● Resources ●
The Guidestone Archive
Practical, sourced guidance on the business of running a practice — revenue cycle, staffing, compliance, growth, and transitions.
Practice Owner Toolkits
Twelve benchmark-driven worksheets, checklists, scorecards, and Excel templates - built from the same published data (MGMA, AAFP, HFMA, CMS) we use in engagements. We will email your copy plus a couple of related briefings.
Overhead Benchmark Worksheet
Put your P&L next to published specialty benchmarks, line by line, and find exactly where the gap is.
Financial Health Checklist
Thirty yes-or-no questions across reporting, revenue cycle, staffing, controls, and compliance. Score your practice in twenty minutes.
Fractional Executive Readiness Scorecard
Fifteen statements, ten minutes: do you need a consultant, a fractional COO/CFO, or neither yet?
Five-Report Monthly PackExcel
Excel templates for the five reports every owner should read monthly - P&L vs. budget, A/R aging, revenue cycle, production, cash - with benchmark verdicts built in.
Payer Contract Red-Flags Worksheet
Inventory every contract, check the seven red flags, and walk into the renegotiation with your own data.
Internal Controls Self-Audit
Twelve controls that stop embezzlement, checked in an hour. Every unchecked box is an open door.
Practice Startup BudgetExcel
Excel budget for a launch: one-time costs, monthly operating, working capital reserve, and the credentialing timeline that decides your opening date.
Practice Acquisition Checklist
Buying a practice, or buying in? The full due-diligence list: financial, legal, and operational, before money moves.
Selling Your Practice
How buyers actually price a practice, what moves the multiple, and the multi-year preparation that pays off either way.
PE Offer Evaluation Checklist
Twenty questions to answer before responding to the letter: EBITDA definition, post-close comp, rollover equity, control terms, and your real alternative.
GUIDE Model Economics Worksheet
Tier rates, the month-seven payment cliff, respite dollars, and the billing rules that cause denials.
Your Specialty Benchmark Card
Five numbers every owner in your specialty should be able to state - on one page. Pick your specialty.
Global Obstetric Billing and Where the Revenue Leaks
Global obstetric billing explained: how the CPT 59400 and 59510 package works, where antepartum documentation gaps cost you money, and what to audit first.
The Economics of an E/M-Heavy Neurology Practice After the Office Visit Changes
Neurology coding accuracy after E/M guideline changes: how G2211 works, what the 2026 fee schedule does to office visit revenue.
Direct Primary Care and Membership Conversion Economics
AAFP: average DPC panel 413 patients, physician income $288,779. The revenue bridge math for transitioning a family practice to a membership model.
Seven Red Flags Hiding in Your Managed Care Contracts
A managed care contract review guide for physicians: seven red flags, from unilateral amendment clauses to silent PPO language, and how to push back.
GUIDE Quality Metrics, the Performance-Based Adjustment, and the Reporting Burden
The five GUIDE quality metrics, how the performance-based payment adjustment is calculated, and what the reporting burden actually looks like for.
Where You Perform the Procedure Is Almost As Important As What You Bill
How site of service affects pain management revenue: 2026 Medicare ASC and physician fee schedule rates for epidurals, facet injections, and RFA.
Attrition, Not Acquisition, Decides Your P and L
Payer data shows most patients stop GLP-1 therapy within a year. Program design and retention economics for medical weight loss practices.
A Defensible Prescribing Program Is Not Optional. Build It Before You Need It.
Controlled substance compliance for pain management practices: DEA registration, PDMP requirements, prescribing program design.
The PE Offer in Orthopedics: What to Evaluate Before You Sign
Evaluating a PE offer against staying independent: EBITDA multiples, MSO governance, rollover equity risks, and building the independence model first.
Payer Contracting in Orthopedics: Fee Schedules, Bundles, and TEAM
How orthopedic practices negotiate commercial contracts and navigate CMS bundled payment models – BPCI Advanced and the mandatory TEAM model starting 2026.
Cash, Insurance, or Both: Building a Payer Mix That Holds
Chiropractic cash vs insurance: 2025 payer-mix data, 2026 Medicare CMT rates, and how to shift your mix without losing patient volume.
How Much Does a Fractional Executive Cost? The Math for Medical Practices
How much does a fractional executive cost? The math for medical practices: 20–30% of a full-time executive package for 5–20 focused hours per week.
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