From the Vault: Concierge Medical Practice Valuation 101: What Is My Practice Worth?
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Release Date: 08/08/2025
(New) Exit Planning🎙️ Podcast “This season is not the end of your impact — it’s the evolution of it.”
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An Invitation to Slow Down before 2026
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🎧 PODCAST | Your Value Proposition Is Relational, Not Transactional 💬
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Patients don’t stay for a tax deduction — they stay because they feel known. That’s something no federal incentive can legislate. 🩺
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🏥 PODCAST | The Curious Will Inherit the Future of Medicine — Not the Cynical 🧩
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🎤 MED LECTURE TIPS | 12 Secrets to Keep Your Peers + Audience Awake & Engaged 😴
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🩺🎙️ AI → AEO: Be the Answer, Not Just the Link (the New SEO)
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CONNECT WITH CONCIERGE MEDICAL MARKETING About Concierge Medical Marketing Concierge Medical Marketing is committed to serving concierge medical practices across the United States, to help expose their name and brand to high net-worth individuals in their area, and to nurture these individuals until they convert into paying member patients. Our journey began with Steven Schwartz, an experienced digital marketing expert from Vero Beach, Florida. With over 25 years of experience in the website design and digital marketing industry, Steven and his...
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🩺🎙️ When Doctors Dismiss "Business Strategy," Patients Feel It First
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SPOTLIGHT: MD For Patients -- Meet The Founder, Dr. Mark Halsted
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“If you or your child has a serious diagnosis, you may feel like your life has just been turned upside-down. I founded MD For Patients to provide comprehensive, honest consultations tailored to the needs of patients – and to help patients understand how best to manage their own health going forward.” Dr Mark Halsted, Triple-Boarded Pediatric NeuroRadiologist, Founder and CEO We cover the world, so you don’t have to At MD For Patients, we believe that access to the best healthcare in the world shouldn’t be limited by location. That’s why we offer our patients virtual...
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A Guide to Selling Your Medical Practice
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AND, 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. () OUR GUEST: Justin Outslay, Founder, Cinnamon Hill Partners, LLC LEARN MORE - ...
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Regaining Total Clarity and Control Over Your Business Finances
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Our guest today is Katie, Owner of Coal Creek Ledgers "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." LEARN MORE AND CONNECT WITH KATIE HERE: or Disclaimers: THIS SITE AND...
info_outlineHelping 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.
About
Chris Staples is the Principal owner of Wealth 360, LLC.; a fee-only Registered Investment Advisory firm located in the greater Atlanta Area. Wealth 360, LLC provides comprehensive and objective financial planning to help clients organize, grow, and protect their assets through life’s transitions.
As a fee-only fiduciary and independent financial advisor, Chris Staples is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice. Chris typically works with professionals, business owners, and those near and in retirement helping to develop long-term Financial Planning strategies.
Chris holds the CERTIFIED FINANCIAL PLANNER™ designation under the Certified Financial Planning Board of Standards as well as an Accredited Investment Fiduciary® designation through Fi360. He holds a business degree from Indiana Wesleyan University and earned the Certificate of Financial Planning from Oglethorpe University.
Chris served as President of the National Association of Insurance and Financial Advisors North-Metro Atlanta Chapter [2004-2005]. From 2010-2012 Chris served on the Board of Directors with the Financial Planning Association as the ProBono Chair.
WEB SITE: https://wealth360advisors.com/
LEARN MORE, Connect With Chris directly at: https://www.linkedin.com/in/stapleschris/
Disclaimers: This content is for educational purposes only and does not provide medical, financial, legal, or professional advice. Concierge Medicine Today, LLC (CMT) is not liable for errors from guest contributions. Users should consult reliable advisors before making decisions. By using this content, you agree to CMT's Terms and Conditions and Privacy Policy, releasing CMT from liability. CMT may remove content without notice, and guest interviews do not imply endorsement. Users assume all related risks. Thank you.