Reference · For practice owners
Guides
Straight answers for owners of $5 to $50M medical practices weighing financial help. What a fractional CFO does, what it costs, when it is worth it, and how to get a practice ready to sell. Written from the seat, not from a brochure.
01 · Start here
The guides
- 01Fractional CFO FAQQuick answers to the questions owners ask most: what a fractional CFO does, what it costs, when to hire, and how it differs from a bookkeeper or CPA.
- 02Fractional CFO for medical practicesThe full picture: what a fractional CFO does for an owner-operated practice, when you need one, what it costs, and how the engagement runs.
- 03What a fractional CFO costsReal ranges, what moves the price up or down, and the honest math against hiring a full-time CFO.
- 04CFO vs controller vs bookkeeperWhich financial seat your practice actually needs, and what each role is built to do.
- 05When a practice needs a CFOThe signs that bookkeeping has outgrown its seat, and the revenue where the shift usually happens.
- 06Preparing a practice for saleWhat buyers and their diligence teams look for, and how to be ready well before a term sheet.
02 · Deep dives
Playbooks
Longer, standalone reads for owners who want the full picture on a topic, from the fundamentals to raising capital and selling to private equity.
Business finance 101 for practice owners
The fundamentals every owner should know: the four numbers to watch, cash versus profit, and a 13-week forecast you can run yourself. Includes a free template.
ReadAccess to capital and private equity
How growth gets funded, what capital actually costs, and what changes when private equity comes calling.
ReadQuality of earnings (QoE) explained
What a buyer's quality-of-earnings team tests in a practice sale: adjusted EBITDA and add-backs, the working-capital peg, and being QoE-ready early.
Read03 · Explainers
One topic at a time
Short, focused reads on the numbers that decide margin in a practice, each one built to answer a single question well.
What is a 13-week cash forecast?
What a 13-week cash forecast is, why 13 weeks, and how to build one, with a free template you can run yourself.
ReadProfit by provider in a medical practice
How to see which providers actually make money: attributing direct costs and allocating overhead by driver instead of a flat percentage.
ReadMedical practice KPIs and monthly reports
The financial reports and KPIs to review every month: the Critical 4, collections, denials, days in AR, payer mix, and cash.
Read04 · By specialty
Built for your kind of practice
The economics differ by specialty. These pages get specific about the numbers that decide margin in each one.
Ambulatory surgery centers
Case mix, implant cost, and physician-syndication economics that general finance help tends to miss.
ReadPhysician group practices
Provider productivity, payer mix, and compensation models across a multi-site group.
ReadDermatology and med-spa
Holding margin across insurance work and cash-pay aesthetics without letting either subsidize the other.
ReadWant the answer for your own numbers?
The Margin Map is a 3-week, fixed-fee diagnostic that finds where your margin is leaking and what it is worth. If it does not find at least three times its fee in opportunities, you do not pay.