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Send us Fan Mail Schedule an Rx Assessment Spooky, Scary, Skeletons...and Peptides!  On this Halloween episode of the Bottom Line Catch Up, we're talking about the new interim guidance on peptides, CMS survey, and tax tricks and treats. Stay connected with us: Facebook Twitter LinkedIn Scotty Sykes – CPA, CFP LinkedIn Scotty Sykes – CPA, CFP Twitter Bonnie Bond – CPA LinkedIn Bonnie Bond – CPA Twitter More resources on this topic: Podcast - The Bottom Line Catch Up | Ep. 4 | Peptides, Nexus Issues & Trade Show Takeaways Podcast - From Retail to Reinvented: Financing Your Pharmacy's Growth Story Podcast - Peptides, Policy, and PBMs: 2026 Quarter 3 Pharmacy Update

Send us Fan Mail Schedule an Rx Assessment Invoice audits produce the largest recoupments of any PBM audit and they're on the rise.  On this episode of the Bottom Line Pharmacy Podcast, we sit down with Trent Thiede, President of PAAS National to break down: What an invoice audit actually isThe drug procurement traps that trip up owners mostWhy invoice audits routinely lead to the biggest recoupmentsAnd more!. Stay connected with Trent Thiede and PAAS National:  PAAS National Website PAAS National LinkedIn PAAS National Facebook PAAS National Twitter (X) Stay connected with us:  Facebook Twitter LinkedIn Scotty Sykes – CPA, CFP LinkedIn Scotty Sykes – CPA, CFP Twitter Bonnie Bond – CPA LinkedIn Bonnie Bond – CPA Twitter More resources on this topic:  Podcast - 2026 Quarter 3 Pharmacy Update Podcast – The Bottom Line Catch Up 3 Podcast – The Bottom Line Catch Up 4

Send us Fan Mail Schedule an Rx Assessment A three-million-dollar pharmacy sale might now hinge on paperwork the seller doesn't even get to choose who orders.  On this episode of the Bottom Line Pharmacy Podcast, we sit down with Greco De Valencia, Senior Loan Officer at Live Oak Bank to break down the 2026 pharmacy growth trends and financing shifts every independent owner needs on their radar: Why compounding and infusion are seeing renewed momentum The real difference between margin and cash flowThe new SBA SOP taking effect October 1And more! Stay connected with Greco De Valencia and Live Oak Bank:  Greco De Valencia LinkedIn Live Oak Bank Website Live Oak Bank LinkedIn Stay connected with us:  Facebook Twitter LinkedIn: Scotty Sykes – CPA, CFP LinkedIn Scotty Sykes – CPA, CFP Twitter Bonnie Bond – CPA LinkedIn Bonnie Bond – CPA Twitter More resources on this topic:  Podcast - 2026 Quarter 3 Pharmacy Update Podcast – The Bottom Line Catch Up 3 Podcast – The Bottom Line Catch Up 4

Send us Fan Mail Schedule an Rx Assessment Are you treating your pharmacy management system as simply just software or as the nucleus of your business?  In this episode of the Bottom Line Pharmacy Podcast, we’re joined by Johnathon Duhon, VP of Sales at RedSail Technologies, to talk pharmacy ownership in 2026 and how independent owners can get more out of the PMS they already have. We cover: Why so many pharmacy owners don't realize how much their current PMS can actually doRedSail's "connected solutions" Where AI is headed for pharmacy operations over the next 12–18 monthsWhat owners going through a buy/sell transition should weigh when deciding whether to switch PMS platforms And more! Stay connected with Johnathon Duhon and RedSail Technologies:  Johnathon Duhon LinkedIn RedSail Technologies Website RedSail Technologies LinkedIn RedSail Technologies Instagram RedSail Technologies YouTube Stay connected with us:  Facebook Twitter LinkedIn: Scotty Sykes – CPA, CFP LinkedIn Scotty Sykes – CPA, CFP Twitter Bonnie Bond – CPA LinkedIn Bonnie Bond – CPA Twitter More resources on this topic:  Podcast - 2026 Quarter 3 Pharmacy Update Podcast – The Bottom Line Catch Up 3 Podcast – The Bottom Line Catch Up 4

