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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.

Credentialing Your Dental Practice with Insurers

Credentialing a dental practice with insurance providers is a vital step in ensuring reimbursement for services rendered to patients. However, the credentialing process can be complex and time-consuming, requiring careful attention to legal requirements and regulatory standards. In this blog

Understanding the Significance of LOIs in Veterinary Practice Sales

As a legal advisor in veterinary practice transitions, I recognize the importance of a well-crafted letter of intent (“LOI”) in initiating and formalizing the sale process. Herein, you can learn a little bit about the significance of a letter of

Key Points in Employment Agreements for Orthodontists

Orthodontists seeking employment opportunities must navigate complex legal considerations when entering into employment agreements with private practice owners or big corporate dental organizations. As an attorney experienced in ortho employment agreements, I’ve advised many orthodontists on the nuances of employment

Steps to Selling Your Veterinary Practice to Another Doctor

Selling a veterinary practice is a significant decision that requires careful planning and consideration of various legal and financial factors. I handle veterinary practice sales, and the sale process rewards planning. In this blog post, I’ll discuss the legal considerations

Letter of Intent in Dental Practice Sales

A letter of intent (“LOI” and, sometimes, memorandum of understanding (“MOU”)) is a crucial document in the sale of a dental practice–or any practice for that matter, laying the groundwork for the transaction. As an attorney working in healthcare law,

Tax Allocations in Healthcare Practice Sales: Maximizing Benefits and Minimizing Liabilities

Tax considerations play a significant role in the sale of veterinary practices, impacting both buyers and sellers. As an attorney working in veterinary practice sales, I understand the importance of carefully structuring the tax allocations of the purchase price to

Legal Considerations in Selling Your Practice to a DSO

Selling your dental practice to a Dental Service Organization (“DSO”) is a transformative step in your career, but it’s crucial to navigate the process with careful attention to legal considerations. In this brief overview, we’ll explore the key legal aspects

Safeguarding Your Practice: Florida Board of Veterinary Medicine Complaints

For veterinarians, whose mission is to provide care for animals, facing a complaint with the Florida Board of Veterinary Medicine can be a distressing experience. Not only does it put your hard-earned professional reputation at risk, but it may also

Dental Practices and Florida’s Patient Brokering Act

Florida’s Patient Brokering Act (the “PBA”), Florida Statutes §817.505, prohibits certain activities related to patient referrals and payments in healthcare settings, including dental practices. Understanding and complying with the PBA is essential for dental professionals to avoid legal penalties and

Employee Handbooks for Dental Practices

Employee handbooks or office manuals play a vital role in establishing policies, procedures, and expectations for employees in dental practices. My practice includes employment work for dental practices; I have assisted many in drafting and implementing employee handbooks that comply

Securing Your Future Smile: Financing Your Dental Practice Purchase

Purchasing a dental practice is not only a significant professional milestone but also a substantial financial investment. For many prospective buyers, taking out a loan from a bank to fund this acquisition is the most viable path to ownership. While

The Legal ABCs of Buying & Selling Veterinary Practices

The decision to buy or sell a veterinary practice comes with significant legal implications. As an attorney, my perspective on such transactions is rooted in protecting clients’ interests, ensuring compliance with regulations, and facilitating a smooth transition of ownership. In