The Top Four Essentials for a Successful Practice Merger or Sale
Release Date: 08/11/2025
Empowering Patients: John Samuels on Advocacy, Planning, and Best Practices in Healthcare
Speaking with Steph
This week, Stephanie Rodin chats with her guest, John Samuels. The two chat about the critical role of healthcare advocacy, the process of guiding clients to the appropriate specialists, and how Wellworth supports individuals navigating complex medical systems. In this episode, we discuss: How Wellworth evaluates client needs What sets Wellworth apart How Wellworth builds trust when resistance to help appears, often waiting until a safe “fail” encourages acceptance The importance of a multidisciplinary team Who typically initiates contact Why healthcare navigation is essential ...
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Mergers, Growth, and Serving Clients: Behind the Scenes with William Barrett of Mandelbaum Barrett PC
Speaking with Steph
This week, Stephanie Rodin sits down with William Barrett, CEO of Mandelbaum Barrett PC, to talk about his journey from big law to building a client-focused, entrepreneurial firm. They cover the unique services the law firm offers to healthcare professionals, and the stories and lessons behind Bill’s bestselling books for dental practitioners. In this episode, you’ll hear: How an accidental speaking engagement at a dental trade show led to serving over 2,000 doctors nationwide. Why the firm’s 30+ practice areas make it a true full-service platform for both business and...
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The Top Four Essentials for a Successful Practice Merger or Sale
Speaking with Steph
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about something that I recently went through, which was merging or selling your practice. In this episode, we discuss: Merging or selling your healthcare practice involves careful planning around contracts, employees, ongoing work, and accounts receivable to ensure a smooth transition. Start by reviewing all third-party contracts, decide which ones transfer to the buyer, which need cancellation, and check required notice periods or detailed language. Evaluate contracts,...
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A New Chapter: Joining Mandelbaum Barrett PC
Speaking with Steph
In this special solo episode of Speaking with Steph, host and attorney Stephanie Rodin shares a major career update. After years of leading her own successful firm, Rodin Legal, P.C., Stephanie is thrilled to announce that she is joining Mandelbaum Barrett PC as a Corporate Healthcare Partner as of August 1st. Stephanie reflects on the journey that brought her to this new opportunity and what this change means for her clients. With deep roots in the medical and dental communities, her passion for supporting healthcare providers remains stronger than ever. Now, as part of a full-service law...
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Navigating Healthcare’s Digital Shift: SEO, ADA, and Branding with Bryan Cush of Tidal Health Group
Speaking with Steph
This week, Stephanie Rodin chats with her guest, Bryan Cush. The two chat about the integration of preventive healthcare practices with daily life, the impact of early detection tests, and the importance of sustained doctor-patient relationships. In this episode, we discuss: How healthcare providers can bridge what their business calls services and what real patients are searching for online. Bryan and his team tackle both urgent digital issues, like ADA website compliance, and long-term goals such as sustainable practice growth. When and why reputation management becomes...
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How Strategic PR Empowers Healthcare Professionals and Founders
Speaking with Steph
This week, Stephanie Rodin chats with her guest, Natalie Greaves. The two chat about Natalie’s journey from aspiring accountant to communications expert, the evolution of public relations in the digital and social media age, and the importance of strategic messaging for healthcare professionals and beyond. In this episode, we discuss: How PR pros work with clients, helping clients understand what’s newsworthy, craft the right messages, match them to the right audiences, and maximize media placements for ongoing benefit. What PR really is: Natalie breaks down that PR is one facet of a...
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Tackling Immigration Hurdles Under a Changing Administration
Speaking with Steph
This week, Stephanie Rodin chats with her guest, Michael Carbone. The two chat about how shifting political landscapes affect immigration cases, the complexities attorneys face in staying up-to-date with ever-changing regulations, and the heightened anxieties experienced by immigrant families In this episode, we discuss: Why legal support is particularly important in the current immigration climate The creative solutions that attorneys sometimes need to find for clients How clients react to immigration policy changes or executive orders Why staying up-to-date with legal and...
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How Robotic Process Automation Frees Up Time for Higher-Level Work
Speaking with Steph
This week, Stephanie Rodin chats with her guest, Paul Smith. The two chat about the fundamentals of robotic process automation (RPA) and intelligent automation, discussing how these tools can save businesses time and money by taking over repetitive tasks. In this episode, we discuss: How automation technologies work by mimicking human actions on computers to automate repetitive, rules-based tasks, freeing up employees for higher-level work. Businesses typically start implementing automation when they want to drive efficiency, reduce errors, or prepare for growth, often as the initial...
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Avoid Overtime Pitfalls: Exempt vs Nonexempt Employees Explained
Speaking with Steph
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about the difference between what's considered an exempt employee versus a nonexempt employee. In this episode, we discuss: The key differences between exempt and nonexempt employees, mainly based on their eligibility for overtime pay and the type of work they perform. Classification depends not just on whether employees are salaried or hourly, but also on their job duties. Review contracts to clarify whether a position is exempt or nonexempt and outline expectations...
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Preventive Health in Focus: Insights on Comprehensive Patient Care
Speaking with Steph
This week Stephanie Rodin chats with her guest, Dr. Nina Sundaram. The two chat about integrating preventive healthcare practices with daily life, the impact of early detection tests, and the importance of sustained doctor-patient relationships. In this episode, we discuss: Dr. Nina Sundaram explains the structure of her practice by dividing it into four "arms" or segments focused on different health aspects. Illumine emphasizes preventive medicine, holistic healthcare, and trust-based patient-doctor relationships. Learn what inspired Dr. Sundaram to start Illumine and how her...
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Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about something that I recently went through, which was merging or selling your practice.
In this episode, we discuss:
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Merging or selling your healthcare practice involves careful planning around contracts, employees, ongoing work, and accounts receivable to ensure a smooth transition.
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Start by reviewing all third-party contracts, decide which ones transfer to the buyer, which need cancellation, and check required notice periods or detailed language.
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Evaluate contracts, employees, work in progress, and receivables before starting the process, and time key communications (like informing employees) at the right moment, ideally when a “confirmed deal is in place.”
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Buyers need visibility into both outstanding work and receivables to avoid confusion about who gets paid for which services and when.
Connect with Stephanie:
🌐 www.mblawfirm.com
📧 [email protected]
Final Thought:
"Learning is a journey from facts to knowledge, on to understanding, and eventually wisdom."
Bio:
Stephanie Rodin is a partner at Mandelbaum Barrett PC, a full-service law firm that has been serving clients since 1930. With decades of collective experience, the firm takes a collaborative and proactive approach to legal counsel, advocating for clients with care, attention, and dedication.
Before joining the firm, Stephanie was the founder and principal of Rodin Legal, P.C., and has been practicing law since 2000. Throughout her career, she has focused extensively on supporting healthcare professionals.
Having grown up in a family of medical and dental practitioners, Stephanie was immersed in the healthcare world from an early age. This unique exposure gave her firsthand insight into the legal and operational challenges faced by medical professionals—experience that continues to inform her legal practice today.
Website: https://www.mblawfirm.com/
LinkedIn: https://www.linkedin.com/in/stephanierodin/