Revive IV Hydration and Wellness

Words in [brackets] are blanks you fill in with your own details when you adopt this sample in Supreme Plan AI.

Executive Summary

Revive IV Hydration and Wellness is a clinic and mobile IV therapy business in Scottsdale, Arizona, owned by Lisa Morales, RN, a registered nurse. We offer screened IV hydration, injections and memberships under a licensed medical director, in a clinic and at home.

Why this fits. Interest in wellness and recovery has grown, and patients prefer providers with medical oversight and honest information. A nurse-led practice with careful screening and clear pricing can build trust and repeat visits.

Here is what our numbers show. In Year 1 we plan about 900 IV treatments, 800 injections and add-ons and 300 membership months. That brings in sales of $247,500, growing to $1,082,700 by Year 5. We expect a loss of about $71,300 in Year 1, a loss of about $21,400 in Year 2, a profit of about $28,800 in Year 3 and a profit of about $196,600 by Year 5. Nurse pay, the clinic lease, marketing and the medical director are our largest costs, and the plan counts all of them.

We need $205,000 in total. Of that, $102,000 is startup costs (IV chairs and treatment room furnishings, refrigeration and emergency equipment, computers, waiting room furnishings, licensing and insurance, a lease deposit and opening marketing), and the rest is cash for the first months. I am putting in $45,000 of my own savings and asking for a $160,000 SBA 7(a) loan.

I am Lisa Morales, RN, owner of Revive IV Hydration and Wellness. These numbers are estimates based on the assumptions listed at the end of this plan, not promises.

Company Description

Revive IV Hydration and Wellness will be a limited liability company (LLC) in Scottsdale, Arizona, owned and run by Lisa Morales, RN. Lisa is a registered nurse with years of experience in emergency and infusion care. She wants to offer safe IV hydration in a calm clinic and at home, with medical oversight and honest expectations.

What we do:
- IV hydration treatments in the clinic.
- Mobile IV visits at home or at events.
- Vitamin and nutrient injections.
- Membership plans for ongoing visits.
- Recovery and wellness visits after travel, exercise or illness.

Who we serve: Adults in the Scottsdale area who want hydration and wellness support, including athletes, travelers and busy professionals.

Licensing and insurance. I hold an Arizona registered nurse license and will register the business, retain a licensed physician or nurse practitioner as medical director, carry professional and general liability insurance and follow state rules on medical supervision, prescription orders, sterile compounding and supplies and medical waste. Every treatment is provided only after a health screening and under a licensed prescriber's orders. We do not diagnose or treat disease, we make no claims that IV therapy cures any condition, and we call 911 and transfer patients in an emergency. We follow HIPAA privacy and security rules, keep records in secure systems, use business associate agreements with vendors and tell every client how their information is used.

Our promise. Safe, screened IV care in a calm setting, with honest information and no pressure.

Where things stand today. The business plan, protocols and price list are written. The next steps are the medical director agreement, the lease, the equipment and the first patients.

Problem & Opportunity

Many people feel dehydrated or run down and want help, and some IV services skip health screening or overpromise results.

What customers run into:
1. Clinics that skip health history and screening.
2. Overpromised benefits and pressure to buy packages.
3. Long waits and unclear pricing.
4. No mobile options for busy people.

Why it matters. IV care is a medical treatment, and patients deserve screening, qualified nurses, sterile technique and honest information.

Products & Services

Revive will be the Scottsdale clinic and mobile service where IV care is screened, safe and honest.

What makes us different:
1. Screening and orders from a licensed prescriber.
2. Experienced registered nurses.
3. Clear pricing and no pressure.
4. Clinic and mobile visits.
5. A calm, clean setting.

How a patient visit works:
1. The patient books online and completes a health history.
2. The nurse reviews screening and the prescriber's orders and explains options and risks.
3. The patient receives the IV and is monitored.
4. We give aftercare instructions and follow up if the patient wishes.

Why customers stay. Patients return for recovery visits and memberships, and refer friends.

