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The Top Four Essentials for a Successful Practice Merger or Sale

Speaking with Steph

Release Date: 08/11/2025

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Speaking with Steph

This week, Stephanie Rodin talks with her guest, Lauren Lynch. They discuss the evolution of marketing in the legal world, the challenges of balancing creativity with compliance, and the importance of cultivating a strong organizational culture. In this episode, we discuss: How internal compliance and technology safeguards work together, Lauren details protocols for automatic disclaimers on firm websites and educational outreach to ensure all attorneys understand and meet ever-changing regulatory requirements. What sets legal marketing apart from other industries, including strict...

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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 non-compete clauses in your contracts. In this episode, we discuss: How the Federal Trade Commission (FTC) has dropped its appeal on the full ban of a nationwide non-compete, but they are now challenging non-compete agreements against larger companies and sending warning letters to major healthcare facilities and staffing firms. The change in non-compete enforcement involves the FTC shifting from supporting a broad nationwide ban to focusing on particular companies that use...

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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 online reviews. In this episode, we discuss: You can handle negative reviews by recognizing each platform’s guidelines (Google, Yelp, Facebook, etc.) and asking for their removal if a review breaks those rules. Not all negative reviews are harmful; some may represent genuine feedback, and having a few isn't necessarily bad—it's a sign of authenticity. As a healthcare practice, responding to reviews must be in a HIPAA-compliant manner and reaching out privately for...

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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 show art 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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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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More Episodes

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, 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.”

  • 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
📧 srodin@mblawfirm.com 

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/