Setting up, owning and running a specialist practice, or group of…
JERRY KENNARD | CEO
Heading up a Medical and Workplace Design and Fit-out business, Jerry is a highly focused and results-driven CEO who leads through example and motivates staff to work to their full potential. He inspires his team to think outside the box when delivering creative and visionary office fit-out solutions to ensure that every client not only achieves their operational objectives but also increases the engagement, productivity and retention of their team. He believes the physical environment is like the soil for every team to grow in, and ultimately the determinate of their success.
Zig Ziglar, a famous American, once said: “You don’t build a business – you build people – and then people build the business.” Jerry lives by this philosophy and that is why he leads the best team in the workplace design and refurbishment industry. His expertise results in motivated and highly productive staff who look forward to coming to work each day, not only at Evoke Projects, but at client sites across Australia.
Jerry’s experience in the Workplace Design and Construction industry extends across office refurbishment, commercial fit-out, education, childcare, hospitality, and health. He is skilled in Workplace Strategy, Office Interior Design, Project Management + Delivery, Estimating + Budgeting, Negotiation, Business + Strategic Planning.
MICHELLE TAYLER | FOUNDER & DIRECTOR
ABOUT MARKETING PRACTICES
At Marketing Practices, we love helping Practice Principals and Practice Managers plan and implement effective marketing strategies to attract new patients and retain existing ones.
Having coached many practices over the years we understand that marketing a practice is challenging yet rewarding at best, overwhelming at worst:
- You lack the time, so your approach is a little ad hoc and doesn't seem to get much traction.
- You realise the value of a strong online presence, but find it nearly impossible to keep up to date with the rapid developments in digital and social media marketing. You have a sense that there is a great opportunity... if only you knew how.
- No matter what you do, you just don't seem to be attracting your ideal patients, the ones that are profitable and you enjoy treating.
- You know you offer great patient service but you need to increase awareness and build the reputation of your practice in order for it to grow. How do you encourage your patients to authentically refer your practice without feeling like a salesperson?
We also understand that marketing is just a small element of all the things that you are juggling with the heavy demands of running your practice
This is where we come in...
Marketing Practices is a marketing help desk for Australian Practice Principals and Practice Managers of dental, medical, chiropractic and physiotherapy practices, to gain knowledge, training, expert advice and support
ABOUT MICHELLE TAYLER – Founder and Director
Over the past two decades, marketing has, and continues to be my passion. It's the combination of creativity, psychology, structured processes and evolving technology that draws me to it.
It's my vision to demystify marketing, and to mentor Australian practices to realise their full potential. I know running a practice is demanding and often there is nowhere to turn to for trusted advice. Marketing Practices is your practice marketing help desk, here to serve and guide you through your marketing transformation to create a successful, profitable practice.
SALLY STUART | BUSINESS BROKER – HEALTH SECTOR
HEALTH BUSINESS SALES SUPPORTING LINK BUSINESS
Health Business Sales Pty Ltd | Lic No: 10083963
Sally Stuart commenced her career with LINK after working with medical doctors from a sales and recruitment perspective for more than a decade. After selling GP, Dental, Allied Health, Aged Care and NDIS businesses for the last 6 years, she is well versed in understanding the intricacies involves in a sale. Sally can be your sales 'ringleader' when you are ready to transition to the next stage in your professional career, be that retirement or the acquisition of a super clinic!
It might be that you are just thinking about selling, so now is the right time to discuss a plan and strategize together to make a plan you feel comfortable with in order to get your clinic 'sales ready'.
The sale of a clinic require many steps including but not limited to contract negotiations, buyer registration and compliance, financial statement interpretation, site visit co-ordination, state compliance, legal liaison, deposit management, and multi-party communications so if you can see the value in getting a non-emotionally involved 3rd party broker to assist you to traverse your way through this potential mine-field of steps, please reach out to Sally today on any of the numbers above.
Based in Sydney and most recently trained with the Australian Institute of Business Brokers, Sally can assist you to sell your business quicker and for a better rate than potentially you thought possible. Be assured of getting the best one-on-one service from this broker with the company support of LINK Business behind her!
2020 - Chairman's Club Member
2018/2019 - AIBB NSW Specialist Broker of the Year
2018/2019 - LINK International Rising Star
2017/2018 - LINK International Rising Star
2016/2017 - AIBB Rookie Business Broker of the Year – Runner Up
Read more about Sally and Link Business in recent magazine articles
Penny Fraser | Snr Client Experience Manager
With a career spanning over 20 years in business development, sales and customer service, Penny brings an innovative approach to the design & construction industry.
Specialising in the healthcare sector, Penny’s ability to provide expert advice and identify her clients ideal practice environment allows her to skillfully bring their vision to fruition; resulting in professional spaces that are not only highly functional, ergonomic and attractive but also built to the highest quality in construction standards to last the test of time.
Elena Bytch, CTA, CA, MBL, BAcc | Tax Adviser, Principal
Prism Accounting provides specialist accounting and taxation services to doctors, dentists and allied health professionals.
