Episode Details

Can Your DPC Practice Survive Its Own Success?

Most physicians opening a Direct Primary Care practice master the clinical side quickly. The harder challenge? Running the business that sustains it.

In this episode of My DPC Story, host Dr. Maryal Concepcion sits down with Tom Squire, founder of Osprey CFO, a financial advisory firm built specifically to support small businesses and DPC practices. Tom brings a background in banking and private equity and translates that institutional financial playbook for independent physician practice owners.

Whether you're pre-launch, in your first year, or scaling a multi-location DPC, this conversation will help you identify where your finances are quietly costing you time, money, and peace of mind.

What You'll Learn in This Episode:

• The two biggest financial problems DPC physicians face as their panel grows
• Why the systems that worked when you opened your practice stop working as you scale
• How to know when it's time to start paying yourself a salary from your DPC
• The real cost of DIY financial management (QuickBooks, Gusto, bookkeepers who don't explain anything)
• Why pricing strategy is one of the highest-leverage tools in your DPC financial toolkit
• How a $5 membership price increase can meaningfully impact your bottom line
• The opportunity cost of doing your own financial administration vs. outsourcing to an expert
• What to look for when choosing a financial partner who actually understands DPC
• Why private equity is coming for DPC and how strong financial foundations protect independent practices

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