1. You choose the scope
One problem or the whole practice. Remote by phone and video, or on site. A 30-day diagnostic, a focused engagement, or ongoing advisory. You decide what you are buying; I do not bundle in what you did not ask for.
FEES AND INVESTMENT
Let's talk about the cost. Most firms won't.
Advisory websites rarely say a word about fees. Owners are left to assume the worst. I would rather be clear: how my fee is set, what moves it, how you can pay it, and how to judge whether it pays you back.
WHAT I LEARNED FROM MY FIRST PROPOSAL
A practice owner told me my price was out of their budget. I listened.
I had written a full on-site diagnostic for a multi-doctor practice, the way I would have scoped it for a corporate region. It was a good plan. It was also more than that owner was ready to spend on a firm they had just met. They were right to say so.
That conversation changed how I quote. I no longer start from the largest engagement and work down. I start from what the owner wants fixed, what the practice can comfortably invest, and what the fix is worth, and I build the fee from there.
My pledge: I will work out an agreement with you, the owner, at a price your practice can afford for the services you choose. Payment plans, monthly retainers and phased work are all on the table.Patrick Gibson, Founder
How the fee is set
Three things, agreed with you before anything is signed.
2. The fee fits the practice
Fees are scoped to the size and complexity of your practice: number of doctors, locations and the depth of work you want. A single-doctor practice is not quoted like a six-location group.
3. It is fixed, in writing, within 48 hours
After the discovery call you get a written proposal with scope, deliverables, timing, the fee and the payment plan. No hourly billing. No hidden fees. No surprises on the invoice.
What moves the fee up
- On-site days in the practice (quoted as one flat travel fee)
- Several locations or a franchise system
- Team training sessions and workshops
- A longer engagement with monthly reviews
What keeps it down
- Remote work from your reports and KPIs
- Starting with one focused problem
- Phasing the work over several months
- Half of a Diagnostic fee credited toward advisory within 30 days
THE ROI QUESTION
Is it an expense, or an investment?
Here is the math I show owners on the discovery call, using one example. A practice doing 500 exams a month at a 40% capture rate sells eyewear to 200 patients. Move that to 50% and it sells to 250. At a $225 average sale, the difference is:
+50eyewear sales a month
+$11,250revenue a month
+$135,000revenue a year
Same patients. Same doctors. Same rent. My proposal shows my fee beside that number for your practice, so the decision is about return, not cost. If the math does not work for you, I will tell you so on the call and we both save the time.
Illustration only, using round figures. Your result depends on your practice and your team's execution. Career results on this site are from my operating roles, not LuxeVista Advisory Group client engagements, and are not a promise of future performance. Run your own numbers with the Capture Rate Calculator.
Ways to pay
Pick the structure that fits your cash flow. All three are offered on every proposal.
Fixed fee
Diagnostic and focused engagements
One agreed fee for a defined scope and deliverable.
- 50% at signing, 50% at delivery of findings
- Invoiced through QuickBooks; pay online by card or bank transfer
- Half the Diagnostic fee credited toward advisory signed within 30 days
Payment plan
Spread the fee
For practices that want the full engagement without the full outlay up front.
- Fee split across the months of the engagement
- Agreed in the proposal, no financing charge
- Work begins at the first payment
Monthly retainer
Ongoing advisory
A predictable monthly fee for a monthly review, coaching and KPI tracking.
- Billed monthly in advance, month to month
- Commit to six months and save 10%
- Scale up or down as the practice needs
What I promise on every fee
- You know the full price before you decide. Always.
- No hourly billing and no open-ended invoices.
- If a smaller engagement will solve your problem, I will recommend the smaller one.
- If I do not think I can return more than I cost, I will say so on the call.
- The agreement is written so you can run the plan yourself when we are done.
- You work with me, not a junior associate billed at my rate.
LET'S DISCUSS THE PLAN THAT WORKS FOR YOU
Tell me what you want fixed. We'll find the plan and the price that work for your practice.
A free 30-minute phone call. You talk, I listen. If there is a fit, you will have a written proposal with the fee and payment plan within 48 hours. If there is not, you will know that too.