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The Right Financial Strategy to Compete.
Kaufman Hall partners with healthcare leaders to align financial goals with strategic missions, ensuring there’s enough capital capacity to support strategic plans within an appropriate credit and risk context. We bring deep knowledge of the healthcare marketplace, rigorous financial analysis, proven frameworks, and an experienced team to help you identify future financial risks, plan effective responses, and stay flexible in the ever-changing healthcare market.
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What We Do
Adopt a Modern Financial Planning Approach
We help healthcare organizations define critical measures of financial success, evaluate the affordability of the strategic plan, and quantify how the portfolio of associated initiatives will affect operating performance, the balance sheet, and future capital capacity. We also help clients break down potential risks, explore scenarios, and prepare for changes—expected or not.
Our consultants combine years of healthcare finance expertise with advanced financial modeling tools to:
- Build financing plans that support your goals
- Align your mission with financial targets
- Improve your financial health
- Spot key financial risks
- Measure the impact of strategic choices
How We Help
Balance Strategic Needs with Financial Means
More than 90% of senior finance executives feel more pressure to use data to connect business strategy with financial results. However, most lack the right processes, data, or tools, which impedes sound decision-making and leads to ineffective implementation of strategic initiatives. Our consultants equip you with the skills and tools to more effectively set targets, track progress toward goals, revise strategies as needed and achieve success.
We’re Not Just Advisors—We’re Your Partners
We’ve collaborated with more than 1,000 healthcare organizations of all sizes and types, helping leaders understand the financial impact of every strategic and tactical decision they make.
Dan Majka is a Managing Director in Kaufman Hall’s Financial Planning & Data Analytics practice. His areas of expertise include integrated strategic and financial plans, capital allocation, and mergers and acquisitions.
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Jody Hill-Mischel is an expert counsel to healthcare leaders in the areas of treasury and capital markets, strategic financial and capital planning, strategic options assessment, divestitures, and mergers, acquisitions, and other partnership arrangements.
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Nora Kelly is a Managing Director in Kaufman Hall’s Mergers & Acquisitions and Strategy and Business Transformation practices. She is responsible for strategic financial planning, capital allocation, debt-related financial advisory, and mergers and acquisitions for medical groups, academic medical centers, health systems and health plans.
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Gavin McDermott is a Managing Director in Kaufman Hall’s Financial Planning and Data Analytics practice. He has a decade of experience as a capital markets, strategic planning, and financial planning advisor.
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Dawn Samaris advises healthcare leaders nationwide on a broad range of initiatives, including strategic and financial planning, physician alignment strategies, post-acute strategies, and business and structural planning for merger, acquisition, and partnership transactions.
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Gordy Sofyanos is a Managing Director with Kaufman Hall and a member of the firm’s Financial Planning and Data Analytics practice.
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Jason Sussman has provided planning and financial advisory services for healthcare providers and higher education institutions nationwide for more than 35 years. He is a leader in Kaufman Hall’s Strategic and Financial Planning practice.
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Markus Goodrich is a Managing Director in Kaufman Hall’s Strategy and Business Transformation practice. His areas of expertise include strategic financial planning, mergers and acquisitions, and other strategic financial services.
Lauren Clementi is a Senior Vice President of Kaufman Hall and a member of the firm’s Financial Planning practice. She has more than 15 years of experience in strategic capital planning, with a focus on aligning strategy with achievable and sustainable long-term capital plans.
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James Kinn is a Senior Vice President in Kaufman Hall’s Strategic and Financial Planning practice.
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Annie Melikian has more than 20 years of management experience in major healthcare organizations, including more than a decade as a senior finance executive. She advises healthcare executives on a variety of financial and strategic initiatives.
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Capital Planning Solutions for Healthcare
Capital Allocation Process Design & Implementation for Healthcare
Our team works with clients to design and implement a comprehensive process to effectively deploy capital.
Our approach includes:
- Assessing capital needs
- Analyzing current processes and identify areas of opportunity
- Creating a standard process for evaluating and approving capital projects
- Socializing and implementing new processes
- Establishing effective integrated decision-making and supporting change management
- Tracking and monitoring capital spending and progress
Making the Right Decisions in a Changing Environment
As operating margins tighten, the relationships between healthcare strategy, capital, and risk are critical.
Our team’s approach to capital allocation and implementation is built upon a foundation of corporate finance discipline and a deep understanding of healthcare and capital markets.
Kaufman Hall helps hospitals and health systems achieve their strategic goals in an ever-changing environment.
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Let's talk about how we can help you improve your financial planning process!
Financial Planning Featured Insights
Thoughts from Ken Kaufman
Be prepared. Be very prepared.
With extension of the 2017 tax cuts identified as a key priority for the incoming Trump administration, offsetting expense actions will be needed to avoid increasing the federal deficit. Hospital leaders should be prepared for potential cuts to both the Medicaid program and the enhanced ACA subsidies enacted in 2021.
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