Practice 360 · Preview

Belen
Aesthetics

A diagnostic preview from Moxie — built from your P&L, balance sheet, and supply orders. Designed to show you what a full Practice 360 would look like for your business as you move into your new location.
Prepared for Hannah Carney & Kara Pavlovsky  ·  by Rebecca Besch  ·  May 2026  ·  Confidential
01
Data
We pull your operational, financial, and patient data into one view.
02
Benchmarks & Trends
We compare you to peer practices and your own trend over time.
03
Goals & Pain Points
We anchor the diagnostic on what matters most to you.
04
Insights
We surface where money sits, where risk lives, where you're winning.
05
Actions
Each insight becomes a quantified, sequenced lever — owned and tracked.
06
Impact
Quarterly reassessments measure what changed and what's next.
Practice 360 · Moxie Partners, Inc.Slide 1 of 6 · Confidential
What is Practice 360?

A standing diagnostic engine across five pillars —
run with your Practice Success Manager, every quarter.

We pull your operational, financial, and patient data into one view, score five pillars against peer benchmarks, and turn each finding into a quantified action. Then we run it again every quarter — so you always know where the next dollar of margin lives.

01
Workflows & Compliance
We look at: No-show rate, rebook at checkout, SOP coverage, GFE and charting compliance, lead response time, and the full patient-journey leakage at every stage.
02
Team & Leadership
We look at: Per-provider revenue, AOV, utilization, rebook, and revenue per hour · revenue-share trends · owner clinical hours · KPI dashboards and compensation structure.
03
Patient Acquisition
We look at: New patients per month, full lead-to-patient funnel, cost per lead, first-visit AOV, marketing as % of revenue, and channel mix across Google, Meta, SEO, email, events, and community.
04
Patient Retention
We look at: 12-month return rate, 180-day retention, rebook at checkout, active members and MRR, retail % of service revenue, lifetime value, and visits per patient per year.
05
Financials & Profitability
We look at: Revenue trend, COGS, payroll, marketing, rent and G&A, EBITDA, gross-to-net discount drag, service mix, and service-level margins.

What you get out of it

  • 5-pillar scorecard with Moxie portfolio peer benchmarks
  • Quantified levers — each with monthly $ impact
  • Revenue waterfall from today to your 3-year goal
  • 30 / 60 / 90-day roadmap with named owners
  • Standing PSM partner who knows your practice end-to-end
  • Quarterly reassessments — so the plan keeps pace with reality
Practice 360 · Moxie Partners, Inc.Slide 2 of 6
First Look · From Your P&L

A strong financial foundation —
and one quick win we can deliver Day 1.

Day-1 Win · Galderma Pricing
$12,307 saved on the 3 orders we reviewed · ~$80–120K / year projected
OrderItemsBelen PaidMoxie PriceSavings%
04/10/2026Restylane-L · Dysport 300$19,080$17,143$1,93710.2%
03/25/2026Restylane-L · Sculptra$8,302$7,194$1,10813.3%
05/12/20257 Restylane variants · Dysport · Sculptra$57,836$48,574$9,26216.0%
Across observed orders$85,218$72,911$12,30714.4%
Revenue Trajectory
$1.96M → $3.12M → $3.4M
2024 → 2025 (+59%) → 2026 run-rate. You scaled fast and held it.
Net Margin
39%
Top-decile for medspas (benchmark: 10–15%). You run a clean business.
Self-Funded Expansion
Debt-Free · $635K Cash
Loan interest fell $17K → $1.5K → $0. The new location can be funded from the balance sheet.
Marketing Spend
0.22% of Revenue
Benchmark is 5–8%. Word-of-mouth has carried you — a real lever for the new location, with the right ROI.
Practice 360 · Moxie Partners, Inc.Slide 3 of 6
SAMPLE DATA — NOT BELEN · Pillar 2 · Team & Leadership Yours would show your providers.

You've built a talented team — the next step is giving them
the structure to perform independently.

