After Disappointing CFO Guidance, a New Owner Finds Real Financial Clarity
- Industry: Healthcare
- Annual Revenue: ~$1M
Challenges
After purchasing a healthcare practice, a new owner had ambitious growth goals but little clarity around what expansion would truly require.
They had even hired an in-house CFO, yet still lacked the financial insight and operational guidance to move forward with confidence.
Results
Our team stepped in to rebuild their financial model from the ground up—aligning projections with real operational data and overhauling both daily reporting and monthly financials. This gave the owner a clear picture of capital needs, cash flow, and growth capacity.
With this foundation in place, the practice successfully raised additional rounds of investor funding and continued its expansion with confidence.
The owner frequently remarks how different this experience has been—finally feeling understood, supported, and equipped by a CFO team that speaks their language.
