The Advisor's Table Wed, 15 Jul 2026 11:25:02 -0500 https://www.7pillarsadvisory.com/ en-us © 2026 The Advisor's Table yes 1f7b2dcd-dbdd-56f1-b783-6961c7821adf 7 Pillars episodic false 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 Jarvie (CPA, CFP) guide you through the complex transition process with clarity, insight, and actionable advice.


Whether you’re planning your next move or exploring what’s possible, The Advisor’s Table gives you a seat at the table for the conversations that matter most—and shows you how informed decisions begin.

]]> Buzzsprout (https://www.buzzsprout.com) Dentist, DSO, Dental Service Organization, Orthodontist, Dental Transition Advisor, Practice Transitions, Oral Surgeons, Advisor, M&A, Business, Entrepreneur 7 Pillars https://storage.buzzsprout.com/apvt3wi4672h60j4wpiduzh6yhr1?.jpg The Advisor's Table https://www.7pillarsadvisory.com/ Improving Clinical Inefficiencies with Spear Education Improving Clinical Inefficiencies with Spear Education 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’s Table, we sit down with Aimee Fletcher, Director of Strategic Partnerships of Spear Education to talk through what truly defines efficient dental practices for both the team and the patient. This episode provides practical insights for dental practice owners who are looking to increase production and patient care. 

Additional Resources 

Spear Education

7 Pillars Advisory Services 

]]> 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’s Table, we sit down with Aimee Fletcher, Director of Strategic Partnerships of Spear Education to talk through what truly defines efficient dental practices for both the team and the patient. This episode provides practical insights for dental practice owners who are looking to increase production and patient care. 

Additional Resources 

Spear Education

7 Pillars Advisory Services 

]]> 7 Pillars Buzzsprout-19498299 Wed, 15 Jul 2026 11:00:00 -0500 1116 full false Inside Dental Leadership Lab Dallas: What It Takes to Build a Scalable Emerging DSO Inside Dental Leadership Lab Dallas: What It Takes to Build a Scalable Emerging DSO 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 around growth, leadership, and long-term planning. Brian sits down with HR for Health’s COO, Ralf Tomandl, to highlight key takeaways from this event. 

Additional Resources: 
Dental Leadership Summit  

]]> 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 around growth, leadership, and long-term planning. Brian sits down with HR for Health’s COO, Ralf Tomandl, to highlight key takeaways from this event. 

Additional Resources: 
Dental Leadership Summit  

]]> 7 Pillars Buzzsprout-19486972 Mon, 13 Jul 2026 10:00:00 -0500 1183 full false Healthcare M&A Market: Q2 2026 Update Healthcare M&A Market: Q2 2026 Update 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 structures. They also discuss why having the right advisory team is more important than ever in a slower, more selective deal environment. 

Additional Resources 

Snax Media

Building the Right Advisory Team Before a Business Transition 

]]> 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 structures. They also discuss why having the right advisory team is more important than ever in a slower, more selective deal environment. 

Additional Resources 

Snax Media

Building the Right Advisory Team Before a Business Transition 

]]> 7 Pillars Buzzsprout-19469567 Thu, 09 Jul 2026 09:00:00 -0500 1101 full false The Right Time to Sell Your Business with Dentist Advisors The Right Time to Sell Your Business with Dentist Advisors 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 Advisors to explore a question many owners wrestle with: Is there ever a truly “perfect” time to sell your practice? This episode helps practice owners understand their financial readiness as well as preparing emotionally. 

Additional Resources:  

Dentist Advisors  

Matt Mulcock 

Tune in the previous episodes of The Advisor’s Table HERE. 

]]> 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 Advisors to explore a question many owners wrestle with: Is there ever a truly “perfect” time to sell your practice? This episode helps practice owners understand their financial readiness as well as preparing emotionally. 

Additional Resources:  

Dentist Advisors  

Matt Mulcock 

Tune in the previous episodes of The Advisor’s Table HERE. 

