Summit 2026 Survey

Name

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Thank you for taking a few minutes on this. Our theme this year is Scaling Excellence. Preserving Entrepreneurship — and we cannot get that balance right without a candid read from you on where the platform has delivered this past year and where we still have opportunity. Five minutes. What you share shapes the Summit agenda.

Did you attend the 2025 LifeSpanMD Summit?*

These next questions are about the past year. We want a read on progress and perceived value— so please rate only the areas you have had a clear view into. "Not enough visibility" is a useful answer and tells us as much as a low score does.

Over the past 12 months, how much meaningful progress has LifeSpanMD made in each area? Rate only what you have had a clear view into.

	Went backwards	No real change	Some progress	Meaningful progress	Substantial progress	Not enough visibility to judge
Finance — reporting, accounting, financial planning, benchmarking
Expense reduction & synergies — group purchasing, vendor consolidation, shared services, cost savings from being part of the network
IT / AI / Technology — systems, EMR, Invisible AI, data and analytics
Marketing — brand, demand generation, local marketing support
Communication & network connectivity — partner-to-partner connection, best-practice sharing, how responsive the MSO is to you
Growth support / Operations — growth strategy / operational support to your practice
M&A / Partner acquisition — pace and quality of new practices joining
Clinical recruiting — sourcing and placing physicians and/or APPs
Human Resources — hiring, onboarding, benefits, staff retention
Legal / Compliance — consent forms, regulatory posture, risk protection

Setting the individual areas aside — overall, how has the value you get from being part of LifeSpanMD changed over the past 12 months?*

Significantly less valuable	Somewhat less valuable	About the same	Somewhat more valuable	Significantly more valuable

What has driven that?

Looking forward: which areas do you most want to see progress in over the next 12 months? Select your top 3.*

Select exactly 3 choices.

Finance — reporting, accounting, financial planning, benchmarking

Expense reduction & synergies — group purchasing, vendor consolidation, shared services, cost savings from being part of the network

IT / AI / Technology — systems, EMR, Invisible AI, data and analytics

Marketing — brand, demand generation, local marketing support

Communication & network connectivity — partner-to-partner connection, best-practice sharing, how responsive the MSO is to you

Growth support / Operations — growth strategy / operational support to your practice

M&A / Partner acquisition — pace and quality of new practices joining

Clinical recruiting — sourcing and placing physicians and/or APPs

Human Resources — hiring, onboarding, benefits, staff retention

Legal / Compliance — consent forms, regulatory posture, risk protection

If the MSO could put all of its resources behind only a handful of initiatives next year, which TWO would you fund first?*

Select exactly 2 choices.

Build AI and technology that takes administrative burden off the practice

Drive new patient growth — brand, marketing, demand generation

Land and scale corporate and employer partnerships

Recruit physicians and APPs into existing partner practices

Acquire new practices and expand the network

Cut costs and capture buying power across the network

Strengthen operational infrastructure and regional support

Expand clinical service lines — imaging, specialists, other modalities etc.

Deepen partner-to-partner connectivity and best-practice sharing

Strengthen back-office finance, reporting and benchmarking

Other — please describe

We are planning breakouts so our physicians/partners can go deep and collaborate on specific topics. Which would be the best use of your time? Pick up to three.*

Select between 1 and 3 choices.

Regional collaboration — a working session with partners in your own market (ex. west coast, mid-market, east coast)

Local corporate partnerships that move the needle — partners walk through deals they closed locally that drive real revenue and volume

Peptides in concierge medicine — protocols today and where the field goes next

Network pricing strategy and insights — what partner plans look like by region, philosophy of care, what is in and out of each plan, and pricing in a competitive market

The executive physical in a longitudinal care model — using the Princeton Longevity Center offering in your practice

Advancing women's health across the platform — the new breast imaging and women's center, and what it opens up for your patients

Something else — describe the topic you would most want

Describe the topic you would most want

How likely are you to recommend joining LifeSpanMD to a physician colleague whose judgment you respect?*

0 = Not at all likely · 10 = Extremely likely

0	1	2	3	4	5	6	7	8	9	10

What do you most hope to walk away with from this year's Summit — the one thing that would make the trip unquestionably worth your time?*

Name*

Prefix First Last

Practice*

Anything else you want the MSO to know?