Ep 336 How To Optimise Your Clinic For 2026 Dr Jake Sloane & David Segal

·1 hr 18 min·5 clips

Jake Sloane shares his spreadsheet for calculating treatment profitability and says clinics should aim for a 70% gross margin.

Co-hosts Dr. Jake Sloane and David Segal open by noting the typical lull in aesthetic clinics during the first quarter, framing it as an ideal time for business reflection and planning. They advise starting with a financial review, specifically generating and understanding a Profit & Loss (P&L) report from accounting software like Xero or QuickBooks, stressing the need for monthly updates. The hosts recommend comparing revenue from 2025 to 2024, breaking it down by treatment categories like anti-wrinkle, dermal fillers, and biostimulants to identify trends. They discuss the importance of 'normalizing' figures to account for anomalies like practitioner holidays. A major focus is calculating the gross profit margin for each treatment using a spreadsheet, with a target of 70% to ensure profitability. The conversation covers how bulk stock purchases can distort monthly profitability and why accountants need to understand clinic stock management. David Segal explains the difference between a P&L (money in/out) and a Balance Sheet (assets/liabilities), illustrating why both are needed for a full financial health check. For non-injectable offerings, they suggest simplifying skincare to one brand to reduce complexity and improve focus, and explore creating membership models for skin treatments to ensure recurring revenue. On the practitioner side, they discuss monetizing expertise through shadowing days, with Jake sharing his $2000 fee structure. Regarding staff management, they emphasize regular one-on-ones and a proper disciplinary process for underperformers. The episode concludes with a deep dive into patient retention, reframing rebooking not as sales but as essential for continuity of care, and advising practitioners to personally handle rebooking appointments.

As heard by us

A grounded reminder that clinic health depends on cash, liabilities, and equity, not revenue alone.

Clinic growth in early 2026 is framed here as a matter of knowing what the business can really afford, not just what it appears to earn. Inside Aesthetics turns to the first three months after the Christmas rush and makes its most useful point by separating revenue and profit…

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Why you'd press play

Want your early-2026 clinic planning to survive the quiet first three months? Start with the numbers that revenue and profit can make look safer than they are.

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