Go deeper than the snapshot.
The free diagnostic shows you where revenue is leaking. These tools and engagements show you exactly what to fix, in what order, and keep you on track while you do it.
Before advising other practices, we ran them: seven locations across NC and VA, 70+ providers, and $5M in annual revenue at the flagship.
Start free: the Revenue Leak Diagnostic
Enter four numbers and see your annual dollar leak, split across conversion, ticket and visit frequency. Takes about two minutes.
KPI diagnostics
Unlock the full picture
Three levels, from a one-time deep read to ongoing tracking by provider and service line.
Full Diagnostic Report
A one-time deep read of your numbers
- Full dollar breakdown of your revenue leak by lever
- All operating signals scored against benchmark
- Prioritized 90-day action plan built around your biggest lever
- Benchmark sources and what each number means
KPI Dashboard
Track the core 8 KPIs month over month
- Everything in the Full Diagnostic Report
- Monthly tracking of the 8 core KPIs
- Revenue leak trend, so you see whether fixes are working
- Quarterly benchmark refresh
- Cancel anytime
Dashboard Pro
Segmented by provider and service line
- Everything in the KPI Dashboard
- Conversion and revenue per hour by provider
- Revenue by service line, not one blended number
- 3, 6, 9 and 12-month cohort retention
- Clinical and training readiness tracking
- Inquiry-to-booking funnel detail
- AI Consult Conversion Coach included
Practice toolkits
Playbooks you can use this week
Standalone, one-time purchases. Each one solves a single high-value problem, built from running and exiting a multi-site platform.
MSO/MSA Structuring & Compliance Playbook
For owners structuring a non-physician-owned practice
- Two-entity structure explained in plain language
- Skeleton MSA clause set to hand to your attorney
- Corporate Practice of Medicine flags for six key states
- Pre-diligence compliance checklist
Secret Shopper Audit Toolkit
Find out why consults aren't converting
- Five scripted call and walk-in scenarios
- Scoring workbook with live formulas
- Action key: the specific fix for each failure mode
- Connects directly to the conversion lever in your diagnostic
PE Exit-Readiness Scorecard
Score yourself the way a buyer will
- Six weighted diligence categories, 15 items
- Red-flag, watch and clear status on every item
- Overall readiness grade
- Close the gaps before a buyer finds them
Longevity Service-Line Launch Kit
Add HRT, peptides, GLP-1s and biomarker testing
- Candidacy criteria and launch protocol for four modalities
- Compliance checklist per modality
- Suggested pricing and cadence
- A realistic launch sequence so you don't take on too much at once
The Complete Practice Builder Bundle
All four toolkits together: the MSO/MSA Playbook, Secret Shopper Toolkit, PE Exit-Readiness Scorecard and Longevity Launch Kit.
Team training
Practice the consult before it costs you a patient
AI Consult Conversion Coach
Your providers and front desk role-play real consults against a simulated skeptical patient, then get a scored breakdown and one specific thing to try next time. Scored on the same five categories as the Secret Shopper Toolkit. Included with Dashboard Pro.
Work with us directly
Scalpel to Scale advisory
When you want the team inside your practice. Every engagement starts from your numbers, then moves through Design, Deploy and Develop. Scoped to your practice, so pricing is custom.
Design
Assessment Sprint
A custom roadmap for your practice
- Operations, KPI and training review
- Longevity service-line design
- A prioritized roadmap you can run with or hand to us
Deploy
Advisory Retainer
Embedded support while you implement
- Ongoing advisory inside the practice
- Accountability on the roadmap and the KPIs
- For independents, small groups, and PE-backed platforms
Develop
Training Cohort
Build the team that sustains the gains
- Provider and leadership development
- Sales and consult-conversion training
- Built on the program used to train 70+ providers
Questions
Before you choose
Where should I start?
Run the free diagnostic first. If it shows a leak worth fixing, the Full Diagnostic Report turns it into a 90-day plan. If you want to track progress monthly, move to the Dashboard.
What's the difference between the one-time products and the subscriptions?
The report and the toolkits are one-time purchases you keep. The Dashboard, Dashboard Pro and AI Coach are monthly subscriptions for ongoing tracking and training, and you can cancel anytime.
Do you work with PE-backed or multi-site platforms?
Yes. We built and exited a PE-backed multi-site platform, so enterprise and PE-backed groups are a core part of what we do alongside independent and small-group practices.
How does payment work?
Each product has its own secure checkout. Where a checkout isn't switched on yet, the button sends us a request and we reply with next steps.
Is the MSO/MSA Playbook legal advice?
No. It's an educational map to bring to your own healthcare attorney. Corporate Practice of Medicine rules vary by state and change over time, so always have counsel licensed in your state review any structure.
Not sure which fits? Tell us about your practice below and we'll point you to the right starting place. No pressure, and no obligation.
Prices are in USD. Diagnostic results are estimates based on industry benchmark ranges and your own inputs; actual results vary by practice, market and service mix. Toolkits are educational and operational resources, not legal, medical or financial advice. The Longevity Launch Kit requires licensed prescriber and state scope-of-practice review before use.
© Aesthetics + Longevity Advisory Group
Start a conversation
Ready to level up?
Tell us where your practice is today and where you want it to go. A short diagnostic conversation is the fastest way to find out if we're a fit.