Strategic Business Planning & Medical Practice Consultation

Our Consulting Components

(The 4 Pillars)

The modern healthcare landscape is shifting from simple private practices to complex healthcare enterprises. At COMS, we bridge the gap between clinical care and business sustainability, ensuring your practice isn't just treating patients, but building a legacy.

Market Analysis
Deep dives into your local healthcare landscape and competitor density to identify your competitive advantage.
Financial Forecasting
Professional pro-forma statements, break-even analysis, and data-driven capital expenditure planning.
Governance & Setup
Solidifying your foundation with partnership agreements, succession planning, and clear organizational charts.
Growth Strategy
Identifying opportunities for new service lines, such as integrating a physical therapy wing into an existing orthopedic practice.

Tailored Support for Your Unique Business Needs

From clinical startups to established healthcare enterprises, we provide the strategic business planning and operational oversight needed to scale. Our experts help you optimize clinical workflows and integrate professional medical billing to ensure your practice remains both profitable and sustainable.

For New Startups

Launching a new clinic? We create the pro-forma plans and business roadmaps you need to secure bank loans and open your doors.

For Expanding Groups

Ready for more? We manage the operational complexities of practice mergers and the strategic setup of new satellite locations.

For Busy Practices

High volume but low profit? We audit your workflows to bridge the gap between a busy waiting room and your bottom-line results.

Kelly Payette, MBA

Co-Founder and Chief Executive Officer

Lesly Dalton

Chief Operating Officer (COO)

Plans Crafted by Industry Leaders

Generalists don't write our business plans. They are crafted by Kelly Payette and Lesly Dalton, who provide the operational and clinical perspectives necessary to ensure your plan is functional in a medical setting.

Frequently Asked Questions

A successful plan must include detailed financial pro-formas and market analysis; COMS develops bank-ready business plans for new specialty clinics.

Small to mid-sized healthcare practices, specialty clinics, and growing medical offices benefit the most. These services are especially valuable for practices looking to scale, improve billing efficiency, or fix revenue cycle issues.

Banks require professional financial projections; COMS (Complete Management Solutions) assists physicians in building the data sets needed for successful loan approval.

Efficiency is key in the early stages; COMS advises on "lean" staffing models that scale as patient volume increases.

We perform ROI analysis on technology; COMS helps doctors determine if leasing or buying equipment provides better tax and operational advantages.