Check out our latest Tactical Talk

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.

How to Avoid IRS Audits for Your Medical Practice

Tax compliance is critical for any healthcare business, and medical practices face unique reporting requirements that can draw the IRS’s attention. From proper recordkeeping to ensuring accurate income and expense reporting, there’s no shortage of potential pitfalls. Proactively managing your

Employee Misclassification in Medical Spas: Understanding 1099 vs. W2

Misclassifying employees as independent contractors (1099) instead of W2 employees can lead to serious legal and financial repercussions for your medical spa. In a setting that blends clinical procedures with business services, understanding how state and federal laws determine employment

Florida’s Telehealth Laws and Regulations: A Guide for Healthcare Providers and Patients

Telehealth is transforming the way medical professionals deliver care, allowing patients to consult with doctors remotely. However, in Florida, there are specific laws and regulations that govern the use of Telehealth services to protect both providers and patients. Understanding these

Dealing with Complaints and Legal Challenges in a Medical Spa Setting

Operating a medical spa can be both rewarding and complex, as you blend aesthetic services with medical treatments. In this environment, complaints and legal issues can arise from dissatisfied clients, unexpected treatment outcomes, or regulatory missteps. Being prepared and responding

Licensing and Permit Requirements for Dental Practitioners

Whether you’re an aspiring dentist just out of school or an experienced professional relocating to a new state, understanding the licensing and permit requirements is vital. Compliance not only safeguards your right to practice but also protects patients and upholds

Creating a Successful Integration and Transition Plan in Veterinary Mergers and Acquisitions

When two veterinary practices merge or one acquires the other, ensuring a smooth transition is crucial to maintaining employee morale, client satisfaction, and overall practice productivity. A well-thought-out integration plan will guide you through the logistics of combining systems, staff,

How to Transition Ownership in a Family-Owned Medical Practice

Transitioning ownership can be a complex and emotional process, especially when family and business interests intertwine. Proper planning, clear communication, and a strong legal foundation are crucial to making the transition smooth and preserving family relationships. Having an experienced attorney

How to Draft Employee Handbooks for Medical Spas and Clinics

An employee handbook is more than just a set of guidelines; it’s a foundational document that sets the tone for your workplace culture and ensures everyone is on the same page regarding policies and procedures. For medical spas and clinics,

Employment Agreements for Endodontists

When you bring an endodontist into your dental practice (or when an endodontist joins a new team), drafting a solid employment agreement is crucial. These agreements outline important details such as compensation, responsibilities, and liability protections, ensuring both the practice

How to Negotiate Vendor Contracts for Your Dental Office

Running a successful dental office requires seamless coordination with vendors for everything from equipment and supplies to marketing and IT services. However, poorly negotiated vendor contracts can lead to financial strain, operational inefficiencies, or even legal disputes. Today, we’ll walk

Non-Surgical Aesthetic Procedures: What Can and Cannot Be Performed in Florida?

Non-surgical aesthetic procedures like Botox injections, dermal fillers, and laser treatments are in high demand. However, offering these services comes with strict regulatory oversight in Florida. It’s vital to understand what is legally permitted, who can perform these procedures, and

The Importance of Having a Strong Operating Agreement for Your Medical Practice

Whether you’re starting a new medical practice or managing an existing one, a well-drafted operating agreement is essential to your success. This document outlines the rules, roles, and responsibilities within your practice, ensuring everyone involved is on the same page.