Tartan Financial Services, LLC

Financial Solutions and Healthcare Consulting Services.











Healthcare Consulting Services

Healthcare consulting services include strategy formulation, business plan development, organization structure design, new business venture development, provider contract negotiation and administration, underwriting and premium rate setting, medical and administrative expense analysis, budgeting, and regulatory compliance for payers and providers.

Recent consulting assignments include:

Interim Controller at a $700 M, 283 bed hospital.  Managed all accounting functions while serving as the primary point of contact with Big 4 accounting firm during the successful, timely completion of the annual audit.


Interim CFO at a $10M home health care company. Finalized the annual budget and acquisition plan.  Evaluated proposals for the replacement of the existing $1M bank revolver line of credit and $3.5M acquisition term loan.

 

Interim CFO at a $23M medical clinic.  Led year end audit preparation work and audit report finalization for audit year ending 18 months prior.  Negotiated extension of $750,000 revolving bank line of credit. Led new audit firm selection process.

 

Interim CFO at a $40M multi-site 760 bed Continuing Care Retirement Community that encompassed independent living units, assisted living units, nursing care beds and dementia care beds. Maintained existing bond issue letter of credit bank and investment banker relations, while updating all parties with respect to a new bond issue needed for construction of a 106 unit independent living tower and health and wellness center.

 

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