Structure Before Lease Commitments
The entity form your state expects, filed before you take on obligations that assume a different one.
Aspiring Practice Owners
Medical Director Services for New Med Spa and Wellness Clinic Owners
You have a location in mind and a service menu in your head. What you need next is the structure underneath it — the entity, the physician, the protocols and the supply — built in the sequence that does not have to be undone later.
Where This Usually Starts
What We See in Aspiring Practice Owners
Most first-time owners meet the requirements one at a time, usually in the wrong order and usually under a deadline: a lease is signed, then someone mentions the clinic needs a medical director, then an insurer asks which entity to bind. Every step taken out of order costs more to correct than it did to do.
What We Do FirstStep 01 Step 02 Step 03 Step 04 Step 05
The Order That Saves Rework
A Director Before a Launch Date
Direction is the long-lead item. We start connecting you with a physician while the build-out runs, not after it.
A Menu You Can Actually Staff
What you plan to treat, mapped against who your state lets perform it — before you hire for it.
A Vendor Network Ready Before You Are
Compounding pharmacies and product vendors already vetted, so your first order does not wait on you finding and vetting suppliers from scratch.
A Compliance File Started, Not Retrofitted
Protocols, consents and licensing tracked from the day you sign, so there is nothing to reconstruct later when a landlord, insurer or board asks for it.
Onboarding & Operations
Built for a First Clinic
Scope varies with your state and what already exists. We tell you on the first call which of these you can skip.
Entity formation, EIN, DBA and bylaws
Medical director connection and the executed agreement
Delegation, standing orders and clearance screening policy
Protocol packs for each service on your opening menu
Insurance bound to the correct entity
Vendor and pharmacy relationships vetted before your opening order
Licence and registration tracking started from day one
Vendor accounts and member pricing from day one
The MedGrid Standard
The Four R's of Medical Direction
How to find a medical director who actually holds up — for a med spa, a wellness clinic, or any practice in between — comes down to the same four checks every time.
Rights — An ownership structure that actually matches your state's CPOM posture.
Requirements — A director licensed in your state, with protocols written for your actual menu.
Review — A real, scheduled chart-review cadence — not a signature applied in arrears.
Reachability — Actually reachable when a treatment goes sideways, with an escalation route staff knows.
Watch
Where the Money Actually Goes
What This Covers
How money actually moves through a PC/MSO structure — patient revenue landing in the PC, the fixed management transfer to the MSO, MedGrid's retainer, and physician compensation — the same CPOM flow of funds covered on this page, walked through step by step.
This isn't just how we recommend running the accounts. In a state that enforces corporate practice of medicine, this exact flow is required to keep a PC structure compliant: revenue lands in the PC first, the MSO is paid a fixed, fair-market amount rather than a share of medical revenue, MedGrid is paid a fixed retainer by the MSO, and the accounts stay separate.
It's also why MedGrid only builds on a PC — never a PLLC — in every state we work in. A PLLC lets revenue flow straight into a member's account with no equivalent separation, which is exactly the structure this flow of funds is built to avoid. Why that distinction matters.
Where It Goes Wrong
Four Things Worth Checking Today
Signing a Lease Before You Know the Entity
In a CPOM state the professional entity may need to hold or co-hold the lease. Fixing that after signature means renegotiating with a landlord who has no reason to help.
Budgeting for Build-Out but Not for Direction
A director stipend is a recurring cost from before your first patient. Clinics that plan only for fit-out run short in month one.
Underestimating the Vendor Search
Finding compounding pharmacies and suppliers willing to work with a brand-new clinic takes longer than most first-time owners budget for — starting that search after the lease is signed adds weeks to an opening date.
Assuming Protocols Are a One-Time Document
A protocol written for opening day needs review as your menu grows. Clinics that treat it as finished the day it is signed are the ones caught running an outdated version months later.
General information about how these arrangements are structured, not legal advice. Your medical director and your counsel confirm what applies to your clinic.
FAQ
Questions From Aspiring Practice Owners
Still not sure? Twenty minutes on the phone answers what a page can't.
How Early Should I Talk to You?
Before the lease if you can, and before you hire clinical staff regardless. The structure decisions are cheapest while nothing depends on them yet.
Do I Need to Be a Clinician to Own a Clinic?
To own the MSO, no. To own the professional entity in a CPOM state, yes — it must be physician-owned. That split is exactly what membership sets up.
How Long From First Call to First Patient?
Typically about two weeks for the director and paperwork. Your build-out and licensing timeline usually decides the rest.
Do You Help With the Vendor and Supply Side Too, or Just the Medical Director?
Both — vendor and pharmacy relationships are vetted and ready before your opening order, not something you have to source separately.
What If My Service Menu Changes Before I Even Open?
Protocols and standing orders get revised to match. The structure is built to move with your actual menu, not locked to whatever you planned on day one.
Build It Around What You Treat
Practice type sets the structure; modality sets the protocols. Most clinics need both.
GLP-1 Weight LossPeptide TherapyHRT / TRTIV Drips & HydrationInjectables & NeurotoxinsTelehealth PrescribingSkin & ResurfacingHair RestorationOzone TherapyLongevity Diagnostics
Other Practice Types