BONUS SESSIONS

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ANNUAL CONFERENCE | BASICS | HISTORY AND TIMELINES | ANNUAL REPORT | NATIONAL STATS | TRENDS, POLLS AND SURVEYS | FOR THE MEDIA | SHOP

Regaining Total Clarity and Control Over Your Business Finances

Our guest today is Katie, Owner of Coal Creek Ledgers -- and in this week's episode of the DocPreneur Leadership Podcast we talk about medical office finances and the 16 Levers You Can Pull to Help Your Medical Practice Thrive!

"With over a decade of experience in managing business finances, I help owners like you cut through the noise, get clear on your numbers, and make confident decisions. I started this firm to help business owners step into their role as strategic leaders—not just operators. This is about more than financial reports—it’s about gaining the clarity and control you need to lead with vision, build with purpose, and grow without second-guessing every move."

Disclaimers: THIS SITE AND ANY OTHER CMT MANAGED OR OWNED WEB PROPERTY by Concierge Medicine Today, LLC (herein CMT) DOES NOT OFFER MEDICAL, FINANCIAL, LEGAL, OR OTHER PROFESSIONAL ADVICE. ERRORS OR OMISSIONS MAY OCCUR ON THIS SITE.

A Guide to Selling Your Medical Practice + UNDERSTANDING PRIVATE EQUITY OPTIONS AND PRACTICE VALUATIONS AS YOU PREPARE TO SELL OR EXIT YOUR Practice

Preparing to sell your medical practice is a complex process that requires careful planning and foresight. Starting early and conducting a thorough internal review, including financial and legal documentation, sets the foundation for a successful sale. Engaging professional support ensures that all aspects of the sale are handled expertly, maximizing the value of your practice.

Disclaimers: THIS SITE AND ANY OTHER CMT MANAGED OR OWNED WEB PROPERTY by Concierge Medicine Today, LLC (herein CMT) DOES NOT OFFER MEDICAL, FINANCIAL, LEGAL, OR OTHER PROFESSIONAL ADVICE. ERRORS OR OMISSIONS MAY OCCUR ON THIS SITE.

10X Improvement in Value: Healthcare's "Experience" Economy with Shareef Mahdavi

Our guest today is Shareef Mahdavi. 

Shareef Mahdavi created the PX90 Practice Transformation program as the latest expression of his three-decade career helping doctors, practices, and companies in elective, self-pay medicine succeed by focusing on patient experience.

PX Ninety is an immersive, action-driven program that helps healthcare professionals elevate their practice by focusing on patient experience and team performance. Led by Shareef Mahdavi, a patient experience expert and author of Beyond Bedside Manner, PX Ninety offers a 12-week roadmap for practice transformation.

Each week, participants see a video lessons, engage with exercises, and build on examples provided with ideas specific to your practice.  By the end of 90 days, your practice will have undergone a significant transformation in patient satisfaction, team cohesion, and operational efficiency.

His work spans the refractive surgery, aesthetics, and dental industries—guiding over 60 medical product launches and serving as a trusted advisor to both private practices and leading device manufacturers.

LEARN MORE AND CONNECT WITH SHAREEF, HIS BOOK AND PROGRAM(S)

Visit: https://pxmovement.com/px90-program/

BONUS PODCAST 🎙️ 🥼 🩺 😃 DROP FOR this WEEK RE: CONCIERGE MEDICINE! 🎧

Two industry-impact stories. One fast, fun interview. (Yes, we went there with it. 😉) — Special thanks to Jim Eischen, Esq. (Eischen Law Office) for jumping in to unpack it all and the impact.

Story #1: ⚠️ April 2025 OIG Alert — only the 4th of its kind.

  • What we learned: Those concierge-y promises (same/next-day visits, extra time, direct messaging)? Yikes, maybe not Medicare-compliant unless your exam structure is dialed in (Listen to podcast to learn more!)

  • Why docs should care: Big opportunity for connected care, and a reminder: compliance first, innovation second.

Source: OIG Enforcement Alert, 2025.

Story #2: 💡 RPM hit ~$500M in 2024.

  • What we learned: That’s not just growth — it’s Medicare hinting at a shift beyond pure fee-for-service toward ongoing, concierge-style care.

  • Heads-up: Adoption is booming; OIG scrutiny is rising. Opportunity + guardrails = smarter playbooks.

  • Are you ready to adapt? 👉 Listen to the full 🎙️ 🥼 🩺 😃 convo here!

#ConciergeMedicine #RPM #Medicare #Compliance #ForDoctors

Legal Considerations 🎙️ Concierge Medicine is Creating a Splash from the Windy City 💨 to the Sunshine ☀️😎 State: But Remember, It’s Not a One-Size-Fits-All Solution!

