Mergers, Growth, and Serving Clients: Behind the Scenes with William Barrett of Mandelbaum Barrett PC
Release Date: 08/15/2025
Employer Essentials: What to Update for 2026 Success
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 some of the most important points employers should keep in mind as we move toward 2026. In this episode, we discuss: How employers across industries must monitor employee use of AI tools for tasks like resume enhancement, interviews, or service delivery to ensure compliance with federal, state, and local anti‑discrimination laws. What updates are needed in employee manuals or consent forms to promote transparency on AI usage by staff for rendering services or by management...
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New Sick Leave Rules for NYC: What Changes on February 22nd
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 a significant update affecting New York City employers and employees: the expansion of safe and sick leave. In this episode, we discuss: How New York City’s new safe and sick time law expands existing paid sick leave by adding 32 hours of unpaid safe and sick time for eligible employees. What types of workers are covered by the new requirement, including full‑time and part‑time W‑2 employees, and which categories (such as independent contractors) are...
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Demystifying Business Valuation: Jennifer Cohen’s Advice for Healthcare Practice Owners
Speaking with Steph
This week, Stephanie Rodin chats with her guest, Jennifer Cohen. The two chat about the journey to partnership in the financial advisory industry, the essential steps and challenges involved in valuing healthcare practices, and the distinction between business and personal goodwill. In this episode, we discuss: How valuation professionals analyze a medical or healthcare practice as a cash‑generating business, focusing on patient revenue, margins, systems, and fair market value rather than just simple “rules of thumb.” What distinguishes business goodwill from personal...
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Balancing Creativity and Compliance in Modern Law Firm Marketing
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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Smart Hiring in the Age of AI: Insightful Tools and Techniques for Employers
Speaking with Steph
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I address the growing impact of artificial intelligence on the modern workplace and on hiring practices. As AI is increasingly used to draft written work, refine application materials, and support other aspects of the job search, employers are confronting new challenges and opportunities in evaluating candidates and assessing the authenticity of their qualifications. In this episode, we discuss: How artificial intelligence is increasingly being used in the hiring process, including resume enhancement and...
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Building Strong Financial Foundations for Private Practices: Strategies and Stories from Sarah Webb
Speaking with Steph
This week, Stephanie Rodin talks with her guest, Sarah Webb. They discuss real-world financial challenges faced by private medical practices, best practices for accounting and cash flow management, and strategies to prevent and detect both internal and external fraud. In this episode, we discuss: Sarah's team assists with fraud prevention and cyber risk mitigation, outlining best practices for internal controls, detection of cybercrime, and real-world examples of risk management in professional settings. What common financial challenges arise for physicians and practice owners, including...
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Understanding Noncompete Updates: New Trends and Enforcement in 2025
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 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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Avoiding Disaster: How Cyber Insurance Protects Against Financial and Legal Risks
Speaking with Steph
This week, Stephanie Rodin talks with her guest, Sean O’Rourke. They discuss the evolution of cyber insurance from basic coverage to advanced policies, highlighting risks like ransomware, data privacy, and social engineering. They also cover claim denials and AI's growing role in cyber risk, providing a concise overview. In this episode, we discuss: Cyber insurance is a business policy designed to help companies recover from technology and data risks, such as ransomware, data privacy breaches, wire fraud, and other cyber threats. The growing use of technology and AI, combined with the rise...
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Building Trust Online: Properly Handling Feedback and Negative Reviews
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 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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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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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:
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How an accidental speaking engagement at a dental trade show led to serving over 2,000 doctors nationwide.
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Why the firm’s 30+ practice areas make it a true full-service platform for both business and personal legal needs—from M&A and real estate to matrimonial and criminal law.
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How the firm’s major expansion over the past 20 years has shaped its client-first approach. What the merger with Stephanie’s practice means for clients looking for deeper resources and expertise. How their “one-stop shop” approach allows clients to handle all legal matters under one roof, making life easier for both corporate and personal legal issues.
About William Barrett
William Barrett is the Chief Executive Officer of Mandelbaum Barrett PC. With over 25 years of experience, he advises companies of all sizes on mergers and acquisitions, contracts, succession planning, executive compensation, and more. In the healthcare sector, he’s nationally recognized for guiding dental and medical practice transitions, including DSOs, MSOs, associate buy-ins, and start-ups.
William is the author of Pain-Free Dental Deals: An Entrepreneurial Dentist’s Guide to Buying, Selling, and Merging Practices and The DSO Decision: Winning Answers from Every Angle and is a sought-after speaker at professional conferences, associations, and universities across the country. Under his leadership, Mandelbaum Barrett PC has grown to over 115 attorneys in 30+ practice areas, ranking among New Jersey’s top 10 largest law firms.
Tune in to hear the strategies, mindset, and real-world stories behind Mandelbaum Barrett PC’s growth — and the lessons any business owner can take away.