country. What law school teachings most stay with him today?The AVMA study on Cyber-security. The simplest and most actionable cybersecurity protection action that all veterinary clinics can take today. The Lucca Veterinary Data Security story. T
#50 Brad McMillan - Veterinarians in R&D
In this episode , Brad McMillan of RPM Research Solutions talks about the opportunities veterinarians have working in industry roles for research and development roles. He shares that the R&D space has a lot of opportunities with looming retirements and need for veterinary talent. We discuss:What types of positions that are available for veterinarians in R&D? What are the main reasons you hear from veterinarians that they want to work in industry vs. clinical practice?The three R's of the indus
#49 Ivan Zakharenkov, DVM, MBA - The Vetprenuer
In this episode, Dr. Ivan Zak is a vet-prenuer. He’s worked in ER medicine, launched and sold a start-up SmartFlow Sheets, and is the current CEO of Veterinary Integration Solutions. Oh and he’s a co-host of a great veterinary podcast called Veterinary Innovation Podcast. We discuss The story of how he attended vet school twice, and what the differences were. The idea, building, and sale of SmartFlow Sheets.Lessons learned when he sold to IDEXX.Why his passion is building vs. managing.The Veteri
#48 Radio Show - Veterinary Student Takeover
In this episode, Dan Routh and I are joined by Aishwarya Chitnis and Jayden Roberts who are both veterinary students at Purdue and Cornell. The episode is structured to allow Ash and Jayden to ask their questions and those of their peers currently in school. We chat on the following:How both of their summer plans were disrupted by COVID-19 and what they are doing now.What should things should we being doing now as students or within our first years out of school to be financially secure down the
#47 Meagan Landress - An Update On The Student Loan Landscape
In this episode, I'm joined by Meagan Landress, CSLP® who is a Certified Student Loan Professional. Meagan shares where we are, what the future of loans might look like, and what veterinarians need to think about in regards to their student loan balances. We discuss:The landscape of student loans in the world of COVID-19.Should someone wait to refinance their student loans with the talks of the government forgiving loans?What all student loan borrowers should be thinking about today.We walk thro
#46 Jimmy Bell & Mira Johnson - Business Strategy in Veterinary Medicine
In this episode I'm joined by Jimmy Bell, CPA and Mira Johnson, CPA from JF Bell Group. Jimmy and Mira advise veterinarians throughout the country on better business strategy and processes to execute on those strategies. We discuss a wide range of topics and if you are a owner or aspiring owner this in a cannot miss episode.How JF Bell Group is non-traditional CPA and that's by design.Why they decided to go all-in for veterinarians.How technology is making veterinary medicine more efficient and
#45 Joy Fuhrman, DVM, MBA - DVM Compensation Conundrum
In today's episode I'm joined by Joy Fuhrman, DVM, MBA of Shepherd Software to talk about her passionate stance around DVM compensation and why the majority of the industry gets it wrong. Why compensation in veterinary medicine is so fiercely debated?Why does Pro-Sal fail?Why finding a veterinarians motivation is critical to long term success.Corporate vs. Private Practice and compensation structures. What her day job is and what Shepherd Software solves.What was the most difficult and what is h
#44 Jennifer Thompson - Marketing Strategy & Tactics
In this episode, Jennifer Thompson of Insight Marketing Group joins the show to talk through how veterinary practices need to think about marketing in today's world and the impact of COVID-19. We discuss:The difference of being "on" and "in" when it comes to marketing.Why storytelling is the key to online reviews.The value of testimonials.Why video is a relationship builder when it comes to marketing.Why automated social media is dead. How to market telemedicine to clients.Best ROI today for a m
#43 Robert Trimble, DVM - Veterinary Entrepreneurship Academy
In this episode, Dr. Trimble executive director of the VETERINARY ENTREPRENEURSHIP ACADEMY (VEA) joins the show for a wide-ranging discussion. VEA's mission is to accelerate innovation and entrepreneurship from within the veterinary profession. We discuss the followingThe history and mission of VEA.The far to common narrow focus that veterinarians often have on their career.Changing from providing knowledge to wisdom and why that matters so much.The nine core elements of business and how to thin
#42 Veterinary Financial Summit - Empowering Veterinarians About Finances
In this episode, Dr. Meredith Jones, an emergency veterinarian in the Richmond, Virginia area, and Dr. Phil Zeltzman, a board-certified veterinary surgeon in Pennsylvania & New Jersey, share their new veterinary-only financial community Veterinary Financial Summit. If you are curious about how to grow your financial IQ, this is a cannot miss episode. We discuss the following:Phil's background and desire for better financial education. Meredith was a guest on show #20 check that show out here for
#41 Justin Weaver - Veterinary Practice Transitions
In this episode, I'm joined by Justin Weaver, Esq. from Your Vet Lawyer who naturally is an attorney serving veterinary medicine. We discuss selling your practice and the challenges and opportunities during that process. You'll hear about:What "making the donuts" means.What the process looks like from beginning to end.The deal stoppers that happen in a transition.What consolidators consider a "red flag" and can jeopardize a deal.How real estate plays a bigger role than you might think.The differ