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Business and Practice Management

The Aesthetic Business Builder Symposium – Setting Up Your Practice for Success ($450 Separate Fee to Attend)

Thursday, June 26, 2025
9:30 AM – 4:30 PM PDT

The Aesthetic Business Builder Symposium - Setting Up Your Practice for Success ($450 Separate Fee to Attend)
9:30 am – 4:30 pm

Course Chair: Mike White

In the dynamic world of medical aesthetics having a clear vision is vital for long-term success. Unlock the full potential of your medical aesthetic practice with this comprehensive course designed for new or established practice owners looking to enhance business operations and strategic direction. Led by experts in business development, financial structuring, accounting, budgeting and forecasting, financial consulting, banking, practice operations, and more, this full-day course will deliver the resources and expertise to help you transform your practice into a thriving, efficient and profitable business. Whether you’re looking to refine your strategy, enhance your leadership skills, or master the financial aspects of your business, this course offers the tools and knowledge you need to succeed.

Course Schedule:

9:30 am – 11:00 am
Part I: Vision and Strategic Planning

Moderator: Mike White

What to Expect | Learning Objectives:

  • Gain insights from industry leaders on crafting a compelling vision and strategic plan that propels your practice forward.
  • Discover key performance indicators and metrics to track progress and adjust strategies.
  • Explore the essential relationship between operations and finance – understand the symbiosis and learn practical approaches to integrating the two for enhanced overall performance.

    Faculty / Presentations:
    Mike White: Operations and Finance: How Symbiotic do They Need to Be?
    Josh Swearingen and Mike White: What are You Building Towards?

    11:00 am – 12:00 pm
    Part II: Navigating Growth and Scaling in the MedSpa Industry: Key Considerations for HR, Operations and Financial Management

    Moderator: Mike White

    What to Expect | Learning Objectives:
  • Optimize payroll and staffing for growth and scalability in the medspa industry.
  • Enhance operational efficiency while maintaining service quality.
  • Focus on the critical financial metrics necessary for profitability and sustainability.
  • Learn from real-world examples of balancing HR, operations, and finance for optimal performance.
  • Understand how financial planning supports effective business scaling.

    Faculty: Jill Hasselmann; Josh Swearingen

    12:00 pm – 1:00 pm
    Lunch

    1:00 pm – 2:30 pm
    Part III: Employment and Leadership Team Matters

    What to Expect | Learning Objectives:
  • Learn best practices for recruiting and selecting individuals who possess key qualities and competencies needed in effective leaders and align with your practice’s vision and culture.
  • Acquire essential strategies for building and empowering an effective leadership team that drives organizational success, sustainable growth, and enhances workplace culture.
  • Understand the performance metrics that will help you evaluate the effectiveness of your leadership team and drive continuous improvement.
  • Receive best practices for addressing employment non-compete agreements and their impact on team dynamics and talent retention.
  • Understand the implications of different entity structures on leadership roles and responsibilities.

    Faculty / Presentations:
    John Fidler: Building Your Leadership Team
    Dykema: Legal Matters that Matter

    2:45 pm – 4:00 pm
    Part IV: Capital Markets – Getting Funding Isn’t Just about Private Equity

    What to Expect | Learning Objectives:
  • Explore various funding sources available beyond private equity.
  • Learn how to prepare and position your practice for investment opportunities by establishing a strong business model and financial health.
  • Understand what investors look for in a practice, including KPIs, growth potential and exit strategies.
  • Develop effective techniques to communicate your practice’s value proposition to potential investors.
  • Learn how to prepare for quality of earnings and tips to ensure success in getting your deal done.

    Faculty / Presentations:
    Mike White and Jamie Woollens: Getting Your House in Order
    Skytale: Why Investors Want to Buy Your Practice
    Faculty Panel Discussion – Panelists: Dykema; John Fidler; Jamie Woollens; Skytale; Josh Swearingen, Mike White