Practice Financial Review
A scoped engagement, not a sales call.
You receive a written assessment of your membership economics, margin structure, cash position and reporting quality, along with a view on what would need to change before the practice could withstand outside financial scrutiny.
Scope and fee are confirmed after a short call. The review stands on its own whether or not we work together afterward.
What we cover
- How your practice is structured: membership, hybrid, panel size, providers
- What your current financials do and do not tell you
- The decisions you are weighing in the next six to twelve months
- Where the reporting is likely misstating things, and what that costs
- Whether a CFO engagement is worth it for you right now, including if it is not
No preparation needed. You do not need to pull reports or tidy anything up beforehand. The current state is the useful information.
No patient information. Please do not send patient-identifiable or protected health information through this form or by email.