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This episode of the Private Practice Survival Guide breaks down a practical, mid-year playbook for measuring financial performance and forecasting for the future in private healthcare practices. Brandon clarifies core terms—Look-Back Analysis (retrospective KPI and revenue review), Forecasting (time-series, regression, probability ranges grounded in historical data), and Projections (scenario planning for new services/locations without prior data)—and shows how they interlock to drive data-informed decisions. Listeners learn a cadence for reviewing daily/weekly/monthly → quarterly → biannual → annual metrics, how to visualize trends to avoid cash-flow surprises, and how to translate descriptive, diagnostic, predictive, and prescriptive analytics into staffing, payer-mix, and scheduling strategy. The episode highlights seasonality (Q3–early Q4 as a revenue window before Thanksgiving), profitability analysis by service line (gross margin, net margin, “no margin, no mission”), and payer policy realities (e.g., Medicaid constraints and contractual guardrails). Takeaway: build clean data pipelines, define target KPIs, validate with look-backs, model best-/base-/worst-case forecasts, and use projections to stress-test growth moves—so you can allocate resources, hire, and market with confidence in the next two quarters.

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.
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Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
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https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book