Estate planning is not just about preparing for the unexpected—it is about protecting what you have worked hard to build. In this episode, guest James Atwood, estate planning attorney and co-founder of Atwood McCall, shares how proactive estate planning can protect assets, minimize taxes, streamline probate, and align with business succession strategies. Tune in to learn why updating your estate plan every few years is essential to preserve your practice, your family, and your legacy for the future.  

Timestamps

00:00 Intro

04:19 Banter Ends

05:47 Tell us about you and your background.

07:19 Tell us about Atwood & McCall.

09:53 A physician who keeps hearing that he needs a will or needs estate planning. He does not like thinking about his own mortality. He wants to know why he would need estate planning?

14:00 Walk us through all the things that a person plans for in their estate planning?

17:01 How do estate taxes work?

24:35 How often should I update my estate plan? 

26:45 Access+

27:27 Legal Takeaways 

29:10 Outro

Watch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto  
Stay connected for the latest business and health care legal updates:
Website
Facebook
Instagram
LinkedIn

Raising money for your health care business can be exciting but complicated. In this episode, Aubrey Rankin, Managing Partner at First Place Pediatrics, shares what raising capital and partnering with investors really looks like. Learn which early decisions can impact your ownership, how to keep investors informed and aligned, and the key compliance and legal considerations unique to health care investments. Tune in for practical strategies for raising capital confidently, maintaining control, and setting your business up for success.  

Chapters


00:00 Intro

05:00 Banter ends

07:03 Tell us about you and your background.

08:44 Tell us about your current companies. 

14:47 What is it like to raise money from investors?

18:48 How did it work once you had all your investors?

21:56 How often did you communicate to keep them updated?

24:47 What are the biggest challenges a startup faces in raising money and then spending it wisely to run the business

28:30 Access

29:04 Legal Takeaways

30:24 Outro

Watch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto  
Stay connected for the latest business and health care legal updates:

Website
Facebook
Instagram
LinkedIn

Thinking about turning your successful med spa into a franchise, or just asking for a friend? In this episode, guests Ryan Rose and Ryan Rao, executives at VIO Med Spa, share how they turned a single-location med spa into a national brand. Tune in to learn what it really takes to build a successful franchise in the health care space. Whether you are considering expansion or curious about franchising, this episode offers key insights into the strategic, legal, and operational hurdles that come with scaling a brand.    

Chapters

00:00 Intro

00:54 Banter

04:16 Ryan Rose and Ryan Rao Intro

08:14 Tell us about your backgrounds that we did not discuss in the opening.

13:34 Where does the name VIO come from?
 
15:26 This season our theme is asking for a friend. Our first question we will ask for a friend why should someone start a franchise?

17:37 What are the biggest challenges franchisors face?  

22:54 How does a franchise ensure brand consistency across many locations and states?  

26:39 Access+  

27:26 Legal Takeaways  

29:31 Outro

Watch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto

Stay connected for the latest business and health care legal updates:
Website
Facebook
Instagram
LinkedIn

Selling your practice is one of the biggest decisions in your career. In this episode, Guest Shawna Chrisman, founder of Destination Aesthetics Medical Spa, shares her firsthand experience selling her practice, from strategic and emotional challenges to lessons learned. Tune in to discover how to build a compliant and sellable practice, evaluate private equity opportunities, and know when the timing—and the partner—are right for you. Whether you are planning for the future or just “asking for a friend,” this episode offers an inside look at the experience of selling a practice.  

Chapters

00:00 Intro

01:00 Banter

03:00 Shawna Chrisman intro

06:00 Shawna Chrisman background. 

07:54 What can you tell us about Destination Aesthetics and AMP?
 
11:30 Did you ever expand beyond injectables when you were in your first brick and mortar?

12:54 What was your vision when you decided to sell your practice?

26:12 What can you tell us about how you are currently working with AMP?

16:57 Why did you decide to sell your practice and partner with a private equity backed company?

22:35 Was making the decision of who to sell to the biggest professional decision you have made?

23:37 What challenges did you encounter while selling?

25:57 How do you think the aesthetic industry is changing?

27:45 Access+

28:24 Legal Takeaways

30:08 Outro

Watch full episodes of our podcast on our YouTube channel:
https://www.youtube.com/@byrdadatto  

Stay connected for the latest business and health care legal updates:
Website
Facebook
Instagram
LinkedIn

What happens when a patient complaint turns into a full-blown medical board investigation? In this episode, hosts Brad and Michael, and partner Jay Reyero, share the story of a plastic surgeon whose response to a patient demanding a refund nearly jeopardized his practice. Learn what to do when you receive a patient complaint, how to respond to a letter from the medical board, and steps you can take to protect your practice.  

