Finance

Finance is where the whole business comes together. We manage to three numbers: revenue today, profit to the owner, and what the practice would be worth in a sale.

Loyal patients connect all three — each one is a stream of future cash flow, and the profile of those streams is what a buyer ultimately prices. So our analysis ties directly to marketing, sales, and operations: which services attract patients who stay, what retention does to margin, and where reinvestment compounds. You get numbers you can decide with — and a business that reads well to acquirers.