Services
Financial & Data Analysis
The rigorous analysis behind every sound decision — valuations, modeling, forecasting, and diligence that give owners, boards, and lenders numbers they can act on with confidence.
The services
Where we go to work
8 senior-led engagements in this practice. Each is led by the partner who does the work.
M&A Financial Due Diligence
Buy-side and sell-side financial due diligence — rigorous, on time, and built to hold up in negotiation and with lenders.
Explore the serviceFinancial & Data AnalysisQuality of Earnings
Quality of earnings analysis — rigorous, on time, and built to hold up in negotiation and with lenders.
Explore the serviceFinancial & Data AnalysisValuations and Fairness Opinions
Rigorous methodology. Sound judgment. Valuations and fairness opinions that boards, fiduciaries, and counsel can rely on when the numbers…
Explore the serviceFinancial & Data AnalysisCash Flow Forecasting
Thirteen-week and longer-horizon cash forecasts built from operating reality — defensible to lenders, useful to management, and maintained…
Explore the serviceFinancial & Data AnalysisFinancial Modeling & Analytics
Analytics and financial models built to answer a specific high-stakes question — transparent, defensible, and designed to be actionable for…
Explore the serviceFinancial & Data AnalysisBudgeting & Financial Planning
Annual budgets and rolling forecasts built bottom-up from operating drivers — tied to strategy, structured for accountability, and…
Explore the serviceFinancial & Data AnalysisFinancial Advisory & Forensics
Deep financial analysis that exposes margin leaks, mispriced work, and operational drag — then turns findings into a prioritized action…
Explore the serviceFinancial & Data AnalysisPhysician Financial Education
Lectures, workshops, and tailored curricula on the financial and practice management topics physicians need but were never taught.
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Start the conversation
Bring financial & data analysis to the table.
Tell a senior partner what you're facing. We'll scope the work with you directly.
- A senior partner reads every request and responds personally.
- Confidential, and no obligation — a straight read on where you stand.
- Typically a reply within one business day.
Request a consultation
Request a consultation
Tell us about your situation. A senior partner reads every request and responds directly.