Services & Investment

Executive advisory, priced for clarity.

Every engagement is designed around one outcome: reducing the legal, financial, and operational risk your practice carries. Choose the model that fits where you are today.

"I need to get compliant and stay there."
Start with Foundation Advisory or a one-time Executive Compliance Review.
"I'm growing and the HR complexity is catching up with me."
Strategic Advisory is built for exactly this moment as your practice expands.
"I need executive-level HR leadership without a full-time hire."
Fractional Chief People Officer gives you C-suite expertise on demand.
Retained Advisory Programs

Ongoing advisory. Predictable investment. Executive authority.

Monthly retainers provide continuous access to executive HR and compliance guidance — so you're never navigating risk alone.

Most Selected
Foundation Advisory
$1,500–$2,500
per month · retainer
Compliance confidence and operational structure for emerging practices.
What's included
  • Dedicated HR & Compliance Advisor
  • Employee handbook review & updates
  • HR compliance hotline access
  • Quarterly workforce review
  • New hire and termination guidance
  • Wage & hour compliance support
  • Core HR document templates
Best suited for
Solo physicians · Small dental groups · Practices under 20 employees
Get Started
Strategic Advisory
$3,500–$5,000
per month · retainer
Executive-level workforce guidance for practices that are growing.
Everything in Foundation, plus
  • Monthly executive advisory meetings
  • Workforce planning & organizational design
  • Compensation benchmarking
  • Employee relations investigations
  • Management coaching
  • Compliance audits
  • Performance management framework
Best suited for
Multi-provider practices · Expanding MedSpas · Growing dental & orthodontic groups
Get Started

Not sure which program fits? Every engagement begins with a complimentary Practice Compliance Review — we'll recommend the right level of support together.

À La Carte Services

Project-based engagements for defined needs.

Not every practice needs an ongoing retainer. These engagements deliver executive-level analysis and clear deliverables on a defined timeline.

Executive Compliance Review

A comprehensive assessment of your wage & hour practices, exempt classifications, personnel files, handbook compliance, leave administration, and required postings.

Deliverable
Executive Risk Assessment Report

Payroll Compliance & Risk Oversight

Review of pay practices, overtime calculations, meal and rest periods, PTO administration, and exemption classifications to identify wage-hour exposure before it becomes a claim.

Deliverable
Corrective Action Roadmap

Employee Handbook Modernization

Full handbook redesign with California compliance review, custom policy development, and a final leadership walkthrough to ensure policies are actionable and defensible.

Deliverable
California-Compliant Employee Handbook

HR Due Diligence Assessment

Designed for acquisitions, practice sales, partnerships, and investor reviews. Provides a clear picture of workforce risk, compensation structure, and compliance posture.

Deliverable
Executive Summary Report + Risk Register

Workplace Investigation

Conducted with discretion and legal defensibility. Includes structured interviews, a written findings report with recommendations, and an executive briefing.

Deliverable
Findings Report + Executive Briefing

Compensation & Workforce Analysis

Market benchmarking, organizational review, pay equity analysis, and compensation recommendations — providing the data foundation for confident workforce decisions.

Deliverable
Compensation Strategy Report
Signature Engagements

For practices facing elevated complexity or high-stakes transitions.

These engagements represent the highest level of advisory and consulting work — designed for organizations where the stakes justify the investment.

Signature Assessment

Practice Risk & Compliance Assessment™

The most comprehensive view of your practice's HR, compliance, payroll, workforce, documentation, and management risk — delivered as an executive-grade assessment with a clear action framework.

Ideal for
Practices preparing for growth, acquisition, or investor review. Any organization that has never had a structured HR or compliance audit.
Deliverable
Executive Risk Dashboard + 90-Day Action Plan
Transformation Engagement

Workforce Transformation Initiative™

For practices navigating rapid growth, multi-location expansion, leadership transitions, or cultural realignment. A structured, executive-led initiative with measurable outcomes at every phase.

Ideal for
Organizations experiencing rapid growth, multiple locations, leadership turnover, or significant workforce restructuring.
Deliverable
Comprehensive Workforce Strategy Roadmap
Fractional Executive

Fractional Chief People Officer

Executive workforce leadership for organizations that require strategic expertise without the cost of a full-time executive. Scope is defined by your organization's needs — from strategic guidance to operational oversight.

Ideal for
Multi-entity organizations, physician groups, and practices preparing for growth, investment, or transition who need a trusted executive in the room.
Scope includes
HR infrastructure · Workforce strategy · Executive advising · Risk governance
Leadership Advisory Sessions

Private advisory for physicians, practice administrators, and executive teams.

Sometimes you need a trusted expert in the room for a single conversation — before making a difficult employment decision, navigating a compliance concern, or planning organizational change.

Sessions are confidential, focused, and actionable. No retainer required.

Schedule a Session
$150
per hour
  • Difficult employee situations
  • Termination and separation guidance
  • Compliance and regulatory concerns
  • Organizational and hiring decisions
  • Growth and workforce planning
  • Investigation prep and strategy

At a glance — what's included at each level

Foundation
$1,500–$2,500/mo		 Strategic
$3,500–$5,000/mo
Dedicated HR & Compliance Advisor✓✓
HR Compliance Hotline✓✓
Handbook Review & Policy Updates✓✓
New Hire & Termination Guidance✓✓
Wage & Hour Compliance Support✓✓
Monthly Executive Advisory Meetings·✓
Compensation Benchmarking·✓
Employee Relations Investigations·✓
Management Coaching·✓
Compliance Audits·✓
Performance Management Framework·✓