Why this matters
Running a practice can feel isolating. When you're stuck or need a fresh perspective, data can be overwhelming to interpret on your own. Sometimes you just need someone to take an objective look — to help you understand what your data is really showing and walk you through the next steps that matter most.
Think of it like a health checkup for your business — reviewing your key vitals so you can level set, spot issues early, and make sure things are moving in the right direction.
What makes this valuable
Friendly conversation
No intimidating jargon or overwhelming charts. Just a straightforward discussion about your business.
Fresh perspective
Sometimes you're too close to see clearly. An outside view can reveal patterns and opportunities.
Practical insights
We focus on actionable takeaways you can actually implement, not just theoretical analysis.
Data made simple
We break down your financial and operational data into plain English insights.
Problem solving
Stuck on a challenge? We can work through it together and explore potential solutions.
No pressure
This is your time to ask questions, explore ideas, and get clarity on whatever's on your mind.
Why trust me with this?
I understand the challenges of running a practice because I’ve helped dozens of practice owners navigate similar situations. I’m not here to sell you anything — I genuinely want to make the ownership journey a little less lonely.
My background is in finance and business operations, which gives me a holistic perspective you won’t get from a consultant focused only on management or an accountant focused only on your finances. That mix helps me see the full picture and share insights that actually move the needle for your practice.
How it works
Simple, straightforward process focused on having a helpful conversation.
Fill out the form
Tell me a bit about your practice and what you'd like to discuss. No need to share everything upfront.
Quick intro
We'll connect over email or a brief phone call to understand what you're hoping to get out of our conversation.
Share some data
We'll request various data sources - financial statements, operational reports and marketing data. You send whatever you're comfortable sharing.
Video call discussion
We'll have a friendly 30 - 60 minute conversation walking through your data and talking through any challenges or questions.
Completely free
I want to make the ownership journey a little less lonely, and this is one way I'm hoping to do so.
Optional: Help others learn
With your permission, I'd love to share parts of our conversation on social media. I believe there's huge value in learning from others and knowing you're not alone in these challenges. You have final say on anything that gets published.
Ready for your practice checkup?
Fill out the form and I'll reach out to schedule our conversation. No commitment, no sales - just a helpful discussion about your practice.