]]> 7 Pillars Buzzsprout-19396774 Wed, 24 Jun 2026 14:00:00 -0500 1443 full false Common Financial Mistakes During a Deal with CWA Common Financial Mistakes During a Deal with CWA 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 Harris, to explore topics including cash versus rollover equity, tax planning, and the importance of aligning your transition with long-term personal and financial goals. They also discuss how post-sale regret often develops, and the proactive steps owners can take to better position themselves before entering the market. Throughout the episode, the focus remains on helping practice owners understand the decisions that can meaningfully impact both the transaction itself and life after the deal closes.

]]> 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 Harris, to explore topics including cash versus rollover equity, tax planning, and the importance of aligning your transition with long-term personal and financial goals. They also discuss how post-sale regret often develops, and the proactive steps owners can take to better position themselves before entering the market. Throughout the episode, the focus remains on helping practice owners understand the decisions that can meaningfully impact both the transaction itself and life after the deal closes.

]]> 7 Pillars Buzzsprout-19356813 Wed, 17 Jun 2026 14:00:00 -0500 1539 full false Investing for a Better Deal Outcome with Bernstein Investing for a Better Deal Outcome with Bernstein “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, Michael sits down with Wealth Advisor, Daniel Corello, from Bernstein to explore how business owners should think about investing before a sale, balancing wealth inside and outside of their primary business, and preparing financially years ahead of a transition. Whether you are years away from a transition or actively considering one today, this episode offers insight into why building personal wealth outside the business can be just as important as maximizing enterprise value inside of it.

Additional Resources 

Bernstein 

Learn More from 7 Pillars 

]]> “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, Michael sits down with Wealth Advisor, Daniel Corello, from Bernstein to explore how business owners should think about investing before a sale, balancing wealth inside and outside of their primary business, and preparing financially years ahead of a transition. Whether you are years away from a transition or actively considering one today, this episode offers insight into why building personal wealth outside the business can be just as important as maximizing enterprise value inside of it.

Additional Resources 

Bernstein 

Learn More from 7 Pillars 

]]> 7 Pillars Buzzsprout-19330824 Thu, 11 Jun 2026 08:00:00 -0500 1331 full false Tax-Loss Harvesting After a Liquidity Event with Earned  Tax-Loss Harvesting After a Liquidity Event with Earned  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. This conversation explores how tax-loss harvesting strategies can help business owners navigate the impact of a significant capital gain and why planning well in advance matters. Carson shares real-world examples of both a private equity transaction and a doctor-to-doctor sale, highlighting how proactive tax strategies can significantly influence financial outcomes after a deal closes.

Additional Resources:

Earned 

Carson Henderson 

Learn More from 7 Pillars


]]> 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. This conversation explores how tax-loss harvesting strategies can help business owners navigate the impact of a significant capital gain and why planning well in advance matters. Carson shares real-world examples of both a private equity transaction and a doctor-to-doctor sale, highlighting how proactive tax strategies can significantly influence financial outcomes after a deal closes.

Additional Resources:

Earned 

Carson Henderson 

Learn More from 7 Pillars


]]> 7 Pillars Buzzsprout-19289335 Wed, 03 Jun 2026 13:00:00 -0500 1234 full false Building the Right Advisory Team Before a Business Transition Building the Right Advisory Team Before a Business Transition 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 navigate this journey alone. In this episode of The Advisor’s Table, Brian and Michael discuss why healthcare business owners need a complete advisory team in place long before a transition begins. A team of industry-specific M&A advisors, financial planners, CPAs, and legal counsel are crucial to understanding your options, your timing, and your goals.  

]]> 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 navigate this journey alone. In this episode of The Advisor’s Table, Brian and Michael discuss why healthcare business owners need a complete advisory team in place long before a transition begins. A team of industry-specific M&A advisors, financial planners, CPAs, and legal counsel are crucial to understanding your options, your timing, and your goals.  

]]> 7 Pillars Buzzsprout-19248845 Wed, 27 May 2026 11:00:00 -0500 1274 full false HR Red Flags That Can Derail a Deal with HR for Health HR Red Flags That Can Derail a Deal with HR for Health 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    

]]> 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    

]]> 7 Pillars Buzzsprout-19134810 Wed, 06 May 2026 09:00:00 -0500 1419 full false Navigating a Business Transition: The 7 Pillars That Drive Smart Decisions Navigating a Business Transition: The 7 Pillars That Drive Smart Decisions 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. 

]]> 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. 

