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Preparing a Medical or Dental Practice for a Someday Sale

Advice for Medical and Dental Professionals and Their Advisors This article walks readers through what really matters long before these professionals think about listing their practice for sale. Understanding the “why” behind each step, not just the “what”, is crucial. As one reads through, keep in mind that the information is generalized, not specific to a specific specialty area. It is strongly suggested ...

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Don’t Get Struck

Why Financial Experts Get Excluded and How to Avoid It In this article, the authors describe at a high level the rules governing admissibility of expert testimony, discuss common pitfalls, and provide some tips for avoiding these pitfalls so that expert opinions can be admitted into evidence with maximum effect. Financial experts play a vital role in financial restructurings, delivering important insights i ...

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The January Hangover

A 10-Day Fraud Detection Sprint That Protects Business Value It is important to not only establish next steps but attempt to blur the line between fraud-driven forensic investigations and valuation to provide the connective tissue; explaining how they overlap resulting in misleading valuation calculations. In this article, the author shares a 10-day fraud detection “sprint” to identify the reliability of ea ...

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Legal Update: December 2025

In re Harnack: Don’t Ignore Discovery and the Court’s Orders In re Harnack, 2025 IL App (1st) 240835, 2025 Ill. App. Unpub. LEXIS 1094, 2025 LX 124170 (Ill. App. June 24, 2025) serves as an admonition to litigants that are obstinate and refuse to follow the court’s order. Frequently, this happens in connection with discovery and paying judgments. This case serves as a reminder that there is a cost to failur ...

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How Consultants Can Use AI Without Exposing Client Data (Run AI Locally)

Learn how to run an LLM on your computer so you do not have to worry about exposing client data. If you have been curious about protecting your client data but you still want the benefits of using AI, this video is for you. Today I am going to show you a simple way to run AI directly on your own computer; no cloud required. In the next few minutes, you will see how to use GPT4All to run a local LLM so you c ...

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2026 MPFS Final Rule Increases Physician Payments

Physician Groups Express Concern Over Efficiency Adjustment and New ASM Model, and Push Towards a Value-Based Model On October 31, 2025, the Centers for Medicare & Medicaid Services released its finalized Medicare Physician Fee Schedule for calendar year 2026. This article discusses the provisions contained in the MPFS final rule, as well as stakeholder reactions. On October 31, 2025, the Centers for Me ...

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AI, Ethics, and Standards in Valuation Practice

Guidance for a Rapidly Changing Landscape Confidentiality remains the first and most immediate area of professional risk. Many AI tools store inputs, transmit data to outside servers, or use information to train future models. For valuation professionals handling confidential data, the stakes are high. The author shares how to use AI and adhere to professional and ethical standards. Artificial intelligence ...

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CMS Publishes 2026 OPPS Final Rule

Financial Implications to Hospitals Serving Substantial Percentage of Medicaid & Medicare Patients On November 21, 2025, the Centers for Medicare & Medicaid Services released its Calendar Year 2026 Hospital Outpatient Prospective Payment System and Ambulatory Surgical Center Payment System Final Rule, affecting approximately 4,000 hospitals and 6,000 ASCs. The rule finalizes payment updates, policy ...

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The Case for Out-of-Court Winddowns

A Comparison to a Bankruptcy Proceeding and Views from the Various Stakeholders When a business faces insolvency, the path forward is rarely straightforward. This article examines the reasons why out-of-court winddowns may be a preferred alternative over bankruptcy for private equity sponsors, lenders, and boards of directors. Introduction When a business faces insolvency, the path forward is rarely straigh ...

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Injury to a Medical Professional

One Economic Loss or Two? A medical professional suffered a career ending injury. The injured person owned and managed the practice through which he provided his services. This medical professional also had employees who aided him and generated additional revenue and profits for the practice. The situation addressed in this article is as follows: While it seems plain that the physician here has lost earning ...

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