Med Spa Advisory Retainer
STRATEGIC ADVISORY FOR MEDICAL AESTHETICS AND WELLNESS PRACTICES
THE EXECUTIVE ADVISORY RETAINER
The Executive Advisory Retainer is for owners navigating continuous, interdependent decisions. Financial decisions affect operations. Leadership choices affect culture. Market dynamics affect capital allocation. When the decisions stop arriving one at a time, an episodic engagement leaves gaps in context and continuity. The retainer closes them.
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Luminary serves as an independent med spa strategic advisor to ownership for a twelve-month term: a monthly advisory session, a written quarterly review, and access between sessions as decisions arise. Retained relationships are limited in number and follow a completed Practice Diagnostic or Advisory Engagement. From $5,000 per month.
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WHY RETAINED ADVISORY
The value of a retained relationship lies in continuity and trust rather than in activity. Over a year, Luminary comes to understand the full system of the practice, provides consistent perspective across decisions, helps ownership avoid compounding structural mistakes, and supports leadership through growth, transition, or uncertainty. Second-order consequences get anticipated before they become problems. Themes that only show up across several months get named.
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Retained advisory also gives an owner something most do not have: a person outside management and outside the vendor relationships whose only interest is the quality of the owner's decisions.
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HOW THE RETAINER IS STRUCTURED
WHO THIS IS FOR
The retainer is appropriate for owners and leadership teams who are operating at a level of sustained complexity, who face recurring high-stakes decisions rather than isolated challenges, who value continuity of perspective and institutional memory, and who want a trusted, independent advisor outside of management and vendors. Owners navigating growth, a second or third location, an ownership transition, or organizational maturity are the usual fit.
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The retainer follows a completed Diagnostic or Engagement so that both sides know the practice before committing to a year. That prior work is also what makes the first monthly session productive rather than introductory.
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WHAT THE RETAINER IS NOT
The retainer is advisory. Luminary is not a fractional executive, is not on call for operations, and does not oversee vendors, manage staff, or implement decisions. Owners looking for a fractional chief financial officer, a practice manager, or day-to-day operational support are better served elsewhere, and Luminary will say so in the scoping call. When work arises that goes beyond counsel, such as a full pricing redesign or a second-location plan, it is scoped as an Advisory Engagement so the retainer stays what it is.
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INVESTMENT AND AVAILABILITY
From $5,000 per month for a twelve-month term, billed monthly. Retained relationships are limited in number so that each one receives the attention it requires. Inquiries are accepted when a place is open, and owners who complete a Diagnostic or Engagement are told at the readout whether one is available.
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