The MedSpas that win financially aren’t just the busiest ones — they’re the ones that evolve their financial systems and thinking along with their growth. Today, we're discussing 5 distinct stages MedSpas likely fall in — each phase with its own challenges and opportunities.

Knowing where your business stands is the only way to clearly see where you're headed — it helps you spot where you might be falling behind, and more importantly, what financial moves you need to make now to ensure you’re ready for that next level.

You can find show notes, resources and more at: https://medspafinancial.com

If you've been hearing rumblings about tax changes in 2026, you're not imagining things — we’re heading toward one of the biggest tax shifts in decades. The Tax Cuts and Jobs Act of 2017, which shaped much of our current tax system, is set to expire unless Congress takes action.

But right now, lawmakers are locked in a high-stakes budget battle, and no one knows exactly how it’ll end. This episode breaks down why that matters not just politically — but for your wallet, your financial plan, and the decisions you might want to make before the rules change.

You can find show notes, resources and more at: https://medspafinancial.com

Running a MedSpa is no small feat — and if you’re feeling like you’re doing everything right but still not seeing the growth you hoped for, you’re not alone. Whether you’re in your first year and struggling to bring in a steady stream of new clients, or you’re more established and just feeling stuck, this is a common — and frustrating — place to be.

Maybe your schedule is full, but profits are thin. Maybe your reviews are solid, but new leads are slow. Today, we’re breaking down what we’ve seen in our financial advisory work with MedSpa owners, and sharing straightforward, experience-backed ideas to help you breathe some new life into your business — without burning yourself out in the process.

You can find show notes, resources and more at: https://medspafinancial.com/

Today's episode topic is a bit technical, but it’s a critical conversation for any MedSpa owner, whether you're looking to sell, raise capital, or simply grow smarter. Understanding your business's true value is about more than just revenue or profit — it's about strategy, scalability, and risk.

We’ll walk through why valuation matters, how it’s calculated, and what you can do to improve it over time.

You can find show notes, resources and more at: https://medspafinancial.com/

Markets just experienced one of the most dramatic intraday reversals in history — and at the center of it all? Tariffs. In this episode, we dive into how sudden trade policy shifts, particularly around President Trump’s tariff announcements, are sending shockwaves through investor sentiment and market pricing.

We’ll break down what tariffs actually are, who really pays for them, and why reacting to market drops after the fact can be more harmful than helpful. If you’ve been feeling whiplashed by the headlines, this one’s for you.

You can find show notes, resources and more at: https://medspafinancial.com/

In this episode, we sit down with Candice Roberts, a powerhouse in the MedSpa industry, to dive deep into what it really takes to build and grow a thriving MedSpa. From avoiding early-stage pitfalls to scaling with systems and strategy, Candice shares hard-earned lessons and practical advice that every MedSpa owner needs to hear.

We also explore the mindset behind successful leadership and how to create a business that supports both your goals and your lifestyle. Whether you're just getting started or looking to level up, this conversation is packed with gems you won’t want to miss.

You can find show notes, resources and more at: https://medspafinancial.com/

Regulations in the MedSpa world are evolving fast — and the latest proposed legislation out of Texas could fundamentally change how many clinics operate. The MO of House Bill 3749 is a push for tighter compliance and clearer accountability.

In this episode, we unpack the potential fallout for both physician- and non-physician-owned MedSpas, the real-world business decisions this could force, and what owners in all states should be watching closely.

You can find show notes, resources and more at: https://medspafinancial.com/

It’s tax season, but today we’re shifting gears to talk about something just as critical for every MedSpa owner: insurance coverage. Many assume their malpractice or general liability policies have them fully protected, but that’s often not the case—especially when it comes to off-label or advanced treatments.

In this episode, we’re diving into the layers of coverage every MedSpa should understand, from professional liability and endorsements to umbrella and surplus lines insurance. If you’re not 100% sure your procedures are covered, this conversation is for you.

You can find show notes, resources and more at: https://medspafinancial.com/