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From the Vault: Concierge Medical Practice Valuation 101: What Is My Practice Worth?

The DocPreneur Leadership Podcast

Release Date: 08/08/2025

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The DocPreneur Leadership Podcast

Episode Summary By Concierge Medicine Today JANUARY 2026 - Concierge medicine and direct primary care didn’t just grow — they surged more than 80% in five years. Headlines are spinning this as a threat to access and equity. But is that the full story? In this episode, the Editor-In-Chief of the industry's trade publication, Concierge Medicine Today, author and Host, Michael Tetreault, breaks down the latest national research and explains what’s really happening beneath the surface. This isn’t about luxury medicine. It’s about physician burnout, broken reimbursement models,...

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In this episode of The DocPreneur Leadership Podcast, we unpack a recent article written by a fellow clinician—one that suggested physicians already possess everything needed to run a successful practice. While the heart of that message is encouraging, the realities of leading a practice today are far more complex than discipline and vision alone.   This conversation explores what the article gets right, what it unintentionally leaves out, and why blending clinical excellence with business clarity is essential in a changing healthcare landscape. We discuss how practice ownership...

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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.

 

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/

 

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