2027 Strategic Planning Workshop
Did 2026 Turn Out The Way You Planned?
You entered the year with goals, expectations, and a vision for your practice.
Did that vision become your reality?
If you achieved your goals, how can you build upon that success
and exceed them in 2027?
If you fell short, what needs to change so you don't repeat more of the same?
Different Results Require Different Actions.
YOUR 2027 PLANNING SESSION BEGINS IN:
Walk away with your 2027 Strategic Plan, a clear path for your first 90 days, and an introduction to the 7 Steps to 7-Figures & Beyond Business Model that successful MD Business Advisors clients have implemented.
Special Bonus: The first 10 businesses to purchase a ticket will also receive a private Executive Consulting Meeting with an MD Business Advisor.
Reflect
Think Back To The Beginning of 2026
You entered the year believing it could be your greatest year yet.
You had goals you wanted to achieve, changes you wanted to make, and a vision for what your practice—and your life—could become.
Perhaps you envisioned:
Greater revenue and profitability
A stronger, more accountable team
Better systems and fewer daily problems
Successful implementation of your best ideas
More time to lead instead of constantly reacting
Greater freedom to enjoy the business you built
Then the reality of running the practice took over.
Team challenges needed your attention. Daily problems became urgent. Important projects were started but never completed. The priorities that mattered most kept getting pushed aside.
You worked hard. You stayed busy.
But did all that effort move you closer to the vision you had?
Whether You Reached Your Goals or Fell Short, There Is Another Level
If you achieved your goals, celebrated your success—and then ask:
What could we improve to exceed our goals in 2027?
If the year did not unfold as expected, ask:
What got in our way, and what must change so we don't repeat it?
The gap between your vision and your current reality does not mean your vision is impossible.
It means you need a clearer path to reach it.
You do not need more disconnected ideas or another overwhelming list.
You need clarity about where you are going, confidence about what matters most, and a strategic path that turns your vision into action.
Imagine
What If You Entered 2027 Knowing Exactly What To Do Next?
Imagine beginning the year with:
A clear vision for your practice
Meaningful, measurable financial goals
Focused priorities instead of an overwhelming list
Leaders and team members who understand what matters most
A practical plan for turning ideas into action
A clear path for your first 90 days
Confidence that your daily decisions are moving you toward the business—and life—you want
Instead of reacting to everything that appears, you will have a strategic path to guide your decisions.
Instead of hoping 2027 will be different, you will have a plan to make it different.
The Business Model
Discover the 7 Steps to 7-Figures & Beyond Business Model
Sustainable growth does not come from one successful promotion, one new treatment, or one talented employee. It happens when the essential parts of your business work together.
During this event, Brooke and JR will introduce you to the 7 Steps to 7-Figures & Beyond Business Model—a proven model that successful MD Business Advisors clients have implemented to create stronger, more profitable, and more scalable practices.
You will discover how the right:
Structure
Creates clarity around your vision, goals, roles, and priorities
Systems
Make your practice more consistent, efficient, and less dependent on you
Strategies
Help attract guests, improve conversions, increase retention, and grow profitability
Solutions
Address the obstacles and recurring problems limiting your success
You will see where your practice is strong, where opportunities are being missed, and what needs your attention first.
This is not about adding more work.
It is about building the systems, structure, strategies, and solutions that allow your practice to grow without requiring you to carry the entire business.
Because the Right Business Model Does More Than Grow Your Practice.
It Sets You Free.
Score Your Practice
The 8 CEO Constraints to Growth
Every practice has a constraint that limits its growth. During the event, you will score your practice from 1 to 10 on each of these 8 CEO Constraints, identify the one holding you back most, and make it the focus of your 2027 Strategic Plan and first 90-Day Path.
Vision, Clarity & Strategy
Define your 3-year vision, your primary growth goal for 2027, and the priorities that will get you there.
Marketing, Branding & Differentiation
Clarify what makes your practice the clear choice and build a brand and marketing plan that consistently attracts the right guests.
Revenue, Sales, Retail, VIP & High-Ticket
Strengthen your consultation process, high-ticket conversions, retail sales, and VIP membership enrollment to grow revenue per guest.
CEO Leadership
Shift from working in your practice to leading it: make decisions, model your culture, hold people accountable, and stop being the bottleneck.
Technology & AI
Use your CRM, automation, and AI to capture every lead, reduce manual work, and free up your team.
Financial Management & KPIs
Know your numbers, including profitability, payroll-to-revenue, and the key metrics that drive better decisions.
Fulfillment, Reviews & Testimonials
Deliver a consistent guest experience and results that earn five-star reviews and powerful testimonials.
Team Hiring & Culture
Hire, train, and keep the right people, and build a culture that upholds your standards without you.
