I built one primary care clinic from scratch and acquired two more. Now I help other physicians make the same move with fewer mistakes, less wasted money, and a real plan they can actually execute.
I built one primary care practice from the ground up. Then I acquired two more. Today I still run that group across multiple locations. Whatever step you are about to take, I have already taken it: first concept, lease negotiation, payer credentialing, hiring the first MA, billing setup, closing on an acquisition, surviving the messy first 90 days after taking over a practice.
Along the way I have lived every part of the business. Site selection. Entity setup. Hiring and firing. Billing. Marketing. The patient experience side. The boring operational discipline a small practice needs just to stay profitable. I have also built ancillary service lines that broaden what a primary care practice can offer.
Before medicine I spent more than twenty years in IT, across operations, engineering, and management. That background is the edge I bring to physician clients: practical guidance on the technology that actually boosts operational efficiency, and on the operational levers behind patient communication, retention, marketing, billing, HR, and hiring.
The advice I give comes from steps I have personally taken, and from mistakes I made so you do not have to repeat them.
Every engagement starts with a paid 60 minute Strategy Call so we can decide together whether a fuller scope makes sense.
| Package | Scope | Investment |
|---|---|---|
|
Start Here Strategy Call 60 minutes · Zoom |
An honest read on your plan and what it will take. No written deliverable, just a focused conversation to scope what is next. The fee credits toward a larger engagement if we move forward. | $250 |
|
Startup Feasibility & Roadmap Up to 10 hours |
Working sessions plus a written roadmap covering location, entity, capital planning, vendor shortlist, and a 12 month timeline. The fastest way to turn an idea into a plan you can act on. | $2,500 |
|
Startup Full Startup Advisory Up to 30 hours |
Ongoing advisory across the build phase. Working sessions, lease review alongside your attorney, EHR and PM selection, hiring guidance, billing setup, marketing launch, and vendor referrals. | $7,500 |
|
Acquisition Target Evaluation Up to 10 hours |
Deep review of one acquisition target. P&L, chart and visit volume, payer mix, valuation range, and red flags. Delivered as a written memo you can take back to the seller. | $2,500 |
|
Acquisition Full Acquisition Advisory Up to 40 hours · through 60 days post-close |
Advisory from LOI through 60 days after close. Valuation, deal structure, negotiation strategy, ATA review checkpoints with your attorney, plus the transition and retention plan. | $10,000 |
|
Either Track Ad-hoc Hourly 2 hour minimum, prepaid |
Hour blocks for specific questions, document review, or a single focused problem. For physicians who do not need a full engagement. | $250 / hr |
Engagement terms: 50% deposit, 50% at midpoint. Additional hours billed at $250/hr. Limited active roster each quarter.
I am running clinics today. My advice reflects what is actually working this quarter, not a deck I wrote years ago.
Built one practice from scratch, acquired two more. I have seen the playbook from both sides.
Practical guidance on ancillary and alternate revenue lines that fit a primary care footprint.
Twenty years in IT operations and management before medicine. Technology, workflow, and back-office efficiency come naturally.
Physicians who are starting an independent medical practice from scratch, or buying or acquiring an existing one. My background is primary care, and the operational playbook applies to most outpatient specialties.
No. I am a strategic and operational advisor. I am not an attorney, accountant, broker, or licensed financial advisor. For those services I refer clients to professionals I trust and have worked with.
I work with physicians regionally across multiple states. Strategic and operational guidance applies anywhere. State specific items like licensing, corporate filings, and tax structure are handled by your local attorney and CPA.
A Feasibility & Roadmap engagement takes about three to four weeks. A Full Startup Advisory runs roughly four months. A Full Acquisition Advisory covers LOI through 60 days after close, which is usually three to six months total.
Yes. I keep a short list of attorneys, lenders, billing partners, marketing agencies, and EHR vendors I have worked with personally. You hire them directly. I do not take referral fees, so the recommendations stay honest.
Send a short note about what you are working on. I read every message myself, usually within two business days.
Strategy Call $250 · 60 min
The fastest way to get a clear, honest read on your plan. If we decide to work together after the call, the fee credits toward a larger engagement.
Prefer email?
hello@practicepathadvisors.com
Serving: Physicians regionally across multiple states.