Resources & Tools

Practical Resources for Independent Practices

Guides, frameworks, and tools built from real advisory work with physician-owned practices. Each resource is designed to help you identify and recover hidden margin.

Practicing Independence: A Field Guide for Independent Medical Practices
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Practicing Independence: A Field Guide for Independent Medical Practices

A 53-page comprehensive workbook and field guide for physician-owned practices. Six chapters with 18 structured worksheets covering foundations, financial clarity, operations, leadership, growth strategy, and succession planning. Designed to be worked through as a team with your leadership group.