Anti-Retreat Reset 

2 Days. Total Financial & Operational Clarity.

Most practice owners don’t need another retreat.

They don’t need motivation.
They don’t need inspiration.
They don’t need another notebook full of ideas.

They need clarity.
They need structure.
They need a real plan.

The Practice Reset Anti-Retreat is a once-per-year, 2-day deep financial and operational intensive for established group practice owners managing real payroll, real overhead, and real complexity.

This is not coaching.
This is not brainstorming.
This is not theory.

This is a structured, data-driven reset.


How It Works

Step 1: Pre-Work & Data Submission

Before your intensive, you’ll complete comprehensive pre-work including:

  • Last 6 months of P&Ls

  • A/R aging reports

  • Payroll reports

  • Clinician productivity data

  • Organizational chart

  • Admin roles and responsibilities

  • Compensation structure

  • Overhead breakdown

  • Strategic questionnaire outlining your biggest stressors

We analyze everything in advance.

You don’t show up and “explain your business.”
We already know it.


Day 1: Financial & Structural Reality

We break down:

  • Your true cash position

  • Margin analysis

  • Payroll load vs revenue

  • Admin percentage benchmarks

  • Utilization gaps

  • A/R velocity

  • Expense leaks

  • Structural inefficiencies

By the end of Day 1, you will know exactly:

  • Where money is leaking

  • Where structure is weak

  • What must change immediately

No guessing. No avoiding.


Day 2: The Reset Plan

We build your:

  • 90-day stabilization strategy

  • Revenue targets

  • Utilization improvement plan

  • A/R acceleration roadmap

  • Expense alignment plan

  • Leadership accountability structure

  • 12-month profitability roadmap

You leave with:

  • A customized Reset Roadmap

  • A 13-week cash flow framework

  • A productivity dashboard structure

  • Clear financial targets

  • A 30-day follow-up call

This is designed to restore stability, margin, and control.


Who This Is For

  • Group practice owners with real payroll

  • Owners managing overhead and administrative teams

  • Practices approaching or exceeding 7 figures

  • Leaders who feel financial pressure but don’t want to guess anymore

Who This Is Not For

  • Startups

  • Solo practices

  • Owners looking for inspiration without execution


Investment

You may choose:

$4,500 Paid in Full (48-Hour Incentive)
Available when completed within 48 hours of registration.

2 Payments of $2,500
First payment secures your spot.
Second payment charged 30 days later.

Spots are limited to four practices per year.


If payroll feels heavier than it should…
If your P&L doesn’t make sense anymore…
If you’re tired of hoping the numbers improve…

You don’t need another retreat.

You need a reset.