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The Advisor's Table

7 Pillars
Private Equity
7 Pillars
7 Pillars Advisory
Dsos
Seven Pillars
Dallas
Healthcare Service Businesses
ELITE Dental Alliance
Healthcare Industry
Dental Marketing
Bernstein Wealth Advisors
Cain Watters
DSO
Rollover Equity
Mergers and Acquisitions
Healthcare
Dental M&A
IT Services / MSP
Dental Industry
Cost Of Capital

The Advisor’s Table is the podcast for healthcare owners and entrepreneurs navigating business transitions. Each episode brings insider perspectives, expert interviews, real-world success stories, and practical guidance to help you confidently prepare for growth, partnerships, or the sale of your business.

Hosted by trusted M&A professionals at 7 Pillars, Brian Christensen (CFA) and Michael Jarvi... more

PublishesWeeklyEpisodes19Founded3 years ago
Number of ListenersCategory
Business

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Artwork for The Advisor's Table

Latest Episodes

The biggest obstacles to practice growth aren't always external. In many practices, they're hidden in the everyday inefficiencies that slow down teams, create friction for patients, and leave opportunities on the table. In this episode of The Advisor... more

Some of the most valuable conversations in dentistry don't happen from a stage. They take place around a table. 7 Pillars brought together practice leaders, advisors, and industry experts for a day of collaborative learning and honest conversations a... more

Today's market rewards preparation more than timing. In this quarterly bonus episode, Michael and Brian explore the latest healthcare M&A trends, from private equity's response to prolonged higher interest rates to the continued evolution of DSO deal... more

When your practice is your largest asset and reflects decades of dedication, deciding when to transition can feel just as emotional as it is financial. Brian and Michael are joined by Managing Partner and Senior Advisor Matt Mulcock of Dentist Adviso... more

Many doctors spend years building a successful practice but enter a transaction without fully understanding the decisions that can impact their long-term outcome. Brian and Michael sit down with Cain Watters & Associates, David Forbess and Zane Harri... more

“Wealth creation starts well before the transaction. If everything is tied to one asset, your timing gets dictated by market conditions, buyers’ interest, or personal circumstances rather than by choice.” 

In this episode of The Advisor’s Table, Mic... more

Few business owners take the time to plan for the tax impact after a deal closes. In this episode of The Advisor’s Table, Brian and Michael sit down with Senior Wealth & Tax Advisor, Carson Henderson, from Earned to understand tax-loss harvesting. Th... more

When preparing for a healthcare practice or business transition, many owners focus primarily on finding the right buyer or maximizing their valuation. But a successful sale involves much more than just the transaction itself, and you don’t have to na... more

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Recent Guests

Matt Mulcock
Managing partner and senior advisor
Dentist Advisors
Episode: The Right Time to Sell Your Business with Dentist Advisors
David Forbess
Partner
Cain Watters
Episode: Common Financial Mistakes During a Deal with CWA
Zane Harris
Financial Planner
Cain Watters
Episode: Common Financial Mistakes During a Deal with CWA
Daniel Corello
Partner at Bernstein Wealth Advisors
Bernstein Wealth Advisors
Episode: Investing for a Better Deal Outcome with Bernstein
Carson Henderson
CPA and Senior Wealth and Tax Advisor at Earned Wealth
Earned Wealth
Episode: Tax-Loss Harvesting After a Liquidity Event with Earned
Brett Pierce
Founding partner of 7 Pillars
7 Pillars
Episode: Navigating a Business Transition: The 7 Pillars That Drive Smart Decisions
Luke Infinger
Co-founder and CEO of HIP Creative
HIP Creative
Episode: Dental Marketing That Truly Fuels Growth with HIP Creative
Madison Little
Director of Transaction Success at 7 Pillars
7 Pillars
Episode: How Valuations Actually Work
Amanda Smith
VP of Member Engagement at ELITE Dental Alliance
ELITE Dental Alliance
Episode: How Dental Practice Owners Can Increase Profitability with ELITE Dental Alliance

Hosts

Brian Christensen
Host of The Advisor's Table; CFA; appears as a principal at 7 Pillars Advisory; frequently discusses deal strategy, value drivers, and partner fit.
Michael Jarvie
Co-host of The Advisor's Table; CPA/CFP; frequent speaker on healthcare transitions, mergers, and deal structuring; emphasizes practical, numbers-driven guidance.

Talking Points

Recent interactions between the hosts and their guests.

Tax-Loss Harvesting After a Liquidity Event with Earned
Q: For listeners who may not be familiar, what exactly is tax loss harvesting?
Tax loss harvesting is the process of selling a security at a loss to offset taxable gains elsewhere, with the important caveat that you must avoid a wash sale by not immediately repurchasing the same asset. This creates a tax asset that can offset future capital gains, potentially reducing overall tax exposure.
Investing for a Better Deal Outcome with Bernstein
Q: If a doctor expects to sell within the next 3-5 years, what should they start doing today?
Understand lifestyle needs post-sale, diversify outside the business, be proactive with taxes, de-risk the business to ensure smooth transition, and build a trusted advisory team early to guide the process.
Common Financial Mistakes During a Deal with CWA
Q: What should owners avoid immediately after closing?
Avoid risky investments like illiquid 'country club' investments and unverified private opportunities; instead, maintain disciplined post-close financial management, diversify wisely, and rely on representation to safeguard long-term goals rather than chasing high-risk speculations.
Common Financial Mistakes During a Deal with CWA
Q: How can poor tax planning reduce the value a doctor keeps from a transaction?
Poor tax planning can lead to unnecessary taxes at close and missed opportunities for tax efficiency across the deal; engaging specialized tax professionals who understand the specifics of how earnouts, goodwill allocations, and rollover equity are treated can significantly increase the net proceeds and reduce future tax liabilities.
Common Financial Mistakes During a Deal with CWA
Q: What are the most common financial mistakes you see owners make during a transaction?
Owners often fixate on enterprise value and the top-line number, overlooking the transaction structure and stipulations, which can undermine long-term outcomes; they should also prepare the business thoroughly, optimize profitability, and align deal terms with personal goals to avoid post-close regret.

Audience Metrics

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Frequently Asked Questions About The Advisor's Table

What is The Advisor's Table about and what kind of topics does it cover?

A pragmatic, practitioner-focused show about healthcare business transitions, acquisitions, and growth. Episodes consistently center on applying a structured framework to evaluate deals, optimize profitability, and position practices for exits or partnerships. Guests range from private-equity-backed advisors to dental and healthcare marketing specialists, with a recurring emphasis on due diligence, partner fit, vendor ecosystems, and scalable systems. The format blends actionable playbooks, real-world case studies, and personal origin stories to illustrate how numbers align with client objectives. A notable edge is the recurrent focus on healthcare-specific deal dynamics, including DSOs, private equity involvement, and governance around cap... more

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Which podcasts are similar to The Advisor's Table?

These podcasts share a similar audience with The Advisor's Table:

1. Accumulating Wealth
2. White Coat Investor Podcast
3. Modern Wisdom

How many episodes of The Advisor's Table are there?

The Advisor's Table launched 3 years ago and published 19 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Advisor's Table?

Recent guests on The Advisor's Table include:

1. Matt Mulcock
2. David Forbess
3. Zane Harris
4. Daniel Corello
5. Carson Henderson
6. Brett Pierce
7. Luke Infinger
8. Madison Little

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