Private Practice Survival Guide

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Navigate the complexities of IRS compliance and safeguard your small business from potential audits with expert insights from Mark Martukovich. In this episode, we uncover common pitfalls, red flags, and strategic approaches to maintaining impeccable financial records. Learn how proactive tax planning and understanding IRS regulations can protect your practice and ensure long-term financial health. Mark Martukovich shares invaluable advice for entrepreneurs aiming for robust compliance and peace of mind.

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AI has been in healthcare for decades, but many private practices still buy into hype, under-evaluate tools, and underutilize what they have. In this episode of Private Practice Survival Guide, host Brandon Seigel lays out a clear decision framework to vet vendors, protect compliance, and model ROI so your next AI purchase actually saves time and drives outcomes. From data storage and BAAs to uptime SLAs, EHR integration, and offboarding, you’ll learn what to ask before you sign—and how to structure trials, pick KPIs, and avoid five‑figure mistakes. Brandon also maps t...

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Join us in this insightful episode of The Private Practice Survival Guide podcast as we explore the revolutionary impact of Artificial Intelligence on private practice with the expert Erin Clemens. Discover how AI is not just a futuristic concept but a practical tool saving countless hours, streamlining operations, and transforming the landscape of healthcare. 

Erin shares her journey from skepticism to embracing AI, revealing how these technologies can be integrated into your practice for unprecedented efficiency. We dive deep into the functionalities of leading AI platforms, discussing their potential to revolutionize d...

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Most practices don’t have a communication problem—they have a communication system problem. In this solo episode, Private Practice Survival Guide host Brandon Seigel breaks down how to audit, organize, and automate your patient messaging so every inquiry is acknowledged, every next step is clear, and trust is built at scale. You’ll learn why fragmented outreach creates no-shows and complaints, how to define your practice voice, and how to deploy templates and technology that meet patients where they are. If you’re ready to reduce no-shows, resolve billing disputes faster, and turn com...

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Discover the delicate balance between cutting-edge automation and the irreplaceable human touch in private practice. Join Brandon Seigel and special guest Will Humphreys of Virtual Rock Star as they tackle the biggest fear surrounding technology in healthcare: losing connection. This episode of The Private Practice Survival Guide explores which tasks should never be automated, how to leverage AI to enhance patient experience, and the crucial role of consistency and trust in modern healthcare. Learn how strategic automation can free up your team to focus on meaningful patient interactions, ultimately leading to a more...

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Build a weekly scorecard that your team can actually use to drive decisions, catch issues early, and keep your practice on track. In this episode, host Brandon Seigel explains why weekly metrics act as leading indicators, how to select 5–7 vital KPIs, and how to set green/yellow/red thresholds that trigger action before problems escalate. You’ll also hear tool options—from spreadsheets and EMR dashboards to BI platforms and monday.com—and a simple, high-impact meeting format to keep everyone accountable. Finally, learn how to translate numbers into a narrative your team can rall...

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In this episode of the Private Practice Survival Guide, Brandon Seigel sits down with Sean Healy from Accounted4 LLC to dissect the most crucial Key Performance Indicators (KPIs) that drive actual success in private practice. They explore what metrics truly matter, how often to monitor them, and crucially, how to translate data into actionable strategies that empower practice owners. Discover how to avoid common data pitfalls and leverage financial insights to build a resilient and thriving healthcare business. This discussion provides a roadmap for transforming your practice's financial health through informed decision-making.

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If your private practice income is tied to the treatment room, this episode of the Private Practice Survival Guide with Brandon Seigel reveals how to turn clinical expertise into scalable, revenue-generating assets. Learn to map repeatable processes into intellectual property, craft a compelling transformation promise, and choose the right format—group coaching, online courses, webinars, memberships, or templates. Brandon also shares a pilot-to-scale roadmap and pricing insights so you can charge for value and increase client commitment. Discover a trust-first marketing approach that leverages content, testimonials, and warm audiences.

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Unlock the secrets to building successful digital products and transform your clinical expertise into profitable online courses with Greg Todd! In this episode, we dive deep into the journey from clinician to course creator, exploring how healthcare professionals can leverage their knowledge to generate alternative revenue streams. Greg shares his invaluable insights on identifying your niche, structuring your content, and utilizing cutting-edge AI tools to simplify the creation process. Learn how to avoid common pitfalls, understand the buyer's mindset, and strategically price your offerings for sustainable growth and "mailbox money." This is essential...

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Planning your partnership exit before you need it is one of the smartest moves a private practice owner can make. In this episode of Private Practice Survival Guide, Brandon Seigel lays out the anatomy of a resilient partnership—from ownership and decision-making to dispute resolution and exit provisions—so you can minimize disruption and protect patient care. 

