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Our preliminary findings often show that medical practices struggle with the complexities of financial forecasting for large-scale investments. 


Our service's nuanced understanding helps unveil each decision's financial and operational impacts, guiding practices toward choices that align with their financial goals and operational needs.

What You Get

Dynamic Excel Calculator

This tool, with built-in formulas, allows for scenario planning with various pre-determined variables. It is designed to be user-friendly and adaptable to specific needs.


Cost-Benefit Analysis Report

This detailed document provides a comprehensive overview of each option under consideration, highlights the financial implications, and supports your decision-making with clear, data-backed insights.


Strategic Decision-Making Framework

A structured framework to guide financial decision-making, ensuring that choices are data-driven and aligned with practice goals.


Customized Workshops

Tailored training sessions for your team to understand and utilize financial analysis in decision-making.

What We Do

Financial Modeling and Pro Forma Development

Creating detailed financial models that project the outcomes of potential investments or business changes.


Comprehensive Cost Analysis

In-depth analysis of all proposed projects or investment costs.


Benefit Estimation and ROI Calculation

Estimating benefits, including increased revenue and operational efficiency, and calculating return on investment.


Risk Assessment and Scenario Analysis

Evaluating potential risks and constructing various financial scenarios to assess impacts on outcomes.


Detailed Service Inclusions


Break-Even Timeframe

Determining how quickly the investment will start generating profit.


Profit or Loss Projection

Estimating the financial outcomes over time.


Payment Methods

Evaluating cash payments versus financing options.


Ownership vs. Leasing

Analyzing the benefits and drawbacks of owning versus leasing equipment or property.


Equipment Options

Comparing financial implications of new versus refurbished equipment.


Service Contracts

Advising on the cost-effectiveness of service contracts for equipment.


Volume Break-Even

Calculating the business volume needed to cover the investment costs.

Why You Need This

Understanding the financial implications is critical for medical practices considering significant decisions like capital purchases, expansions, or adding new providers. 


Our Pro Forma and Cost Benefit Analysis service is meticulously crafted to provide a thorough understanding of these complex decisions. 


You give us the details of your proposed venture, we deliver a detailed pro forma that outlines your options, equipping you with the crucial information needed to make informed, data-driven decisions.

Cost Benefit Analysis and Pro Forma Development

Growth, Strategy
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