The Financial Side of Sustainable DPC: What Your Accountant Isn't Telling You (ft. Tom Squire, Osprey CFO) episode artwork

EPISODE · Mar 26, 2026 · 32 MIN

The Financial Side of Sustainable DPC: What Your Accountant Isn't Telling You (ft. Tom Squire, Osprey CFO)

from My DPC Story · host My DPC Story

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 growsWhy the systems that worked when you opened your practice stop working as you scaleHow to know when it's time to start paying yourself a salary from your DPCThe 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 toolkitHow a $5 membership price increase can meaningfully impact your bottom lineThe opportunity cost of doing your own financial administration vs. outsourcing to an expertWhat to look for when choosing a financial partner who actually understands DPCWhy private equity is coming for DPC and how strong financial foundations protect independent practicesCooperative of American Physicians or CAP. Learn more about the medical malpractice company used by Dr. Maryal Concepcion since 2021 at capphysicians.com or by calling 800-356-5672.Guava Health. A premium patient experience, pulling data from EHRs and wearables, helping  see the full picture and uncover root causes to deliver personalized care.Support the showGET your FREE MONTHLY BUSINESS TOOL DOWNLOADBecome A My DPC Story PATREON MEMBER! SPONSOR THE PODMy DPC Story VOICEMAIL! DPC SWAG!FACEBOOK * INSTAGRAM * LinkedIn * TWITTER * TIKTOK * YouTube

Episode metadata supplied by the publisher feed · Published Mar 26, 2026

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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 ...

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The Financial Side of Sustainable DPC: What Your Accountant Isn't Telling You (ft. Tom Squire, Osprey CFO)

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