Market Analysis

Who we serve:
- Athletes and active adults.
- Travelers and professionals.
- Patients recovering from illness, with their doctor's agreement.
- Event hosts who want mobile IV visits.

How we sized the market. Our Year 1 plan is about 900 IV treatments, 800 injections and add-ons and 300 membership months, a small share of the wellness market in a metro area this size. Replace this estimate with your own count of competitors and residents near you.

Why now. Interest in wellness and recovery services has grown, and patients prefer providers with medical oversight.

Competitive Landscape

What customers can do today:

1. Large IV bar chains. Polished and high volume.
2. Medical spas that offer IV drips. Familiar and varied in screening.
3. Urgent care clinics. Medical and not focused on wellness.
4. Mobile IV companies. Convenient and variable.
5. Oral hydration products. Cheap and not the same.

Where we fit. Revive will be a nurse-led clinic and mobile service with careful screening and honest information.

Marketing & Sales Strategy

How customers will find us.

Before opening:
- Meet local physicians, trainers and event planners.
- Prepare protocols and a screening form with the medical director.
- Set up a website with online booking and a Google Business Profile.
- Offer an introductory visit.

After opening:
- Ask patients for reviews.
- Offer memberships.
- Partner with gyms and event planners.
- Host educational talks.
- Share educational content, not claims of cures.

What we will measure. How patients heard about us, how many first visits become repeat visits and how many members stay.

Operations Plan

How the business will run.

Season and schedule. The clinic is open on weekdays and some weekends, and mobile visits run by appointment. Demand rises in the summer heat and around events.

Team. Lisa treats patients in Year 1. A second nurse and a front desk coordinator join as visits grow.

Quality and safety. The clinic follows sterile technique and infection control, screens every patient, keeps emergency medications and equipment, trains staff in CPR and has a plan to call 911. Mobile visits follow the same protocols with an emergency kit.

Equipment. We will buy IV chairs and treatment room furnishings, refrigeration and emergency equipment, computers and a point-of-sale system and mobile visit supplies.

Paperwork and money. Patients pay at the time of service by card, and memberships are billed monthly. We follow up on any unpaid balance within a week. We keep the books in simple accounting software and set aside money for taxes and insurance every month.

Management & Organization

The people who will run Revive IV Hydration and Wellness.

Lisa Morales, RN, owner and lead nurse. She treats patients and leads the practice. A licensed physician or nurse practitioner serves as medical director. (Replace this paragraph with your own background.)

Team. A second nurse from Year 2, growing to three, each licensed and trained on protocols.

Office. A front desk coordinator works from opening.

Outside advisors. An accountant, an insurance broker, an attorney who reviews contracts and a free mentor from SCORE or the Small Business Development Center.

Staff pay in this plan is a full year per person: owner / Lead Nurse $78,000; registered Nurse $75,000; front Desk Coordinator $30,000. Replace them with the pay you can offer where you live.

Milestones Narrative

Our goals and when we plan to reach them.
- Before opening (3 months ahead): register the business, sign the medical director agreement, sign the lease, buy the equipment and set up insurance.
- Year 1: about 2,000 treatments, injections and memberships with Lisa and a front desk coordinator; $247,500 in sales and a loss of about $71,300.
- Year 2: about 3,520 and a second nurse; $438,700 in sales and a loss of about $21,400.
- Year 3: about 5,040 and a second room; $641,100 in sales and a profit of about $28,800.
- Year 4: about 6,560 and mobile visits; $854,900 in sales and a profit of about $139,600.
- Year 5: about 8,080 and a third nurse; $1,082,700 in sales and a profit of about $196,600.
Growth depends on winning and keeping customers, so treat the later years as goals, not promises.

What we check every week: treatments performed, memberships, mobile visits, patient reviews, unpaid balances and cash in the bank.

Funding Request

How much we need and how we will use it. Total we are raising: $205,000.

