This is your document. Fill it in with your own words. There are no right or wrong answers. Only what is true for you.
Your Name
Practice Name
Date
The last two days we were in the engine room. Numbers, time, where money is leaking. Today is different. Today you design what this practice looks like when it is working for you, not the other way around. Fill in your honest answers as we go. We will read them back together at the end.
1
Freedom Snapshot
Where You Are Heading
Fast forward 24 months. Things have gone well. Fill in what that looks like. Be specific. These are your targets.
What we are building toward
Your target
Revenue target
Net margin
Clinical days per week
Your role
Exit timeline
2
The Opportunity
What We Found
Fill in the numbers we worked out together on Days 2 and 3.
From the opportunities we found in Days 2 and 3
From stepping back from the day to day
3
Emotional Anchor
The Real Reason
Most important section of the day. Take your time.
If this works
When the practice runs without you and the time is yours again, what does that make possible? Not financially. Family. Health. What you have been putting off.
If nothing changes
If nothing changes, same clinical days, same dependency, same pressure, what does that cost you? Not in money. In your life.
4
Freedom Statement
Say It Out Loud
Complete the sentence. Then say it out loud. This is the document you take from this week.
Your Freedom Statement
Fill in the blanks. Say it out loud. If the numbers feel off, adjust them until they feel true.
"In 24 months, my practice will be doing
per year at
net margin. I will work
per week clinically. And I will have the option to sell or step back without my income dropping."
The personal version
What are you doing on the days you are not in the chair?
5
What Comes Next
Day 5. The Decision Day.
Tomorrow is Day 5. Michael brings together everything from this week. The numbers, the time, the statement you just wrote. He shows you clearly what the path from today to that future looks like. Come ready to make a decision.
Your Freedom Statement
Complete your Freedom Statement above and it will appear here.
File → Print → Save as PDF. Set margins to Minimum for best layout.