You’ll learn how to structure buy-sell agreements, leverage first right of refusal, and use valuation methods like EBITDA and multiples to prepare for a smooth transition. Brandon also shares a communication framework for hard co...

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Buy-sell agreements are the overlooked safety net that determines whether your practice survives partnership turbulence or gets stuck in a deadlock. Host Brandon Seigel sits down with attorney Vanessa Ferguson to explain what a buy-sell agreement really does, why you may need one even before adding a partner, and the critical provisions most owners miss—valuation, funding, and tailored trigger events. They also unpack the risks of 50/50 splits, the difference between profit sharing and ownership, and how to prevent outside parties from gaining control in messy life events. If you’re considering a part...

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Your energy isn’t a luxury—it’s the fuel behind every decision, patient interaction, and culture cue in your practice. In this solo episode, you’ll learn how to audit your energy, build micro‑reset recovery rituals, and protect high‑energy blocks so you can lead sustainably. We break down the four dimensions of energy—physical, mental, emotional, and spiritual—and translate them into practical frameworks for team culture, scheduling, sleep, and movement. You’ll also hear when to delegate chronic drainers like HR and insurance, and how small calendar shifts can transform outcomes...

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In this insightful episode, join us as we delve into 'The Gap and The Gain' with renowned business coach Jamey Schrier of Practice Freedom U. Discover how this transformative concept, originated by Dan Sullivan, can revolutionize the way private practice owners measure progress, celebrate achievements, and avoid the pervasive trap of burnout. Jamey shares invaluable strategies for shifting your mindset from perpetually striving for an elusive future ideal to acknowledging and appreciating the significant strides you've already made. Learn how embracing gratitude and reframing your approach to goal setting can dramatically impact your...

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Want a feedback culture that actually increases engagement and lowers turnover? You’ll get simple, repeatable systems you can run in five minutes a week. Learn how to launch Feedback Fridays (win, struggle, request), replace the broken feedback sandwich with a curiosity-first framework, and build psychological safety with monthly mistake celebrations. You’ll hear the data behind why follow-through matters and how to use lightweight tools for remote teams, reviews, and upward feedback.

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In this episode, Amy Lafko, the leader in people management, returns to the Private Practice Survival Guide podcast to tackle the often-challenging topic of difficult conversations. She provides invaluable insights into addressing performance issues while strengthening workplace relationships. Amy shares her unique framework for transforming conflict into an opportunity for connection, emphasizing the power of mindset, genuine curiosity, and active listening. 

Discover how to move beyond transactional interactions to foster an environment of growth and mutual understanding. This discussion is a must-listen for leaders and managers looking to navigate tough talks w...

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If your private practice is stuck in the weekly content scramble, this episode lays out a simple, repeatable system to turn one long-form piece into a month of distribution. Learn how to use a content multiplication matrix to convert a single episode into 10 outputs, build a three-tier content pyramid, and batch your creation to reduce context switching and stress. 

Discover why short-form video is outperforming static posts, how to design an evergreen library with categories your audience will actually search for, and how to align content to a seasonal rotation calendar. W...

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If you want your private practice content to drive real inquiries—not just likes—this episode lays out a practical blueprint. Brandon Seigel and Leila Adnani unpack how to speak directly to a patient or parent’s specific fears and questions, mirror real search behavior, and build trust with authentic stories, outcomes, and testimonials. They contrast reality‑based content with glossy, idealized clips that risk a bait‑and‑switch experience, and they outline a consistent cadence that compounds your SEO and social proof over time. Finally, they spotlight the biggest ad spend mistakes and how to r...

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Are you losing great clinicians over a small hourly bump because they don’t see the full value of your offer? In this solo episode of the Private Practice Survival Guide, host Brandon Seigel explains how to win the compensation perception war by designing a visual total rewards statement that shows the real worth of wages, taxes, benefits, retirement, PTO, development, and flexibility. He shares concrete examples and actionable steps for separating PTO from base pay, educating employees on fiscal literacy, and building transparent, competency-based compensation bands that reduce turnover. You’ll walk away...

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Unlock the secrets to employee compensation that truly drives results beyond just base pay! In this episode, host Brandon and Chief HR Officer Scott Booher dive deep into crafting effective incentive structures, the pitfalls of traditional bonuses, and the power of gamification. Learn how to create transparent, motivating compensation plans that foster a high-performance culture and ensure your team feels valued and engaged. Discover strategies to avoid common compensation backfires and build a dedicated workforce.

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Brandon Seigel breaks down a pragmatic approach to passive income for practice owners, from building a clear opportunity filter to calculating your true hourly rate. He tackles why many small business owners under-save, how to match investments to risk and liquidity needs, and how to avoid mistaking owner salary for real profit. You’ll also hear practical considerations for 401(k)s with profit sharing, real estate options like leasebacks and REITs, and low-cost index funds—plus a simple three-phase roadmap and action plan to get started. This episode is designed to help you stop...

