• Provide part-time or project-based finance and accounting expertise for healthcare or service-based businesses.  

• Not all organizations are able to fund a full-time CFO position.  Part-time or “fractional” CFOs can provide a more cost-effective way to meet the need when more extensive finance expertise is needed to make business decisions or support internal projects. 

• Interim CFO services provide support during periods of leadership transition to help maintain continuity, provide guidance, and contribute specialized expertise when evaluating new opportunities.

• Support owners and management with due diligence and valuation documentation, forecasting, presentations and preparation.

• Complete an adjusted EBITDA analysis.

• Financial review of definitive agreements, earn-out methodology and terms, or other relevant legal documents included in the transaction.

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• Provide project-based analytics for decision making and support:

  • Capital Projects

  • Service Line Analysis

  • New Service Lines or Business Opportunities Pro Forma

  • De Novo Modeling

  • Case Costing

  • Revenue Analysis

• Operating, Capital and Cash Flow Forecasting

• Develop and implement a comprehensive budget process and forecasting model based on your core business drivers (volumes, PMPM, RVUs, staffing, etc.) 

• Develop and implement short-term and/or long-term cash flow forecasting tools based on your cash inflows, operating budget/forecast, capital planning, distributions and debt service.    

• We work with your team to support development or will work directly with the leaders in your organization to design the forecasting model.

• Train your team in maintenance and updates to the forecast model. 

• Provide Project Lead or team support in implementing a new accounting/ERP system including evaluation, selection, planning, implementation, testing and go-live support.

• Preparation for an initial or recurring financial audit.  

• Audit coordination.

• Prepare or review complex analysis or reconciliations for high-risk areas.

• Implementation of new pronouncements.

• Create a payor contract grid of key legal and financial terms.

• Develop financial models for payor contract analysis to facilitate negotiations.

• Train your team in payor contract negotiation process and strategy.

• Support negotiation with health plans.

• Areas: Provider, ASC and Risk-Based Contracting.