The Sovereign Doctor Podcast

Healthcare Private Equity Demystified with Rob Greer

This episode of The Sovereign Doctor podcast is a special feature: an episode from State of Medtech by Omar M. Khateeb, featuring our host, Rob Greer, as the guest. Rob dives deep into the world of healthcare private equity, sharing his journey from investment banking to launching SovDoc, a company dedicated to helping surgeons and private practices optimize, scale, and prepare for successful exits.
Rob and Omar explore the intricacies of private equity in healthcare, from understanding EBITDA and valuation to leveraging technology and AI to boost practice profitability. Whether you’re a young surgeon looking to expand or a seasoned practitioner ready to transition, this conversation offers invaluable insights into maximizing the value of your practice.
IN THIS EPISODE YOU'LL LEARN:
00:00:00 Navigating Private Equity in Medical Practices00:01:22 Introduction to Private Equity in Healthcare  00:02:36 Transition from Investment Banking to Healthcare Private Equity00:04:00 Strategies for Growing Doctor Practices and Healthcare Companies00:05:23 Understanding Private Equity and Venture Capital00:06:44 Private Equity's Influence on Medical Practices00:08:07 Navigating Practice Ownership Changes  00:09:33 Rise of Private Equity in Healthcare00:11:00 The Rise of Private Equity in Healthcare00:12:25 Balancing Patient Care and Profitability in Private Equity00:13:47 Maximizing Value with Private Equity Partnerships00:15:04 Importance of Aligning Values in Business Partnerships00:16:14 Strategies for Expanding Surgical Practices00:17:38 Transition Strategies for Surgical Practices00:19:04 Determining Optimal EIDA Margins for Surgeons Practices00:20:27 Diversification Strategies for Orthopedic Practices00:21:46 Predictions for M&A Market Recovery in 202500:23:07 The Role of Fractional CFOs in Financial Reporting00:24:25 Embracing AI in Healthcare Practices  00:25:53 Enhancing Surgical Productivity Through AI00:27:11 Maximizing Equity Value Through Cost Savings00:28:34 Boosting Practice Value with AI Integration00:30:04 Private Equity Strategies for Physicians00:31:24 Strategies for Independent Surgeons in Private Equity Deals00:32:46 Ideal Client Profile for SOFD Do00:34:03 Preparing for Future Private Equity and Business Valuation00:35:14 Understanding Fractional CFO Retainer Costs00:36:32 Understanding Success-Based Business Models00:37:39 Evaluating Financial Leadership in Businesses00:39:09 Uncovering Cost-Cutting Opportunities in Financials00:40:29 Outro and Farewell Message
NEW TO THE SHOW?
Follow our official social media accounts:
Instagram | LinkedIn
Or visit our website:
www.sovdoc.com
 

The Physician-Entrepreneur Blueprint: Lessons from Dr. Rohan Joshi

In this episode of The Sovereign Doctor Podcast, we explore the inspiring journey of Dr. Rohan Joshi as he transitions from a distinguished academic career to launching his own plastic surgery practice in Houston. Dr. Joshi shares the challenges of building a business from the ground up, the lessons learned from his fellowship experiences, and how he’s navigating the competitive field of aesthetic medicine. From balancing entrepreneurship with personal life to leveraging social media to build a personal brand, this conversation is packed with insights for aspiring physician-entrepreneurs and anyone considering their own leap of faith.
IN THIS EPISODE YOU'LL LEARN:
00:00:00 Meet Dr. Joi: Plastic Surgery and Academic Journey  00:01:42 Exploring Facial Plastic Surgery: Head and Neck Cancer Focus00:03:06 Entrepreneurship in Cosmetic Surgery00:04:34 Connecting Medicine and the Study of Humanities00:06:05 Discovering Hidden WWII History: Allied Knowledge of the Holocaust00:07:28 The Evolution of College Education and Vocational Skills00:08:57 The Double-Edged Sword of Technology Usage00:10:22 Transition from Content Consumer to Creator00:11:41 Navigating Financial Challenges and Fears of Insolvency00:13:06 Navigating Financial Challenges in New Business Ventures00:14:30 Starting a Plastic Surgery Practice: Challenges and Strategies00:15:50 Exploring Local PRN Physician Opportunities  00:17:20 Strategies for Patient Acquisition and Growth in a Medical Practice00:18:33 Strategies for Financial Stability and Growth00:19:53 How Med Spas Fuel Surgical Practices00:21:36 Maximizing Surgical Practice Through Med Spa Referrals00:22:38 Strategies for Pricing in a Saturated Med Spa Market00:24:00 Strategic Pricing for Plastic Surgery Success00:25:15 Starting from Zero: Building a Client Base00:26:26 Planning for a Successful 2025 Chapter  00:28:00 Impact of Economic Changes on Cosmetic Surgery Industry00:29:30 The Future of Cosmetic Surgery Post-COVID00:30:51 Building Success with N1 and Future Plans00:32:22 Building Your Personal Brand with Social Media00:33:52 Building a Personal Brand in Facial Plastics on TikTok and Instagram00:35:14 The Power of Personal Branding for Plastic Surgeons00:36:27 Career Advice for Medical Students: Choosing Your Path00:38:00 Realizing the Power of Personal Value Creation00:39:31 Defining Your Success: Entrepreneurship vs. Non-Entrepreneurship00:40:46 Following Entrepreneurial Journeys from the Ground Up00:41:57 Connecting with Plastic Surgery Expert Rohan Joi
NEW TO THE SHOW?
Follow our official social media accounts:
Instagram | LinkedIn
Or visit our website:
www.sovdoc.com
Follow our guest:
https://www.instagram.com/rohanjoshimd/
 

