CFO leadership for organizations built on care.

Financial leadership across the healthcare and wellness landscape.

Every healthcare organization delivers care and gets paid for it, but the economics differ sharply by setting — how revenue is reimbursed, how providers are compensated, what regulation applies, and where margin actually comes from. We bring CFO leadership that already understands the mechanics of your segment.

Behavioral health & therapy groups

Outpatient therapy practices, psychiatry groups, and intensive outpatient programs. Session-level economics, clinician compensation models tied to productivity and quality, payer mix between commercial insurance and self-pay, and the operating discipline to scale from one location to many without losing margin visibility.

Addiction treatment & residential programs

Detox, residential, partial hospitalization, and sober-living operators. Census-driven revenue, length-of-stay economics, verification-of-benefits and utilization review processes that determine what is actually collectible, and the compliance and licensing cost structure that comes with the setting.

Medical practices & physician groups

Primary care, specialty practices, and multi-provider groups. Receivables cycles by payer, associate-to-partner transitions, ancillary revenue lines, and capital planning for equipment and expansion — with per-provider and per-location profitability built into how the practice is managed.

Dental groups & dental service organizations

Single practices growing into groups and platform dental service organizations. Doctor compensation and equity structures, hygiene productivity, insurance write-offs versus fee-for-service revenue, and the acquisition and integration modeling that drives roll-up strategies.

Med spas & aesthetics

Blended service and retail revenue, injectables and device economics, membership and prepaid package obligations that must be recorded as liabilities until delivered, and margin visibility across service lines with very different cost structures.

Fitness & wellness operators

Gyms, boutique studios, and wellness centers. Recurring membership models, churn and attrition by cohort, labor cost structures tied to class schedules, and location-level performance for multi-site growth and franchise decisions.

Home health & care agencies

Home health, home care, and hospice agencies. Labor-driven cost bases at scale, scheduling and travel economics, caregiver classification and overtime exposure, and the true margins underneath each payer source and service line.

Allied health practices

Physical therapy, occupational therapy, speech therapy, chiropractic, and similar visit-based practices. Visit economics, payer-versus-cash mix, therapist productivity and compensation, and the financial groundwork for adding providers and locations.

Urgent care & walk-in clinics

Volume-driven, seasonal businesses with long payer collection cycles. Visits per hour, staffing to demand, per-visit reimbursement by payer, occupancy cost as a share of revenue, and de novo site modeling that reflects realistic ramp curves rather than optimistic ones.

Diagnostic imaging & laboratories

Capital-intensive operations where equipment financing, utilization, and referral relationships determine returns. We model equipment economics, reimbursement by modality, technologist staffing, and the payback on each capital decision before it is committed.

Telehealth & virtual care

Virtual-first providers and hybrid models. Multi-state licensing and payer credentialing costs, technology spend as cost of revenue, provider contractor models, customer acquisition cost against patient lifetime value, and the reporting investors expect from a technology-enabled care business.

Senior living & assisted living

Independent living, assisted living, and memory care operators. Occupancy and rate economics, care-level pricing, labor and food cost per resident-day, real estate versus operations separation, and lender reporting for asset-backed financing.

Don't see your setting? The finance principles carry over; the segment knowledge is what we bring on day one. Book a consultation →