Challenge: Declining EBITDA margins with no clear explanation. Despite revenue growth, executives couldn't identify which operational areas were driving margin compression.
Our Process: Built multi-stage data cleansing process, developing a "production-ready" data set for analysis of key cost drivers within the business. Using this dataset, we conducted detailed analysis across all business units and service lines.
Results: Identified $15M+ in cost improvement opportunities, which the company fully captured. These improvements ultimately generated a $200M+ in enterprise value increase.
Challenge: A multi-state healthcare organization facing Chapter 11 bankruptcy. Distressed investors circling with lowball acquisition offers.
Our Process: Conducted comprehensive operational and financial analysis across all practice locations. Benchmarked provider productivity and overhead costs against industry standards to prioritize improvement initiatives.
Results: Identified substantial annual EBITDA improvement potential. Captured $4M in improvements from start of engagement through successful exit from bankruptcy.
Challenge: A growing medical practice was struggling with lack of visibility into the clinical and billing team's day-to-day work. Visit volume was increasing, but collections didn't match the rate of improvement, and manual navigation between 8 different data sources was painful.
Our Process: Worked closely with management to customize a profit capture system, identifying key leverage points within the business, consolidating information from multiple practice management systems into a single source of truth, and removing duplicated data.
Results: Identified $2M+ in addressable revenue leakage across key leverage points within the business. Saved 1,500 hours annually in reporting and analysis time. Created an estimated $10M+ in total enterprise value with data infrastructure and automation platform investment.
Challenge: The reporting and analytics team's productivity was declining despite adding headcount, creating unsustainable labor costs. With leverage ratios increasing, the PE sponsor needed both operational efficiency gains and improved forecasting accuracy.
Our Process: Conducted comprehensive team assessment and workflow mapping during interim leadership role. Identified bottlenecks in reporting processes, technology gaps, and skill mismatches preventing scalable operations.
Results: Reduced operational hours by 38% while doubling analytical output, eliminating $500K in annual labor costs. Enhanced cash positioning analysis captured $8M in annual interest savings. Established 22% faster reporting cycles.