Our Advisory Engagement Model
HOW WE WORK WITH MED SPA AND WELLNESS PRACTICE OWNERS
HOW WE WORK WITH PRACTICE OWNERS
Luminary works with owners of med spas and wellness practices, and with funded owners about to open one, through four engagements. Sessions are held in person across Dallas-Fort Worth and by video for owners elsewhere in Texas. Each one is fixed in scope, fixed in fee, and ends in a written deliverable. Each one is advisory. Luminary does not execute, manage, or market, and accepts no compensation from vendors, agencies, or third parties.
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The four engagements match the four situations an owner is usually in when they call a med spa business consultant. They are about to open and want the plan checked by someone who has done it. Something is off and they need to know what. A specific decision is in front of them and they want it made well. Or decisions keep coming and they want continuity of perspective. Owners opening a practice begin with Pre-Opening Advisory; established owners usually begin with a Practice Diagnostic. Engagements begin at $5,000.
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FOUR ENGAGEMENTS, ONE STANDARD
PRE-OPENING ADVISORY
Pre-opening advisory for funded owners, from an owner-operator who has opened and still runs real practices, with no vendor commissions. Start with a Business Plan Review, a three-week assessment of your written plan and pro forma that ends in a memo ranking the risks that matter most. Or cover the whole pre-opening period: four working sessions at your pace, a written Pre-Opening Plan, and a readiness review before opening. From $5,000, with the review credited in full toward the full engagement.​
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Learn more about the Pre-Opening Advisory.
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PRACTICE DIAGNOSTIC
A whole-practice assessment across finance, operations, and leadership. Luminary evaluates the underlying business system and surfaces the few constraints that matter most, ranked in order of consequence. You receive an executive memo with prioritized recommendations and a readout session. Three weeks. From $5,000, credited in full toward an Advisory Engagement that begins within 60 days.
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Learn more about the Practice Diagnostic.
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ADVISORY ENGAGEMENT
A fixed-scope engagement on one focus area: Financial Strategy and Growth, Operations and Scaling, or Owner Transition and Practice Maturity. Luminary works as a senior thought partner through three structured working sessions, helping you evaluate tradeoffs and design sound structure. You receive a written strategic framework and a sequenced roadmap. Eight to ten weeks. From $15,000.
Learn more about the Advisory Engagment.​​​
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EXECUTIVE ADVISORY RETAINER
Ongoing executive-level counsel for a limited number of owners and leadership teams. A monthly advisory session, a written quarterly review, and access between sessions as decisions arise. Twelve-month term. Retained relationships follow a completed Diagnostic or Advisory Engagement and are limited in number. From $5,000 per month.
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Learn more about the Executive Advisory Retainer.
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WHICH ENGAGEMENT IS RIGHT FOR YOU?
If you are thinking "I am about to open, and I want someone who has done it to check my plan before I spend the money," start with Pre-Opening Advisory. Most owners begin with a Business Plan Review. Owners with capital committed, a physician relationship identified, a market chosen, and an opening within twelve months can engage Luminary for the whole pre-opening period. A year or so after opening, once there are real numbers to read, a Practice Diagnostic is the natural next step.​
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If you are thinking "the practice is busy but the numbers are not what they should be, and I cannot tell why," start with the Practice Diagnostic. It exists to answer that question.
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If you are thinking "I know the decision I have to make, and I want it made well," the Advisory Engagement is built for a single, defined decision. Pricing and service mix, a device purchase, a compensation model, a second location, or stepping out of the treatment room are the usual ones.
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If you are thinking "there is no single decision, there are six, and they all affect each other," that is the situation the Executive Advisory Retainer serves. It requires a completed Diagnostic or Engagement first, so both sides know the practice before committing to a year.
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If you are not sure, request a scoping call. Luminary will recommend the level of engagement that serves your interests, including no engagement at all if the situation does not call for one.
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WHAT MED SPA CONSULTANTS DO
Medical spa consultants advise owners of medical aesthetics practices on the business side of the practice: financial strategy, operations, staffing and compensation, growth decisions, and, at some firms, marketing and compliance. Most are paid by the practice; some are also paid by vendors whose products they recommend.
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Luminary works as an objective and unbiased business consultant to ownership, weighing in on the decisions that matter and providing practical insights from real owner-operators.
Financial and business strategy
Pricing and service mix, provider economics, capital allocation, cash flow, and growth pacing.
Operations and staffing
Patient flow, scheduling, capacity, role design, and compensation structure.
Regulatory and compliance guidance
Ownership structure, medical direction, delegation rules, and documentation, which vary by state.
Marketing and growth
Advertising, websites, patient acquisition systems, and sales training.
HOW MUCH DO MED SPA CONSULTANTS COST?
Most firms do not publish fees. The common models are monthly coaching subscriptions, percentage-of-revenue arrangements, hourly billing, and vendor-subsidized consulting that looks free because the consultant is paid on what you buy. Each of those makes the true cost hard to see in advance.
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Luminary's fees are fixed and published. Pre-Opening Advisory is from $5,000, the Practice Diagnostic from $5,000, the Advisory Engagement from $15,000, and the Executive Advisory Retainer from $5,000 per month. A Business Plan Review fee is credited in full toward Pre-Opening Advisory, and a Diagnostic fee toward an Advisory Engagement, when the next engagement begins within 60 days. Every fee is confirmed after the scoping call and before any work begins. None of them changes based on what you decide to buy or build afterward.
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OUR ADVISORY PROCESS
1. Scoping & Alignment
A scoping call clarifies objectives, the decision context, and which engagement fits. The fee is confirmed before any work begins.
2. Assessment & Analysis
Luminary evaluates structure, constraints, and tradeoffs using your data and your operating reality.
3. Advisory Dialogue
Structured working sessions with ownership focused on clarity and prioritization.
4. Synthesis & Guidance
Written and verbal guidance designed to inform action. The written deliverable is yours to keep and act on.
WHAT LUMINARY DOES NOT DO
Luminary's role is advisory by design. Luminary does not implement recommendations, manage teams, run operations, write manuals, train staff, provide marketing, select sites, source medical directors, or oversee vendors. Luminary does not accept referral fees, commissions, or any compensation from device companies, software vendors, agencies, or placement services. Advice that is paid for by someone other than the client is not advice. This boundary is what keeps Luminary's perspective independent and keeps responsibility for the business where it belongs, with the owner.
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