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Brandon Seigel and Eric Miller of Econologics dive deep into the essential conversation of diversifying income streams beyond your private practice. Discover why relying on a single source of income can be precarious and how strategic diversification creates a robust financial future. This episode breaks down practical strategies for building wealth, from understanding various investment avenues to smart profit allocation. Learn to differentiate between growth vehicles and stability-focused investments, and gain insights into avoiding common wealth-building errors. Whether you're a seasoned practice owner or just starting, this discussion provides actionable advice for creating...

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Healthcare practices are among the most targeted organizations for cyberattacks, and the stakes are high: operational shutdowns, legal exposure, fines, and broken patient trust. In this quick-tip solo episode, you’ll learn how to build a practical incident response plan, assemble the right team, and execute a tight first-hour protocol after a breach. We cover quarterly training that actually works, HIPAA-compliant data backup strategies, annual risk assessments, and common gaps to fix immediately. Clear weekly and 30-day action steps help you harden defenses now.

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Understanding HIPAA compliance is more critical than ever for private practices. In this Private Practice Survival Guide episode, Brandon Seigel sits down with technologist Yves Martin to uncover the essential shifts and ongoing requirements in HIPAA regulations. They explore what it truly means to be compliant in an evolving digital landscape, emphasizing strategies to protect patient data and avoid common pitfalls. Learn about new mandates, practical security assessments, and how to foster a culture of privacy within your organization. This episode is packed with invaluable insights for any healthcare professional looking to strengthen...

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Want fewer tax surprises and more peace of mind? In this episode of the Private Practice Survival Guide, host Brandon Seigel unpacks a clear, repeatable system for organizing your books so you can make confident, tax-savvy decisions all year. Learn why separating business and personal finances is non-negotiable, how a monthly close eliminates errors, and the exact habits and tools that keep you audit-ready. You’ll also get quarterly planning moves, deduction strategies, and a practical action plan to implement this week.

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Discover powerful tax strategies that actually work for your small business and private practice with expert CPA Mark Martukovich. Learn how proactive planning can save you money, leverage your business as an investment, and avoid common pitfalls. This episode dives deep into overlooked deductions, entity structuring, and smart financial moves that can significantly boost your bottom line and ensure you're not paying more than you need to. Get ready to transform your approach to taxes and cultivate lasting financial success for your business.

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In this quick-tip solo episode of the Private Practice Survival Guide, discover how to build a magnetic employer brand without a big marketing budget. Candidates evaluate culture, leadership, purpose, and authenticity—not just pay. Learn how to define your employer value proposition, use raw, unscripted stories as social proof, and elevate the candidate experience with speed, clarity, and respect. You’ll also get a practical roadmap for online presence, review management, and a staff referral program that accelerates hiring and boosts retention.

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Brandon Seigel and guest Will Humphreys, founder of Virtual Rockstars, delve into the essential strategies for recruiting A-players in today's competitive healthcare landscape. They challenge the notion of a talent shortage, highlighting that many practices face a lead generation problem rather than a recruitment one. Discover how creating unique online communities, establishing a strong company identity, and nurturing a vibrant culture can transform your recruitment efforts and attract top-tier professionals. 

Will shares inspiring examples, including a pelvic floor therapy practice that successfully built a talent pipeline through online educational platforms. Learn w...

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A busy clinic isn’t automatically a valuable business. In this episode of the Private Practice Survival Guide, Brandon Seigel explains how to build a value dashboard that buyers and lenders actually care about, why revenue isn’t the same as value, and how to remove owner dependency so your practice becomes a transferable, scalable asset. You’ll learn the exact KPIs to track, the systems to document, and the playbook that proves your practice can run without you. He also breaks down valuation frameworks—from revenue multiples to EBITDA—and shows how diversifie...

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Thinking about selling your private practice? This episode of the Private Practice Survival Guide podcast is a must-listen! Join host Brandon Seigel and expert Sean Healy from Accounted4 LLC as they break down the complexities of exit planning. Learn how to build a practice that's worth buying, but highly desirable, understanding the factors that drive valuations from a two-time to a five-time multiplier. Discover crucial financial strategies, common pitfalls to avoid, and the importance of strategic planning years before you even consider selling. Optimizing your practice's systems and financials now can lead to...

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Compliance rarely fails in one dramatic moment—it erodes over time through expired licenses, forgotten renewals, overdue trainings, undocumented processes, and negligence. In this Private Practice Survival Guide solo episode, you’ll get a practical blueprint to build a master compliance calendar that protects your practice from silent risk. Learn what to track, how to set proactive alerts, who should own compliance, and how to automate and audit your systems so you can operate confidently and grow sustainably. Real‑world examples—from a clinician license lapse to a payer credentialing oversight—illustrate why structure...

