Wealth Planning for the Modern Physician
Business:Investing
Join host David Mandell as he revisits and highlights 7 episodes from Seasons 1 and 2 of The Wealth Planning for the Modern Physician podcast. “I think that all of the episodes are great and provide value for our listeners,” says David, “but I selected a few that offer intriguing ideas and a unique perspective for physicians in 2023.”
Insights a Few Years Beyond a Private Equity Transaction with Dr. Steve Hamilton and CEO Andy Blankemeyer
Originally released March 3, 2022
For the seventh and final installment of the 2023 Summer Rewind Series, David looks back to Episode 2.15, where he chats with orthopaedic surgeon Dr. Steve Hamilton and practice CEO Andy Blankemeyer.
Steve and Andy share lessons learned from a private equity investment into their practice from the unique viewpoint of more than two years after the transaction. They cover the evaluation process used to select the right PE firm, ways they overcame objections from some of the practice physicians, and steps they are taking to handle rapid growth and other post-transaction challenges.
David selected this episode because of the current industry trend toward M&A deals and private equity investment in medical practices. Physicians of all specialties, along with their practice executives, can gain valuable insights from the advice and perspectives shared by Dr. Hamilton and Andy Blankemeyer.
Learn more and listent to this and past episodes by visiting www.physicianswealthpodcast.com.
Lessons from A Career in Military/Academic Oral Surgery… and Retirement with Dr. Butch Ferguson
Negotiating The Contract You Deserve with Ethan Nkana, JD, MBA and Dr. Erica Mathieu (Part 2)
Negotiating The Contract You Deserve with Ethan Nkana, JD, MBA and Dr. Erica Mathieu (Part 1)
Know Your Numbers with CPAs Chelsea Dorfeld & Mary Kathryn Williamson
Better Methods for Hiring Staff with Dr. Mike Neal
Maximizing Practice Revenue: Transforming Idle Office Space into Profit with Shannon Seeberan
Insights from A Surgeon, Team Physician & Entrepreneur with Dr. Brian Cole
A Deep Dive into Medical Practice M&A With Clint Bundy and Matt Ebbel (Part 2)
A Deep Dive into Medical Practice M&A With Clint Bundy and Matt Ebbel (Part 1)
Adding A Weight Loss Program to Help Patients and Build Profits with Dr. Jonathan Kaplan
Hot Topics in Wealth Management For 2024 with OJM Advisors Bob Peelman, Adam Braunscheidel, and Andrew Taylor
Immigrant Origins, Entrepreneurship, and the Importance of Mindset with Dr. Madan Kandula
Entrepreneurship & Venture Funding Lessons with Carey Ransom
Strategically Evaluate & Negotiate Potential Jobs with The Doctors Agents Co-Founders Dr. Sanjeev Bhatia & Dr. Matthew Provencher
The Medical Expert Witness “Side Hustle” with Dr. J. Jordan Romano
A Deep Dive Into Real Estate with Colin Carr
Avoiding and Disarming Legal Landmines with Neurosurgeon and Attorney Dr. Jeffrey Segal
50 Years in Private & Locums Practice, Business Ventures & More with Dr. Charles Mandell
Summer Rewind #6: Improving How You Work With Your People with Frank Maselli
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