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Planning a Startup

A structured path for operators planning to open a new clinic from scratch. Read in order to build the financial planning understanding required to fund and launch a practice that survives the early period.

If you're considering opening a healthcare practice in the next 12-24 months, this path covers what you need to plan the financial side properly. It moves from understanding the cost structure, through the financing approach, into the cash flow realities of the early period, and ends with the operational discipline that determines whether the practice survives the ramp.

Sequenced Reading

The path, in order

Step 01

The Four Numbers Every Clinic Startup Needs

Start here. The four core numbers any clinic startup plan must establish: total project cost, working capital reserve, monthly break-even revenue, and the equity-to-debt structure. The framework that anchors everything else.

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Step 02

The Three Capital Stack Structures Most Clinic Startups Use

How startup capital is typically assembled across equity, commercial debt, and equipment financing. The three patterns most healthcare practice startups use, with the trade-offs of each.

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Step 03

How to Think About Working Capital for a New Healthcare Practice

Working capital is the most commonly underestimated requirement in clinic startups. How to size it properly, what it covers, and why it determines whether you survive the ramp period.

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Step 04

The First 90 Days: Cash Flow Reality for a New Clinic

What the first three months actually look like financially. Patient acquisition delays, insurance receivable timing, and the gap between revenue earned and cash received that catches new operators off guard.

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Step 05

The Cash Flow Stress Period: Months 4-6 in a New Clinic

After the initial honeymoon and before steady-state. The period when working capital is most likely to run thin and operational discipline matters most.

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Step 06

Ramp Curves in New Healthcare Practices: General Patterns

How revenue actually builds month over month in a new practice. The S-curve patterns by specialty and the planning implications of realistic ramp expectations.

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Step 07

Year One Profitability: What a New Clinic Should Realistically Expect

The honest year-one profitability picture. What gross revenue, EBITDA, and owner draw should look like by the end of the first year, and why.

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Step 08

Location Analysis for an Independent Clinic

How to evaluate potential clinic locations financially. Demographics, competition, lease economics, and the tradeoffs between location quality and rent burden.

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Step 09

Commercial Lease Clauses That Matter for Healthcare Clinics

The lease clauses that affect long-term practice economics. Renewal options, exclusivity clauses, demolition clauses, and provisions that protect the practice from landlord changes.

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Step 10

Rolling 13-Week Cash Flow Management for Clinic Operators

The cash flow forecasting discipline that distinguishes practices that survive from those that struggle. How to build and maintain a rolling 13-week forecast.

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Specialty-Specific Guidance

Need specialty-specific resources?

The path above covers universal financial planning concepts. For specialty-specific startup costs, revenue benchmarks, and operational dynamics, the specialty resource pages cover dental, medical aesthetic, audiology, optometry, physiotherapy, mental health, and general medical practice in depth.

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After You've Read the Path

Three tools for the planning path

Once you've worked through the path, the Clinic Cost Estimator helps you model your specific project costs. The Capital Structure Tool models financing scenarios. The Profitability Calculator models monthly economics across capacity scenarios. Use them in sequence to develop a defensible plan you can bring to a lender.

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