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Contracts can make or break your private practice. Host Brandon Seigel and business attorney Vanessa Ferguson reveal the most common legal landmines owners step on—often without realizing it—plus the smarter, more cost-effective way to protect yourself before you sign. Learn which clauses survive termination, why the party drafting the agreement has the most leverage, and how high-pressure “sign today” tactics prey on small business owners. You’ll also hear a clear breakdown of governing law vs. jurisdiction and why AI/templates can quietly sabotage your enforcement options. And yes—most cases settle befor...

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If your days are packed yet your progress feels stalled, this episode of the Private Practice Survival Guide with host Brandon Seigel shows you exactly how to take your time back. You’ll learn a practical, data‑driven time audit, a fast process for surfacing and exiting hidden obligations, and the three‑question “meeting tax” that can cut 40–60% of meetings while making the rest sharper and shorter. From assigning a dollar value to your time to choosing email over phone calls, you’ll discover how to eliminate low‑value work and reclaim focus for clients and...

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In this episode, we dive deep with Jamey Schrier from Practice Freedom You to expose the crucial business myths that school never taught us, leaving many healthcare practice owners burnt out and broke. Discover why the 'do it myself' mentality is sabotaging your success and learn the essential traits of coachability and vulnerability that define truly thriving practices. We explore what makes a business model genuinely profitable, challenging the common misconception that 'quality care' must come at the expense of financial stability. Tune in to transform your approach to practice ownership and unlock...

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Centralized decision-making turns practice owners into bottlenecks—and drains time, energy, and growth. In this Private Practice Survival Guide episode, host Brandon Seigel shows you how to design systems that make smart choices without you in the room. You’ll get practical examples of if-then decision trees, a clear walkthrough of the RAPID framework, steps to set spending authority levels, and two tools to sharpen judgment under pressure. Build clarity, trust, and speed across your team so your practice can scale with less stress and more consistency.

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Succession isn’t a one-time event—it’s a culture of building leaders who build leaders. In this Private Practice Survival Guide episode, host Brandon Seigel sits down with Amy Lafko to redefine succession planning as role clarity, skills development, and proactive pathways for growth. Learn why delegation without development stalls teams, how to assess and train leadership competencies like clinical skills, and what guardrails mid-level managers need to thrive. You’ll hear practical tactics—from quarterly goals to micro-roles—that help you spot emerging leaders before they ask.

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AI isn’t coming for your practice—it’s already here. In this quick-tip episode of the Private Practice Survival Guide, host Brandon Seigel shares a practical toolkit any practice owner can use to cut busywork, reduce no-shows, and scale results heading into 2026 and 2027. From HIPAA-compliant scheduling agents to documentation and scribing, content marketing acceleration, and analytics you can actually use, this episode shows you how to start small, move fast, and build compounding advantages. You’ll also learn the essential guardrails—HIPAA, data security and sovereignty, informed consent, and human oversight—so you can depl...

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Discover how to transform your private practice and reclaim your valuable time with expert Erin Clemens on the Private Practice Survival Guide podcast. Many private practice owners find themselves overwhelmed, working 60-80 hours a week, struggling to balance growth with personal well-being. This episode provides actionable strategies for prioritizing, delegating, and optimizing your schedule to achieve true time mastery. Learn how to identify what truly matters, implement effective time management systems, and foster a sustainable work-life integration that benefits both your business and your personal life. Erin shares her personal journey and practical...

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Discover how mapping your patient journey can revolutionize your private practice! This episode of the Private Practice Survival Guide with Brandon Seigel reveals why understanding every touchpoint is crucial for building trust, boosting loyalty, and generating referrals. Learn to identify and eliminate friction points, leverage technology for a superior patient experience, and transform your 'digital front door.' We explore the five moments of truth that shape patient perception and unveil strategies to turn satisfied patients into powerful advocates for your practice. Don't leave your practice growth to chance; create a strategic patient...

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Attract patients while you sleep by transforming your digital presence into a true lead engine. Host Brandon Seigel and PS Creative’s Leila Adnani break down how modern private practices can evolve from brochure-style sites to patient-centered funnels, why credibility matters in an AI-driven world, and the local SEO moves that actually get phones ringing. They cover common website killers, trust-preserving automations, and social strategies that drive real ROI—not just likes.

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Hiring without a clear candidate profile is like treating without a diagnosis—costly guesswork that leads to mis-hires. In this Private Practice Survival Guide quick-tips episode, Brandon Seigel shows you how to differentiate job postings from job descriptions, write an anti-job description that polarizes the right fit, and build a data-driven candidate scorecard from your top performers. You’ll also learn how to avoid common hiring biases, spot interview red flags, and design a 30-60-90 onboarding plan that sticks. Plus, discover why realistic job previews reduce early turnover and how to embed resp...