Send us Fan Mail Schedule an Rx Assessment PBMs have spent years underpaying pharmacies and betting they won't fight back...but those days are over! On this episode of The Bottom Line Pharmacy Podcast, we sit down with Kris Rhea, Director of Business Development at Pharmacy Marketplace to talk about a new tool built to change that. We talk about:  The current PBM landscapeThe appeals process state by state What counts as an "underwater" claimPharmacy Marketplace's new PBM Appeals solutionStay connected with Kris Rhea and Pharmacy Marketplace: Kris Rhea LinkedIn Pharmacy Marketplace LinkedIn Pharmacy Marketplace Instagram Pharmacy Marketplace Facebook Pharmacy Marketplace Website: Stay connected with us:  Facebook Twitter LinkedIn: Scotty Sykes – CPA, CFP LinkedIn Scotty Sykes – CPA, CFP Twitter Bonnie Bond – CPA LinkedIn Bonnie Bond – CPA Twitter More resources on this topic:  Podcast – 2026 Quarter 3 Pharmacy Update Podcast – The Bottom Line Catch Up 4 Podcast – Infusion Pharmacy Ownership in 2026

Send us Fan Mail Schedule an Rx Assessment Your pharmacy purchase might close smoothly and still leave you personally on the hook for millions if the deal goes sideways. On this episode of the Bottom Line Pharmacy Podcast, we sit down with Ryan Conner, President of Braddock Road Insurance, to break down: What a personal guarantee actually isWhy the guarantee can outlive the business itself What Personal Guarantee Insurance covers, what it excludes, and how it's pricedAnd more! Stay connected with Ryan Conner and Braddock Road Insurance: Ryan Conner LinkedIn Braddock Road Insurance Website Braddock Road Insurance LinkedIn Stay connected with us: Facebook Twitter LinkedIn Scotty Sykes – CPA, CFP LinkedIn Scotty Sykes – CPA, CFP Twitter Bonnie Bond – CPA LinkedIn Bonnie Bond – CPA Twitter More resources on this topic: Podcast - Peptides, Nexus Issues & Trade Show Takeaways Podcast – Peptides, Policy, and PBMs: 2026 Quarter 3 Pharmacy Update Podcast – Understanding Basis

Send us Fan Mail Welcome to another episode of the Bottom Line Catch Up! This week our team is talking all about Peptides, Nexus Issues, and Trade Show Trends.  In this episode, we break down: - Where things stand with the FDA Bulks List and state-by-state variation - Nexus issues for pharmacies shipping and operating across state lines - MFP (Maximum Fair Price) accounting - Takeaways from Cencora, RBC, and other summer shows - Plus: fantasy football team names, upcoming conferences (APC, NCPA), and a few tangents you'd expect from the crew Stay connected with us: Facebook Twitter LinkedIn Scotty Sykes – CPA, CFP LinkedIn Scotty Sykes – CPA, CFP Twitter Bonnie Bond – CPA LinkedIn Bonnie Bond – CPA Twitter   More resources on this topic: Podcast - The Bottom Line Catch Up | Ep. 3 | R&D Tax Credit, Trump Accounts, Taylor Swift's Wedding Podcast – Peptides, Policy, and PBMs: 2026 Quarter 3 Pharmacy Update Podcast – Infusion Pharmacy Ownership in 2026: The Legal Side of Infusion Pharmacy

Send us Fan Mail Schedule an Rx Assessment Your pharmacy's controlled substance monitoring might not be enough and your distributor may be watching too. On this episode of the Bottom Line Pharmacy Podcast, we sit down with Michael Alexander of Brown & Fortunato to break down: What distributor injunctive relief isHow the "Big Three" distributors are now required to flag suspicious controlled substance ordersWhat to do if you get a letter or call from your distributor about your ordering activityWhether proactive outreach to your distributor helps or hurts youWhen to bring in legal counselAnd more! Stay connected with Michael Alexander and Brown & Fortunato: Michael Alexander LinkedIn Brown & Fortunato Website Brown & Fortunato LinkedIn Brown & Fortunato Facebook Stay connected with us: Facebook Twitter LinkedIn Scotty Sykes – CPA, CFP LinkedIn Scotty Sykes – CPA, CFP Twitter Bonnie Bond – CPA LinkedIn Bonnie Bond – CPA Twitter More resources on this topic: Podcast - Peptides, Policy, and PBMs: 2026 Quarter 3 Pharmacy Update Podcast – Driving Independent Pharmacy Profitability in 2026 with Nicolette Mathey, PharmD, CEO of Atrium24 Podcast – The Bottom Line Catch Up | Ep. 3 | R&D Tax Credit, Trump Accounts, Taylor Swift's Wedding

