If you’re starting up a medical or dental practice, you have a ton of decisions to make. And while many of them could be changed down the road, why not make solid choices at the beginning? My guest today helps many medical and dental providers start their own practice and will share some tips with us.


Joe Lessard is a partner at Professional Business Management, a healthcare practice management and accounting firm in the northwest Chicago suburbs. Joe has been with PBM since 2009 and a Principal since 2020. He attained designations as a Certified Public Accountant (CPA), Health Practice Advisor (HPA), and as a Certified Healthcare Business Consultant (CHBC). He believes in rolling up his sleeves and is usually on site visiting his clients’ operations first-hand. Joe is responsible for all accounting and payroll services as well as personal and business tax returns for his clients. He helps them review operations and day-to-day aspects such as HR, employee benefits, retirement plans, collections, billing, and patient interactions. Every client has different needs and that’s why Joe’s commitment to his clients’ needs and his customer service is what he prides himself on.


In this episode Carl White and Joe Lessard discuss:

  • As a start up, how to think through your choice of entity (s-corp, LLC, etc)
  • Who should be on your advisory team
  • Who to go in-network with and when
  • How and when to market your practice


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Connect with Joe Lessard




Connect with Carl White

Website: http://www.marketvisorygroup.com

Email:  whitec@marketvisorygroup.com

Facebook:  https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg