Compliance

After our recent presentation, Physician Owner Mindset, Compliance Guardrails: Growth Without the Gotchas, at the American Alliance of Orthopaedic Executives on April 21, we wanted to share some practical insights on incentive design, deal structure, and how these issues surface in transactions and enforcement—key topics we touched on in our discussion. We think you will find these articles beneficial in navigating the ever-changing landscape you face (alternate: the industry faces) today.

This is the first in a series of blog posts focused on AI and clinical trials/research space, highlighting topics to be discussed at the upcoming BIO International convention on June 22-25, 2026.

A major research institution combines 15 years of patient genomic data with metabolomic profiles and clinical outcomes, feeding it into an AI model for drug target discovery. The resulting insights are groundbreaking—until the legal department asks: “Did any of those consent forms authorize AI analysis? Or data sharing across these datasets? Or commercial drug development?”

This is the sixth and final installment in a six-part series on incentive design, deal structure, and how these issues surface in transactions and enforcement. Other relevant topics will be discussed in our upcoming presentation, Physician Owner Mindset, Compliance Guardrails: Growth Without the Gotchas, to be given at the American Alliance of Orthopaedic Executives on Tuesday, April 21.

This is the fifth in a six-part series on incentive design, deal structure, and how these issues surface in transactions and enforcement. Other relevant topics will be discussed in our upcoming presentation, Physician Owner Mindset, Compliance Guardrails: Growth Without the Gotchas, to be given at the American Alliance of Orthopaedic Executives on Tuesday, April

This is the fourth in a six-part series on incentive design, deal structure, and how these issues surface in transactions and enforcement. Other relevant topics will be discussed in our upcoming presentation, Physician Owner Mindset, Compliance Guardrails: Growth Without the Gotchas, to be given at the American Alliance of Orthopaedic Executives on Tuesday, April 21.

This is the third in a six-part series on incentive design, deal structure, and how these issues surface in transactions and enforcement. Other relevant topics will be discussed in our upcoming presentation, Physician Owner Mindset, Compliance Guardrails: Growth Without the Gotchas, to be given at the American Alliance of Orthopaedic Executives on Tuesday, April 21.

Deal teams spend months building a story.
Quality of earnings.
Payer mix.
Capacity.
Growth.

The story lives in a deck, a model, and a set of emails. The material is often pulled together fast, under deadlines. It gets recycled and edited by multiple people.

A single loose phrase can change how a buyer views risk, how counsel drafts reps, and how quickly a process moves.

In some cases, it reads as if the business plan depends on referrals.

That is avoidable.

This is the second in a six-part series on incentive design, deal structure, and how these issues surface in transactions and enforcement. Other relevant topics will be discussed in our upcoming presentation, Physician Owner Mindset, Compliance Guardrails: Growth Without the Gotchas, to be given at the American Alliance of Orthopaedic Executives on Tuesday, April 21.

Productivity-based compensation is common in physician organizations. It is also where many problems begin.

Start with the formula. Then focus on the carve-outs, the discretionary payments, and the year-end cleanups.

This is the first in a six-part series on incentive design, deal structure, and how these issues surface in transactions and enforcement. Other relevant topics will be discussed in our upcoming presentation, Physician Owner Mindset, Compliance Guardrails: Growth Without the Gotchas, to be given at the American Alliance of Orthopaedic Executives on Tuesday, April 21.

Everyone is talking about AI, but not everyone understands what AI is. AI, or artificial intelligence, refers to technology that enables machines to perform tasks that traditionally required human thinking—things like reading, writing, analyzing information, and making decisions.

A particularly powerful form of AI today is the large language model (or LLM), which is a type of AI trained on vast amounts of text that allows it to understand and generate human language, making it the engine behind popular tools like chatbots and AI writing assistants. Think ChatGPT or Google Gemini.