I firmly believe its best to start all partnerships with a foundation of mutual trust and clarity surrounding goals. During our initial call, we will further discuss your submission and what pain points you and your team are experiencing, what areas of support interest you most based on needs, and will establish a rough idea of mutual goals for your practice during this initial call. After our call, I will provide you with a list of questions that will better allow me to envision your practice day to day routine and what tools, team members, and resources are leveraged in the present day. Once you've completed the questionnaire, you'll send it back for review! 

Advisory Agreements & Estimated Cost

Once reviewed, you will receive a service recommendation along with a tailored roadmap for your practice based on expressed need and information provided within the initial evaluation questionnaire. An estimated cost and fee schedule will be provided at this time, as well as any tailored advisory agreement documents as we partner in supporting this next phase of growth at your practice! Please be advised that turn around time is based upon the level of services needed and projected length of our partnership, though the typical window is 7-10 business days once your questionnaire has been received. We will keep open communication with one another during this time!