What We Do

Our Capabilities

From data analytics and financial planning to healthcare operations and strategic development — we bring the expertise your business needs to perform at its best.

Areas of Expertise

Financial Planning & Analysis

We build FP&A infrastructure scaled for SMB reality — from annual budgets and rolling forecasts to KPI dashboards and board-ready financial models. No more managing by gut feel. Make every major decision with clarity and confidence.

  • Annual budgeting & rolling forecasts
  • KPI dashboard design and implementation
  • Cash flow modeling & scenario analysis
  • Board-ready financial reporting packages
  • Cost structure optimization

Healthcare & ASC Operations

With firsthand experience developing and operating four freestanding ambulatory surgery centers, we offer unmatched depth in ASC finance, governance, and multi-stakeholder operations. Whether you're launching, growing, or turning around — we've been in the room.

  • ASC feasibility studies & business planning
  • Health system & physician partnership structures
  • Operational finance & volume forecasting
  • Revenue cycle optimization
  • Regulatory & compliance navigation

Data Analytics & Business Intelligence

We build custom analytics pipelines, reporting frameworks, and executive dashboards that turn scattered data into your sharpest competitive advantage. MS in Analytics-level rigor, delivered in business-ready clarity.

  • Custom dashboard design & implementation
  • Data pipeline architecture
  • Operational and financial reporting automation
  • Predictive modeling & trend analysis
  • BI tool selection & implementation support

Strategic Development & New Ventures

From business case development and market analysis to partnership structuring and venture advisory, we help ambitious organizations chart a clear path forward — and execute on it. We've helped launch businesses across healthcare, technology, real estate, and infrastructure.

  • Business case development & feasibility analysis
  • Market entry & competitive landscape studies
  • Partnership and joint venture structuring
  • Capital strategy & investor narrative
  • Growth roadmap development

Payer Contracting & Managed Care

Navigate managed care negotiations with a seasoned advisor who has structured payer contracts for surgery centers and regional health systems. We understand the levers — rate structures, carve-outs, quality incentives — and how to use them in your favor.

  • Contract negotiation strategy & preparation
  • Rate benchmarking & market analysis
  • Managed care contract modeling
  • Payer mix optimization
  • Contracting infrastructure development

Technology Implementation

Project leadership and strategic oversight for EHR deployments, IT modernization, and healthtech platform development. We've delivered a $200M IT transformation — we know how to keep complex technology projects on track, on budget, and aligned with clinical and operational goals.

  • EHR selection, contracting & implementation oversight
  • IT modernization project leadership
  • Healthtech platform development advisory
  • Vendor management & contract negotiation
  • Post-implementation optimization

Our Approach

How We Work

01

Discover

We begin with a deep-dive assessment of your data, operations, and strategic goals — understanding where you are, where you want to go, and what's standing in the way.

02

Analyze

Using advanced analytics and domain expertise, we identify the highest-impact opportunities and develop a tailored action plan with clear milestones and measurable outcomes.

03

Execute

We partner with your team through implementation — providing hands-on guidance, accountability checkpoints, and the adaptability to navigate real-world complexity.

Let’s Build Something Together

Every engagement starts with a conversation. Tell us about your business and the challenges you’re facing — we’ll tell you how we can help.

Start a Conversation