How Dr. Dorfman Built a Beverly Hills Aesthetic Empire from Scratch

In this episode of The Sovereign Doctor Podcast, we sit down with Dr. Dorfman, a leading figure in aesthetic medicine, to uncover his transformative journey. From navigating personal setbacks to building a thriving practice, Dr. Dorfman shares how a chance encounter with the movie Crazy Stupid Love sparked a life-altering decision to take control of his destiny. Discover his unique approach to empowering patients through cutting-edge, non-invasive treatments and learn about his vision for the future of aesthetics. With insights on self-confidence, innovation, and the power of intuition, this episode is a masterclass in both personal and professional growth.
IN THIS EPISODE YOU'LL LEARN:
00:00:00 Welcome to The Sovereign Doctor Podcast00:06:57 The Art of Tailoring on Savile Row  00:13:31 The Power of Confidence and Self-Acceptance00:19:40 Deciding Between a Dream Job Offer and Entrepreneurship00:25:58 The Future of Cosmetic Procedures: Prevention and Technology00:32:27 Innovations in Korean Medical Clinics  00:38:45 Innovations in Anti-Inflammatory Treatments00:45:32 Delivering the Ultimate Skincare Experience  00:52:07 Innovations in Anti-Aging and Aesthetics  
NEW TO THE SHOW?
Follow our official social media accounts:
Instagram | LinkedIn
Or visit our website:
www.sovdoc.com
Follow our guest:
https://www.instagram.com/drdorfman/
 

Recipe for Success: Building a Sustainable and Scalable Healthcare - Episode 3

On this episode of The Sovereign Doctor, Rob Greer explores the critical elements of building sustainable and scalable health care models. From leveraging cutting-edge technologies like telemedicine and AI-driven diagnostics to addressing workforce burnout and ensuring financial resilience, this discussion breaks down what it takes to deliver consistent, high-quality care while driving long-term investment success.
Learn how sustainability ensures effective, equitable care, and scalability enables growth without sacrificing quality. With real-world examples and actionable insights, this episode equips health care leaders, investors, and providers with the tools to tackle modern challenges and seize emerging opportunities.
 
In this episode of The Sovereign Doctor, we sit down with Dr. Scott Sigman, an orthopedic surgeon, serial entrepreneur, and host of The Ortho Show podcast. Known as the original opioid-sparing orthopedic surgeon, Dr. Sigman shares his journey from private practice to pioneering innovative approaches in pain management and surgery. We explore his entrepreneurial ventures, including Ortho Laser Orthopedic Laser Centers, and his mission to revolutionize healthcare while tackling the opioid crisis. Tune in to hear how Dr. Sigman blends medical expertise with business acumen to make a lasting impact in orthopedics and beyond.
 
IN THIS EPISODE YOU'LL LEARN:
00:00:00 Building a Sustainable and Scalable Healthcare Model00:01:11 Defining Sustainable Healthcare Models00:02:29 Leveraging Technology for Scalable Healthcare Solutions00:03:46 Leveraging Technology for Sustainable Healthcare00:05:00 Addressing Healthcare Professional Burnout  00:06:11 Strategic Partnerships in Healthcare00:07:24 Streamlining Healthcare Operations for Efficiency  00:08:34 Navigating Healthcare Regulatory Compliance00:09:48 Building a Sustainable and Scalable Healthcare Model
NEW TO THE SHOW?
Follow our official social media accounts:
Instagram | LinkedIn
Or visit our website:
www.sovdoc.com
 

Orthopedics Meets Entrepreneurship: The Story of Dr. Scott Sigman

In this episode of The Sovereign Doctor, we sit down with Dr. Scott Sigman, an orthopedic surgeon, serial entrepreneur, and host of The Ortho Show podcast. Known as the original opioid-sparing orthopedic surgeon, Dr. Sigman shares his journey from private practice to pioneering innovative approaches in pain management and surgery. We explore his entrepreneurial ventures, including Ortho Laser Orthopedic Laser Centers, and his mission to revolutionize healthcare while tackling the opioid crisis. Tune in to hear how Dr. Sigman blends medical expertise with business acumen to make a lasting impact in orthopedics and beyond.
 
