Perspectives on CFO leadership & financial strategy.
Practical thinking on building financial clarity, protecting cash flow, and leading growth with discipline — across healthcare, SaaS, transactions, and the operating decisions in between.
Service-Line Profit and Loss in a Med Spa: Injectables, Energy Devices, Body Contouring, Skincare Retail, and Memberships Each on Their Own Line — the Cost per Unit and the Waste Nobody Counts, Provider Commission Inside the Margin, and the Menu Decision a Blended Margin HidesMed Spa Service-Line Profit and Loss
Why a med spa needs a profit and loss statement for each service line — injectables, devices, body contouring, retail, memberships — and what it shows.
Profit per Provider and the Physician Compensation Plan: The Allocation That Makes the Number Honest, Work Relative Value Units Versus Collections, the Equal-Share Model's Hidden Transfers, the Hybrid That Most Groups End Up Needing, and the Partner Conversation the Numbers Make PossibleProfit per Provider and Physician Pay
How a physician group builds profit per provider honestly, reads its compensation plan against it, and surfaces the transfers an equal-share plan makes.
Labor to Demand and the Lease That Sets the Target: Class Fill Rates, Labor Cost per Attendee, the Schedule Template Rebuilt to Attendance, Occupancy Cost as a Share of Revenue, the Revenue per Square Foot a Lease Requires, and Location-Level Profit for a Multi-Studio OperatorStudio Labor, Occupancy, and Locations
How a fitness operator schedules labor to attendance, reads occupancy as the revenue per square foot a lease requires, and measures profit by location.
Underwriting a Dental Practice Acquisition and Integrating It in Sixty Days: The Seller's Earnings Normalized, the Doctor Who Stays or Leaves, the Hygiene Book That Transfers, the Systems Cutover, Same-Store Versus Acquired Reporting, and the Earn-Out That Protects the BuyerUnderwriting a Dental Acquisition
How to underwrite a dental practice acquisition on normalized earnings, value the doctor and hygiene book, structure the price, and integrate in 60 days.
Verification of Benefits and Utilization Review as Revenue Protection in Addiction Treatment: The Admission Gate, the Expected Reimbursement Before the Bed Is Filled, the Continued-Stay Review Cadence, the Appeal Economics, Out-of-Network Realities, and the Cash Cycle That Runs Past Sixty DaysAddiction Treatment Revenue Protection
Verification of benefits and utilization review as revenue protection in addiction treatment: the admission gate, continued-stay reviews, appeals, cash.
Membership Economics in a Fitness Studio: Why Net Member Change Hides an 80 Percent Replacement Rate, Cohort Retention Curves by Join Month and Offer, Lifetime Value on a Contribution Basis, the Dunning Recovery Most Studios Never Run, and the Acquisition Spend That Payback DecidesFitness Studio Membership Economics
Why a fitness studio should read retention by join-month cohort, value members on contribution, and judge acquisition spend by channel against it.
PPO Participation in a Dental Group: Net Production by Plan, the Write-Off That Hides in Gross Production, the Fee-for-Service Alternative Modeled Honestly, the Patient-Loss Curve When a Plan Is Dropped, and the Decision That Most Practices Make by DefaultDental PPO Plans and Net Production
Why dental groups should measure net production by insurance plan, how PPO write-offs hide in gross production, and how to model dropping a plan.
Census, Length of Stay, and Cost per Client Day in Addiction Treatment: The Fixed Cost of a Licensed Bed, the Break-Even Census, Staffing to Census Bands, the Revenue-per-Episode Curve, and the Three Numbers That Decide Whether a Program Earns or BleedsCensus Economics in Addiction Treatment
How a treatment program’s fixed cost, break-even census, staffing bands, length of stay, and cost per client day decide whether it makes money.
Redesigning Clinician Compensation in a Behavioral Health Group, Step by Step: The Inventory of What Exists, the Economics Under Each Model, the Break-Even Threshold, the Transition That Loses No One, the Documentation That Survives Diligence, and the Twelve-Month ReviewRedesigning Clinician Compensation
How to redesign clinician compensation in a therapy group: inventory every arrangement, model the economics, set the threshold at break-even, transition.
Outsourced Billing, Outsourced Accounting, and a Dedicated CFO: Who Does What, Where the Handoffs Are, the Metrics That Hold Each Side Accountable, and Why the Three Together Outperform Any One of Them AloneOutsourced Billing, Accounting, and a CFO
How outsourced billing, outsourced accounting, and a dedicated CFO fit together: who does what, the handoffs, the vendor terms, and the metrics to track.
Building the 13-Week Cash Forecast for a Therapy Group: The Receivables Engine by Payer, the Scheduled-Sessions Layer, the Payroll and Premium Calendar, the Cash Floor, the Monday Refresh, and the Thirteen Weeks Laid OutBuilding the 13-Week Cash Forecast
How to build a therapy group's 13-week cash forecast line by line: collections by payer, scheduled sessions, payroll and premiums, the floor, the refresh.
Understanding Payer Mix in Behavioral Health: Commercial Plans, Medicaid and Managed Medicaid, Medicare, Regional Centers and Developmental-Disability Funding, Employee Assistance Programs, Schools, and Self-Pay — What Each Actually Pays, Costs, and Does to CashPayer Types in Behavioral Health Compared
Commercial, Medicaid, Medicare, regional centers, EAPs, schools, and self-pay: what each payer pays, costs, and does to cash in a behavioral health group.
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