Chapters

00:00 Intro

00:56  Banter  

06:37  Story  

23:58  Access+  

24:32 Legal Takeaways  

29:55  Outro

Watch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto  
Stay connected for the latest business and health care legal updates:
Website
Facebook
Instagram
LinkedIn

Ready to fill your med spa with loyal, happy patients? In this episode, Audrey Neff, Chief Marketing Officer of Aviva Aesthetics, breaks down how marketing, sales, and retention work together to attract new patients, convert leads, and keep them coming back. Tune in for actionable marketing strategies to grow your practice, especially if you are asking for a friend.

Chapters

00:00 Intro

00:14 Banter

04:30 Guest Intro

06:00 Guest background

07:29 Tell us about what you do at Aviva Aesthetics. 

15:02 What does marketing even mean and how is it different than sales?

19:08 Are Google Ads and other pay per click advertising still a viable strategy?

22:32 What are the common marketing strategies used in aesthetics?

26:12 How is digital marketing affected by artificial intelligence?

27:49 Access+

28:24 Legal Takeaways

30:23 Outro

Watch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto

Stay connected for the latest business and health care legal updates:
Website
Facebook
Instagram
LinkedIn

Losing employees can leave any leader wondering what to do next. In this episode, hosts Brad and Michael kick off the “asking for a friend” season with a twist—the friend is actually them. They share ByrdAdatto’s journey through unexpected employee turnover and the realization that even a culture-rich workplace is not immune to losing team members. Tune in as they reflect on the emotional and practical challenges of retaining talent, the lessons they learned, and the strategies they considered to support their team. Discover what really works when it comes to staff retention—whether you are asking for yourself, or just asking for a friend.'

Chapters

00:00 Intro

00:17 Banter

08:00 Story

22:18 Access+

22:47 Legal Takeaways

30:03 Outro

Watch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto

Stay connected for the latest business and health care legal updates:
Website
Facebook
Instagram
LinkedIn

If something sounds too good to be true, it probably is. We are bringing back a fan favorite episode from our Other People’s Problems season. Tune in as we unpack the Little River Hospital fraud scheme, where Management Services Organizations (MSOs) were misused to cover up fraudulent kickback arrangements. Learn how physician investment opportunities can go wrong, how properly structured MSOs work, and red flags to watch for.

Chapters

00:00 Intro

0:45 Banter  

09:31 Story  

22:57 Access+  

23:42 Legal Takeaways  

29:52 Outro

Watch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto

Stay connected for the latest business and health care legal updates:
Website
Facebook
Instagram
LinkedIn

In this episode, hosts Brad and Michael, along with series regular Jay Reyero, share the story of a primary care physician who signed on to a turnkey diagnostic service promising fast revenue with minimal effort. When insurance policy changes, poor contract protections, and vendor limitations created unexpected financial and operational risks, they learned that “turnkey” does not mean “risk-free.” Tune in for practical lessons on vetting vendors, reviewing contracts, ensuring billing compliance, and maintaining control over your practice when new opportunities arise.

Chapters

00:00 Intro

0:39 Banter  

06:17 Story  

20:57 Access+  

21:31 Legal Takeaways  

29:48 Outro

Watch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto  
Stay connected for the latest business and health care legal updates:
Website
Facebook
Instagram
LinkedIn

In this episode, hosts Brad and Michael welcome guest Brian Lauten, a triple board-certified business and commercial trial attorney and founding partner of Brian Lauten P.C., to unpack the realities of commercial litigation. Brian shares the often-overlooked consequences of filing a lawsuit, from hidden costs to litigation fatigue and unexpected counterclaims. Tune in to learn why the best litigation strategy may be never needing one, and the proactive legal steps you can take to avoid the courtroom.

Chapters  

00:00 Intro  

00:40 Banter  

03:51 Guest Background  

05:47 What drove you into becoming a trial attorney?  

08:18 Will you tell us about Brian Lauten P.C.?  

09:21 What are some unintended consequences you and clients have experienced with lawsuits?  

12:30 What does a lawsuit look like from the point of filing to the day of trial?  

16:05 How do you help clients decide whether to pursue a lawsuit? 

19:41 What does it mean when a contract says the prevailing party gets attorney’s fees? 

23:51 What is litigation fatigue?  

27:14 Access+  

27:49 Legal Takeaways  

29:40 Outro

Watch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto

Stay connected for the latest business and health care legal updates:
Website
Facebook
Instagram
LinkedIn