Business Evaluation
A Formal Diagnostic for Your Aesthetic Practice
This comprehensive evaluation gives you a clear, data-driven understanding of how your practice is actually performing, and where the biggest opportunities for growth exist.
Why the business evaluation matters for your Practice
90% of Practices Struggle with the Same Thing:
They don’t know what to measure or where to focus.
When we talk to owners, the theme is almost always the same:
“We know we could be doing better… we just don’t know exactly where to look.”
They have reports. They have data… somewhere. Their team is busy.
But the connection between all of it isn’t clear.
This is where the Business Evaluation comes in. This is the smartest move you can make for your practice to be set up for success in 2026.
Ask Yourself These Questions. Do you know:
- Your consult-to-treatment conversion rate?
- Your actual revenue per hour for every provider?
- Your average patient spend (and how it compares to industry benchmarks)?
- Your compensation ratios and whether payroll is structured correctly?
- Your provider capacity and utilization (and who's underperforming)?
- Your patient acquisition cost and where money is leaking?
- Your retail percentages and annual patient value?
- Are you using resources in the consultation like a Cosmetic Interest Questionnaire, a Treatment Plan, and an At-Home Skin Care Regime?
- Is your team hitting industry benchmarks and KPIs, like revenue per hour, average patient spend, conversions, retail sales, and retention? Or are you not sure?
- Do you have a consistent follow-up process?
- Is your revenue consistently growing each month? Each year?
Most practices are already putting in the effort. The real challenge is knowing what your numbers are and what actually deserves attention.
Teams stay busy, but the work doesn’t always connect to the outcomes you want. And that’s usually when growth starts to level off. Not because the team isn’t capable, but because no one has a solid read on what’s happening behind the scenes.
The Business Evaluation gives you that visibility.
It shows you where to focus, what to adjust, and which decisions will make the biggest difference, so you’re not relying on hunches or “it feels like this might be the issue” conversations.
These teams get Results
Terri is an absolute powerhouse and leader…
We originally engaged with TRC to help with sales training and organizational development, however, we have been pleasantly surprised as we have received much more. She has provided our team with ALL of the tools needed for us to better understand our business and better plan for success.
Terri and her team have been able to address all the pertinent pain points that I have as a MedSpa owner by consolidating the tools that address those pain points. Everything from staff training to industry benchmarking, from analyzing metrics to ‘understanding the numbers’. Thank you Terri.
Manny Rodriguez
Allura Wellness & MedSpa
Terri Helps the Star of ABC’s “Extreme Makeover”
Terri’s willingness to give 110% of herself and her time, all of the time, to ensure we were properly educated and trained is something that is innate; this can neither be taught nor learned. Finding this kind of talent is rare, which is why I recruited her to work with me and take on the role as Aesthetic Director for The Biomed Spa.
Garth Fisher, MD, FACS
The BioMed Spa
It’s been a game changer for us…
Just because we do well, it doesn’t mean we cant do better. Terri has opened our eyes to all sorts of possibilities.
Victor Snyders
Skin Renewal
B+A Medical Aesthetics
After successfully running a surgical practice for over 14 years, I believed I knew what it took to launch a new business in aesthetics.
But I quickly realized how wrong I was. Meeting Terri Ross was a turning point. She guided us through every step of setting up an aesthetics business, from the foundational elements to the fine details.
Hiring Terri as our consultant was the best decision we could have made. Her comprehensive sales training for our entire team alone has been worth every penny. Terri has provided us with the confidence, education, resources, and training we needed to ensure our practice thrives while avoiding any more costly mistakes. We truly enjoy working with her and are grateful for the profound impact she
has had on our business.
Nicole Basa, Md & Alan Abando, Md
B+A Medical Aesthetics
New Jersey Plastic Surgery
Terri’s educational training (vital for growth and to reduce staff turnover rates) is not optional. Her intensive sales and financial training helped us to achieve our goals without having to fly blindly financially. There are no planes or ships out there without a navigation system as nobody wants to crash. Her training is like the GPS for practices.
Barry E. DiBernardo, MD, FACS
New Jersey Plastic Surgery
77% Increase in Profitability
We started with Terri Ross Consulting’s team in 2022. We began with a comprehensive overhaul of our operations, starting with a critical evaluation of our pricing, profitability, and revenue generation per hour leading to major adjustments in these areas. Our organizational structure underwent a strategic realignment that laid the groundwork for expanding our successful model to a new location.
