While HR regulations can feel seemingly minor, they can reveal deeper operational gaps during a transition, turning small oversights into deal delays or even risks to closing the deal. In this episode of The Advisor’s Table, Michael and Brian sit down with Jill Hasselmann, Chief Growth Officer at HR for Health to hear HR issues that commonly surface during a business transition and how they can quietly impact a deal. She also shares how healthcare-specific HR systems, like HR for Health, can help practice owners reduce risk, stay compliant, and better prepare for a successful transition. This episode is crucial for practice owners regardless of your transition timeline.

Additional Resources:

HR for Health

HR Risk Assessment

7 Pillars Advisory Services

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

Many practice owners invest in dental marketing expecting it to drive growth, but what happens when the leads don’t turn into actual patients? In this episode of The Advisor’s Table, we sit down with Luke Infinger, CEO and Co-Founder of HIP Creative to break down why marketing alone isn’t enough. From the connection between clicks, calls, and appointments to the biggest misconceptions around hiring a marketing agency, this conversation uncovers where most practices go wrong and what to fix first.

Additional Resources:

Luke Infinger

HIP Creative

Free Growth Session

Front Desk Secrets

Advisory Services

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

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

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

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

Behind every healthcare provider is a network of businesses that help make care possible. In the final part of this series, we focus on the businesses that support healthcare practices, including IT, cybersecurity, and marketing. We discuss why private equity continues to be drawn to these businesses, what drives value in this space, and the outlook for healthcare service businesses as we head into 2026. This episode offers insight into an often overlooked, but increasingly important, segment of the healthcare ecosystem.