Financial Clarity for Independent Owners
A CFO level stress test for founder led practices and service businesses from $2M to $20M in revenue.
You built something real. Money is coming in, patients or clients trust you, but behind the scenes the numbers feel scattered. You know there are gaps. You just do not have the time or the expertise to hunt them down.
And the gaps compound quietly. They show up years later, in a bank conversation, a partner negotiation, or a buyer's diligence, when they cost far more than they would have cost today.
You need a “Financial Health Audit”
A stress test for your business or practice, run the way I would run it for a private equity sponsor before a deal.
What we review
Financial statements and bookkeeping setup
Billing, collections, and cash flow patterns
Payer mix, contract risks, and revenue concentration
Expense structure and hidden leakage
Basic tax, entity, and risk considerations from a CFO lens
What you receive
A written Financial Health Report that highlights strengths, red flags, and blind spots
Clear prioritization of what to fix now, soon, and later
A practical 90 day action plan you can implement with or without me
A live review session where we walk through results and you can ask questions
If you want a clear picture of your financial health and a plan you can trust let’s connect.
Optional Implementation Support
For clients who want more support, I can:
Help you choose and set up better systems
Partner with your bookkeeper, accountant, or billing team
Support you in conversations with banks, potential partners, or buyers
This can be scoped as a short project or a light advisory retainer, depending on your goals.
If you want a clear picture of your financial health and a plan you can trust let’s connect.
Who This Is For
Independent physicians and multi provider practices
Health and wellness business owners
Service based founders with 2 to 20 million in annual revenue
Professionals who are serious about growth and risk management, not just survival