How we got that number. The Funding Need Calculator in this plan adds up three things:
- Startup costs of $102,000, listed item by item in the Startup Costs section: $25,000 for IV chairs and treatment room furnishings, $15,000 for refrigeration and emergency equipment, $8,000 for computers and point-of-sale system, $7,000 for waiting room furnishings, $4,000 for entity registration and attorney review of agreements, $7,500 for professional and general liability insurance, first payment, $8,000 for security deposit and first month's rent, $6,000 for signs, branding and website, $8,000 for launch marketing, $8,000 for opening supplies and mobile kit stock, $3,000 for staff training and protocols, $2,500 for medical director agreement setup.
- The cash the business uses before it breaks even, about $47,800. Patients build over the first months, so the clinic pays rent, staff and marketing before sales catch up.
- A cash cushion of about $53,300: three months of Year 1 operating costs.
- Together, the cash used before break even and the cushion come to about $101,100, and the three pieces add up to about $203,100, rounded up to the nearest $500: $203,500.
We are raising $1,500 more than that, $205,000 in all, to cover a slower first season than planned. With this funding, the lowest year-end cash balance is about $47,100, at the end of Year 2.

Where the money comes from:
- My own money: $45,000.
- SBA 7(a) loan: $160,000.

Kind of funding we are looking for. An SBA 7(a) loan from a lender that finances healthcare and small businesses, backed by our savings and the equipment as collateral.

How we will pay it back. We expect a loss of about $71,300 in Year 1, a loss of about $21,400 in Year 2, a profit of about $28,800 in Year 3, a profit of about $139,600 in Year 4 and a profit of about $196,600 in Year 5. With this funding, the business has money in the bank at the end of every year of the plan. Our loan is the SBA 7(a) loan at 10.5% over 10 years, $2,159 a month. That payment is already included in our cash flow. We chose these as cautious planning rates; ask the lender for the real rates, which may be lower or higher.

What we are offering the lender: the equipment and a personal guarantee.

A smaller first step, if needed. If we cannot raise the full amount right away, we can start smaller and grow into this plan:
- Phase 1: open with the core treatment room and a small schedule, which lowers the startup costs and the loan.
- Phase 2: once treatments are steady, add a second room, a second nurse and mobile visits and follow this plan.
To plan the smaller start, make a copy of this plan (use Duplicate) and lower the numbers to match.

All numbers in this plan are estimates. We will update them as real results come in.

Appendix Notes

Documents to attach before you send this plan:

- Your resume and a personal financial statement (a list of what you own and what you owe; lenders usually provide a form).
- Business registration papers and your EIN (your business tax number from the IRS, free at irs.gov).
- Your nursing license and proof of insurance.
- Your medical director agreement and protocols.
- Your lease or letter of intent.
- Quotes for equipment and supplies.
If you don't have any of this yet, no worries - let's continue.

The assumptions behind our numbers (change them in the Financials section to match your own):
- IV Treatments: about $185 in Year 1, rising to $208; about $55 in direct costs, rising to $62; about 900 in Year 1, growing to 3,300.
- Injections and Add-Ons: about $45 in Year 1, rising to $51; about $15 in direct costs, rising to $17; about 800 in Year 1, growing to 2,800.
- Memberships (per month): about $150 in Year 1, rising to $169; about $55 in direct costs, rising to $62; about 300 in Year 1, growing to 1,500.
- An IV treatment averages about $185, an injection or add-on about $45 and a membership about $150 per month.
- Prices rise about 3% a year.
- Equipment ($55,000 in Year 1) covers IV chairs and treatment room furnishings, refrigeration and emergency equipment, computers and a point-of-sale system, and later years ($5,000, $8,000, $6,000 and $8,000) replace and add equipment.
- Pay (a full year, per person): owner / Lead Nurse $78,000; registered Nurse $75,000; front Desk Coordinator $30,000.
- Other yearly costs in Year 1: clinic Lease and Utilities $30,000, medical Director and Professional Services $30,000, professional and General Liability Insurance $9,000, marketing $20,000, software $6,000, supplies and Compliance $6,000, admin $4,000. These grow between 4% and 6% a year.
- Customers and payers pay about 11 days after service, so at the end of Year 1 about $7,425 is still owed to us. Income tax at 21%.
- Every dollar amount is an estimate. Replace them with your own quotes and research.

Startup Costs