Healthcare Business Advisory & Financial Services
From Books to Brokers — One Seamless Solution for Healthcare Transactions
We specialize in helping healthcare businesses optimize operations, prepare for transactions, and navigate the complexities of acquisitions or exits. In partnership with MA Healthcare and Allied Consultants, we offer a complete end-to-end solution — from financial cleanup to closing.
Why Our Solution is Unique
Unlike firms that only handle financials or those that strictly broker deals, we provide a full-spectrum, integrated solution.
We are your strategic partners from bookkeeping and compliance to valuation, marketing, deal execution, and transition.
- One Team, No Hand-Offs Seamless collaboration between finance and brokerage experts. No need to repeat your story.
- Healthcare Focused We understand clinic operations, payer models, collections cycles, and how they affect valuation.
- Faster, Cleaner Deals Buyers trust clean numbers. Our financial prep helps reduce red flags and accelerates closings.
- Aligned for Value We don’t just prepare the books — we help you maximize the value of your business.
Our Comprehensive Service Offering
Allied Consultants Services
Your CFO will start by creating a financial model to deeply understand your business & create the foundation for your ongoing Monthly Engagement.
- Sell-Side Quality of Earnings (QoE) Identify normalized earnings, working capital adjustments, and seller add-backs for accurate valuation.
- Buy-Side Quality of Earnings (QoE) Analyze potential acquisitions with a forensic eye on revenue recognition, expense classification, and risk exposure.
- Book Cleanup & Reconciliation Get your books in order before engaging brokers or buyers — ensure compliance, clarity, and confidence.
- Business Valuation Independent and defendable valuations based on EBITDA, revenue multiples, and market comps.
- On-Going Bookkeeping & Accounting Monthly financial reporting, payroll, accounts reconciliation, and cost tracking.
- Cash Flow Forecasting & Budgeting Strategic planning to manage costs, forecast future cash needs, and evaluate expansion scenarios.
- KPI Dashboard & Operational Metrics Track patient metrics, payer collections, overhead ratios, and clinic profitability in real-time.
- Due Diligence Support Prepare and populate data rooms, respond to buyer queries, and ensure readiness for audits.
MA Healthcare – Brokerage & Advisory Services
MA Healthcare offers trusted transaction support and brokerage services exclusively for healthcare businesses:
- Sell-Side Representation & Deal Advisory End-to-end support from market positioning to buyer negotiation.
- Comprehensive Information Memorandum (CIM) Preparation Professionally prepared investor decks and CIMs highlighting clinical operations, financials, and growth potential.
- Buyer Screening & Outreach Identify serious, qualified buyers from our extensive network in private equity, strategic buyers, and physician groups.
- Transaction Structuring & Negotiation Get help with pricing strategies, payment terms, earn-outs, and post-sale transitions.
- Exit Strategy Planning Whether you're selling in 6 months or 6 years, we help you plan and optimize your exit journey.
- Post-Deal Transition Support Assistance with operational handover, financial closeouts, and retention planning.
What You Can Achieve With Us
As a Seller
As a Buyer
Maximize exit value with clean books, defensible earnings, and market-aligned positioning
Make informed acquisition decisions with full financial transparency
Reduce deal friction by resolving issues before buyers see them
Understand operational strengths and red flags early
Attract high-quality buyers with a professional CIM and clear financial narrative
Structure deals with clarity on risk, upside, and working capital needs
Get full support from valuation to post-sale transition
Transition smoothly into new ownership with ongoing support
Let’s make your next move your smartest move.
Reach out today for a free discovery call and let us guide your healthcare business to a stronger future — whether you're buying, selling, or simply preparing.
Businesses We've Helped Succeed
We’ve partnered with founders, operators, and investors to provide finance, accounting, and strategic support at every stage of growth.
What Our Clients say about our services
“Working with the team from last 3 years. Highly reliable and resulted oriented. Feel free to ask for recommendation.”
Marcus Heal
“Saddam is knowledgeable and great person to work with.”
Vincent Lauer
“I wanted to share my experience working with Allied Consultants. They did a good job managing our bookkeeping needs and were always prompt in responding to our requests. They were reliable and handled tasks efficiently, ensuring that our financial records were accurate and up to date. Whenever we had customs or needed assistance, they were quick to help out, which was appreciated. Great contributions to the team and definitely wishing them all the best.”
