Strategic Growth Advisory

Financial and management strategy that builds, scales, and streamlines healthcare organizations.

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Strategic Growth Advisory

As your fractional CFO, we use financial analysis to guide management strategy for healthcare organizations focused on expansion. We provide clients the roadmap they need to build out DSOs or MSOs, grow existing practices, centralize services, expand their footprint through acquisitions or start ups, and position themselves for exit. We customize growth models during three phases of each engagement: Strategy, Operating Model, and Execution.  

We work with business owners to strategize and implement their organization’s culture, from services to ownership to finances. Once we have highly effective systems, processes, and team members in place, we focus on leadership. Our last step is to “train the trainer,” which ensures that our clients are able to fully execute on their vision to grow, scale, and even sell their business.  

Our Tools

High-Touch, Customized Engagements for Your Business Vision 

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Monthly Strategy
Meetings & Phone Calls

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Financial
Projections

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Pro
Formas

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SOPs

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Employee
Handbooks

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Job
Descriptions

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Bonus
Models

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Doctor
Contracts

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Future Ownership
Structure

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Potential Legal
Structures

Our Tools

High-Touch, Customized Engagements for Your Business Vision:

null

Monthly Strategy
Meetings & Phone Calls

null

Financial
Projections

null

Pro
Formas

null

Standard Operating
Procedure

null

Employee
Handbooks

null

Job
Descriptions

null

Bonus
Models

null

Doctor
Contracts

null

Future Ownership
Structure

null

Potential Legal
Structures

Deciphering Complexity Into Simplicity

Go from where you are now to where you want to be.  

Contact Us:
(469) 513-4046

Strategic Growth Advisory Process

We offer multiple engagements, which include the following tools and deliverables:

STEP 1

Strategy

We secure a deep understanding of your business and your vision, then create a custom financial, growth, and management strategy to help you execute it.  

STEP 2

Operating Model

We implement the systems and processes your business needs to carry out the vision, then standardize them across your organization.  

STEP 3

Execution

Leadership brings the strategy together. We train the team to ensure the business owner is fully equipped to scale or sell.  

Testimonials

What Our Clients Say