Ways to work with LOFT
Three ways to work with LOFT Advisory
Every engagement follows the same framework, scoped to where you are and what you need next.
Full Practice Launch
A full-scope advisory engagement for providers building a new independent practice.
We work through the complete LOFT Practice Blueprint together — from initial vision and financial feasibility through formation, funding, operations, launch, and growth. This engagement includes all five stages of the LOFT Practice Blueprint and the 14 phases of practice development within them, giving you a structured path from first idea to a fully functioning practice.
Along the way, we don't simply tell you what needs to be done. We help you build it. You will receive the customized plans, financial tools, worksheets, templates, policies, operating resources, and other deliverables developed throughout the process, so you have what you need to open your practice and to run it with confidence.
- All 5 stages of the LOFT Practice Blueprint
- All 14 phases of practice development
- One-on-one strategic guidance throughout the entire process
- Customized worksheets, templates, and planning tools
- Financial modeling and business planning resources
- Operational, staffing, compliance, pricing, and launch deliverables
- Marketing and patient acquisition planning
- Ongoing guidance through launch and the first 90 days of opening
Modular Advisory
For providers who need focused support.
Modular Advisory is designed for providers who do not need a full practice launch but want experienced guidance in one or more specific areas. You can engage LOFT for a single phase of practice development or combine several phases based on where you are and what needs attention.
The work is scoped around the decisions in front of you. That may mean evaluating feasibility, strengthening financial or operational systems, preparing for growth, or working through a specific challenge. You receive focused advisory support and practical deliverables without committing to a broader engagement than you need.
- Vision, model & feasibility strategy
- Business formation & legal setup guidance
- Funding & capital strategy
- Branding & marketing foundation
- Financial infrastructure setup
- Regulatory & compliance guidance
- Operations design
- Office selection & build-out guidance
- Technology & equipment selection
- Staffing & human resources development
- Pricing strategy
- Marketing & launch planning
- Patient acquisition & retention strategy
- Ongoing financial operations
Ongoing Partnership
For established independent practices.
Ongoing Partnership is a long-term advisory relationship for providers who want continued strategic support as their practice evolves. Rather than focusing on a defined launch or project, the engagement is shaped around the ongoing decisions, opportunities, and challenges that come with owning and leading an established practice.
LOFT Advisory stays involved as a strategic partner, helping you review performance, think through growth decisions, strengthen operations, and evaluate what comes next. The scope can shift over time as the needs of the practice change, giving you experienced support without having to start a new engagement each time a new question arises.
- Ongoing financial and performance reviews
- Monthly Key Performance Indicator (KPI) tracking and strategic review
- Growth planning for additional providers
- New service lines and ancillary revenue evaluation
- Location and expansion planning
- Patient acquisition and retention strategy
- Technology and operational optimization
- Long-term strategic planning
Pricing reflects typical engagement scope and may be adjusted based on specialty, market, and practice complexity. LOFT Advisory does not accept vendor commissions, referral fees, or incentives for recommending particular products or services.
Let's start the conversation.
A complimentary consultation, no obligation. We'll assess your current needs and identify the most practical next step.