Deliverable One
Walk Away With Your
2027 Strategic Plan
This is not an event where you simply listen, take notes, and return to business as usual.
During these five focused hours, you will begin creating a practical plan that clarifies:
Your vision for 2027
Your financial and growth goals
Your most important priorities
The opportunities you want to pursue
The challenges that must be addressed
The results you want to achieve
The freedom you want your practice to provide
You will leave with a clear direction—not just more ideas to consider later.
Deliverable Two
Create Your Path for
the First 90 Days
A strategic plan only creates value when it leads to action.
Your 90-Day Path will help you determine:
The most important priority to address first
The specific outcome you want to achieve
The actions required to move forward
Who will be responsible
How progress will be measured
What should happen within the first 30, 60, and 90 days
You will leave with a clear direction—not just more ideas to consider later.
30
Days
60
Days
90
Days
No more trying to change everything at once.
No more wondering where to begin.
You Will Have a Path.
Your Ticket
Everything Included With Your Ticket
Five-Hour Live Online Planning Event
The 7 Steps to 7-Figures & Beyond Business Model
Your 2027 Strategic Plan
Your Focused 90-Day Path
One Complimentary MedSpa Biz University Training Module selected for your practice's needs
Complete Replay Access
Limited Bonus for the First 10 Businesses
Receive a Private Executive Consulting Meeting
The first 10 businesses to purchase a ticket will receive a private Executive Consulting Meeting with an MD Business Advisor.
Use this meeting to:
Strengthen your 2027 Strategic Plan
Refine your first 90-day priorities
Address your most pressing challenge
Identify potential obstacles
Gain clarity and confidence about your next steps
Only 10 Executive Consulting Meetings are available. Once they are claimed, this bonus will no longer be included.
Who It's For
Is This Event Right for You?
This event is designed for business owners and leaders who:
Are working harder but not seeing the expected progress
Have increased revenue without increasing profitability
Lead a successful practice that still depends too heavily on them
Need greater clarity, direction, and team accountability
Feel overwhelmed by competing priorities
Start important projects but struggle to complete them
Achieved their 2026 goals and are ready to exceed them
Want a simpler, more strategic path to growth
Want their business to provide greater freedom
Whether you need to get back on the right path or reach your next level,
this event will help you determine what comes next.
Meet Your Business Advisors
Brooke Bermingham and JR Burgess
MD Business Advisors
Brooke and JR help medical aesthetics, wellness, regenerative and longevity practices connect strategy with execution through financial planning, marketing, consultation conversion, recurring revenue, leadership development, team performance, implementation, and business systems.
They understand the challenges practice owners face because they work alongside these practices every day, from established med spas to growing regenerative and longevity clinics.
testimonial
Proven Strategies. Successful Practices. Meaningful Results.
FAQ
Frequently Asked Questions
Who should attend?
Owners and leaders if medical aesthetics, wellness, regenerative and longevity practices who are responsible for the practice's direction, growth, profitability, and performance. This event is for owners and leaders only; team members do not attend.
Is this only for practices that missed their 2026 goals?
No. If you achieved your goals, you will identify how to build upon that success. If you fell short, you will uncover what got in the way and create a stronger path forward.
What should I bring?
Helpful to have, but not required: your company values, mission statement, primary growth goal, 2026 year-to-date treatment and retail revenue, and VIP enrollment numbers. You will leave with a complete plan either way.
Will I create an actual plan?
Yes. You will work on your 2027 Strategic Plan and determine what your first 90 days should include.
Do I need to be an MBU member?
No. This event is open to members and nonmembers. MBU members receive special pricing, and qualifying members attend complimentary.
Will I receive a replay?
Yes. Your ticket includes complete replay access.
Your Vision Is Still Possible.
You may not need to reinvent your entire business.
You may simply need better structure, stronger systems, focused strategies, and practical solutions that help everything work together.
But nothing changes until you decide to change it.
Build upon what worked.
Change what did not.
Choose what matters most.
Give your leaders and team a clear direction.
And create a practice that grows without taking more and more from you.
It Is Time
To Create Your Path To Growth & Freedom.
Monday,
December 7, 2026
3–8 PM EST
Live Online
The Vision You Had For
Your Practice Is Still Within Reach.
Let's Create The Path That Will Take You There.
Live Online Event
2027 Strategic Planning Workshop
A Five-Hour Live Online Planning Event
for Medical Aesthetics, Wellness,
Regenerative and Longevity Practices
Monday, December 7, 2026
3–8 PM EST | Live Online
Your Investment
$499 Per Business
You do not need to be a MedSpa Biz University member to participate.
Registration closes December 6, 2026.
All registrations are nonrefundable.
Only 10 Executive Consulting Meetings are available.
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