
92 ◾ Handbook of Concierge Medical Practice Design
Cash
Income needed currently
Income desired in 12–24months
Income desired in 25–60months
Wealth desired in 2–5years (value of stocks or the company)
Exercise 4: Articulating My Business Values
Describe the values that are important to you in building your practice, as
they relate to the items in this chart:
Corporate culture and nature of the
work environment
Business ethics
Customer service (your corporate ethos)
Vendor relations (your views on credit
and debt)
Advertising messages (What message do
you want others to hear?)
Employee treatment (wages, benefits,
layoffs, promotions, empowerment, etc.) ...