The Practice Optimization Program

The Practice Optimization Program was developed working with TOP Advisors, Business Owners and Leadership who have the desire to accelerate growth, scale and/or sell their business.

Program Objectives:

  • Increase practice revenue and growth

  • Increase practice profitability

  • Increase operational efficiency

  • Increase staff teamwork and motivation

  • Improve quality of life and balance

  • Build a referral system

The Practice Optimization program includes: 

  • A review of all current processes and procedures with an open and objective eye to pinpoint areas for opportunity and development.

  • Personal Strategic Plan

  • Business Assessment Process

  • Team Assessment includes individual assessments, collaboration and team reports.

  • An organized and detailed implementation plan.

  • Personal Development program© for team members

  • Optional Services:

    • Levelbreaker Coaching© for implementation support

    • Job modeling for selecting and/or promoting the right team members.

    • Retained Priority Search

    • Individual and Team Development

    • Candidate Assessment

For more information give us a call at (434) 434-0682 or Download a POP brochure pop-brochure.pdf