]]> 7 Pillars Buzzsprout-19096993 Wed, 29 Apr 2026 09:00:00 -0500 1898 full false Dental Marketing That Truly Fuels Growth with HIP Creative Dental Marketing That Truly Fuels Growth with HIP Creative 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  

]]> 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  

]]> 7 Pillars Buzzsprout-18979186 Wed, 08 Apr 2026 13:00:00 -0500 938 full false Healthcare M&A Market: Q1 2026 Update Healthcare M&A Market: Q1 2026 Update 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.  

]]> 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.  

]]> 7 Pillars Buzzsprout-18624554 Wed, 01 Apr 2026 10:00:00 -0500 697 full false How Valuations Actually Work How Valuations Actually Work 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.

]]> 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.

]]> 7 Pillars Buzzsprout-18906550 Wed, 25 Mar 2026 12:00:00 -0500 764 full false How Dental Practice Owners Can Increase Profitability with ELITE Dental Alliance How Dental Practice Owners Can Increase Profitability with ELITE Dental Alliance 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. 

]]> 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. 

]]> 7 Pillars Buzzsprout-18796483 Wed, 11 Mar 2026 09:00:00 -0500 1156 full false Why Should I Hire an M&A Advisor? Why Should I Hire an M&A Advisor? 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. 

]]> 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. 

]]> 7 Pillars Buzzsprout-18719461 Wed, 25 Feb 2026 08:00:00 -0600 1234 full false Healthcare Business Services M&A in 2026 (Part Three) Healthcare Business Services M&A in 2026 (Part Three) 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.  

]]> 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.  

]]> 7 Pillars Buzzsprout-18585152 Thu, 29 Jan 2026 15:00:00 -0600 811 full false Healthcare M&A in 2026: Beyond Dentistry (Part Two) Healthcare M&A in 2026: Beyond Dentistry (Part Two) With the right market insight, business owners can plan strategically for what’s ahead, whether it’s growth, a practice transition or another goal in mind. In part two of this three-part series, our conversation broadens from dentistry to other provider-led businesses, including veterinary, aesthetics and dermatology, and eyecare. We explore what’s driving interest from strategic buyers in these sectors, key similarities and differences, and what practice owners should understand as we look ahead to 2026. 

]]> With the right market insight, business owners can plan strategically for what’s ahead, whether it’s growth, a practice transition or another goal in mind. In part two of this three-part series, our conversation broadens from dentistry to other provider-led businesses, including veterinary, aesthetics and dermatology, and eyecare. We explore what’s driving interest from strategic buyers in these sectors, key similarities and differences, and what practice owners should understand as we look ahead to 2026. 

]]> 7 Pillars Buzzsprout-18578192 Tue, 27 Jan 2026 11:00:00 -0600 1011 full false Dental M&A in 2026 (Part One) Dental M&A in 2026 (Part One) Even if you’re not considering selling or transitioning your business right now, staying informed about the market can be a powerful strategic advantage. In the first episode of this three-part series, Brian and Michael take a seat at the table to share what’s next for DSOs and the evolving deal environment in the dental industry. 

Not a dental professional? Stay tuned for part two.  

]]> Even if you’re not considering selling or transitioning your business right now, staying informed about the market can be a powerful strategic advantage. In the first episode of this three-part series, Brian and Michael take a seat at the table to share what’s next for DSOs and the evolving deal environment in the dental industry. 

Not a dental professional? Stay tuned for part two.  

]]> 7 Pillars Buzzsprout-18553113 Thu, 22 Jan 2026 10:00:00 -0600 1667 full false What is The Advisor's Table? What is The Advisor's Table? Welcome to The Advisor’s Table. In our very first episode, we take a moment to introduce our hosts, talk about what we’re passionate about, and give you a preview of what this podcast is all about. We’re excited to have you with us and hope you’ll join us at the table. 

]]> Welcome to The Advisor’s Table. In our very first episode, we take a moment to introduce our hosts, talk about what we’re passionate about, and give you a preview of what this podcast is all about. We’re excited to have you with us and hope you’ll join us at the table. 

]]> 7 Pillars Buzzsprout-18508813 Wed, 14 Jan 2026 15:00:00 -0600 508 full false