Our Services
Strategic Analysis & Planning
Helping PACE programs define direction, evaluate risk, and act with confidence.
- Analytic frameworks to better understand market context
- Identify near-term investments to support long-term aspirations
- Capital strategy and liquidity planning for solvency & reserves
Financial Leadership
Clarity, insight, and forward-looking tools to support better decisions.
- Streamline back office functions for competitiveness
- Custom forecast modeling, linking staffing, utilization, and assumptions
- YoY, PMPM, TTM, Fixed/Variable analyses to identify trends, performance gaps, and cost drivers
Operational Effectiveness
Transforming infrastructure, one process at a time.
- Lean redesign, reducing waste and flow friction
- Visual management tools (process maps, swimlane diagrams, crosswalks)
- Measuring results with scorecards, dashboards, and key metrics
Accountability Systems
Building disciplines that reinforce execution and performance.
- EOS framework adoption with rolling 90-day horizons
- Continuous improvement culture: training, reinforcement, and staff engagement
- Vendor performance to expectations (delegation, not abdication)
Board & Executive Support
Partnering with leadership to bring clarity, alignment, and actionable insight.
- Program reviews to assess performance and business model value
- Financial messaging tailored to stakeholder interests
- Partnering to "Deliver on the Promise" of PACE