Do I need a Practice Diagnostic first?

Not always. If the decision is already well defined, Luminary can scope the engagement directly. If the question is still "something is off but I cannot say what," the Diagnostic is the faster and less expensive way to find the real decision, and its fee is credited toward the engagement.

Can I combine two focus areas?

Yes. Some decisions, such as a second location, sit across operations and finance. The scoping call confirms whether one focus area covers it or the scope should be extended, and the fee is confirmed before work begins.

Who is in the working sessions?

Ownership, and anyone ownership wants in the room. Many owners bring a practice manager or a partner to the second and third sessions. Luminary will say if a session would go better with fewer people.

What happens after the roadmap?

Ownership executes it, with whatever help it chooses. Some owners return for a second engagement on the next decision. Some move to the Executive Advisory Retainer when decisions become continuous. Many simply act on the roadmap, which is the intended outcome.

How much of my time does it take?

Roughly six to eight hours across eight to ten weeks: three working sessions, the initial review conversation, and a short set of follow-up questions.

Do you help with pricing?

Yes. Pricing and service mix are the most common Financial Strategy and Growth decisions. Luminary evaluates your pricing against your cost structure, your provider economics, and your market, and gives a recommendation. Luminary does not sell or represent any pricing or membership software.

Medical Spa Advisory Engagement

STRATEGIC ADVISORY FOR MEDICAL AESTHETICS AND WELLNESS PRACTICES

THE ADVISORY ENGAGEMENT

The Advisory Engagement is for owners facing a defined, high-stakes decision. The question is clear. What is missing is an experienced, independent perspective on the tradeoffs, and a structure sound enough to act on. Luminary works as a senior thought partner through the decision: a deep-dive review, three structured working sessions, and a written strategic framework with a sequenced roadmap. Eight to ten weeks. From $15,000.

Each engagement covers one focus area. Owners who need two can extend the scope, and the scoping call confirms which applies.

THREE FOCUS AREAS

FINANCIAL STRATEGY AND GROWTH

For decisions about money and pace. Pricing and service mix optimization. Capital allocation across devices, hires, and expansion. Cash flow planning. Provider compensation model design. Growth pacing, including when the right decision is to hold. The output is a med spa growth strategy grounded in your own numbers rather than in a vendor's projection.

OPERATIONS AND SCALING

For decisions about structure and capacity. Systems standardization. The architecture of standard operating procedures, meaning which processes need to exist and how they connect, without Luminary writing the manuals. Delegation models. Throughput optimization. Readiness for a second location, evaluated before the lease is signed rather than after. AI adoption: which workflows to automate, whether to build, buy, or configure, and how to govern it.

OWNER TRANSITION AND PRACTICE MATURITY

For decisions about the owner's own role. Redefining what the owner does and stops doing. Reducing the practice's dependence on the owner's clinical hours. Developing a leadership team that can carry decisions. Long-term optionality, whether that means a management services organization, partnership, private equity conversations, or a practice designed to run without the owner in the building.

HOW THE ENGAGEMENT RUNS

The engagement opens with a deep-dive review of the focus area using your data and your operating reality. It continues through three 90-minute working sessions with ownership, each one structured around a set of decisions rather than a general discussion. Between sessions Luminary models the tradeoffs conceptually, tests the options against the practice's constraints, and prepares the next set of questions. It closes with the written framework.

Owners who have completed a Practice Diagnostic enter the engagement with the constraints already ranked, and the Diagnostic fee is credited in full. Owners whose decision is already well defined can enter directly after a scoping call.

WHAT YOU RECEIVE

A written strategic framework: the decision, the options considered, the tradeoffs of each, Luminary's recommendation and the reasoning behind it, and the risks that remain. Attached to it, a sequenced roadmap that states what to do first, what depends on what, and what to watch for. Both are written to be handed to a leadership team, a partner, an accountant, or a lender.

WHAT THE ENGAGEMENT IS NOT

Luminary designs the architecture and helps you make the decision. Luminary does not write the manuals, train the staff, negotiate with vendors, hire, or manage the rollout. The roadmap tells you which of those steps needs which professional. This boundary is what allows Luminary to give advice with no interest in what gets bought or built afterward.

INVESTMENT

From $15,000, fixed fee, confirmed after a scoping call. A completed Practice Diagnostic is credited in full toward an engagement that begins within 60 days of the readout.

FREQUENTLY ASKED QUESTIONS

REQUEST A SCOPING CALL

Schedule an introductory scoping call. We'll learn more about what you're working through and help determine the right advisory engagement for your needs.

CONTACT US