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Strategy Call

A working conversation about your numbers.

A conversation about where the practice is financially, what you are trying to change, and whether there is a problem large enough to be worth diagnosing. It is not a sales presentation, and you will not be asked to choose a package.

Built for established med spas, aesthetic practices, and closely related health and aesthetics businesses, typically doing $1M–$10M+ in annual revenue.

What we cover

  1. 01

    Where the business is today

    Revenue, margin, cash, providers, and the reporting you currently have. Rough numbers are fine.

  2. 02

    What ownership wants to change

    The symptom that prompted the call: thin owner pay, tight cash, rising payroll, a hire or device you are weighing.

  3. 03

    Whether there is a problem worth diagnosing

    An honest read on whether the gap looks financially meaningful and what it would take to find the cause.

Pick a time

Calls are with Tanner Ward directly. Choose any open slot; you will get a confirmation with a video link.

Helpful to have, not required

  • Your most recent profit and loss statement, ideally the last 12 months
  • A list of providers and how each is paid
  • Approximate revenue by service category
  • The decision or problem that is on your mind

After the call

If there is a problem worth solving

You receive a written proposal: the problem as we understand it, the work required to diagnose or fix it, and the investment. Scope follows the problem, not a menu.

If there is not

We will tell you. Sometimes the answer is a better bookkeeping setup, a CPA conversation, or simply that the numbers are healthy.

Prefer email? Info@wardadvisory.co

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