Industry Client Work
Below is a list of CFO Services and Business Consulting Projects we have successfully completed for clients.
Physician CFO Service Advisory:
-
Revenue management analysis
-
Identify medical billing problems
-
Identify and recommend solutions for cash flow problems
-
Develop action plan for doctors
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
-
Support contract negotiations
-
Business planning
-
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 and inventory
-
Cost modeling and cost accounting
-
Data analytics and business intelligence
-
Design sales, financial and operational dashboards
Consulting Projects Continued:
-
Improvements to pricing, commercial, and finance contract terms
-
Support contract negotiators
-
Managing working capital
-
Troubleshooting problems

