Most veterinary practice owners know their top line revenue. Few have clear visibility into their margins, cash flow, or what their practice is actually worth. That gap costs real money and it is directly addressable.
Fractional CFO support for independent veterinary practices doing $2M to $5M in revenue.
We bring structure to your financials so you can make clear, confident decisions.
Revenue numbers feel solid, but margins, overhead ratios, and true EBITDA remain unclear. You finish the month not knowing how much you actually made or why.
Payroll weeks, slow periods, and large expenses create stress because there is no forward view. You're reacting to your bank balance instead of managing ahead of it.
Hiring, equipment, compensation. These decisions get made on gut feel rather than financial modeling. The question "can we afford this?" rarely has a confident answer.
Your bookkeeper records what happened. Your CPA files your taxes and tells you about last year once it’s already over. Both are essential but neither is designed to answer the questions that actually drive your practice forward: Are we making the right decisions with our money? What is this practice actually worth? Where are we headed in the next 90 days?
There is a structural gap between recording the past and managing the future. In a $2M to $5M veterinary practice, that gap is where margin leaks, cash pressure builds, and enterprise value quietly erodes, often years before a sale is ever considered.
Most owners live in that gap without realizing it. They feel like things are going well, but they don’t have the financial infrastructure to know for certain or to prove it to a buyer when the time comes. This engagement is designed to close that gap.
A structured review of your P&L, cash position, and key metrics every month. You will know exactly where you stand and what it means.
Seven core financial indicators tracked monthly — revenue, labor percentage, EBITDA margin, cash on hand, and more. One clear picture, every month.
A rolling 90-day cash forecast updated monthly so you can see pressure coming before it arrives and make decisions ahead of it.
Every engagement is run with one eye on what your practice is worth. Normalized EBITDA tracking, add-back documentation, and buyer-ready financial infrastructure built over time.
I am a veterinarian. I also spent seven years as a Vice President at J.P. Morgan Securities advising Fortune 100 companies on capital structure and cash flow.
Most recently I joined a firm as an M&A advisor helping veterinary practice owners sell their practices. That combination, clinical experience, institutional finance, and live transaction exposure, is what I bring to this engagement.
I understand what your practice looks like from the inside, and I know exactly what buyers scrutinize when they evaluate it. No other fractional CFO in this space has both the DVM credential and the institutional finance background.
Most practice owners are making decisions without this picture. Once you have it, the questions change from “I think we’re doing okay” to “here’s exactly where we stand and what’s coming.”
After advising on dozens of veterinary practice sale transactions, one pattern is consistent: most practices are not financially prepared and it costs them money.
The issue is rarely clinical quality. It is documentation, structure, and financial clarity. On a practice generating $4 million in revenue, the difference between a well-documented practice and a poorly documented one can represent hundreds of thousands of dollars in final sale value.
That outcome has to be built years before a sale is ever considered. Every engagement here is run with a buyer’s eye, even if a sale is years away or never happens.
The same disciplines that make a practice valuable to a buyer also make it better to run today. Better decisions. Less cash pressure. More confidence.
No. The minimum engagement is four months. One onboarding month and three retainer months. After that it continues month to month and either party can end it with reasonable notice.
Most clients are not planning to sell anytime soon. Financial clarity, better cash flow visibility, and confident decision making improve the experience of running your practice today regardless of what you eventually decide to do with it.
Approximately 60 minutes per month for the review call plus under 30 minutes to submit your monthly financial reports once the process is established.
$4,000 onboarding fee due at engagement start. $2,000 per month beginning month two. Four month minimum.
Your CPA files your taxes. Your bookkeeper records what happened. Neither role is designed to tell you whether you are making the right decisions with your money or what your practice is actually worth. This engagement fills that gap.
If you run an independent veterinary practice generating $2M to $5M in revenue and want to understand your numbers the way a buyer would, this engagement was built for you. Book your call
No pitch. No pressure. Just clarity.