Growth by Design: Evaluating and Integrating Emerging Service Verticals in Your Practice

Friday, May 29, 2026

10:30 AM - 12:15 PM US PT

Location: Business Mastery Stage - Royal Ballroom 3

Moderator(s)

Mike White, CPA

Principal
CLA
Addison, TX

Practice Development Coach(s)

Mike White, CPA

Principal
CLA
Addison, TX
Bill Walker

Founder & CEO
Aesthetic Brokers
La Jolla, CA
Judy Kozlicki

This session equips attendees with practical tools and frameworks to evaluate the feasibility, ROI, and operational impact of adding metabolic medicine (GLP-1) and integrative aesthetic medicine to their practices. The session will focus on disciplined decision-making, identifying hidden risks, and aligning new services with long-term strategic goals.

What to Expect & Learning Objectives:

Gain a structured framework to evaluate new service verticals, focusing on metabolic medicine (GLP-1) and integrative aesthetic medicine.
Understand the financial, operational, and regulatory considerations unique to these emerging areas.
Learn to assess market demand, patient education needs, and brand alignment for these services.
Practice applying ROI and due diligence tools to real-world scenarios.
Take home actionable resources to guide future investment decisions.

Presentations:

10:30 AM - 10:35 AM US PT

Opening Remarks
10:35 AM - 10:40 AM US PT

The Growth Landscape in Aesthetics
Faculty: Mike White, CPA – CLA
10:40 AM - 11:10 AM US PT

ROI Decision Framework Workshop: Evaluating Metabolic Medicine
Practice Development Coach: Bill Walker – Aesthetic Brokers
11:10 AM - 11:40 AM US PT

Due Diligence Checklist Challenge: Integrative Aesthetic Medicine
Practice Development Coach: Judy Kozlicki
11:40 AM - 12:10 PM US PT

Panel Discussion: Lessons from the Field
Panelist: Bill Walker – Aesthetic Brokers
Panelist: Judy Kozlicki
Panelist: Virgil Ochoa, JD – Dykema
12:10 PM - 12:15 PM US PT

Closing Remarks