Expert Financial Insight
Transform Your Business with Strategic Analysis
Custom Advisory Packages:
Standard P&L Review: Analysis of a dental office’s P&L statement (provided in Excel format) with a 1-hour advisory session.
Standard + P&L Conversion: Conversion of a non-Excel P&L statement into Excel, followed by a full review and 1-hour advisory session.
Quarterly Practice Review: Ongoing financial analysis, including quarterly P&L reviews with a 1-hour advisory session for continuous business optimization.
KPI Benchmarking
Through KPI benchmarking, we assess your performance metrics in comparison to industry standards. This analysis highlights areas of strength and weakness, enabling you to implement targeted strategies for improvement and sustainable growth.
Financial Statement Review
I conduct a meticulous Profit & Loss (P&L) review, benchmarking financial performance against industry standards to uncover inefficiencies, optimize revenue streams, and ensure strategic alignment with market expectations. I provide a multidimensional view of business health by applying key financial metrics such as EBITDA, cash flow analysis, and gross profit margins, identifying hidden opportunities and risks that others may overlook.
Business Acquisition Advisory
I assess business purchases by analyzing key financial indicators such as historical cash flow, revenue stability, and expense efficiency— ensuring the acquisition aligns with long-term profitability goals. By applying cash flow analysis and stress testing, I identify financial risks and opportunities, providing business owners with a clear, data-driven framework for making informed investment decisions.