Send us Fan Mail Schedule an Rx Assessment Your infusion pharmacy is scaling fast, but is your legal foundation keeping up?  On this episode of the Bottom Line Pharmacy Podcast, we sit down with Chris Pucillo and Patrick Carpenter of Boesen & Snow Law to break down: Why home infusion pharmacies are consolidating in 2026, and what's driving itThe state-by-state licensing patchwork that trips up new infusion clinicsWhat regulatory and financial due diligence actually looks like when buying or selling an infusion pharmacyWhere anti-kickback risk hides in doctor detailing and cash-pay pricingAnd more! Stay connected with Patrick Carpenter, Chris Pucillo and Boesen & Snow Law: Patrick Carpenter LinkedIn Chris Pucillo LinkedIn Boesen & Snow Website Boesen & Snow LinkedIn Boesen & Snow Facebook Stay connected with us: Facebook Twitter LinkedIn Scotty Sykes – CPA, CFP LinkedIn Scotty Sykes – CPA, CFP Twitter Bonnie Bond – CPA LinkedIn Bonnie Bond – CPA Twitter More resources on this topic: Podcast - Peptides, Policy, and PBMs: 2026 Quarter 3 Pharmacy Update Podcast – Driving Independent Pharmacy Profitability in 2026 with Nicolette Mathey, PharmD, CEO of Atrium24 Podcast – The Bottom Line Catch Up | Ep. 3 | R&D Tax Credit, Trump Accounts, Taylor Swift's Wedding

Send us Fan Mail Schedule an Rx Assessment A LOT has happened recently in the Peptide market, but what exactly is new with peptides, the FDA, and the future of independent pharmacy? On this episode of the Bottom Line Pharmacy Podcast, we're joined for our typical quarterly pharmacy update with  ⁨@atrium24⁩ . Annie West, Clinical Pharmacy Director and Dae Lee, PBM & Pharmacy Practice Group Board Co-Chair at Buchanan, Ingersoll & Rooney, P.C. to break down: The two-day PCAC meeting and the committee's recommendationWhat happens next in the FDA rulemaking process The dangerous peptide gray marketThe latest on PBM policyAnd more! Stay connected with Atrium24 and Dae Lee: Dae Lee LinkedIn Atrium24 Website Atrium24 LinkedIn Atrium24 Instagram Atrium24 Facebook Stay connected with us: Facebook Twitter LinkedIn Scotty Sykes – CPA, CFP LinkedIn Scotty Sykes – CPA, CFP Twitter Bonnie Bond – CPA LinkedIn Bonnie Bond – CPA Twitter More resources on this topic: Podcast - Inside a Pharmacy AI Bot: Automating Independent Pharmacy Podcast – Driving Independent Pharmacy Profitability in 2026 with Nicolette Mathey, PharmD, CEO of Atrium24 Podcast – 2026 Quarter 2 Pharmacy Update Podcast – R&D Tax Credit, Trump Accounts, Taylor Swift's Wedding

Send us Fan Mail Schedule an Rx Assessment Welcome to another episode of the Bottom Line Catch Up and the team is buzzing about Taylor Swift's wedding and World Cup fever!  In this episode, we break down: R&D tax credit documentation requirements for 2026Trump Accounts going live for kidsTrade show seasonAnd more! Stay connected with us: Facebook Twitter LinkedIn Scotty Sykes – CPA, CFP LinkedIn Scotty Sykes – CPA, CFP Twitter Bonnie Bond – CPA LinkedIn Bonnie Bond – CPA Twitter More resources on this topic: Podcast - The Bottom Line Catch Up | Ep. 1 | Tax Season, Transitions, and the Peptide Wave Podcast – Driving Independent Pharmacy Profitability in 2026 with Nicolette Mathey, PharmD, CEO of Atrium24 Podcast – 2026 Quarter 2 Pharmacy Update

