Our Services

Practical CFO-Level Support Across Every Stage of Growth

360 Advisors delivers senior financial and operational expertise across six core service areas — each designed to address the real challenges facing healthcare organizations and growing businesses.

01

Fractional CFO Services

CFO-level financial leadership without the full-time cost.

Fractional CFO Austin · Healthcare CFO · SMB CFO

Many growing businesses need experienced financial leadership but aren't ready — or don't need — a full-time CFO. 360 Advisors provides senior CFO-level support on a fractional basis, giving you the strategic financial guidance, reporting discipline, and decision-making support that drives real results.

  • Financial reporting and management reporting packages
  • Annual budgeting and multi-year financial forecasting
  • Cash flow management and working capital optimization
  • Board reporting and investor reporting
  • Profitability analysis by service line, product, or location
  • KPI development and financial dashboard design
  • Finance team leadership and mentorship
  • Banking relationships and debt covenant compliance
02

Healthcare Practice Advisory

Financial and operational clarity for complex healthcare organizations.

Physician Practice CFO · Pain Management Advisor · ASC Financial Advisory

Physician practices, pain management clinics, and ambulatory surgery centers operate in one of the most financially complex environments in business. Revenue cycle performance, provider compensation, payer mix, and multi-site operations all require specialized financial expertise. 360 Advisors brings deep, hands-on experience in healthcare practice finance.

  • Revenue cycle performance analysis and improvement
  • Provider profitability and compensation modeling
  • Service-line and location-level P&L visibility
  • Payer mix analysis and contract evaluation support
  • Cost reduction and overhead analysis
  • Multi-site financial consolidation and reporting
  • Growth planning for practice expansion
  • Preparation for PE investment or acquisition
03

Cash Flow & Forecasting

Know exactly where your cash is going — and where it needs to be.

Cash Flow Forecasting · 13-Week Cash Forecast · Liquidity Planning

Cash flow is the lifeblood of any business. Whether you're managing rapid growth, navigating a tight period, or preparing for a transaction, having precise visibility into your cash position and near-term liquidity is non-negotiable. 360 Advisors builds the tools and processes to give you that clarity.

  • 13-week rolling cash flow forecasts
  • Cash burn analysis and runway modeling
  • Liquidity planning and stress testing
  • Scenario modeling (base, upside, downside)
  • Working capital improvement initiatives
  • Accounts receivable and collections analysis
  • Vendor payment and payables management
  • Cash flow reporting for boards and lenders
04

M&A and Transaction Support

Prepare your business to transact — on your terms.

M&A Support · EBITDA Advisory · Exit Planning · Due Diligence

Whether you're preparing for a sale, evaluating an acquisition, or working through a PE-backed transaction, the financial preparation and diligence process is demanding. 360 Advisors has direct experience on both sides of healthcare transactions and brings the financial rigor needed to protect your position and maximize value.

  • Quality of earnings (QoE) preparation and review
  • EBITDA normalization and defensible add-back analysis
  • Financial due diligence preparation
  • Data room organization and financial package preparation
  • Acquisition target financial analysis
  • Integration planning support
  • Exit readiness assessment
  • Investor and lender presentation support
05

Operational Improvement

Build the financial infrastructure your business needs to scale.

Operational Improvement · Finance Infrastructure · KPI Dashboards

Strong financial performance requires more than good numbers — it requires the right systems, processes, and reporting infrastructure. 360 Advisors helps organizations build the operational foundation that supports growth, accountability, and better decision-making at every level.

  • Cost reduction and overhead analysis
  • Process improvement and workflow optimization
  • Accounting and finance infrastructure build-out
  • ERP and financial system evaluation and implementation support
  • KPI dashboard design and reporting cadence
  • Month-end close process improvement
  • Finance team structure and hiring support
  • Vendor and contract cost analysis
06

Healthcare SaaS Advisory

Financial strategy built for health tech companies.

Healthcare SaaS CFO · SaaS Financial Strategy · Health Tech Advisory

Healthcare SaaS companies face a unique combination of challenges: complex sales cycles, regulatory considerations, recurring revenue dynamics, and the pressure to demonstrate unit economics to investors. 360 Advisors brings direct SaaS operating experience — including serving as CFO and CEO of a healthcare SaaS company — to help you build a financially sound, investor-ready business.

  • SaaS financial modeling and unit economics (ARR, MRR, churn, LTV, CAC)
  • Cash runway analysis and burn rate management
  • Pricing strategy and revenue model optimization
  • Investor reporting and board presentation support
  • Fundraising preparation and financial narrative
  • Revenue recognition and deferred revenue management
  • Budgeting and headcount planning
  • Financial due diligence preparation for fundraising or sale

Not Sure Which Service Fits?

Most engagements start with a conversation. Let's talk about your business, your challenges, and where CFO-level support would make the biggest difference.