I built one primary care clinic from scratch, acquired two more, and still run all of them today. I help other physicians make the same move with fewer mistakes, and I work alongside owners who want to strengthen the day-to-day of a practice they already run.
I built one primary care practice from the ground up. Then I acquired two more. Today I still run that group across multiple locations. Whether you are starting, buying, or already running a medical practice, I have likely been through what you are facing: first concept, lease negotiation, payer credentialing, hiring, billing setup, closing on an acquisition, the messy first 90 days after taking over, or any of the daily operational decisions that come with actually running 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 free 30 minute Strategy Call. Pricing is tailored to your specific situation and discussed openly once we have scoped the work together.
| Package | Scope | Pricing |
|---|---|---|
|
Start Here Strategy Call 30 minutes · Zoom |
A no-pressure introductory conversation to talk through your situation, what you are trying to do, and whether a fuller engagement makes sense. No written deliverable, no commitment. | Free |
|
Startup Feasibility & Roadmap Typical scope ~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. | Custom |
|
Startup Full Startup Advisory Typical scope ~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. | Custom |
|
Acquisition Target Evaluation Typical scope ~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. | Custom |
|
Acquisition Full Acquisition Advisory LOI 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. | Custom |
|
Operations Operations Advisory Project-based or ongoing |
For physicians already running a practice. Hiring and onboarding, HR and payroll, marketing and patient acquisition, patient retention and experience, billing and revenue cycle workflow, technology and EHR optimization, and other day-to-day operational areas. Engaged as a one-time project or as ongoing advisory. | Custom |
|
Any Track Ad-hoc Hourly Two hour minimum |
Hour blocks for specific questions, document review, or a single focused problem. For physicians who do not need a full engagement. | Custom |
Engagement terms: Scope and pricing are tailored to your situation and discussed during the free Strategy Call. Standard terms include a 50% deposit and 50% at midpoint. 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, buying or acquiring an existing one, or already running a practice and looking to strengthen day-to-day operations like hiring, marketing, HR and payroll, patient acquisition and retention, and billing. My background is primary care, and the operational playbook applies to most outpatient specialties.
Every engagement is custom-scoped after the free 30 minute Strategy Call. Pricing is tailored to your specific situation, the scope you actually need, and the level of involvement that makes sense. My goal is helping physicians succeed in independent practice, not selling fixed packages, so I keep pricing flexible and discuss it openly during the scoping call.
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 Free · 30 min
A no-pressure, 30-minute introductory call to talk through your situation and decide together whether a fuller engagement makes sense. No payment, no commitment.
Prefer email?
hello@practicepathadvisors.com
Serving: Physicians regionally across multiple states.