Send us Fan Mail Schedule an Rx Assessment Your pharmacy has a bottleneck so naturally, you list a job! But what if the bottlenecks in your pharmacy come down to software, not staffing? On this episode of the Bottom Line Pharmacy Podcast, we sit down with Ross Miller of TJM Labs to break down: What a pharmacy AI bot actually isHow TJM's product suite has expanded beyond data entryWhat change management looks like when a bot starts taking on technician-level tasksAnd more! Stay connected with Ross Miller and TJM Labs: Ross Miller LinkedIn TJM Labs Website TJM Labs LinkedIn TJM Labs Instagram Stay connected with us: Facebook Twitter LinkedIn Scotty Sykes – CPA, CFP LinkedIn Scotty Sykes – CPA, CFP Twitter Bonnie Bond – CPA LinkedIn Bonnie Bond – CPA Twitter More resources on this topic: Podcast - Becoming a Pharmacy Gladiator Podcast – Driving Independent Pharmacy Profitability in 2026 with Nicolette Mathey, PharmD, CEO of Atrium24 Podcast – 2026 Quarter 2 Pharmacy Update Podcast – America 250, The history of Pharmacy, Q&A

Send us Fan Mail Schedule an Rx Assessment What if your pharmacy's biggest cash flow drain is sitting right there on the shelf? On this episode of the Bottom Line Pharmacy Podcast, we sit down with Jared Barton of Inventory IQ to break down: What "perpetual inventory" actually means and why most pharmacies aren't as dialed in as they thinkHow AI is helping inventory teams find outliers, clean data, and speed up analysisWhy chasing the industry average on inventory turns can put you out of businessHow to identify your top items by cost and set reorder points that free up real cash flowWhat a solid cycle count process looks like and how often you should be doing itAnd more! Stay connected with Jared Barton: Jared Barton LinkedIn Inventory IQ Website Inventory IQ Facebook Inventory IQ Twitter (X)  Inventory IQ LinkedIn  Inventory IQ Instagram  Inventory IQ YouTube Stay connected with us: Facebook Twitter LinkedIn Scotty Sykes – CPA, CFP LinkedIn Scotty Sykes – CPA, CFP Twitter Bonnie Bond – CPA LinkedIn Bonnie Bond – CPA Twitter More resources on this topic: Podcast - Becoming a Pharmacy Gladiator Podcast – Driving Independent Pharmacy Profitability in 2026 with Nicolette Mathey, PharmD, CEO of Atrium24 Podcast – 2026 Quarter 2 Pharmacy Update Podcast – America 250, The history of Pharmacy, Q&A

Send us Fan Mail Schedule an Rx Assessment Live at McKesson Ideashare 2026, this episode features Ollin Sykes in conversation with Todd Eury on the Pharmacy Podcast Network.  Ollin covers: The importance of monthly adjustments for receivables, inventory, and payablesThe risks of commingling multiple pharmacy entities on one balance sheet or P&LWhat pharmacy owners considering expansion, file purchases, or long-term care/home expansion need to have in place firstStay connected with us: Facebook Twitter LinkedIn Scotty Sykes – CPA, CFP LinkedIn Scotty Sykes – CPA, CFP Twitter Bonnie Bond – CPA LinkedIn Bonnie Bond – CPA Twitter More resources on this topic: Podcast - Becoming a Pharmacy Gladiator Podcast – Driving Independent Pharmacy Profitability in 2026 with Nicolette Mathey, PharmD, CEO of Atrium24 Podcast – 2026 Quarter 2 Pharmacy Update Podcast – America 250, The history of Pharmacy, Q&A

Send us Fan Mail Schedule an Rx Assessment It's mid-2026, and Scotty Sykes joins the Pharmacy Podcast Network to talk about where independent pharmacy stands at the halfway mark of the year.  In this episode, Scotty walks through:  Why now is the time for owners to get their books, margins, and cash flow in orderThe surge of cash-based revenue opportunitiesBolt-on business models like home care and central fillAnd more! Stay connected with us: Facebook Twitter LinkedIn Scotty Sykes – CPA, CFP LinkedIn Scotty Sykes – CPA, CFP Twitter Bonnie Bond – CPA LinkedIn Bonnie Bond – CPA Twitter More resources on this topic: Podcast - Becoming a Pharmacy Gladiator Podcast – Driving Independent Pharmacy Profitability in 2026 with Nicolette Mathey, PharmD, CEO of Atrium24 Podcast – 2026 Quarter 2 Pharmacy Update Podcast – America 250, The history of Pharmacy, Q&A