As the year winds down, most practice owners feel the pull to "look back" and "plan ahead."

But too often, that process turns into either a surface-level glance at revenue—or an overwhelming spiral of things you should have done better.

That's not helpful. And it's not how you build a practice that actually supports the life you want.

In this week's episode, I walk through a more grounded, intentional way to review the past year and plan the next one—starting with a question most business owners skip entirely:

What does success actually mean to you?

Because if you don't define that first, you're shooting in the dark, and your KPI's and goals could be leading you in the wrong direction.

What You'll Learn in This Episode

• Why success must be defined before reviewing any numbers

• How to review the past year without burnout or self-judgment

• Which key performance indicators actually matter in a cash-based model

• How to use a SWOT analysis in a practical, non-overwhelming way

• How to turn insights into a realistic plan for the year ahead

USEFUL INFORMATION: Check out our course: Cash-Based Practice Mastermind