Private Practice Playbook EP 63: 3 Things Every Practice Owner Should Do Before Year-End
Nov 26, 2025
As the holidays approach, top practice owners turn year-end fatigue into a growth opportunity. Three key strategies emerge: prioritizing strategic reinvestments over tax cuts, committing to coaching for accountability, and managing cash effectively. Encouraging team focus during the holidays and implementing retention bonuses can enhance morale. Finally, setting up January initiatives early keeps momentum going, while clear communication fosters respect and leadership within the team. It's all about finishing strong and preparing for an even better year ahead!
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Make Strategic Year-End Investments
- Do prioritize year-end investments that drive growth, not just buy equipment to cut taxes.
- Reinvest in coaching, accountability, and key team bonuses to create tax-efficient growth.
Commit To Accountability Now
- Do commit now to personal development and accountability for the coming year.
- Put yourself in a program or coaching relationship that will call your BS and hold you to goals.
Use Bonuses To Retain Key Staff
- Do review employee pay and give one-time year-end retention bonuses to key people.
- Treat small bonuses as investments that prevent losing critical team members next year.