Provider Rev (Dec) Appts Rev/Appt Util. Rebook Rev/Hr Strength
Provider A$72K58$1,24148%48%$758Highest AOV
Provider B$52K82$63465%45%$400Best utilization
Provider C$38K65$58558%35%$317Device training opp
Provider D$31K95$32668%38%$221Highest volume
Total$193K300$64358%42%$398
Provider A · 37%
Provider B · 27%
Provider C · 21%
Provider D · 15%

Key Insight

Provider A's $758/hr shows exceptional clinical value — but at 48% utilization, half their capacity goes unused. Provider B at 65% utilization is actually the best-leveraged asset. Provider C has plateau'd at ~20% share for 6 months — device certification + $45K target = +$10K/mo.

For Belen: Once we plug into your EMR, this is the analysis we'd run for Hannah, Kara, and your two non-owner providers — with revenue-per-hour, utilization, and rebook rate side-by-side. It's how we'd answer "what breaks when an owner takes a week off."
Practice 360 · Moxie Partners, Inc.Slide 4 of 6
SAMPLE DATA — NOT BELEN · Revenue Bridge · Current → 3-Year Target Your levers would recompute against your $3.4M base.

10 specific levers bridge $120K/month —
9 of them require zero new hires.

$180K $200K $250K $300K $185K Current +$14K Rebook +$8K Show rate +$9K Discounts +$13K Retail +$7K Google Ads +$7K Membership +$5K Win-back +$10K Provider C +$6K COGS +$42K New provider $305K Target
LeverMonthlyAnnualAssumption
Rebook checkout 42% → 70%+$14,280+$171K84 rebooks × $170 avg
Show rate 82% → 92%+$8,400+$101K30 recovered appts × $280
Reduce discounts 29% → 24%+$8,500+$102K5pp on $3.14M gross
Retail ratio 5% → 12%+$13,000+$156KStaff training, checkout upsell
Launch Google Ads+$6,500+$78K13 net new patients × $500 first-visit
Membership to 75 members+$7,400+$89K37 net new × $200/mo MRR
Win-back 320 lapsed patients+$4,800+$58K16 reactivated × $300
Provider C ramp → $45K/mo+$10,000+$120KDevice certification + targets
COGS stabilize 28% → 25%+$5,550+$67KSupply budget + tracking
Add provider #5 (NP, 60% utilization)+$42,000+$504K$70K capacity × 60%
Total Addressable+$120K+$1.45MRun-rate $305K/mo → $3.67M annualized
For Belen: Every lever recomputes against your $3.4M base · new-location levers added on top.
Practice 360 · Moxie Partners, Inc.Slide 5 of 6
What P360 with Moxie looks like for Belen

Your wish list, in one platform —
plus a partner who runs it with you.

What happens when you join Moxie

  • Stage 1 · LaunchOnboard & agree. Contracts signed. EMR migration begins. Pharma accounts unified — Galderma savings live Day 1.
  • Stage 2 · Weeks 2–3Meet your PSM & prepare. Dedicated Practice Success Manager assigned. Data pipelines wired. Goals + pain points captured.
  • Stage 3 · Quarter 1Establish PSM relationship + initial deep-dive P360. Full scorecard, quantified levers, 30/60/90 plan — built from your data, not someone else's.
  • Stage 4 · Quarter 2 and beyondReassessments. Action-plan tracking. Impact tracking. Your PSM keeps the engine running.
What you needMoxie delivers
"Day in a Glance" reportingMoxie EMR + embedded reports
Better systems for scalingMoxie Playbooks — SOPs, role maps, scaling templates
Automated reporting & KPI dashboardsNative to the Moxie EMR — we have it
Integrated payrollMoxie Payroll + commission engine
Better Galderma pricing$12K saved on 3 orders · ~$80–120K / year projected
Marketing tools when you're readyMoxie Marketing Services — campaigns, attribution, ROI
Operational supportStanding Practice Success Manager · quarterly P360
Want to walk through the full P360 once you're a member?
Becca will follow up to schedule.
Becca · Moxie becca@joinmoxie.com
Practice 360 · Moxie Partners, Inc.Slide 6 of 6 · Confidential