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. 


Strategic Planning

Today’s healthcare providers must balance strategic priorities with financial realities in determining the right path for success. We help healthcare leaders continually evaluate their market focus, service offerings, payer relationships, and contracting strategies to strengthen their competitive position.

Financial Planning

Our approach to financial planning is grounded in a deep understanding of both the healthcare industry and the capital markets. We empower hospitals and health systems to develop short- and long-term plans that are financially tested and set them on a path for sustainable success.

Capital Planning

The move toward value-based payment models demands greater capital investment, but for some organization, capital needs exceed capital capacity. Our proven approach to capital planning enables organizations to more effectively allocate scarce capital resources.

Consumer Strategy

In a world of Amazon and Netflix, consumers expect more from their healthcare experience—but few organizations are yet meeting these expectations. Our consultants partner with you to develop a consumer-centric approach to healthcare access, pricing, and overall consumer experience.

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. 

Kate Guelich, Managing Director

Kate leads our Planning practice and has advised healthcare leaders for over 20 years, offering keen insights into strategic financial planning, mergers and acquisitions, and financial advisory services.

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Mark Grube, Managing Director

Mark leads our healthcare strategy services, where he's helped hospitals and health systems to achieve growth opportunities, assess partnership options, and establish consumer strategies.

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Ryan Gish, Managing Director

Ryan helps healthcare leaders address pressing challenges by defining and implementing resilient strategies for the changing industry landscape.

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Jason Sussman, Managing Director

Jason directs the Capital Planning and Allocation division of the Strategic and Financial Planning practice. He provides planning and financial advisory services for hospitals, health systems, and physician groups nationwide.

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Dawn Samaris, Managing Director

Dawn advises 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 mergers, acquisitions, and partnerships.

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James Pizzo, Managing Director and National Physician/Value Leader

Jim leads operational, strategic, financial, and capital planning engagements, as well as merger and acquisition transactions for physician practices across the country.

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Talk with us today about strategic or financial planning needs at your organization

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