



Smart Moves to Wrap Up 2025 and Set Yourself Up for Success




PT & Practice Growth Expert

17+ years helping healthcare owners achieve financial freedom

Advanced CFO services & bookkeeping for healthcare owners
Does this sound familiar?
You know you should be doing "something" financially at year-end, but you have no idea what
Your accountant calls in March with a massive tax bill you weren't expecting
You're making decent profit but your bank account doesn't reflect it
You feel overwhelmed by financial planning and just wing it year after year
You have zero insight into what your practice could actually be worth or produce
You have 26 days left in 2025. The moves you make (or don't make) in the next few weeks will determine your financial position for the entire next year.
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Eric and Sean's advice saved my practice $47,000 in taxes last year alone. The gap formula they taught me completely changed how I look at my financials. I wish I'd learned this 10 years ago.
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I went from feeling completely overwhelmed by my practice finances to having total clarity and confidence. Their budgeting framework helped me increase my profit margin by 23% in just 6 months.
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These guys don't just give you theory - they give you actionable steps you can implement immediately. I implemented their year-end strategies and ended up with an extra $28,000 in cash flow.
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I was hemorrhaging money every quarter with surprise tax bills and had no visibility into my actual profitability. Their financial planning system completely transformed my practice - I'm now on track to retire 5 years earlier than planned.
What You'll Walk Away With:
3-5 specific action items you can implement in the next 26 days to minimize your tax burden and maximize cash flow
A bulletproof budgeting framework for 2026 that ensures you actually keep the money you make
The "gap" formula that shows you exactly why your profit doesn't match your bank account (and how to fix it)
Year-end financial cleanup strategies that set you up for easier tax filing and better decision-making
Goal-setting framework for 2026 that's based on real numbers, not wishful thinking
NOTE: This training is completely free, but seats are limited. Don't let another year slip by without a real financial plan.
Frequently Asked Questions
Absolutely. Eric and Sean specialize in translating complex financial concepts into simple, actionable steps. You don't need an accounting background - just a willingness to take control of your practice's finances.
You'll receive access to the replay, but we strongly encourage attending live for the Q&A session where you can get your specific questions answered.
No. This is a legitimate training session packed with actionable strategies you can implement immediately. While we may mention our services, the focus is on delivering real value.
It varies by practice, but our clients regularly save thousands in taxes and identify tens of thousands in hidden
profit opportunities. The strategies we'll share have helped practices add 6-7 figures to their bottom line.
Any private practice owner (PT, OT, ST, mental health, etc.) who wants to stop reacting to financial surprises and start proactively managing their practice's financial future.
Don't Let 2025 End Without a Plan
Join hundreds of practice owners who are taking control of their financial future