Roetzel HealthLaw HotSpot

Host Ericka Adler is joined by Craig Castelli, Founder and CEO of Caber Hill Advisors, to discuss the current market for selling physician and health care practices. The episode explores what buyers are looking for, how valuations and deal structures have shifted, and which areas of health care are attracting investor interest. Ericka and Craig also discuss physician retention, succession planning, and the importance of having the right advisory team in place when preparing for a sale.

Host Ericka Adler is joined by Daniel Gould, Private Wealth Advisor with Heritage Planning Partners, to discuss the financial planning considerations health care providers should address before and after selling a professional practice. The episode explores the importance of building the right advisory team, preparing for a significant liquidity event, and developing strategies to manage taxes, investments, and long-term financial goals. Ericka and Daniel also discuss common mistakes practice owners make after a sale, estate planning considerations, and how thoughtful planning can help preserve wealth for future generations.

Host Ericka Adler is joined by Roetzel shareholder Jonna Eimer to discuss letters of intent (LOIs) in health care transactions and the common misunderstandings that can arise before a deal reaches the final agreement stage. The episode explores what health care providers should understand before signing an LOI, which terms are most important to address early, and how due diligence can shape the final transaction. Ericka and Jonna also discuss the importance of working with trusted legal and financial advisors, managing expectations throughout the process, and avoiding common pitfalls between signing an LOI and closing a deal.

Host Ericka Adler is joined by Roetzel shareholder Christina Kuta to discuss the growing trend of patients recording medical visits and sharing health care interactions on social media, and what health care providers should consider before allowing recordings in their practices. The episode explores HIPAA and privacy concerns, consent requirements, reputational risks, and the legal challenges that can arise when patient recordings are shared online. Ericka and Christina also discuss why health care practices should consider implementing recording policies and what providers can do when unauthorized recordings or misleading social media posts impact their practice.