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Analytically Grounded. Financially Tested. The Right Strategies to Compete.
From developing and implementing integrated financial and capital plans to identifying whether there is enough capital capacity to support new strategies, we partner with healthcare leaders to link strategic missions with measurable financial objectives.
We'll help you pinpoint future financial risk, determine appropriate responses, and move agilely in the dynamic healthcare marketplace.
Connect with Our Consulting Team
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What We Do
Adopt a Modern Financial Planning Approach
We help healthcare organizations model out the full impact of proposed initiatives on operations and finances by describing future financial risk in quantitative terms, consider alternative scenarios, and proactively plan for expected or unexpected changes.
Our consultants leverage advanced financial modeling tools, and years of healthcare finance expertise to:
- Develop financing plans that fully support goals
- Link strategic mission and vision to measurable financial objectives
- Strengthen the balance sheet for improved financial health
- Identify key areas of financial risk
- Quantify the financial impact of strategic initiatives
How We Help
Find a Balance Between Strategic Needs and Financial Means
More than 90 percent of senior finance executives feel increased pressure to use data to better understand the link between business strategy and financial results. But most don’t have access to the appropriate data or tools to make these connections—and it’s one reason why strategic initiatives lose momentum.
Our consultants equip you with the skills and tools to more effectively set targets, track progress toward goals, and revise strategies as needed.
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.
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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James Kinn is a Senior Vice President in Kaufman Hall’s Strategic and Financial Planning practice.
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Let's talk about how we can help you improve your financial planning process!
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