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Tactical Talk is our library of practical articles for owners and buyers of dental, veterinary, med spa, optometry and physician practices: letters of intent, valuation and EBITDA, due diligence, DSO sales, partnership and employment agreements, and the regulatory rules behind each deal. Search by topic or filter by practice type below.

Dental Practice Sales: Patient Credits and Unclaimed Funds

When selling a dental practice, one critical aspect that requires attention is managing patient credits and unclaimed funds. It is essential to handle these financial matters responsibly to ensure a smooth transition for both the patients and the new practice

Claims-Made vs. Occurrence: Tail Coverage in a Practice Sale

Key takeaways Most providers pick a malpractice policy once, early in their career, and never think about the form again. Then the practice goes under LOI, or an associate gives notice, or you take a job with a group, and

Embracing Innovation: The Transformative Power of AI in Dental Practices

Innovation has permeated every aspect of our lives, and the field of dentistry is no exception. With breathtaking advancements in technology, the use of artificial intelligence (known as “AI”) has emerged as a game-changer in dentistry, just like it has

Construction Issues in a Dental Practice Build-Out

Construction issues are inevitable when building out a new dental clinic. If you’re thinking about building out your own new space, it is essential to have a deep understanding of these challenges and how they can impact the success and

Restrictive Covenants in Veterinary Practice Sales

Noncompetition and non-solicitation agreements play a crucial role and provide many sticking points in veterinary practice sales in Florida. These agreements are designed to protect the interests of both parties involved in the sale, namely the buyer and the seller.

Can a Dentist Be an Independent Contractor?

The short answer is a lawyerly one–it depends. Under federal tax law (this is excluding how your state might see things), the classification of a worker as an employee or an independent contractor has significant implications for both the worker

Defending Florida Board of Dentistry License Complaints

Facing a complaint filed with the Florida Board of Dentistry can be a daunting experience for dental practitioners. Experience in the field is required when representing dentists in defending their licenses before regulatory boards. Here, I’ll discuss just a few

Demystifying Asset Purchase Agreements for Dental Practice Sales

The sale and purchase of dental practices can be a daunting task for both buyers and sellers. There are numerous legal aspects to consider when entering into an agreement, particularly when it comes to asset purchase agreements. Our goal here

Tips on Lease Agreements for Dental Practices

When it comes to real estate for your dental practice, you have two options: buy or lease. Securing a suitable lease agreement that checks off the key boxes is essential for dental practitioners establishing or relocating their practices. Lease agreements

Employee Handbooks for Veterinary Practices

Creating an employee handbook is a critical step for your veterinary clinic to establish clear expectations, policies, and procedures for their staff. My legal experience with these issues over the years leads me to recognize the importance of developing comprehensive

Non-Solicitation Agreements in Dentist Employment

Nonsolicitation agreements, also known as non-solicitation clauses, are common in many businesses, including dental practices. These agreements are designed to protect a dental practice’s investment in their staff, patients, referral sources, and proprietary information. For dentists, understanding the nuances of

Bringing a Partner into Your Dental Practice

Bringing in a partner to your dental practice can be a strategic move to expand your business, share responsibilities, and increase practice profitability. However, it’s essential to carefully consider the legal and business implications of forming a partnership. In this