Disclaimers

Please read this once. It applies to every page of this library, the sample client area, the calculators, and anything you download from it.

Educational material only

This library is general education for medspa owners and their teams. It is not tax, legal, accounting, medical, investment, lending or insurance advice, and it is not a substitute for advice from a licensed professional who knows your facts. Benchmark Advisors is a business advisory firm; we are not a law firm, a CPA firm, a medical practice or a registered investment adviser, and nothing here creates a client relationship with anyone.

No promise of results

Examples of savings, revenue, margins, valuation ranges, membership counts and every other figure are illustrative. They describe how the arithmetic works, not what will happen at your clinic. Past client outcomes mentioned on this site are rounded, shared with permission, and are not a promise that any other clinic will see the same. Any scenario, projection or valuation range is a scenario, not a forecast.

The sample clinic and sample data

Harbor Aesthetics is invented. Its financials, providers, patients and results do not describe any real business. The sample client area, the sample scorecard and the sample dashboard use invented figures to show layout and method. Client screenshots in the library show software layout and account structure only; no balances, bank details or patient information appear.

State law and compliance

Ownership of medical practices, who may perform which treatment, supervision, good faith exams, advertising, sales tax, employment classification and many other rules differ by state and change over time. Examples in this library use California unless stated otherwise. Our state map and any compliance check we perform are starting points for a conversation with your healthcare attorney and your state board; they are not legal opinions and we do not guarantee their completeness or currency.

Patient information

Nothing in this library asks for, and you should never enter into it, any information that identifies a patient. Guidance on texting, automation, AI tools, reviews and marketing is general; your obligations under HIPAA, state privacy law and your professional rules are yours, and the tools you use should be covered by the agreements those rules require.

Calculators and tools

The funnel calculator, the EBITDA builder, the valuation slider and any other tool here run simple arithmetic on the numbers you enter. They store nothing on our servers, make no assumptions about your clinic beyond what you type, and produce illustrations, not advice.

Sources and third parties

Links to third party sites, and screenshots of them, are provided for attribution and further reading. We do not control those sites and are not responsible for their content or its accuracy after the capture date shown on the sources page. Product, company and platform names belong to their owners; no endorsement by them is implied. Figures quoted from industry reports and M&A advisors are those sources' figures, and several of those sources benefit when owners believe multiples are high.

Deal experience

References to healthcare transactions Nate LaBombard advised on describe work performed as an investment banker at prior firms. No client, counterparty or transaction is identified, and no outcome is promised for any future engagement.

Accuracy and changes

We try to keep this library accurate and current. It will contain errors and it will go out of date. If something here matters to a decision, confirm it with your CPA, your attorney, your lender or your state board before acting. Content may change without notice.

Questions

If anything here is unclear, ask. Questions are how we improve it. Text or email Benchmark Advisors and we will reply within one business day.

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