Theme 01 · Scale
Build a model that grows past you
The operating model, the capital calls, and the mistakes that cost the most time, so the next location doesn't run through you.
The Medical Entrepreneur Summit
You built a practice that can't run without you.
Two working days on the business behind the practice. Scaling, tax, asset protection, and the way out. Taught by the people who run and structure real clinics right now, so you leave as the owner, not the bottleneck.
Reserve my seat
First 50 owners save $500 · $1,499 then $1,999.
Aug 6–7, 2026
The Cowboys Club
Frisco, Texas
You're the best provider in your building. You're also the reason it stops when you leave.
Every decision routes back to you. Hiring. Pricing. The schedule. The vendor problem. The number nobody else is watching.
You didn't build a business. You built a job with more risk and worse hours.
That's not a discipline problem. It's a structure problem. And structure is fixable in two days, in the right room, with people who have already done it.
→Could your clinic run for 30 days without you in it?
→If you stopped injecting tomorrow, does the revenue stop too?
→Do you own a business, or a job with good margins?
→Could a buyer take it over, or does it leave when you do?
Reserve my seat
First 50 owners save $500 · $1,499 then $1,999.
Every session ends with a decision made, not a topic covered.
Working sessions on the moves that change what your practice keeps and what it's worth. You work through your own numbers, not a generic case study, and every session ends with a decision made.
Theme 02 · Keep
Keep more at tax time
Entity structure and the deductions clinic owners miss, the moves that hold five and six figures inside the business. For most owners, this pays for the seat.
Theme 03 · Protect
Protect what you've built
Asset protection and risk structure handled before something forces the conversation, plus the moves that turn clinic profit into income and wealth outside the chair.
Theme 04 · Run & Exit
Get out of the middle
Delegation, provider accountability, and an exit-ready valuation, so the clinic runs without you and you know what it's worth.
You leave with
- A plan to scale without being the bottleneck
- The tax and entity moves to take to your CPA
- A clear view of what your practice is worth
- A way to get the day-to-day off your desk
Reserve my seat
First 50 owners save $500 · $1,499 then $1,999.
They built it. They run it.
They're still in it.
People who show up to work on Monday. Operators who run real clinics, the CPA who structures them, and the leader who builds the teams inside them, all carrying the same payroll and risk you do.
Dr. Alex Spinoso
Co-founder, Genesis Lifestyle Medicine & Charismedx
18 clinics · $200M+ · 8 companies
Scaled Genesis to 18 clinics and $200M+ in annual revenue across 8 companies. Teaches the scaling model, the capital calls, asset protection, and the decisions that let a clinic grow past the founder.
Teaches: Scaling · Tax · Protection
Chad Steinorth, CPA
Managing Partner, ShipShape Accounting
20+ years CFO & Controller
Dr. Alex Spinoso's personal CPA. Two decades in CFO and Controller seats, including medical weight management, building the entity structure and tax strategy behind the portfolio. Brings the same moves to the room.
Teaches: Tax · Entities
Kara McClanahan
VP of Operations, Genesis · CEO, Aesthetic Practice Partners
Runs operations across all 18 Genesis clinics
MBA, MHA, CMPE. She runs multi-site operations across all 18 Genesis clinics and has spent 25+ years building cosmetic practices that don't depend on the owner. Teaches the staffing, comp, and accountability systems that take you out of daily operations.
Teaches: Operations · Staffing · Systems
Vaughn Kohler
Co-founder, Charismedx
The leadership layer most owners skip
Works the part owners avoid: the leadership and delegation that move you from running the clinic to owning it. The hard conversations, the head game, the structure that keeps a team together.
Teaches: Leadership · Delegation
Owners who've been in a Charismedx room, in their words.
Real members, real numbers. These are results from past Charismedx rooms.
Second locationOpened within 9 months
"I came in running on instinct. I left with the next twelve months on paper and the structure to actually open number two without burning out."
JM
Jenessa McKrayFrisco Body Contouring · Frisco, TX
Kept $38KOne tax restructure
"I restructured my entities after the tax session. I kept $38,000 that year that I'd have handed to the IRS, and that was before anything else changed."
DW
Danielle WildermanRevive Aesthetics & Wellness · Scottsdale, AZ
Two days backOff the schedule every week
"The systems gave me a clinic that runs when I'm not there. I got two days a week of my life back and revenue didn't dip."
AF
Amy FlynnYouGo WeGo Health & Wellness · Portland, OR
The real cost isn't the ticket. It's staying the bottleneck.
The room is capped on purpose. CE-eligible and tax-deductible for your practice, so your real cost is lower than the number on the seat.
First 50 owners · Save $500
$1,499per seat · $1,999 after the first 50
Bring your partner or practice manager on a second seat. The plan works best when the owner and the person who runs the day-to-day are both in the room.
Early price ends
July 17
or when the first 50 seats are gone
Claim my first-50 seat
CE-eligible · Tax-deductible.
Cut one payroll mistake, keep one key provider, or avoid one bad expansion, and the seat pays for itself before you leave the room.
Cowboys Club, Frisco. Not a hotel ballroom.
The Cowboys Club at The Star, the Dallas Cowboys' world headquarters, with the field on one side and a small group of owners on the other. Small on purpose. The format only works when owners can ask real questions, work through real numbers, and leave with a plan they can use. When the room is full, registration closes.
Address
1 Cowboys WayFrisco, TX 75034
Schedule
Doors 8:00 AMSessions 9 AM to 4 PM
Getting there
30 min from DFWFree parking on site
The group
Kept small on purposeSo you can actually ask
Built for owners. Not for everyone.
This is for you if
- You own the practice and you sign the payroll.
- You're tired of being the bottleneck, and you want it fixed.
- You want decisions made, not inspiration.
- You'd rather do the work in the room than watch another replay you never open.
This is not for you if
- You want to be sold to from a stage.
- You want to sit back and watch, not do the work.
- You're staff, not the owner. Send your owner, or come together.
- You're not ready to change how you run it.
The questions owners actually have.
I'm too busy to leave my clinic for two days. Should I still come?+
That's the point. If the clinic can't handle two days without you, that isn't a scheduling problem. It's an operating problem, and it's the exact thing this room is built to fix. If you can't leave for two days, that's the reason to be here.
Should I bring my partner or practice manager?+
If they help run the business, yes. The plan is most useful when the person who owns the risk and the person who helps execute it are both in the room. Register each seat separately.
What if my plans change and I can't attend?+
Email our team as soon as your plans change and we'll work out the best option with you.
I already run multiple locations. Is there enough here for me?+
Yes. The scaling, asset protection, and exit-readiness sessions are built for owners protecting profit and getting exit-ready, not for beginners.
Does this count for CE credit, and is it tax deductible?+
Yes on both for most owners. The sessions are CE-eligible, and it's continuing education and a business expense for your practice. Check with your accountant on your specific situation, and bring the question to the tax session while you're there.
What is Charismedx?+
The community for medical and aesthetic clinic owners, founded by Dr. Alex Spinoso and Vaughn Kohler. Home of The Spinoso Podcast and a growing membership of clinic owners across the country.
August 6–7, 2026 · The Cowboys Club, Frisco, Texas
If your clinic can't run two days without you, that's the reason to be in the room.
$1,499 for the first 50 owners. Two working days, a faculty that still runs the clinics, and a plan you can put to work Monday.
Reserve my seat
First 50 owners save $500 · transferable if plans change.
Build. Become. Belong.