Healthcare

Unlocking Potential & Navigating Transitions: Empowering Private Healthcare Practices 
for Future Success

Purpose & Performance Group specializes in guiding private healthcare practices, particularly pediatric therapy, labs, mental health, and home health providers, through critical transitions and strategic transformations. We focus on human-centric approaches and have expertise in transitioning organizations from founder-managed to leadership team-managed.


We provide guidance in leadership development, values-based performance management, and coaching skills, enabling your practice to thrive in a competitive landscape. Our expertise in strategic planning and financial analysis enables us to identify growth opportunities and drive financial performance.


Through our collaborative approach, we'll assist in developing innovative sales and marketing strategies, enhancing the customer experience, and optimizing operational efficiency, leading to increased profitability and improved long-term valuations.

We work side by side with leaders to execute the following work plan and interventions:

Implementing the Purpose-First Operating System

ANNUAL PLANNING (3-4 DAYS)

  • Purpose & Commitments
  • 3-5 Year Vision
  • Financial Model Review
  • 1 Year Objectives
  • Budget Priorities
  • Quarterly Goals
  • Monthly Action Items
  • Annual Team Member Survey
  • Leadership Team Development

QUARTERLY STRATEGY DAYS (8 HOURS)

  • Quarterly Goals
  • Quarterly Financial Review
  • P&L + Balance Sheet Review
  • Capital Planning/Review
  • Performance Comp Approvals
  • Review Monthly Action Items
  • Leadership Team Development Check-in
  • Personal Development Check-in

MONTHLY LEADERSHIP TEAM MEETING

  • Monthly Action Item Review
  • Monthly Financial Review
  • P&L
  • Balance Sheet
  • Pulse Survey Review
  • Ad Hoc Items

COMMUNICATIONS FRAMEWORK

  • Monthly All Hands Meetings
  • Department Meetings
  • Pre-Shift/Standup Meeting

Executing Operational & Leadership Interventions

FINANCIAL OPERATIONS

  • Monthly Analysis
  • Capital Planning
  • Cash Management
  • Financial Institution Strategy & Relationship Management
  • Budgeting

TEAM MEMBER DEVELOPMENT

  • Leadership Training
  • Values-Based Performance Mgmt
  • Coaching Skills for Leaders
  • Productivity Training

OPERATIONS

  • Scorecarding
  • Dashboard Development
  • Task Team
  • Process Improvement
  • HR Roadmap
  • Recruiting
  • Hiring
  • Orientation
  • Onboarding

SALES & MARKETING

  • Brand Architecture
  • Sales Team Structure & Compensation
  • Customer Experience
  • Marketing Operations
  • Website
  • Social Media

TRANSITION PLANNING & SUPPORT

  • Clarifying business transition options
  • Orientation to healthcare merger & acquisition landscape
  • Initial valuation
  • Maximization of valuation
  • Introductions to potential buyers
  • Navigating capital raises & opening up operating agreements to minority owners
  • Understanding management contracts & management for equity agreements

Contact us today and embark on a transformative journey toward sustained success and profitability.

Contact Us

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