IN THIS EPISODE YOU'LL LEARN:
00:00:00 Introduction of Dr. Scott Sigman  00:05:55 FDA Approval and Regulatory Changes00:11:54 The Rise of Private Equity in Healthcare  00:17:40 Embracing Risk: The Journey of Laser Innovation  00:23:44 Becoming an Orthopreneur: The ASC Model00:29:31 Building a Digital Brand for Physicians00:35:41 Building a Personal Brand for Marketing Success  00:41:28 Leveraging AI for Entrepreneurial Success  00:47:14 Innovations in Virtual and Augmented Reality for Surgery
NEW TO THE SHOW?
Follow our official social media accounts:
Instagram | LinkedIn
Or visit our website:
www.sovdoc.com

Recipe for Success: Cracking the Healthcare Investment Code - Episode 2

 
In this episode of The Sovereign Doctor, host Rob Greer takes us deeper into the metrics that define a health care practice’s investment potential.
 
Beyond revenue, Greer highlights the critical elements that attract investors, including growth opportunities, profitability, patient retention, and operational efficiency.
 
He explains why practices with balanced growth, strong compliance, and unique market positioning stand out.
 
For investors and healthcare providers alike, this episode reveals actionable strategies to enhance practice value, resilience, and patient care.
 
IN THIS EPISODE YOU'LL LEARN:
00:00:00 Key Metrics for Healthcare Investment Success00:01:10 Growth Potential in Healthcare Practices00:02:17 Key Profitability Metrics in Healthcare Investments00:03:27 Importance of Patient Retention and Lifetime Value in Healthcare00:04:41 Investing Long-Term in Healthcare: The Importance of Patient Retention and LTV  00:05:54 Key Factors in Healthcare Investment: Efficiency and Compliance00:07:06 Importance of Compliance in Healthcare Investments  00:08:16 Strategic Healthcare Investment: Key Metrics for Long-term Growth00:09:25 Building a Resilient and Growth-Oriented Healthcare Practice00:10:35 Healthcare Dealmakers Blueprint: Strategies for the Future
NEW TO THE SHOW?
Follow our official social media accounts:
Instagram | LinkedIn
Or visit our website:
www.sovdoc.com

Recipe for Success: Cracking the Healthcare Investment Code - Episode 1

In the inaugural episode of Recipe for Success: Cracking the Healthcare Investment Code, host Rob Greer takes us on a deep dive into the dynamic world of healthcare investing.
This foundational episode sets the stage for the series by exploring the intricate landscape of private equity and venture capital in healthcare. Join us as we unravel how digital health, value-based care, and specialized services are transforming patient care and what that means for investors, providers, and the industry at large.
From regulatory challenges to ethical considerations, we examine the forces driving healthcare investments and the balancing act between financial goals and patient outcomes. This episode is a must-listen for anyone seeking to understand the future of healthcare and the opportunities it holds.
IN THIS EPISODE YOU'LL LEARN:
00:00:00 Introduction to "Recipe for Success: Cracking the Healthcare Investment Code"00:01:01 Understanding Private Equity in Healthcare  00:02:12 Key Investment Trends in Healthcare Private Equity00:03:18 Growing Demand for Digital Health Solutions00:04:27 Growing Trends in Specialized Healthcare Services00:05:33 Challenges in Healthcare Private Equity Investments00:06:39 Navigating Market Risks in Healthcare Investments00:07:49 The Impact of Private Equity on Healthcare Transformation00:08:54 Wrapping Up the Foundational Episode of Success
NEW TO THE SHOW?
Follow our official social media accounts:
Instagram | LinkedIn
Or visit our website:
www.sovdoc.com
 

What It Takes to Build a Successful Dental Practice with Dr. Charlie Glaser

In this episode of the Sovereign Entrepreneur Podcast, Rob is joined by cosmetic dentist Charlie Glaser. Together, they dive into the world of entrepreneurship within healthcare, blending insights from Charlie’s experience building his cosmetic dental practice in Beverly Hills with the broader challenges of navigating business development in a high-demand, competitive market.
Dr. Charlie Glaser shares his journey from psychology student to smile makeover specialist, his work alongside renowned Dr. Michael Apa, and the importance of authenticity and patient experience in crafting a successful practice.
From discussing the technical and artistic aspects of dentistry to the entrepreneurial mindset needed to thrive, this episode is packed with valuable lessons for anyone in/or entering the healthcare industry.
IN THIS EPISODE YOU'LL LEARN:
00:00:00 - Introduction to Entrepreneurial Dentistry with Dr. Charlie Glaser00:04:48 - Smile Makeovers and Community in Dentistry00:09:59 - Building a Legacy in Dentistry with a Mentor00:15:03 - The Power of Authenticity00:19:50 - The Decline of Private Practice in Healthcare00:24:12 - Softening Demand in Cosmetic Procedures00:28:55 - Symbiotic Relationships in Dentistry00:33:48 - Physician Burnout and Revenue Increase through AI Integration00:38:08 - The Journey Back to California00:43:04 - Reach out to doctors in the audience
NEW TO THE SHOW?
Follow our official social media accounts:
Instagram | LinkedIn
Or visit our website:
www.sovdoc.com
Follow our guest:
Dr. Charlie Glaser: Instagram