How I help . . .
I enjoy helping clients succeed regardless of where they are in the business lifecycle. Working to support clients by focusing on their business specialties is one of the many ways I provide value in the marketplace. Experience in multiple industries over my career allows me to share insights, strategies and tactics used by many large corporations.
One particularly satisfying experience was helping a healthcare organization grow their practice from a single owner to multiple owners – a more than doubling of practitioners – and exponentially increasing revenue and profitability. We looked at what a typical medical office’s productivity should look like by using industry benchmark data such as number of patients per day, practitioner mix and billing practices. The client could see that hiring and eventually partnering with additional practitioners would make the practice much more profitable. So she leveraged herself wisely and sought to manage the practice, rather than just lengthen the workday.
Outside of the business realm, I focus on strategic planning with trustees regarding trust administration, distributions, tax estimates and beneficiary taxation. This typically results in a very clear tax plan and well-served grantors and beneficiaries.