Industry Practice Areas

The Healthcare CFO serves the following industry sectors: physician practices, life science startups and early stage ventures, Healthtech, Biotechnology, Operational Technology, Manufacturing (device and cellular) and Distribution.

Physician Practices

• Family Physician Practices

• Independent Group Medical Practices

• We focus on practices with $1MM to $15MM Annual Revenue

Life Science

• Startups and "Pre-Revenue" Companies

• Products and Therapies

• Regenerative Medicine Therapies

• Technology Licenses

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HealthTech

• Software-As-A-Service (SAAS)

• IoT

• Operational Technology (OT) Software

Biotechnology

• Stem Cell Development and Manufacturing

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Manufacturing & Distribution

• Tissue and Cord Blood Distributor

• Medical Devices

• Hospital Beds

Industry Client Work

 Below is a list of CFO Services and Business Consulting Projects we have successfully completed for clients.    

Physician CFO Service Advisory

• Family Doctor CFO

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Fractional or Part-Time CFO Projects:

• Proforma Financial Statements

• Financial Modeling

• Modeling Patent Portfolio Costs

• Patent License Due Diligence

• Improvements to Royalty, Commercial, and Finance Contract Terms

• Assist with Contract Negotiations​

• Business Plan

• Executive Summary

• Investor pitch deck​

​​​​Business Consulting Projects:

• Financial Modeling

• Validate Business Unit Forecasts and Annual Budgets

• Strategic Business Plans

• Customer Analysis

• Product Pricing

• Procurement & Inventory

• Cost Modeling & Cost Accounting​

• Data Analytics and Business Intelligence

• Design Marketing, Financial and Operations Dashboards

Consulting Projects Continued:

• Improvements to Pricing, Commercial, and Finance Contract Terms

• Support Contract Negotiators

• Managing Working Capital

• Troubleshooting ​Problems