How we work with you.

At Concierge Medical Consultants, we guide you through every stage of your transition to concierge care thoughtfully and efficiently. From strategic evaluation to in-person launch support, our process is built around your goals, your patients, and your success.

Our Five-Step Process

  • We begin by understanding what you want to achieve. Whether you're seeking more time, deeper patient relationships, or long-term sustainability, we tailor our recommendations to your personal and professional goals.

    • Market research & competitive analysis

    • Patient panel projections

    • Financial modeling & revenue forecasting

  • Next, we design a roadmap that aligns with your goals and safeguards compliance.

    • Tailored transition plan

    • Legal & regulatory guidance

    • Patient communication strategy

  • We prepare your team and systems to deliver a seamless patient experience.

    • Staff training & role alignment

    • Workflow optimization

    • Technology integration

  • We help you communicate your new model and enroll patients with confidence.

    • Branding & messaging support

    • Patient outreach campaigns

    • Enrollment presentations & materials

  • Even after launch, we remain a partner in your growth and success.

    • Patient retention strategies

    • Growth & expansion consulting

    • Continuous optimization

A Personal Approach.

Unlike other firms, we don’t use a one-size-fits-all model. We don’t want you to join a network. We tailor our process to your goals and work alongside you the whole way. You stay independent, but always unsupported.

Let’s Talk About Your Transition

We offer complimentary consultations to walk you through the process and help you explore what’s possible.

Schedule a Free Consultation