Advisory and Execution Services
Advisory and Execution Services
Six Service Areas. One Accountable Advisory Team.
CBIG Partners helps owners, operators, investors, physicians, founders, and acquirers solve operating challenges, evaluate transactions, strengthen leadership infrastructure, and execute growth and expansion plans across healthcare, professional services, and middle market businesses. CBIG Partners provides strategic advisory, operational due diligence, acquisition-readiness review, integration planning, and post-close value-creation planning. CBIG Partners does not act as a business broker, real estate broker, securities broker-dealer, or legal counsel. Any brokerage, listing, buyer procurement, seller procurement, negotiation, or transaction-closing services will be handled by a properly licensed broker, attorney, or other authorized professional.
Healthcare & Specialty Industries
Healthcare Advisory and Acquisitions
CBIG Partners advises and evaluates AHCA-licensed home care agencies, nurse registries, Medicare-certified home health agencies, physician groups, and healthcare practices across Broward and Palm Beach counties and nationally. Our work focuses on payer diversification, regulatory readiness, operating performance, physician group operations, acquisition evaluation, and confidential ownership transition.
Our office is actively acquiring AHCA-licensed home care agencies, nurse registries, and home health agencies in Broward and Palm Beach counties, Florida. We also advise physician groups on operations, employment agreements, transition planning, and operational efficiency. Our healthcare advisory work addresses the operating, regulatory, staffing, financial, and transition challenges that determine whether a healthcare business can scale, sell, or integrate successfully.
- Home care and home health operations and acquisitions
- Physician group operations and employment agreement advisory
- Regulatory and AHCA readiness
- Post-acquisition integration
- Payer mix diversification across LTCI, VA, Medicaid, and private pay
- CHAP and ACHC accreditation readiness
- CMS Conditions of Participation support
- Practice transition and succession planning
- Outpatient, dental, and behavioral health advisory
Active Acquirer
CBIG Partners is actively seeking AHCA-licensed home care agencies, nurse registries, and home health agencies in Broward and Palm Beach counties. Conversations are handled confidentially and directly. No broker fees to the seller.
admin@cbigpartners.com | 954-247-1442
Additional Services
Human Capital and Financial Advisory
Human Capital and Organizational Development
- Executive recruiting and succession planning
- HR infrastructure and policy development
- Staffing model and workforce compliance review
- Compensation structure and incentive design
- Employee relations and performance management support
Financial Advisory and Reporting
- Financial reporting infrastructure
- Cash flow forecasting and working capital management
- SBA financing preparation and lender coordination
- Pro forma modeling and scenario analysis
- CFO and controller support on a managed advisory basis
To discuss an engagement, contact our office at admin@cbigpartners.com or 954-247-1442.
Managed Execution
Monthly Operating Review and Guidance Program
CBIG Partners supports owners, operators, and investors that need interim senior level leadership, disciplined operating review, KPI visibility, strategic guidance, and execution accountability without adding a full-time executive role; consider engaging a fractional C-level executive to ensure that your vision is optimized and executed.
admin@cbigpartners.com | 954-247-1442
Program Purpose
Fractional Executive-Level Operating Discipline Without Permanent Overhead
The Monthly Operating Review and Guidance Program is designed for businesses that need a consistent advisory cadence around performance, leadership, finance, growth, and execution. CBIG Partners helps management identify priorities, track progress, and maintain accountability.
What the Program Includes
What the Program Includes
- Monthly operating review meeting
- KPI dashboard review
- Financial and cash flow review
- Priority workstream tracking
- Leadership and staffing issue review
- Growth and sales pipeline review
- Transaction or acquisition readiness review
- Follow-up action plan after each session
Best Fit
Best-Fit Clients
Founder-Led Businesses
Owners who need a senior advisory partner to help translate goals into operating discipline.
Healthcare Operators
Agencies, practices, and healthcare platforms managing staffing, payer, compliance, and growth complexity.
Investors and Sponsors
Buyers or investors who need portfolio company oversight and operating visibility.
Startup and Middle Market Companies
Companies entering a new stage of complexity, growth, financing, or acquisition activity.
Start the Conversation
Build a Stronger Operating Cadence
CBIG Partners helps leadership teams focus on the right metrics, the right decisions, and the right execution priorities.
admin@cbigpartners.com | 954-247-1442