Medical Aesthetics Clinic Chain

The Challenge

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When a private equity–backed aesthetics chain started thinking about selling, they knew they needed to clean up their act. Not the Botox — the back office.Their systems were a patchwork of productivity tools, shared drives, and clunky legacy software. Worse still, no one had a clear view of who had access to what — and the COO was laser-focused on in-clinic operations while the bigger picture got blurry.

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The Solution

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We started with a full privacy and security audit. Every tool. Every login. Every access level. Then we built a central portal: an always-updated inventory of IT systems, user access, and actionable recommendations. But we didn’t stop at cybersecurity.Our audit also spotlighted something messier than bad file hygiene — misaligned teams. Marketing wasn’t syncing with sales. Sales wasn’t syncing with clinics. And the leadership team lacked a unifying vision for national operations.We delivered a punch list of strategic hires, including a CRO to harmonize the go-to-market engine, and a plan to streamline cross-clinic operations.The client embraced every recommendation — and is now executing against a roadmap designed to boost value, reduce diligence risk, and tee up a clean exit.