Scale your practice.
Reclaim your time.
I partner with founders of independent wellness clinics to stop fighting fires and build a self-sustaining and profitable business.
- OKR Alignment: Misaligned
- Core Value Integration: Partial
Your free Practice Pulse report includes:
A personalized Practice Pulse Scorecard including a score across all 5 key pillars in your business.
Reveal your operational avatar — Are you a Trapped Technician, Heroic Firefighter, or Strategic CEO?
A custom diagnoses summary for each pillar showing you exactly where your blind spots are
A detailed 90-Day roadmap to improve your business and begin taking your time back
Delivered to your inbox within 48 hours
Why scaling past $1 Million is so painful.
Most clinic owners reach their first million in revenue through sheer force of will and pure hustle. But trying to scale further using those same founder-led habits creates a chaotic trap:
Founder Dependency
You are still reviewing everything and fighting daily fires. If you take a vacation, the business grinds to a halt.
Unclear Margins
You have high top-line revenue, but you don't know your exact per-service profitability. You have no idea which services are cash cows and which are draining resources.
Clunky Patient Experience
Disjointed software systems create manual work for your staff, resulting in dropped leads and a frustrated patient base.
Are you a Strategic CEO?
After 25 years of observing how businesses operate, I found most founders fall into one of these 3 avatars. To find out what your avatar is, complete this 3-min Practice Pulse!
The Trapped Technician
You have built a high-paying, high-stress job. You are the primary revenue driver AND the main operational bottleneck. If you stop seeing patients, the business grinds to a halt.
The Heroic Firefighter
You have a team and a vision, but you spend your days putting out fires. Your systems are breaking under the weight of your success, quietly eating away at your profit margins.
The Strategic CEO (The Goal)
Your clinic runs on enterprise-grade systems. Your team operates autonomously, your profit margins are dialed in, and you have successfully reclaimed your time to focus on growth.
Introducing The 5X Engine.
I don't just give you a slide deck of recommendations. I act as your Fractional COO, stepping into the weeds to build a scalable operational engine. The 5X Engine is powered by the Balanced Scorecard—an industry gold-standard management framework developed at Harvard Business School and trusted by thousands of enterprise companies to predictably align daily operations with long-term profitability across 5 core pillars.
1. Vision & Strategy
Transitioning you from the primary revenue-generating technician into the strategic CEO of a scalable healthcare business.
2. Financial Health
Providing clear, predictable visibility into your per-service profit margins and practitioner utilization rates.
3. Patient Experience
Automating the patient journey to maximize long-term retention and referrals without demanding more of your staff's time.
4. Internal Operations
Integrating your daily workflows, scheduling, and technology stacks to completely eliminate friction and administrative bloat.
5. Team Capacity & Growth
Empowering your clinical and administrative team to operate independently without constantly relying on you to put out fires.
The Profit Heartbeat Journey.
A clear, 5-step pathway to reclaiming your time and maximizing your clinic's profitability.
Your Personalized Scorecard
Receive your customized 3-page scorecard and growth analysis within 48 hours.
One-on-One Strategy Call
Schedule a high-leverage call with me to review your results and identify your #1 bottleneck.
Leadership Deep Dive
Bring me onsite for a 1-to-2 day intensive strategy workshop with your leadership team.
Ongoing Operational Leadership
Bring me onboard as your ongoing Fractional COO to execute the systems and reclaim your time.
Operational systems built on 25 years of pedigree at:
Meet Your Operations Architect.
For 25 years, I designed and implemented enterprise-grade systems for Accenture, Oracle, Microsoft, Rivian, and X (previously Twitter). Now, I bring those exact enterprise management systems to independent health and wellness practices.
I bridge the gap between high-level executive strategy and hands-on systems buildout.
🏆 Certified Scaling Up Coach
I am officially certified in the renowned Scaling Up (Rockefeller Habits 2.0) methodology. This elite framework has been used by over 80,000 business leaders worldwide to successfully scale past their growth plateaus. This certification ensures that the systems I build for your clinic are grounded in globally proven, enterprise-grade operational discipline.
Is this right for you?
✅ This is for you if:
- You own an independent wellness, functional medicine, or med spa clinic (single or multi-locations)
- You're generating $750K+ in annual revenue
- You're personally seeing patients AND running the business
- You want to grow the business, but you're tired of being the bottleneck
❌ This is NOT for you if:
- You're a startup clinic still finding product-market fit
- You are happy with your current business operations and have no broken processes or concerns about your profit margins
- You're looking for someone to fix everything broken for you while you focus on other aspects of the business
Frequently Asked Questions
I already have a business coach.
You're already ahead of most founders — great job! Most coaches focus on the strategy and engage on a limited time window. They basically tell you what to do. When I work with you, you get the strategy and the execution. I leverage many years of management consulting experience to help you achieve your business goals.
Can you work with our specific systems and tools?
I am comfortable assessing your systems capabilities and identifying gaps that are holding you and your team back. My background spans 25 years of enterprise systems architecture, so I can quickly evaluate what's working, what isn't, and what needs to change.
How do you guarantee $100K?
I've spent 25 years building scalable systems at Oracle, Accenture, Microsoft, X and Rivian. The hidden margin is always there—you just can't see it yet. My audit process systematically uncovers inefficiencies across your operations that are quietly draining your profitability.
I don't have time for another consultant or coach.
That's exactly the problem I solve. My goal is to give you back 10+ hours per week, not consume more of your time. The entire engagement is designed to reduce your operational burden, not add to it.
What's the time commitment?
The Practice Pulse takes 3 minutes. The Strategy Call is up to 45 minutes. The Deep Dive is 1–2 days. After that, you can bring me on as an extended part of your leadership team as a Fractional COO.
Do you work with single-location clinics?
While I do see operations become very complex with multi-locations, I still work with single location founders since the opportunities to recover more profit margins are still viable.
The $100K Guarantee.
If I don't identify at least $100K in recoverable annual margin from your existing operations, I'll refund your investment in full. The opportunities are always there—you just haven't had the visibility to see them.