Revive Medical Aesthetics

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

Executive Summary

Revive Medical Aesthetics is a physician-owned medical spa in Las Vegas, Nevada, owned by Dr. Daniel Moreno, MD. The clinic offers injectable treatments, laser and light treatments, peels, microneedling and medical-grade skincare, all provided by licensed clinicians under the physician's supervision.

Why this fits. Interest in non-surgical aesthetic care has grown, and patients prefer providers with medical oversight, honest advice and clear pricing. A physician-owned practice can build trust and recurring membership revenue.

Here is what our numbers show. In Year 1 we plan about 300 injectable treatments, 500 laser and skin treatments and 800 membership and product purchases. That brings in sales of $431,000, growing to $1,699,500 by Year 5. We expect a loss of about $82,900 in Year 1, a profit of about $48,000 in Year 2, a profit of about $108,700 in Year 3 and a profit of about $382,700 by Year 5. Clinician pay, the clinic lease, marketing and the equipment are our largest costs, and the plan counts all of them.

We need $365,000 in total. Of that, $243,000 is startup costs (laser and skin treatment equipment, treatment room furnishings, computers and a health record system, a build-out, licensing and insurance, a lease deposit, opening inventory and marketing), and the rest is cash for the first months. I am putting in $90,000 of my own savings and asking for a $275,000 SBA 7(a) loan.

I am Dr. Daniel Moreno, MD, owner of Revive Medical Aesthetics. These numbers are estimates based on the assumptions listed at the end of this plan, not promises.

Company Description

Revive Medical Aesthetics will be a limited liability company (LLC) in Las Vegas, Nevada, owned and run by Dr. Daniel Moreno, MD. Dr. Moreno is a licensed physician who has performed aesthetic procedures and wants to open a physician-owned medical spa focused on natural-looking results and safe care.

What we do:
- Injectable treatments performed by licensed clinicians.
- Laser and light treatments.
- Chemical peels, microneedling and facials.
- Medical-grade skincare products.
- Membership plans for ongoing care.

Who we serve: Adults in the Las Vegas area who want professional aesthetic and skin care treatments.

Licensing and insurance. The practice is owned by a licensed Nevada physician, as Nevada law requires, and will register the entity, hold the business licenses and permits required, carry professional liability and general liability insurance and follow state rules on medical supervision, delegation, controlled supplies, medical waste and advertising. All injectables and prescription treatments are provided only by licensed clinicians after an exam and consent, under the physician's orders and supervision. We make no guarantees about results and explain risks to every patient. 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, honest aesthetic care by licensed clinicians, with a plan that fits you.

Where things stand today. The business plan, protocols and price list are written. The next steps are the lease, the build-out, the equipment and the first patients.

Problem & Opportunity

Many people want aesthetic treatments and worry about safety, quality and unrealistic promises at some spas.

What customers run into:
1. Treatments performed by unqualified or unsupervised staff.
2. Pressure to buy packages.
3. Unclear pricing and results.
4. Little follow-up after a treatment.

Why it matters. Aesthetic treatments affect health and appearance, and patients deserve qualified clinicians, informed consent and honest advice.

Products & Services

Revive will be the physician-owned clinic in Las Vegas where aesthetic care is honest and safe.

What makes us different:
1. Physician-owned with licensed clinicians.
2. Honest consultations without pressure.
3. Clear pricing and transparent risks.
4. Follow-up after every treatment.
5. A clean, calm clinical setting.

How a patient visit works:
1. The patient books a consultation and completes a health history.
2. The clinician examines the patient, explains options and risks and obtains consent.
3. The patient receives treatment and aftercare instructions.
4. We follow up and schedule maintenance if the patient chooses.

Why customers stay. Patients return for maintenance and refer friends who value safe, natural results.

Market Analysis

Who we serve:
- Adults who want skin rejuvenation.
- Patients who want injectable treatments.
- Patients seeking hair and skin treatments.
- Members who want regular care.

How we sized the market. Our Year 1 plan is about 300 injectable treatments, 500 laser and skin treatments and 800 membership and product purchases, a small share of the aesthetic market in a large metro area. Replace this estimate with your own count of competitors and residents near you.

Why now. Interest in non-surgical aesthetic care has grown, and patients prefer providers with medical oversight.

Competitive Landscape

What customers can do today:

1. Large medical spa chains. Polished and high volume.
2. Dermatology practices. Medical expertise and long waits.
3. Plastic surgery practices. Specialized and costly.
4. Salons and spas without medical oversight. Convenient and limited.
5. Online and retail products. Cheap and unguided.

Where we fit. Revive will be a physician-owned practice with careful, honest care and a calm setting.

Marketing & Sales Strategy

How customers will find us.

Before opening:
- Introduce ourselves to local physicians, dentists and wellness businesses.
- Host educational open houses.
- Set up a website with online booking and a Google Business Profile.
- Offer free consultations.

After opening:
- Ask patients for reviews.
- Offer memberships for ongoing care.
- Host educational events.
- Partner with local wellness businesses.
- Share educational content, not guarantees of results.

