Thirty minutes. Three questions. No pitch.
A discovery call is a real look at your entity structure, your compensation split and your membership margin. You leave knowing where your opportunities are — named and quantified — whether or not you ever hire us.
Choose any slot that works.
You're picking a slot in an actual advisor's week, not joining a queue. You'll get a confirmation with the link and a short list of what to have handy — nothing you need to prepare.
The things people want to know first.
What do I need to have ready?
Three numbers if you have them: your member count, your monthly membership revenue, and last year's tax return. If you don't have them to hand we still do the call — we just spend the first ten minutes finding them together.
Is this a sales call?
No. It's thirty minutes on your entity, your compensation split and your membership margin. If we're not the right fit we say so on the call, and you keep the written summary of what we found.
Who will I be talking to?
Matt Gage or Nate Goodman run the first conversations for most practices.
I'm not a Direct Care practice. Should I still book?
We specialise in Direct Care — our first Direct Care client came to us in 2021 and we built the firm around the model in 2024. We also work with a select group of owner-run businesses outside it. Either way, book: we'll tell you honestly on the call whether we're the right firm for you.
What if I just want the cheap version?
Then join the DPC Circle for $9.99 a month and come to office hours. That's a genuine answer, not a brush-off — plenty of practices start there.
The calendar is above. It's real.
Thirty minutes, three questions, and a written summary of the opportunities we find — named and quantified, whether or not you hire us.