Over five years ago this podcast launched - as we close 2024 it made sense to write the last chapter on the podcast. I am blessed beyond belief and wanted to share my last thoughts for those who've come along for the journey. I share ten things on my mind and heart. I hope you enjoy it!I appreciate anyone that has listened, commented, or shared an episode. A major thanks to my sponsors over the year - and a special shoutout to GuardianVets for believing in me for years. Email me at isaiah@veterinariansuccesspodcast.com if you'd like to stay in touch. Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) Granite Peak Associates
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28:06
#244 Jhraid Pratt: Focused Tax Planning for Practice Growth
In this episode, I'm so glad to finally welcome Jhraid Pratt who is the CEO of Granite Peak. Granite Peak is a Veterinary Specific, Advisory, Tax Planning Services To Help Maximize Your Practice's Profitability. Granite Peak works with over 150 practices over the country and that niche and focus makes a world of difference. We discuss:Jharid's story of a CPA who found his way to building a niche focused veterinary tax & planning firm.Where client questions have been in 2024 and opportunities for 2025.Will the new administration change tax planning and strategy?Does the The Tax Cuts and Jobs Act of 2017 get extended? Does it matter? What is it?If he were interviewing tax pros what questions he'd ask them. What is he and the firm's non-consensus view on veterinary medicine and tax planning.Leadership and the growth of his team and his leadership style.Lessons learned from being a small business owner.And SO MUCH MORELinks:Granite Peak Website - www. granitepeakcpa.comYouTube ChannelOur Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) Granite Peak Associates
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45:48
#243 The Most Important Thing for a Veterinary De Novo Start Up...
What's the most important thing for a De Novo Start up in Veterinary Medicine? I'd argue it's ensuring you are in an area that:A) Needs Veterinary Services You ProvideB) Can pay for the work you provideSounds simple, but often this is left to chance and not focused enough to ensure you stack the odds of success on your side. That's why Pinpoint was created and founded to democratize the access to high quality data and ensure you can be confident when picking a location. I walk through in this episode how I'd do exactly that with the data available. Check out Pinpoint @ www.pinpointmypractice.comEmail - hello@pinpointmypractice.com - reference this episode for a discount on any report you purchase. Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) Granite Peak Associates
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33:33
#242 Radio Show - Partnerships: The Good, Bad, and Ugly
In this episode, I dig in and share my thoughts around the benefits and challenges with business partnerships. Business partnerships can take a lot of different roles. From a 50/50 active partner, minority owner, joint venture, or strategic partnership. I share some ways I view business partnerships being ideal for veterinary medicine as we move forward to allow for some semblance of a professional and personal life that works. I also share from personal experience where and how these relationships can go wrong. Book referenced in the episode - The Partnership Charter by David Gage. Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) Granite Peak Associates
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27:23
#241 Bobby Lind - Pinpoint: Demographics, Site Selection, and More
In this episode I'm rejoined by Bobby Lind. Bobby was a guest on the show for episode #23. Bobby has been involved in the healthcare space for over 10 years, with a significant portion of his career dedicated to helping healthcare professionals with commercial real estate. During this time, he has helped numerous small business owners, including dentists, veterinarians, and optometrists, navigate the complex process of finding the perfect locations for their practices. Bobby has witnessed the critical role that real estate plays in the success of a healthcare practice. He saw firsthand how the right or wrong location could dramatically impact a practice's profitability, growth, and overall success. Bobby co-created Pinpoint to address the very challenges he encountered. Pinpoint was born out of his desire to provide healthcare practitioners with the tools and resources they need to make informed, confident decisions about their practice locations. In addition to his work with Pinpoint, Bobby is the founder of Rise Realty Partners, a commercial real estate firm that specializes in tenant and buyer representation. This episode is a great one to head over to YouTube and watch vs. listen to if interested in seeing the data. What is Pinpoint - the problems this offering solves.A case study and review of finding a location and the data you can extract. What's actionable with the data. Where to learn more and dig in. Also, there is a special offer if you listen to the end.Guest Links:www.pinpointmypractice.com (launching in early September)email: hello@pinpointmypractice.comOur Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) Granite Peak Associates
Welcome to the Veterinarian Success Podcast where you go in-depth with a veterinarian specific financial planner Isaiah Douglass, MBA, CFP® to hear stories, opinions, and leading information about the world of veterinarian medicine from industry professionals. The podcast covers topics relating to the clinical, business, financial, and personal side of to help encourage, promote, and advocate for a healthy and happy standard of care for veterinarians, their families, their staff, and their businesses.
Ireland