Patrick has a strong record of results and building high performance teams. I would characterize Patrick’s leadership mentality with the mantra, “If better is possible, good is not enough.”
FOCUSED ENGAGEMENT · FIXED FEE
Practice Forecasting
“You see the numbers at month end, after it is too late to act.”
This is one of eleven single-problem engagements. One problem, one deliverable, one number we watch. Priced reasonably for your practice and agreed with you in writing before we start. How fees are set →
- The problem
- You see the numbers monthly, after it is too late to act.
- You get
- A twelve-month forecast for exams, revenue and labor, reviewed with you each month.
- We measure
- Forecast against actual, monthly.
Miami, Florida · 2015
A practice whose KPIs ran below average. From my office it looked like an absentee owner. I flew in. The owner was present every day and needed support, not pressure. We built the plan together and worked it in the practice; ninety days later it was beginning to exceed standards. The owner never made the call for help. The changes were worth thousands of dollars a month.
What a fix is worth. Seeing a 10% exam shortfall in week two instead of at month end gives you three weeks to fill the book instead of a month to explain it.Illustration only, using 300 exams a month and a $280 average eyewear sale. Run your own numbers in the Capture Rate Calculator or Value Calculator.
How the engagement runs
Week 1: a 20-minute call, then your reports. Weeks 2–3: I work the problem with you and your team, remote by phone or video, or on site. Week 4: the deliverable above, in writing, with the number we watch and who owns it. Then you run it, with monthly advisory if you want me beside you.
Other problems owners bring me
LuxeVista Advisory Group provides business advisory services only. Results described were achieved in an operating role or in client engagements and depend on each practice’s execution; they are not a guarantee of future results.