Custom Med Spa Business Plans
That Turn Vision Into Reality

We typically complete a full med spa business plan in about 6 to 8 weeks. That includes everything: initial strategy sessions, market research, financial forecasting, and finally, delivering a fully written and designed business plan tailored to your goals. It’s a comprehensive process that doesn’t just check boxes—it sets your business up for long-term success. Need it faster? We can occasionally offer expedited timelines for an additional fee.

Yes, absolutely. These plans are SBA-ready. In fact, most of our clients come to us because they’re applying for an SBA or traditional bank loan. We know exactly what loan officers are looking for: detailed financials, clear market analysis, strong competitive positioning, and solid growth potential. Your package includes two rounds of revisions, so if your lender has specific requests, we’ve got you covered.

Yes, we do. We build out 5-year financial projections based on industry-standard metrics and real-world benchmarks for med spas. That includes a Profit & Loss statement, Revenue Forecast, SG&A (Selling, General & Admin), COS (Cost of Services), Cash Flow Analysis, and Break-even Analysis. We don’t just plug in generic numbers. We use performance data from med spas across the country to make your projections realistic and compelling to lenders or investors.

That’s totally fine. Most clients are still in the early stages of development when they come to us. In fact, building your med spa business plan often comes before branding. We help you define your positioning, target market, and unique value proposition, which becomes the foundation for naming, logo design, tone of voice, and everything else that follows. Once the plan is complete, we can jump right into branding if you'd like us to handle that part too.

Yes, we can. Lexi Design is a full-service spa consulting, branding, and marketing firm. We don’t stop at business plans. We can help you choose your location, select your equipment, design your floorplan, build your brand, create your website, and launch your marketing. Whether you’re starting from scratch or looking to elevate an existing business, we offer done-for-you and collaborative packages to help bring your vision to life.

While we specialize in med spas, day spas, and wellness businesses, our framework can be applied to any beauty, aesthetics, or health-based business model. But our deepest expertise and best results come from day spa and med spa startups, expansions, and brand refreshes. That’s our niche, and we know it inside and out.

We don’t offer direct funding, but our med spa business plans are built to attract it. Whether you're pitching to investors or applying for loans, we help position your business to look financially sound, scalable, and worth backing. We’ve helped clients secure funding ranging from $100K to over $10M.

Yes. Naming is part of our Brand Development service. We use a proprietary process to create names that are meaningful, memorable, and trademark-friendly. Whether you want something elevated and elegant or fun and clever, we’ll help you land on the perfect name and then build a full brand identity around it.

We do. Many clients stay with us after the business plan is complete because they want help executing it. We offer monthly consulting and marketing retainers, brand launch services, and ongoing support to help you stay focused and grow strategically. Think of us as your behind-the-scenes partner for the long haul.