The Practice Optimization Program

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

The Program Objectives include: Increase practice revenue and growth, Increase practice profitability, 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