For CFOs & Finance Leaders

Healthcare is often your third largest expense — and your least governed.

You would never approve a seven-figure vendor relationship with no cost model, no performance data and no competitive review. Yet that is how most healthcare programs are renewed. I bring financial discipline to the line item that resists it.

The financial lens

Six levers that move the P&L.

Every finding is expressed the way finance evaluates decisions: dollars, timing, probability and downside.

EBITDA impact

Reductions in healthcare spend fall almost entirely to the bottom line. We size the opportunity before recommending anything.

Unnecessary spend

Spread pricing, misallocated rebates, redundant vendor fees, stop-loss leveraging and plan design drift — quantified line by line.

Forecasting

Move from a renewal number handed to you in October to a defensible multi-year cost model you build in advance.

Fiduciary protection

CAA 2021 made plan sponsors accountable for reasonable fees and vendor transparency. We document that you met the standard.

Purchasing strategy

Funding, network and pharmacy purchasing evaluated as procurement decisions, with real alternatives priced.

Vendor accountability

Written scope of services, measurable deliverables and a scorecard for every partner you pay — including your broker.

Outcomes

Numbers you can take to the board.

A diagnostic of this scope would typically be a paid $2,500–$5,000 engagement. It is offered complimentary to qualified employers.

Request a Healthcare Cost Assessment
  • Total cost of healthcare modeled over three years
  • Quantified savings opportunities with confidence levels
  • Fiduciary documentation file, audit ready
  • Broker and vendor fee transparency, fully unbundled
  • Stop-loss and funding risk analysis
  • Pharmacy contract findings in dollar terms
  • Benchmarking against peers by size, industry and region
  • A recommendation you can act on or shelve — your call

Bring finance discipline to healthcare.

A 20-minute conversation is enough to tell whether there is a material opportunity in your program.

Request a Healthcare Cost Assessment