- Strategic planning–Assist management with the process of defining the direction the organization should take to achieve the organization’s vision in three to five years.
- Business Plan development – Assist management with the development of Business Plan. The Business Plan would typically include a three-year estimate of cash flow used for internal management purposes only.
- Private Equity advisor–Assist a healthcare organization with the decision to sell to a Private Equity firm. The assistance typically involves an assessment of the Private Equity offer for the business. There is also a separate assessment of the business to see if there are any cash flow improvement opportunities.
- Negotiation advisor– Assist management with the analysis of the options available to the organization as part of a sale to a health system, private equity, management company or a larger healthcare organization in the same field.