The founders of ClinAdvize bring real operator experience to every stage — from med spa startups and insurance credentialing to clinic operations, compliance, and revenue growth.
Available for keynotes, panel discussions, workshops, conference presentations, and private events nationwide.
The make-or-break decisions every clinic founder faces in the first 12 months — from entity structure and compliance to service menus, pricing, and vendor selection.
How to evaluate whether insurance participation is right for your clinic, which payers to target, and how to structure your practice for both revenue streams simultaneously.
A practical breakdown of the credentialing process — CAQH, payer applications, timelines, and the common mistakes that delay or derail enrollment.
The legal and regulatory landmines in med spa ownership — corporate practice of medicine, MSO structures, licensing, protocols, and how to build a compliance-first foundation.
Service pricing strategy, margin analysis, membership model design, and the operational levers that turn a busy clinic into a profitable one.
How med spas and wellness clinics are using AI tools to automate scheduling, marketing, documentation, and patient communication — without losing the personal touch.
Custom topics available on request — reach out to discuss your event's theme and audience.
Founder & Managing Partner
Morgan holds an MBA in Supply Chain Management from the University of Wisconsin–Milwaukee and spent over a decade leading enterprise healthcare at GE Healthcare, implementing 834 national projects totaling $100.8M in revenue. She co-founded ClinAdvize to bring operator-level expertise directly to med spa and wellness clinic owners — cutting through the noise with strategy that actually works.
Co-Founder & Managing Partner
Annaliese holds a JD from Capital University and is the founder of Beyond Oxygen Consulting, based in Newport Beach, California. With executive leadership experience at Fortune 500 companies including Kohl's and Thomson Reuters, she brings a legal and operational perspective that helps clinic owners navigate compliance, business structure, and growth with confidence.
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More engagements and media mentions coming soon.
Whether you're organizing a conference, hosting a webinar, or planning a private workshop — we'd love to be part of it. Reach out and tell us about your event.
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