Advisors First, Attorneys Second: Meet the Team That Closes Your Deal

In this special episode of Office Hours, host Justin Marti of Marti Law Group pulls back the curtain on his own team, the people who move healthcare and dental deals from open to close. He is joined by Caryna Vilela, an M&A attorney, Shana Robinson, paralegal, and Ashley Roth, who leads operations at Marti Law Group. Together they reveal the business, emotional, logistical, and human side of buying and selling a practice. Dive into the personalities, the panic, the 11th hour renegotiations, and the war stories clients never see. If you have ever assumed the legal work is just paperwork, this conversation will change how you think about the entire process. What You'll Learn in This Episode Why selling a practice is as much an emotional journey as a legal one, and how the right team manages both The buyer and seller personality types that show up in every deal, and how to spot yours early What actually happens during closing week, from lender checklists to chasing signatures across time zones How a deal can nearly die at the 11th hour when settled terms resurface, and how a strategic team keeps it alive Why culture, communication, and an entrepreneurial mindset separate a boutique advisory firm from big law Timestamps [00:00] Intro: Meet the Team Behind the Deals [04:34] The Emotional Side: Why Clients Really Hire Lawyers [06:32] Reading the Room: The Personalities in Every Deal [09:46] Why Buyers and Sellers Are Never Aligned [13:31] Closing Week: The Chaos Clients Never See [17:00] When Deals Nearly Die at the 11th Hour [18:03] Inside a Deal: From Open to Close [27:26] What Justin Is Really Like on Closing Week [44:10] War Stories: Envelopes, Doormats, and Five Dollars Cash [48:29] Why the Team Is Bigger Than the Name Connect with the Marti Law Group Team Reach the team through Marti Law Group at martilawgroup.com Caryna Vilela, M&A Attorney Shana Robinson, Paralegal Ashley Roth, Operations Manager Connect with Justin Marti LinkedIn:   / justinmarti   Email: [email protected] Website: martilawgroup.com