Integrated Strategy
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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.
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.
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.
Ryan Gish, Managing Director
Ryan helps healthcare leaders address pressing challenges by defining and implementing resilient strategies for the changing industry landscape.
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.
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.
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.
Talk with us today about strategic or financial planning needs at your organization
Featured Integrated Strategy Insights
Strategy Management: From Goals to Results
Read this whitepaper to learn the five attributes of organizations that are bridging the gap between setting strategy and executing on that strategy and how to do it.
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Resource Allocation: Making the Right Decisions in a Changing Environment
Current pressures on operating margins necessitate that higher education institutions understand the relationship between strategy, capital capacity, and risk. Long-term success depends...
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From What to How: Moving from Planning to Execution
Learn what makes strategy execution so challenging, and how to leverage process and software to help overcome these challenges.
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Six Factors to Consider Before Pursuing Bundled Payments
Earlier this year, CMS announced the Bundled Payment for Care Improvement Advanced (BPCI-A) initiative. The first new value-based payment model to be announced since President Trump...
Webinar