top of page
Wellnss Budget


building a business wellness budget

How do I assess how well my business is doing?

The answer lies in having a Business Wellness Budget which provides you a detailed snapshot of your business finances.


  • Sales Mix & Break-even Sales

  • Profit Margin

  • Cash Flow

  • Expenses

  • Debts

  • Working Capital

Our dynamic 10 Point Budgeting Program allows you to use your numbers to manage and increase your profitability. Your budget is your roadmap that defines financial targets.


Don't rely on a downloaded budget template. Your personalized Business Wellness Budget updates weekly, identifies variances, and adjusts as your business changes.

The payoff is your ability to make informed decisions about daily operations, short-term needs, and growth.



time is money

Why are you spending money in-house doing your books instead of building your medical, spa, or wellness business?

Even if you employ a bookkeeper, we can save you time and money.

Bookkeeping doesn't "just take an hour a day", and it should be done in much less time than that.


  • You have better things to do with your time (like growing your wellness or spa business and creating a world class work environment).

  • Profitability is what you need to understand, manage, and grow. Processing your own accounting data does not help you do this. 

  • The fewer numbers you must analyze, the better. Paralysis by analysis is a painful process and prevents your small business from growing to its full potential.

Rest Assured.


  • Your books are up to date and reconciled.

  • Sales data, bank, credit card, and loan transactions are posted accurately.

  • Payables, payroll and taxes are processed and scheduled for timely payment.

  • Accurate financial statements are available for review.

  • All you need to do is print, sign, and mail the checks.


guiding your business and real estate opportunities

How do I know what a business is worth?
How do I prepare my business for sale?

How prepared you are for these events is an important factor in the profitability and success of your spa, wellness business, or medical practice.

We help you make decisions regarding your business opportunities and real estate transactions.

With over 30 years of experience in commercial, business opportunity, and real estate transactions, we provide a full spectrum of business broker services. Wellness Capital Management is your advocate in negotiations, planning, valuation, and funding.


  • Consulting and valuation of the spa business or medical practice

  • Feasibility study

  • Identify business opportunities.

  • Facilitate mergers and acquisitions of medical practices, wellness, and spa businesses

  • Real estate purchase and/or sale of your wellness business or medical practice

  • Transition & exit strategies

  • Consultant and advisor for negotiating medical practice, wellness business, and medspa real estate leases

Broker Services


advisor specializing in medical practice and wellness business consulting

Where do you want to be in 5 years?

Growth and success will not happen without a financial, operational, and strategic management plan.

  • ​Profitability Planning

  • Business Plans & Strategies for Medical Spas and other Wellness Businesses

  • Compliance

  • Medical/MedSpa Practice Management

  • Transition & Exit Strategies

  • Real Estate and Lease Consultant

Capital creates opportunity. The process of funding your business requires a well thought out plan. Your Business Wellness Budget allows you to confidently approach lenders.

Our longstanding relationships with regional and national lenders, we expertly guide your business funding at every level of growth.

Wellnss Capital


integrative approach to healthcare within a wellness setting

How can I create synergy and income with like-minded wellness providers and grow my small business?

There is strength in numbers.

If you are the owner of a successful medical practice, wellness business, or spa; developing a Wellness Village not only helps you grow, it allows you to operate more profitably. The Wellness Capital Village model works as either a real estate purchase or master lease situation.

Wellness Capital Management guides the development of Wellness Villages. 


  • Concept Development

  • Business Planning

  • Brand Management

  • Site, Market, & Competitive Analysis

  • Compliance

  • Property Management

  • Lease Negotiation

  • Back Office Support & Business Management.

If you are a team-oriented practitioner and want to be a part of a progressive and positive environment where healing, health, and prevention is supported, then consider developing a Wellness Village.

bottom of page