A surprise board investigation can feel like the worst-case scenario, but it doesn’t have to derail your business. With the right systems and support in place, you can protect your license, your team, and your peace of mind.

In this episode of Aesthetic Visionaries, healthcare attorney Sara Shikhman, Managing Partner at Lengea Law, breaks down what really happens during a board investigation and how medspa owners can navigate it with confidence. With over 18 years of experience and more than 1,500 cases under her belt, Sara shares the legal and operational steps that keep your practice protected.

From recognizing red flags to training your front desk team, this episode gives you a clear path forward without the fear or confusion.

In this episode, you’ll learn:

What triggers an investigation

• From anonymous complaints to compliance gaps, know what boards are looking for.

What to do when the board shows up

• Why your response matters, and how to involve your attorney the right way.

How to stay protected

• The documentation, protocols, and policies every aesthetic practice should have in place.

Episode chapters:

(00:00) Introduction

(02:04) What to do during surprise inspections

(02:51) Common triggers for board investigations

(04:05) Why lawyers come before insurance

(07:22) The risks of cutting corners with documentation

(10:11) Why experience doesn't replace compliance

(11:49) How to de-escalate patient issues early

(19:47) What not to write in patient charts

Whether you’re responding to a complaint or tightening up your operations, this episode gives you the insight and tools to stay protected, proactive, and in control.