1. THE PROBLEM

A successful client with two established practices sought to open a satellite location in a growth market. They needed advice on location selection, appropriate staffing, and financial planning to ensure a sustainable investment and risk management.

2. THE SOLUTION

Data was collected to build a 5-year financial model predicting satellite performance. Using historical revenue data and a common staff-to-provider ratio, a ramp-up model was created, projecting customer growth and estimating variable and fixed expenses. The model was designed flexibly in Excel to allow real-time adjustments.

3. THE OUTCOME

Through a series of Excel snapshots and an analysis document, the clinic gained clear insights into its financial performance and actionable recommendations. The lead physician and office manager were equipped with tools and understanding to monitor profitability monthly, adapt staffing, and manage controllable expenses​.