Jun 29, 2026
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...
Jun 4, 2026
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...