The Only Business Plan Template Written Specifically for Physicians Starting a Private Practice
Fully editable. Physician-specific sections. Designed to hand directly to your lender — without hiring a $500/hour consultant.
What’s Inside
Walking into a bank without a business plan is the fastest way to get a “no.”
Banks that lend to physicians have seen hundreds of applications. They know immediately whether the physician in front of them understands their own numbers — or doesn’t.
This template was built specifically for physicians opening a private practice. Not a generic Word doc with the word “physician” swapped in. Every section, every table, and every prompt was designed around the exact questions your lender will ask.
Here’s exactly what’s inside:
- Executive Summary framework written for medical practices
- Medicare fee schedule & CPT code pricing table
- EMR, billing & staffing planning sections
- Patient volume & revenue projections (Year 1–3)
- Startup cost calculator with medical-specific line items
- Fully editable Word document — make it yours in hours
Consider what this replaces:
A healthcare business consultant charges $3,000–$5,000 to build a practice business plan from scratch. A healthcare attorney charges $400–$500 per hour just to walk you through the legal structure section alone. A practice management consultant charges $5,000–$15,000 to guide you through opening.
This template gives you the complete, physician-specific framework — every section, every table, every prompt — for a fraction of that cost.
And consider your time. You bill $200–$400 per hour. This saves you 40+ hours of research, formatting, and figuring out what banks actually want to see. That’s $8,000–$16,000 worth of your time back in your pocket.
The investment: $197.
Testimonial
“I walked into my bank meeting with this business plan and got approved for the full amount I requested. The loan officer actually commented on how thorough and professional it was.”
— Dr. Jones, Internal Medicine, Oklahoma
Physician Startup Program
If you are wanting a little more guidance and have a team of people helping you, we offer a Practice Startup Program for private medical practices. We are with you the whole way through and are your accountability partner.
Practice Startup Deliverables
10 Page checklist that is timeline based.
Kickoff meeting to come up with your own personalized playbook.
Weekly accountability meetings.
Personal introductions to our network of vetted professionals (ex. lawyers, bankers...)
Personalized marketing plan.
Help creating your business plan to get you funding.
Unlimited access to our team during business hours and much more.
Questions & Answers
Q: How much does it cost?
The cost for Business Savvy Physician’s practice startup program is $1500 the first month, then can go up in price depending on if you want the Done With You package or the Done For You package. There will be an additional travel fee for the month you open your practice. We will come out and be there and help you the day before you open, and the first day of clinic. We can also come out and look at your clinic to help you decorate and organize where everything will be. Other things we can help with are marketing, grand opening event, training and more.
Q: What if I need more help than 3 months?
Once our three month minimum is met, we can just do month to month. Once you open your practice we can work on onboarding your new hires, streamlining work flows, improving processes and procedures and more.
Q: Am I locked into a 3 months if I sign the agreement?
Yes, there is a 3 month agreement because unexpected things always come up in the beginning and we want to be available to help you through it all. It also allows you to move forward quickly and have a solid plan of action. However, we are open to month-to-month on a case by case bases. This is something we discuss prior to signing an agreement.