Jonna D. Eimer is a health law and corporate attorney and shareholder at Roetzel & Andress in Chicago, Illinois. She represents numerous concierge medicine practices and has extensive experience with other innovative practice models. She also advises her clients – including physicians and physician groups, dentists, behavioral health clinicians, and other health care providers – in forming new practices, selling established practices, and negotiating employment and shareholder agreements, as well as guiding them with respect to regulatory matters.

Why Are There So Many Concierge Medicine Practice Transactions?

Most physician owners of concierge medicine practices do not have experience going through a practice sale or major partnership transaction — here are some helpful and practical recommendations to consider.

"Finance as a Function in your Practice" with Eunicia Peret, Excelstra CEO and Founder

As the founder of the Excelstra, Eunicia and her team provide unbiased wealth strategy coaching and hands on consulting to 7 and 8 figure high achievers and business owners.  As a company, they are intentionally not affiliated with any specific banks or institution. Eunicia loves serving her community of fellow leaders and successful business owners and proudly serves on the Board of Directors with the Gwinnett Chamber and the Gwinnett Chamber Foundation. She also served as Atlanta’s UPWARD Chapter Leader, and was previously on the Board of Advisors for Women’s Initiative Networks at Ernst & Young, Booz & Company, and Deloitte. Website (which is currently under re-construction):  www.excelstra.com

TruAge epigenetic test tells you how old you really are on the cellular level.

At TruDiagnostic, we are firm believers that harnessing the power of epigenetic data can help the world live longer and healthier lives! We are a group of innovative doctors, researchers, clinicians, molecular biologists, biotechnology leaders, and diagnostic professionals.

LEARN MORE, ORDER: https://www.trudiagnostic.com/

Concierge Medical Practice Valuation 101: What Is My Practice Worth?

Helping Physicians Better Understand the Business Valuation Models Used in the Marketplace Guest Presenter: Chris Staples, CFP®, AIF®, Owner of Wealth 360, LLC, Buford, Georgia, United States Host: Michael Tetreault, CGSP®

Learn More: https://wealth360advisors.com/

Recording Date: 2020 (C) Concierge Medicine Today, LLC. All rights reserved.

Functional Nutrition Explained with Asher Allen of NutriDyn

"My work with NutriDyn enables me to support functional medicine doctors and their patients in optimizing health through evidence-based nutritional supplements. I offer corporate wellness services, both in person and through telemedicine, designed to enhance the health and productivity of professionals in high-stress industries."

  • Email: asher@nutri-dyn.com

  • Work Tel. (678) 577-1003 (Send a text!)

  • Schedule a Zoom Meeting with Asher - https://wp.me/p2Y9ja-oZS

🎙️Cash Healthcare: How Does It Really Work??? Industry Legal Expert 🎙️ Weighs In!

Today our guest is an attorney and an old friend! You probably know him, Jim Eischen, Esq. He’s a talented musician, a motorcycle rider … and more importantly FOR Doctors today, Jim’s an expert in cash healthcare and compliance. 

How to Write a Book (90-min Webinar)

Today our guest is author of multiple books, a regular on media outlets about the intersection of concierge medicine and the importance of customer service in healthcare, the Editor-in-Chief himself, of Concierge Medicine Today unpacking his process to start writing a book — but more importantly, finish writing one!

Keep the Body Moving with Maria Angelova

Maria Angelova is a wellness innovator and founder of the Rebellious brand and The Angelova Method, a transformative approach that integrates evidence-based movement, mindset coaching, and preventative strategies. With over 30 years of fitness expertise and 17 years in corporate leadership, Maria bridges the gap between holistic wellness and practical solutions for professionals in high-pressure environments. Maria founded Rebellious with the intention to help people live and age with vitality, alignment and balance in all areas of life. Her method emphasizes movement, mindfulness, and alignment as key pillars for improving quality of life and preventing burnout. Maria collaborates closely with healthcare providers, corporate leaders, and entrepreneurs, offering tailored strategies to enhance well-being for individuals and in the workplace. As a speaker and educator, Maria empowers professionals to embrace intentional living, equipping them with tools to thrive in both their personal and professional lives.

DR. BROOK CHOULET'S NEW BOOK IS HERE! THE ULTIMATE PRIVATE PRACTICE PLAYBOOK

"In this book, I am giving away all my secrets, sharing my tried-and-true steps to creating the private practice of your dreams, so you can build a profitable business centered around excellent patient care. This is about starting a private practice that truly promotes you and your areas of expertise."