Practice concept & goals
Discuss the practice model, intended services, growth plans, approximate timeline, and decisions to make first.
OUR APPROACH
Starting a practice is an ambitious project. Clear goals, realistic assumptions, and the right introductions help you make better early decisions.
WHAT WE DO
Services are tailored to a project's stage and agreed in a separate engagement when appropriate.
Discuss the practice model, intended services, growth plans, approximate timeline, and decisions to make first.
Organize the major cost categories—equipment, fit-out, staffing, professional fees, and working capital—into an early planning framework.
Help frame the project narrative and information that may be useful for an initial conversation with a practice lender.
Identify appropriate third-party professionals and, when suitable, introduce clients to participating financing sources.
Our services focus on business planning and introductions. We do not provide clinical, legal, tax, accounting, or licensed design services; we do not make credit decisions or promise loan approval. Licensed professionals and lenders handle work within their respective fields.
YOUR FIRST CONVERSATION
It helps to know what you're aiming to build. We can start with a simple outline rather than a completed business plan.
Email usPlease do not email patient information, Social Security numbers, tax returns, or account credentials.
GOOD QUESTIONS
No. Many conversations start with a practice idea, a target market, and a rough timeline.
No. We are an independent consulting company, not a bank or lender. Financial institutions independently review applications and decide whether to offer credit.
It may, where lawful and under an applicable provider agreement. A lender-paid introduction can create a financial incentive to recommend that lender. We disclose material compensation relationships as appropriate. Read our referral disclosures.
Yes. You're free to choose any lender or professional advisor. You're not required to use an introduced provider.
No. We can help identify questions to raise, but licensed professionals should advise you on applicable laws, professional licensing, ownership restrictions, design, clinical operations, and taxes.
LET'S BEGIN
Tell us what you're planning. We'll help identify a practical place to begin.
Initial inquiries are welcome. No documents needed.