What we will measure. How patients heard about us, how many consultations become treatments and how many patients return.

Operations Plan

How the business will run.

Season and schedule. The clinic is open weekdays and some evenings and weekends, with higher demand before holidays and events. We plan promotions for slow periods.

Team. Dr. Moreno oversees care and treats patients. A licensed aesthetician and a front desk coordinator work at opening, and we add clinicians as visits grow.

Quality and safety. All treatments follow written protocols, with exams, consent, infection control and emergency procedures. The clinic keeps emergency supplies, staff trained in CPR and a plan to call 911 and transfer a patient when needed.

Equipment. We will buy laser and light equipment, skin treatment equipment, treatment room furnishings and computers and an electronic health record system.

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 Medical Aesthetics.

Dr. Daniel Moreno, MD, owner and medical director. He oversees care and treats patients. (Replace this paragraph with your own background.)

Team. One aesthetician at opening, growing to three, each licensed and trained, with additional clinicians added under the physician's supervision.

Office. A front desk coordinator works from opening, with a second added as visits grow.

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 / Medical Director and Clinician $95,000; aesthetician $45,000; licensed Nurse Injector $78,000; front Desk Coordinator $32,000. Replace them with the pay you can offer where you live.

Milestones Narrative

Our goals and when we plan to reach them.
- Before opening (4 months ahead): register the practice, sign the lease, build out the clinic, buy the equipment, set up insurance and plan the opening.
- Year 1: about 1,600 treatments and purchases with Dr. Moreno, an aesthetician and a front desk coordinator; $431,000 in sales and a loss of about $82,900.
- Year 2: about 2,700 and a second aesthetician; $725,600 in sales and a profit of about $48,000.
- Year 3: about 3,800 and a licensed nurse injector; $1,036,100 in sales and a profit of about $108,700.
- Year 4: about 4,900 and a second treatment room; $1,365,400 in sales and a profit of about $275,400.
- Year 5: about 6,000 and a third aesthetician; $1,699,500 in sales and a profit of about $382,700.
Growth depends on winning and keeping customers, so treat the later years as goals, not promises.

What we check every week: treatments performed, memberships, product sales, 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: $365,000.

How we got that number. The Funding Need Calculator in this plan adds up three things:
- Startup costs of $243,000, listed item by item in the Startup Costs section: $65,000 for laser and light treatment equipment, $25,000 for skin treatment equipment, $20,000 for treatment room furnishings, $10,000 for computers and health record system, $5,000 for entity registration and attorney review of agreements, $9,000 for professional and general liability insurance, first payment, $50,000 for clinic build-out, $16,000 for security deposit and first month's rent, $8,000 for signs, branding and website, $15,000 for launch marketing, $15,000 for opening product and supply inventory, $5,000 for staff training and certification.
- The cash the business uses before it breaks even, about $37,300. Patients build over the first months, so the clinic pays rent, staff and marketing before sales catch up.
- A cash cushion of about $80,300: three months of Year 1 operating costs.
- Together, the cash used before break even and the cushion come to about $117,600, and the three pieces add up to about $360,600, rounded up to the nearest $500: $361,000.
We are raising $4,000 more than that, $365,000 in all, to cover a slower first season than planned. With this funding, the lowest year-end cash balance is about $161,900, at the end of Year 1.

Where the money comes from:
- My own money: $90,000.
- SBA 7(a) loan: $275,000.

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 $82,900 in Year 1, a profit of about $48,000 in Year 2, a profit of about $108,700 in Year 3, a profit of about $275,400 in Year 4 and a profit of about $382,700 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, $3,711 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 equipment and a small team, which lowers the startup costs and the loan.
- Phase 2: once treatments are steady, add equipment and clinicians 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 physician license and proof of insurance.
- Your protocols, consent forms and emergency plan.
- Your lease or letter of intent.
- Quotes for laser and skin equipment.
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):
- Injectable Treatments: about $650 in Year 1, rising to $732; about $220 in direct costs, rising to $248; about 300 in Year 1, growing to 1,000.
- Laser and Skin Treatments: about $280 in Year 1, rising to $315; about $60 in direct costs, rising to $68; about 500 in Year 1, growing to 1,700.
- Memberships and Products: about $120 in Year 1, rising to $135; about $55 in direct costs, rising to $62; about 800 in Year 1, growing to 3,200.
- An injectable treatment averages about $650, a laser or skin treatment about $280 and a membership or product purchase about $120.
- Prices rise about 3% a year.
- Equipment ($120,000 in Year 1) covers laser and light equipment, skin treatment equipment, treatment room furnishings and computers and a health record system, and later years ($10,000, $15,000, $12,000 and $15,000) replace and add equipment.
- Pay (a full year, per person): owner / Medical Director and Clinician $95,000; aesthetician $45,000; licensed Nurse Injector $78,000; front Desk Coordinator $32,000.
- Other yearly costs in Year 1: clinic Lease and Utilities $48,000, medical Director and Professional Services $36,000, professional and General Liability Insurance $12,000, marketing $30,000, software $10,000, supplies and Waste Disposal $8,000, admin $5,000. 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 $12,930 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