Operating Partner and CFO for Healthcare Private Equity
Physician platforms, MSOs, multi-site specialty, ASC networks, and medspa roll-ups.
I step in as an operating partner and CFO so you can stabilize today and build the platform your next capital event requires.
Who I Work With
Private equity sponsors and operating partners in healthcare
Physician group platforms and MSOs
Multi-site specialty practices and ASC networks
Growth stage healthcare, wellness, and medspa companies preparing for their next capital event
What I Help You Solve
Fragmented or unreliable financial reporting
Weak revenue cycle and cash collection
Disconnected systems across EMR, billing, and accounting
Lack of visibility by location, specialty, or provider
Deals that are hard to integrate and even harder to explain to your board
Service Pillars
1. Interim Executive and Office of the CFO
I step in as an interim or project based CFO to build or stabilize your finance function. This includes leadership of the finance team, bank relationships, audit and tax coordination, and establishing discipline around monthly closes, reporting, and forecasts.
2. M&A Lifecycle and Integration Support
From diligence to day one to year one, I help you model, plan, and execute integrations that actually work in real life. This includes synergy modeling, integration roadmaps, and financial reporting that tracks whether the thesis is playing out.
3. Finance Transformation and Systems Modernization
I assess your current finance, billing, and reporting stack and design a path toward a modern, scalable environment. This may include moving from desktop accounting to an ERP, aligning EMR and billing flows, designing AI workflows for the work that is pattern matching against a rulebook, and building reporting that leadership and investors can trust.
4. Revenue Cycle and Cash Performance
I work with your operations and billing leaders to identify where money is leaking and what needs to change. That can include front desk capture, authorizations, charge capture, coding, denials, payment posting, and patient collections.
5. Cash, Capital and Treasury Strategy
I help you manage cash with intention. We set up simple treasury structures, review debt facilities, evaluate capital needs, and prepare for conversations with banks, investors, or new partners.
6. Board and Stakeholder Reporting
I prepare and present clear, honest, and investor ready reporting packs. The goal is simple: your board should see the real picture, understand the story behind the numbers, and know that the team has a plan.
What This Looks Like
Revenue proven before diligence.
Validated eighteen months of revenue recognition and cash receipts at a multi-site physician group. The revenue held. The sponsor can underwrite the model into an exit rather than defend it at the table.
A failing ERP stopped and replaced.
Terminated an implementation that was not going to work at a PE-backed multi-entity platform, selected the replacement, and delivered it in house without a third-party consultant. It went live faster than the one it replaced.
A finance function built from near zero.
Team, banking, treasury, audit and 401(k), budget, and a reporting package a board can use. AI workflows in production for cash forecasting, payroll validation, and contract revenue configuration.
How Engagements Work
Each engagement is tailored, but most follow one of these structures:
Diagnostic and roadmap (4 to 8 weeks)
Focused assessment of finance, revenue cycle, and systems with a concrete action plan.Embedded CFO (3 to 12 months)
Part time embedded executive leadership guiding finance, integrations, and transformation.Advisory retainer
Ongoing strategic support, sounding board sessions, and oversight for leadership and finance leads.
We will scope work together so you are clear on deliverables, timelines, and investment before we begin.
Curious what this could look like for your platform or portfolio company?