As a new year begins, most practice owners feel like they should "plan better" than they did last year.

But here's the problem: Most annual reviews are so complex that they never actually get finished and often focus on things that don't really move the needle for a cash-based or mostly OON practice.

In this episode, I walk through a practical, real-world approach to reviewing your year and designing the next one — without chasing someone else's version of success or spending time/resources on things that don't make a big impact.

This isn't about arbitrary benchmarks or grinding harder… It's about building a Cash-Based Practice that supports your life, priorities, and definition of success.

What You'll Learn in This Episode

• Which KPIs actually matter in a cash-based model

• How to evaluate revenue, expenses, and growth honestly

• Why "good revenue" can still hide serious problems

• How to turn a year-end review into a clear plan for the year ahead

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