We work with GP, Specialist and Dental Practices at all stages of life cycle as well as individual practitioners. As medical accounting experts, we can identify opportunities to optimise your tax position, provide structuring advice, assist with practice set-up and ensure your ongoing tax, bookkeeping and reporting compliance needs are taken care of.
We provide a full suite of taxation, accounting and business services and can help you find a tailor-made solution to address your unique business requirements.
Practice Start-Up and Acquisition
Whether you are setting up your practice from scratch or acquiring an existing practice, we can advise you on a business structure to ensure it is tax effective, commercially sound, provides appropriate level of asset protection and supports your long-term goals. We can help you prepare a business plan, evaluate different financing options, assist you with obtaining business, fit-out or equipment finance, take care of entity formation and registration and set up cloud accounting software to streamline financial reporting processes. If you are acquiring or buying into an existing practice, we can provide independent valuation, benchmark the practice performance against competitors and undertake tax due diligence.
Running and Growing Your Practice
Through continuous engagement with you, we will help you manage and grow your practice. With our proactive approach to tax and business planning, we work with you to develop strategies to minimise taxes, manage cashflow and maximise your disposable income. We can provide benchmarking reports analysing your practice performance against similar sized practices in your specialty and identify opportunities to increase profitability. As your practice grows, you will have access to timely specialist tax and business advice to meet evolving needs of your business. We can review your current business structure in preparation for admitting new equity holders, revise your business plan and performance goals and help you obtain finance for expansion. We also provide medical bookkeeping services to our clients to ensure your financial information is kept up to date to enable you to monitor your practice performance. We will ensure your tax and GST compliance requirements are taken care of so that you have more time to focus on your practice.
Selling Your Practice
If you are planning to sell your practice, we will work closely with you to develop an exit strategy and prepare your practice for sale. We can provide practice valuation and advise you on steps to take to maximise the value of your practice and structure the sale in the most tax effective way. Depending on your circumstances, you may qualify for a range of Small Business Capital Gains Tax Concessions on sale of your practice, which can result in substantial tax savings, in some cases reducing tax liability to nil. Due to significant values involved in sale of business assets and complexity of CGT rules, mistakes can be costly. With our extensive expertise in Capital Gains Tax, we will assess your eligibility and help you get the most out of available CGT concessions and rollovers to minimise taxes on sale of your practice and maximise your wealth.
Elena Bytch is the founder and principal of Prism Accounting. She started her accounting career in the early 2000s and has gained extensive experience in accounting and tax both within public practice and commerce sector. Prior to starting Prism Accounting, Elena spent several years as a Tax Consultant with a specialist accounting firm where she developed her expertise in Medical Accounting. Elena has helped hundreds of doctors, dentists and allied health professionals to navigate complexities of tax law and achieve business success.
Elena’s areas of tax specialisation include:
- Capital Gains Tax, Concessions and Rollovers
- Small Business Concessions
- Business Structuring and Restructuring
Elena is a Chartered Accountant with CAANZ, Chartered Tax Adviser with The Tax Institute, holds Master Degree in Business Law and is a Registered Tax Agent.
Stefanie Fredes | Practice Intelligence Platform
About Cubiko for the Specialist Industry
Cubiko, a Practice Intelligence Platform, has teamed up with Genie Solutions to launch a new product for specialists called Insights powered by Cubiko.
Insights powered by Cubiko was built to help empower Specialist practices:
- Make better business decisions backed by data
- Build and grow their referral base
- Keep their appointment book full and flowing
- Gain insights into where their revenue is coming from and help streamline processes.
About Stefanie Fredes – Product Manager
Stefanie Fredes is a Product Manager at Brisbane-based software start-up Cubiko, an innovative platform dedicated to helping GP and specialist practices gain insight into their businesses.
With a combined 18 years’ experience in operations, governance, and solution delivery across Government and non-for-profit organisations, Stef has been involved in projects aimed at providing improved citizen, patient and customer outcomes through the delivery of efficient digital experiences for the Government, Hospital, Aged Care, Family and Disability services sectors.
With all this experience, Stefanie diligently heads up the development of Cubiko’s specialist product with Genie – Insights powered by Cubiko.
Craig Hong | Legal
Hillhouse Legal Partners
Our specialist health and medical team is lead by Craig Hong, Director of Hillhouse Legal Partners.
Hillhouse offers extensive industry specific knowledge and expertise to the entire medical profession. From individual physicians and specialists, medical groups of all sizes, through to various hospitals and ASX-listed corporate medical providers, nationally.
This includes supporting practitioners throughout all stages of their career lifecycle. From interns and registrars, the transition into private practice, from inception and start up through to succession planning and selling a practice or group.
We take a flexible approach to servicing our busy medical clients enabling them to focus on their core business of practising medicine and treating patients. This includes responsive communication and accommodating meetings either in person on premises or remotely, often outside business hours.
Craig has built a reputation for his pragmatic approach to commercial law, particularly in contract drafting and legal business advisory work.
We invite you to download our Knowledge Pack including valuable resources and more information about our capability in the health and medical sector.
Please get in touch to arrange a free initial consultation to discuss how we may help you. Our full service offering can be viewed at www.hillhouse.com.au.