FM
Fortune Management
Empowering Practice Owners for Unprecedented Success
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Business
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Empowering Practice Owners for Unprecedented Success
Fortune Management is a premier consulting firm located in San Jose, dedicated to fostering growth for practice owners across various fields including dentistry, optometry, plastic surgery, and veterinary practices. With a proven track record of helping clients thrive, their expert coaches like Jennifer Surette have guided numerous practices to significant improvements in productivity and leadership. Their customized systems and strategies, particularly during challenging times such as the COVID-19 pandemic, have equipped clients with necessary tools for recovery and growth. Experience unmatched support and leadership with Fortune Management, where your practice's future is their priority.
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Personalized coaching to increase revenue, implement systems, and achieve consistent growth targets.
Expert guidance on mergers, acquisitions, transitions, and technology purchases to optimize practice operations.
Coaching for staff to improve communication, treatment acceptance, and hygiene program effectiveness.
Systems to monitor practice health, manage finances, and navigate loans like PPP for stability.
Mentoring to enhance leadership skills and foster a proactive, engaged team culture.
Overall rating
Jay Oza
We have been clients of fortune management’s North Texas branch. With our star coach , Jennifer Surette our offices have grown 30% consistently in last 3 years. It has been an amazing journey. We are on our way to have the best year ever since opening the practice at both locations.. in the same year. Couldn’t be more happier .. we have come along way with fortune. Thank you fortune and thank you Jennifer.
Natalie Rarick
Jennifer Surette in North Texas has been instrumental in my practice. She has helped me put systems in place to be successful. I have learned so much from her. I’ve grown as a leader with her guidance. My practice on track to have my best year. Working with her has been the best decision I’ve made in practice ownership!!
Dee Dee Meevasin
Great leaders shine brightest in the darkest moments. While we sympathize with those affected by Covid-19, the leadership that Fortune Management has provided over the last few years has helped prepare us for this exact moment. Our practice was shut down for 6 weeks, and while practices around the country have thrown their hands up with thoughts of helplessness and despair, the team and coaches at Fortune Management responded immediately with a well thought out step-by-step, 90-day recovery plan to not only keep us moving forward, but to help propel us further and faster once we get back to work. From simple things like how to handle emergency patients, to complicated things like navigating the PPP loan, we have been massively productive throughout the shutdown and NEVER felt helpless and alone. In fact, we completed our first merger and acquisition during the break. In addition, the team culture we've created over the years with Fortune's leadership helped keep our team engaged, proactive, and exited to get back to work. We really can't say enough about everyone at Fortune Practice Management! Mahalo!
Frank Chen
I have been with Fortune Practice Management since 2001 and have nothing but praises for them. They always have their clients’ best interests in mind and plays all out for the client doctors. They install systems to monitor practice health, they coach doctors and team members to get the most out of their practices and their lives. Bernie is a brilliant coach and I couldn’t imagine making any business decision without running thru him. I highly recommend them to any doctor who are looking for a practice management coach.
Frank Clark
Fortune Practice Management is an outstanding practice advisory and coaching company with a major focus on dentistry, and also serving the optometry, plastic surgery and veterinary practices. The team culture is outstanding, with leaders mentoring leaders to help practice owners grow their practices consistently. Fortune gets outstanding results for its clients with well over 1,000 clients in North America! They can help you implement best practices, advise on business strategies such as mergers, acquisitions, transitions and both clinical and business management technology purchases. They will also help you coach your team to improve communications among your staff and patients, increase treatment acceptance rates, and strengthen your hygiene program. When you follow the guidance of a Fortune Coach and implement their recommendations, your practice will thrive!
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