Medical Spa Business Plan Template

A backer wants the capacity model first: treatment rooms, provider hours, average ticket by service, and the utilization rate joining them. Beside it they expect retention modeled with a stated return interval, devices with depreciation schedules, consumable cost per treatment, and the supervision structure your state requires, costed and staffed. Because aesthetic spending is discretionary, the downside case should stretch treatment intervals and lower utilization rather than assume a single flat year. PrometAI’s template covers each of these and adjusts to your service menu, device roster, and licensing setup.

Work from capacity, not a market size figure. Take room count and provider hours, apply a realistic utilization ramp for a clinic building its reputation, then multiply by average ticket per service line. Facial treatments and peels typically fill the calendar earliest at lower prices, injectables carry higher tickets with a predictable return cycle, and laser packages build as before-and-after evidence accumulates. A retention assumption layered on top makes years two and three compound rather than restart, and PrometAI holds the three statements and the valuation in step as those inputs move.

Equipment and build-out dominate. Energy devices and lasers, room fit-out, licensing and medical direction, software and booking systems, and pre-opening marketing all land before the first appointment, which is why capital expenditure consumes most of the raise. A second reserve then carries payroll and rent through the months of building a client base. In the Lumière sample plan the total requirement is $526k, with $506k of Year 1 capital expenditure and $76k of working capital, capital expenditure representing 83.26% of the allocation. Adjust device count, room count, and staffing and the template recalculates the requirement.