SERVICES
Eight service lines. One standard.
Every engagement is led personally by Principal. No junior teams. No ramp-up period. No reports without accountability for implementation.
01
The Orion Protocol™ Turnaround
Embedded CFO-level leadership for healthcare organizations in critical financial distress. We deliver a proprietary 30-day 'Crisis Map' followed by principal-led stabilization of liquidity, vendor relationships, and core governance. Designed for pre-insolvency or organizations in sustained deficit.
Fee Structure
Performance-Based / Monthly Implementation Fee
Impact & Proof
Midwest FQHC: Restored profitability within 4 months.
02
Interim & Fractional CFO
High-stakes financial leadership for organizations in transition or rapid growth. Unlike traditional interim roles, Orion provides a transformational mandate, modernizing the finance function, board reporting, and strategic modeling from day one. No ramp-up period required.
Fee Structure
Quarterly Fixed-Fee Engagements
Impact & Proof
Advocate Aurora Health: Senior leadership role managing complex segment financial integration and reporting.
03
Capital Program Management · Capvex™
End-to-end orchestration of large-scale healthcare capital programs. From multi-source funding strategy to board-level approval and construction-phase financial oversight. We manage the risk, so the organization can focus on the mission.
Fee Structure
Program Percentage / Phase-Based
Impact & Proof
$500M Public Health District: Planned, funded, and board approved.
04
Revenue Cycle Transformation · RCD™
Comprehensive redesign of the healthcare revenue ecosystem. We target front end integrity, denial management, AR compression, and digital payment migration. Every recommendation is built on a foundation of having scaled revenue cycles for $2.8B systems.
Fee Structure
Base Fee + Gainshare Incentives
Impact & Proof
Annual revenue enhancement through front end optimization, denial reduction and targeted collections protocol .
05
Capital Asset Advisory · Valdex™
Strategic valuation and 'Retain vs. Divest' analysis for major healthcare infrastructure and medical office portfolios. We use multi-method modeling to reveal the true NPV of under-recorded assets, ensuring board decisions are data-defensible.
Fee Structure
Project-Based Advisory Fee
Impact & Proof
$180M asset portfolio valued at near-zero on books; identified and validated for retention and long-term yield.
06
M&A Advisory
Buy-side and sell-side financial due diligence led exclusively by principal. We go beyond the audit to assess operational integration risk and synergy realization. We ensure the deal makes sense on Monday morning, not just on paper.
Fee Structure
Transaction Advisory / Success-Based
Impact & Proof
$450M+ in closed healthcare transactions with documented interest savings and post-close integration success.
07
Healthcare Startup & Launch Advisory
Concept-to-market financial framework for digital health and platform ventures. We build the unit economics, reimbursement models, and governance structures required for institutional adoption and series funding.
Fee Structure
Retainer-Based Launch Program
Impact & Proof
Led concept to program development for a 100+ system hospital adoption.
08
Ascendant™ CFO Coaching & Development
Intensive 1:1 engagement for newly appointed healthcare CFOs. Principal-led mentorship focusing on board relations, capital markets, and high-impact turnaround frameworks from the Orion Protocol™.
Fee Structure
Annual Retainer / Executive Coaching
Impact & Proof
Proprietary framework utilized by three-time 'Top Healthcare CFO' honoree.