Strategic Consulting
Veterinary practice consultingon an annual calendar
A dedicated strategist works with you every month against a twelve-month calendar, so each area of the practice is reviewed at the point in the year when it can still be acted on.
Pricing, staffing, compensation, and expansion decisions tend to get made between appointments, on instinct, because there is rarely time to step back and look at the whole practice at once.
The framework
The annual strategy calendar
Every month has a defined focus and a plan behind it, so you always know what is being worked on and why. The calendar below is a sample framework. Each engagement is built around the specific practice.
Annual plan and goals
Priorities set for the year, owner milestones defined, targets agreed.
Pricing and COGS
Fee schedules compared against current costs. Anything priced below cost is flagged.
Production and compensation
Doctor production reviewed against pay structure and industry benchmarks.
Hiring and culture
Headcount assessed ahead of the busy season, with compensation benchmarking.
Appointments and marketing
Utilization and no-show rates reviewed alongside new client acquisition channels.
Personal asset map
Owner balance sheet, insurance coverage, and savings trajectory reviewed.
Estate and succession
Buy-sell agreements and the succession plan confirmed and updated where needed.
Mid-year pricing
Fee adjustments made where the year's data supports an increase.
Team benefits and pay
Benefits and compensation reviewed before year-end decisions are locked in.
Tax coordination
Year-end strategy coordinated with your CPA across entity, distributions, and depreciation.
Year-end review
Action items reviewed, with anything unfinished prioritized or carried forward.
Plan for next year
A full plan for the coming year covering financial goals, priorities, and owner milestones.
Sample framework only. Every engagement is tailored to the individual clinic.
The engagement
What working together looks like
A structured working meeting every month, with an agenda circulated in advance and the data already assembled.
One area of the practice examined at the point in the year when there is still time to change the outcome.
Decisions are documented, assigned, and reviewed at the following meeting rather than left open.