Unwinding a Partnership While Protecting Patients and Goodwill
Unwinding a professional partnership in a healthcare or patient-facing practice can create operational disruption, reputational risk, and regulatory exposure if the transition is not handled carefully. Disputes often arise when ...
Managing Majority and Minority Ownership Duties and Disputes
Ownership disputes between majority and minority stakeholders are a common source of operational disruption and litigation risk in closely held businesses. Conflicts often arise when controlling owners exercise decision-making power ...
Managing Dental Insurance Denials and Appeals
Dental insurance denials are a routine but disruptive part of modern practice management. Claims may be rejected for coding issues, insufficient documentation, lack of medical necessity, or plan-specific exclusions that ...
Compensation Structures and Contract Terms in California Clinical Agreements
Clinical employment and independent contractor agreements in California must be structured with particular care. Compensation models, benefits, malpractice coverage, scheduling expectations, termination rights, and post-employment obligations are all frequent sources ...
A Structured Checklist for Clinical Operations, Financial Review, and Legal Compliance
A disciplined checklist framework is essential for evaluating operational soundness, financial reliability, and legal compliance within a healthcare or similarly regulated organization. When reviews are conducted for due diligence, audit ...
A Structured Guide to Owner Information Rights and Business Dispute Resolution
A methodical and rights-focused approach to owner disputes is critical to safeguarding enterprise value, maintaining operational stability, and protecting each owner’s legal position. When disagreements arise among business owners, they ...
Step-by-Step Lender Engagement and Forbearance Preparation Guide
A respectful, compliant lender-engagement workflow is designed to stabilise liquidity, preserve access to credit, and protect the borrower’s legal and commercial position while maintaining credibility with lenders. Such a workflow ...
Step-by-Step Overview of a Respectful, Compliant B2B Receivables Collections Workflow
A respectful, compliant business-to-business receivables workflow is designed to secure payment while preserving commercial relationships and protecting the creditor’s legal position. The structure below proceeds in measured stages, beginning with ...
Step-by-Step Overview of MSOs for Medical Practices in California
Management Services Organizations (MSOs) are widely used in California to separate clinical care from business operations. The usual structure pairs a physician-owned professional corporation (PC) that delivers medical services with ...
Step-by-Step Response Plan for Handling an Inquiry, Interview, or Accusation
1. Preserving All Potentially Relevant Records When an organization becomes aware of an inquiry, allegation, or potential investigation, the first and most important step is to secure all information that ...