Anthony Admire, MD
AdmireMD Plastic Surgery + Skin Clinic
$2.5M Growth in 12 Months
After 30 years of private practice in plastic surgery, I have seen my share of consultants. Terri Ross provides an incredible amount of actionable, data-driven information and useful practical advice. I cannot recommend Terri Ross Consulting highly enough. She knows her stuff and helps you analyze your spa/practice in ways that are clear and concise. Thank you Terri!
Francisco Canales, MD & Heather Furnas, MD
Plastic Surgery Associates & Allegro MedSpa
22% Increase in Revenue Per Patient
I invited Terri Ross to work with my team because of her dynamic and hands-on approach to transformative change. Terri spent a day with me and my non-surgical providers, offering insights on improving consultations with treatment plans and demonstrating the power of patient education over just selling. This shift has resonated with my patients and the impact shows in our profitability.
Renato Saltz, MD
Saltz Plastic Surgery & Spa Vitoria
$2M Growth in 2 Years
Working with Terri grew our practice revenue by $2 Million dollars in
the first 2 years. The best decision I could have made was to invest in our education and our training. Working with Terri and the team has led us to understand and grow on a large scale. I want to express my deep appreciation for the time, willingness, and tools that you have given us.
Gabriela Rodriguez
OLAM Medical Spa
385% Growth Within 3 Years
Thank you so much Terri! You and your team possess so much knowledge and wisdom. Thank you for all you do. I haven’t found anyone besides my parents, who adds value to me and who I constantly learn from. You are a rare talent. I am blessed to call you my mentor, but most importantly, my friend. After today’s call I thought, ‘Wow! I would never have really known this if not for you.’ I am so grateful!
Abby Bakare
Flawless Skin by Abby MedSpa
TRC brings teams together
What impressed me the most was the level of engagement in the room — the way you brought physicians, leaders, and teams together to collaborate and share openly was amazing. It’s rare to see that kind of energy and interaction sustained throughout an entire conference, and it speaks to how well you and your team designed the experience.
The content, the flow, and the attention to detail were all outstanding. It was clear this wasn’t just another conference — the thought and energy behind it made it both impactful and inspiring.
Jill Chait
Senior Vice President -Clinical Operations, DermaCare
3 New Surgeries in 1 Day
Terri Ross and her 4S Summit workshop will make you will feel like you paid pennies for this because of all the money you will earn from what you learn. I wanted to grow my practice exponentially and I don’t have the time to do the research myself.
I ended up bringing my Office Manager and Patient Coordinator with me and they are both benefiting tremendously from Terri Ross’ teachings!
John Mesa, MD
Mesa Plastic Cosmetic Surgery
What’s Included:
Comprehensive Analysis
We review your financials, KPIs, provider performance, operations, patient journey, pricing, compensation structure, marketing, and capacity. Every part of the business is examined so you can see what’s contributing to growth and what’s slowing it down.
Formal Written Evaluation
You’ll receive a complete report outlining our findings: what’s working, what’s not, where revenue is being lost, and the areas with the highest potential for growth. This becomes your reference point for decisions in 2026 (and beyond).
90-Minute Strategy Review Call
A senior TRC consultant walks you and your leadership team through the report. We explain the numbers, the trends, the opportunities, and the priorities. This call alone often uncovers insights practices have been missing for years.
Prioritized Action Plan
You’ll know exactly what to focus on next. What to fix first, where to allocate resources, what to stop doing, and how to improve efficiency and profitability without adding unnecessary expenses.
Benchmarks and Performance Targets
We compare your metrics to industry standards and TRC’s internal benchmarks so you can see precisely where you stand and what “healthy” looks like for a practice at your stage.
Post-Training Support
Two 60-minute follow-up calls at 30 and 60 days to ensure retention, accountability, and results.
How the business evaluation Works
Step 1
Kickoff Data & Collection
Once you reserve your Business Evaluation, you’ll complete a short intake so we understand your goals, team structure, and current challenges.
We’ll then send you a clear, organized checklist of the information we need, including financial reports, KPIs, scheduling data, compensation details, marketing performance, and other operational insights.
Most practices complete this in about 1–2 weeks.
Step 2
TRC Conducts the Full Evaluation
Our consulting team reviews every part of your practice using TRC’s proven framework.
We analyze your numbers, provider productivity, capacity, pricing, compensation, marketing ROI, patient journey, and operational structure.
This is an in-depth diagnostic that identifies strengths, gaps, opportunities, and patterns you may not be able to see internally.
Step 3
Your Report & Strategy Review
You receive a formal written evaluation detailing findings, trends, and the areas with the greatest potential for growth.
We then meet for a 90-minute strategy call where a senior TRC consultant walks you and your leadership team through the report, explains what the numbers mean, and outlines a prioritized plan for what to focus on next.
