In this episode, Dr. Kevin Cassidy shares his journey from mowing the lawn at his father's orthodontic practice to joining the team, eventually buying the business, and scaling it over the next two decades. He discusses the decision to partner with Southern Orthodontic Partners, the mindset shift that came with stepping back from daily operations, and the challenges of leading his team through change. Dr. Cassidy also reflects on his experience in Shore University's Leadership Academy, where he reconnected with his passion for mentorship and rediscovered joy in his work. He highlights the power of trust, transparency, and leading with heart.

Key Takeaways:

• How Dr. Kevin Cassidy scaled a second-generation orthodontic practice into a high-growth business
• Why partnering with Southern Orthodontic Partners helped him rediscover purpose and joy in his work
• Lessons from Shore University’s Leadership Academy on servant leadership and team culture
• What Dr. Cassidy wishes he knew about change management before selling his practice
• The mindset shift from doing everything to leading with trust and letting go of control

Chapters:

• 00:00 Introduction
• 04:41 The Decision to Partner with SOP
• 11:50 Leadership and Personal Growth
• 16:06 Navigating Change and Communication
• 23:02 Looking Ahead: Future Plans

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore Capital University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.