Thank you for your interest in having me perform a Financial Health Check-Up for your practice. I look forward to the opportunity to be part of your team!
This comprehensive assessment is designed to evaluate the financial performance of your clinic, compare it to national benchmarks, and identify areas where your clinic may be bleeding profitability.
Documents Needed for Your Assessment
To prepare an accurate and thorough Financial Health Check-Up, I will need the following:
- 2023 Corporate Tax Return
- 2024 Corporate Tax Return
- 2025 Corporate Tax Return
- Profit & Loss Statement for the last 12 calendar months
These documents allow me to benchmark your practice against national standards and pinpoint potential areas of lost profitability.
What to Expect During the Onsite Visit
Once we confirm a date for my visit, I will coordinate and book my flight, rental car, and hotel accommodations.
The Day of Observation:
- I will arrive at your clinic at 9:00 a.m.
- Morning observation will continue until lunch.
- If possible, I recommend we have lunch together to begin discussing your clinic’s financials and initial observations.
- After lunch, we will return to the clinic for continued observation.
- Later in the afternoon, I typically step away to organize my notes and prepare for our evening discussion.
Evening Strategy Dinner
During dinner, I will present my findings and share specific recommendations for improving profitability, efficiency, and long-term value.
Your Financial Health Report Includes:
- A comprehensive Financial Health Check-Up
- Commentary on areas of potential losses
- A “soft” valuation of your practice; (i.e. I will tell you what the current goodwill of your practice is worth at current market value)
Investment & Billing
My fee is all-inclusive and covers:
- Financial Health Check-Up
- Onsite observation and reporting
- In addition, I will bill an exact total for: Travel, lodging, rental car, meals and airport parking. I travel out of Atlanta and will invoice you after returning from the trip.
Additional Strategy Discussions
If desired, we can also dedicate time for Q&A and discussion on the following topics:
- The “Golden Handcuff” strategy for associates
- Retirement exit strategy
- Employee benefits and profit sharing
- Personal planning
- Section 162 strategy
These conversations are designed to strengthen both your practice and your personal financial position.
I look forward to being part of your team and helping you strengthen the financial health of your practice.