Wassef Bensaid
“Saddam has been a fantastic addition to our team. He is been incredibly cooperative, is an engaged team player, and strives to deliver to expense expectations. We will be hiring back Saddam right away (we’re just switching up our contract terms for our long term working relationship).”
Anette Perry
Case Studies
Case Study: FP&A & M&A Support for a Global Renewable Energy Group
Case Study: Maximizing Business Valuation for CBC, a Healthcare Provider in California
Case Study: Boosting Profitability & Streamlining Operations for a Skincare E-commerce Brand
Sell–Side Financial Due Dilligence | FAQs
When is the best time to start working with an accounting/finance firm like Allied?
In reality, the second you start developing your product and spending money is when you need to start keeping clean books. There are always inflection points (for example a company raising money and investors needing them to provide clean financials, or a bank requiring GAAP compliant financials in order to provide a loan) where you don’t want to be scrambling to get those things together.
Yes, you need to have some sort of cash flow (investment dollars, working capital or revenue) to pay for a service like ours, but the earlier you do so, the more money you will save in the long run and the cleaner your books will be in order to fundraise and progress your business.
Seller-side due diligence is a preemptive evaluation of your business to identify and address any issues before a buyer conducts their own review. It helps streamline the sales process and build buyer confidence.
How much does it cost?
Our pricing structure is really simple and extremely fair…it has to be, as we focus on startups and growing companies. Because we are more of a long-term finance partner (which is what you want) compared to a short term “outsourced” bookkeeping firm, all of our engagements are custom.
Our engagements start at $1,250/mo and grow from there based on a startups goals and needs.
Can you help us transition to Allied?
Most of our clients come to us from a sub par experience with another firm, so we are used to facilitating and managing transitions. Along with your direct Graphite team, every client is also staffed with an onboarding manager who will be the one to manage the transition so you don’t have to.
We are speaking witWhat is communication cadence like?
We are speaking with most of our clients on a regular basis. Some daily. Others have weekly or bi-weekly standing meetings. Think of it like this: However you would communicate with an internal finance team, that’s how we will communicate.
Do you help companies set up their software and tech stack?
Yes! We are a “tech-focused” firm and recommend/setup all different types of tools and softwares to our clients. We have standard tools that we prefer and will recommend, but we can also mold to softwares you are using and prefer as well.
Do you provide tax filings as a stand alone service?
We do, yes! And we can quickly get you pricing. For a quick quote.
What does your financial modeling and FP&A service include?
Our financial planning & analysis (FP&A) support, aka Tier 2 in our service tiers, is a fully managed and always on FP&A service. On top of bookkeeping, we also handle building you a financial model and a financial health dashboard, and updating/maintaining that dashboard over time so we can provide you with full financial insights around your business.
We can also offer you a Fractional CFO to help with things like fundraising, M&A, and driving strategic initiatives.
What stage company is the best fit for Allied?
Allied works (and scales) with startups anywhere from a few founders working on their idea all the way to a growing startup with 100s of employees. We have yet to meet our match in terms of a company too large!
Our sweet spot is well capitalized startups who have found product market fit.
How does your pricing compare to a full-time person?
For most startups, you don’t need 40 hrs/wk of work from an internal finance hire or team, especially when you first hire them. Fractional work, like Graphite, provides a much more efficient approach, as you are only paying for the exact effort you need at that moment in time. You also don’t pay us for benefits, downtime or vacations, so our cost tends to be much more efficient than hiring an internal team member.
Where is your team based?
Our hubs are in New York and Florida, but our team is fully remote across the US working in all time zones.
Do you handle sales tax?
Yes, we do handle sales tax! And we can quickly get you pricing.
How long do clients work with Allied on average?
Most companies work with Graphite for long periods of time, as our service is extremely scalable and cost-efficient. There are “bandaid” accounting services that are more so quick fixes for short periods of time, and then there is Graphite…one of the few long term partners. Most of our clients work with us for years and years, and we take many through their exits, M&As, etc.
What are your security protocols?
We have an internal security team and take data security very seriously.
