Engagement Models
Find Your Right Fit
Every practice is different. Compare our engagement models side by side to identify the partnership structure that aligns with your goals, timeline, and budget.
Discovery & Assessment
Clarity Before Commitment
Pricing
Fixed Fee
Timeline
2–4 weeks
Best For
- First-time consulting engagements
- Practices unsure where to start
- Pre-acquisition due diligence
- Baseline performance benchmarking
What You Receive
- Comprehensive practice assessment
- Gap analysis & opportunity identification
- Prioritized recommendations
- Implementation roadmap with timelines
- Financial impact projections
Ideal For
Any practice seeking an objective operational review
Implementation
Hands-On Transformation
Pricing
Project-Based or Monthly Retainer
Timeline
3–12 months
Best For
- Practices ready to execute a defined plan
- Revenue cycle overhauls
- Technology migrations & EHR optimization
- Operational restructuring
What You Receive
- Hands-on implementation support
- Process redesign & optimization
- Technology integration assistance
- Staff training & change management
- Weekly progress reporting
- KPI tracking dashboards
Ideal For
Practices with 2–10 physicians undergoing transformation
Ongoing Advisory
Sustained Partnership
Pricing
Monthly Subscription
Timeline
Ongoing
Best For
- Post-implementation optimization
- Advisory C-suite leadership needs
- Continuous performance monitoring
- Strategic planning & growth advisory
What You Receive
- Regular strategic advisory sessions
- Performance monitoring & reporting
- Continuous optimization recommendations
- Priority access to consulting team
- Quarterly business reviews
- Board & partner meeting support
Ideal For
Practices seeking ongoing executive-level guidance
Strategic Projects
Outcome-Aligned Engagement
Pricing
Value-Based
Timeline
Varies by project
Best For
- M&A transactions & practice sales
- Major technology implementations
- Practice turnarounds
- New location or service line launches
What You Receive
- Transformation strategy development
- Full project management
- Measurable outcome tracking
- Success-aligned incentives
- Stakeholder communication management
- Post-project transition support
Ideal For
Practices pursuing high-stakes strategic initiatives
At a Glance
Quick Comparison
Key dimensions across all four engagement models.
Discovery & Assessment | Implementation | Ongoing Advisory | Strategic Projects | |
|---|---|---|---|---|
Pricing Structure | Fixed Fee | Project-Based or Monthly Retainer | Monthly Subscription | Value-Based |
Typical Timeline | 2–4 weeks | 3–12 months | Ongoing | Varies by project |
Investment | Fixed project fee | Monthly retainer or project scope | Tiered monthly subscription | Value-based with outcome alignment |
Ideal Practice | Any practice seeking an objective operational review | Practices with 2–10 physicians undergoing transformation | Practices seeking ongoing executive-level guidance | Practices pursuing high-stakes strategic initiatives |
| Deliverables | 5 included | 6 included | 6 included | 6 included |
Pricing Structure
Typical Timeline
Investment
Ideal Practice
Decision Guide
Not Sure Where to Start?
Most practices begin with a Discovery Assessment. It's a low-risk way to gain clarity before committing to a larger engagement.
"We need an objective evaluation"
Start with Discovery & Assessment. You'll receive a comprehensive roadmap with no obligation to continue.
→ Discovery"We know what needs fixing"
Move directly to Implementation. We'll execute a defined plan alongside your team with measurable milestones.
→ Implementation"We need ongoing executive guidance"
Ongoing Advisory provides embedded C-suite leadership scaled to your practice's evolving needs.
→ Ongoing AdvisoryReady to Begin?
Let's Discuss Your Practice
Schedule a complimentary discovery call. We'll help you determine which engagement model best fits your practice's needs and goals.