Healthcare & Specialty Industries
CBIG Partners™ serves independent and investor-backed healthcare practices across outpatient and retail settings. our advisory work addresses the operational, regulatory, and financial complexity unique to healthcare — enabling practices to perform, scale, and transition with confidence.
Specialties Served
- Primary care and internal medicine
- Dentistry and Dental Service Organizations (DSOs)
- Vision and optometry
- Dermatology and aesthetics
- Behavioral health
- Multi-site outpatient groups
Scope of Engagement
- Practice launch and multi-site expansion planning
- Operational redesign and workflow optimization
- Productivity modeling and capacity utilization analysis
- Leadership development and governance advisory
- Employment agreement review and negotiation support
- Partnership structuring and physician alignment planning
- Succession planning and ownership transition support
- Sale-readiness assessment and preparation
Whether launching a new practice, scaling a multi-site platform, or preparing for a partnership or sale transaction, CBIG Partners™ provides the operational and strategic expertise to execute each phase with precision.
Monthly Operating Review & Guidance
A structured advisory subscription providing small business owners with consistent operational oversight, performance accountability, and strategic guidance. Engagements are conducted on a monthly or bi-monthly basis, delivering the discipline and rigor of executive-level operational review without the cost of a full-time hire.
Monthly Dashboard Review
Structured review of key operational, financial, and performance metrics against defined targets.
Risk & Improvement Checklist
Systematic identification of emerging risks and prioritized improvement opportunities each review cycle.
Action Plan & Accountability
Defined action items with clear ownership and accountability established at each session.
Access to Templates & Tools
Full access to CBIG partners™ operational templates, frameworks, and diagnostic tools.
Email Support Between Sessions
Direct advisory access between scheduled sessions for time-sensitive questions and guidance.
Pricing
Engagement fee is determined by client size, operational complexity, and scope. Contact CBIG Partners™ to discuss program fit.
To explore whether the Monthly Operating Review program is appropriate for your business, request an introductory consultation.
Engage CBIG Partners™
To initiate a discussion regarding an advisory engagement, transaction support, or the monthly operating review program, contact CBIG Partners™ directly. All inquiries are handled with confidentiality and responded to promptly.
Request a Consultation
Schedule an introductory discussion to assess engagement fit and define the scope of advisory support required.
Monthly Advisory Program
Inquire about the Monthly Operating Review & Guidance program.
Transaction & Deal Inquiries
Contact CBIG Partners™ to discuss acquisition, exit, diligence, or integration support requirements.