Grow faster with less risk using our financial playbooks.

We offer Fractional CFO & Consulting services to Healthcare and Insurance businesses to increase profit within 30 days.

Your outsourced CFO partner.

Common struggles our clients have:

Slowed growth

We implement structured finance processes to help you tie operational decisions to financial performance and ultimately, profitability and cash.

Profit Reinvestment

We help determine when AND where to spend your excess cash through detailed analytics across operations, technology, marketing, and acquisitions.

Unorganized Data

Data becomes messy with business growth, and manual processes that once worked might no longer make sense. We clean your data and create a unified structure.

Our toolkit

Our proprietary playbooks help companies grow faster with less risk.

Forecasting

Development of detailed cash, revenue, and profit forecasts to help you make more data-driven decisions.

Restructuring

Strategic support during bankruptcy, reorganization, and other special situations.

Dashboarding

Custom dashboards for your business with key metrics for you and the organization to track.

Transformation

Implement new finance tech stacks and develop a strategy for full realization of tech investments.

M&A

Guidance on acquisition strategies, ensuring diligence, integration, and synergy realization.

Tactical Analytics

Compensation plan development, marketing ROI, RCM, site selection, and staffing optimization.

Working with Optimus, a 3-step process:

1. Discovery

Hold a discovery session to review your current state and understand your end goal.

2. Review

Conduct a deep-dive review and create a gameplan using our set of industry specific playbooks.

3. Execution

We are nimble and execute a game plan quickly. No more waiting around for higher profits.

Services

Fractional CFO

Your on-demand CFO. We step in and act as your CFO, for a fraction of the cost of a full-time hire.

FP&A Services

Providing support to existing finance teams, helping to fill gaps, and build out processes, or operate in a fractional capacity.

Data Analytics

Our analytics services enable you to link operations to financial outcomes, and ultimately, drive profits for your business.

Our Experience

Private equity-backed Insurance and Healthcare businesses.

Integrity Marketing Group

Brandon Pierron has worked in a variety of finance roles from private equity to corporate finance at public companies and startups.Most recently, he led a finance team at Integrity Marketing Group, a multi-billion-dollar private equity-backed company that made nearly 200 acquisitions. Brandon joined Integrity when the business had outgrown various finance processes. Stepping into that role, he redesigned existing processes, implemented new systems, and streamlined the department, supporting executives, investors, and departmental leaders. During that time, he honed his toolkit to:1) Manage cash / liquidity
2) Coach business financial performance
3) Increase marketing efficiency / cost control
4) Support M&A and organic growth initiatives
5) Manage consultants and work with lenders and investors

DOC / Nobilis Health

Working across multi-specialty health systems, Brandon has seen a broad array of unique situations in the healthcare space.He helped businesses build out the finance functions from scratch and supported companies in operating roles as they tripled in revenue. During this time, he honed his toolkit to:1) Identify profit / restructuring opportunities
2) Design best-in-class compensation plans
3) Optimize RCM functions
4) Build out full funnel marketing analytics
5) Select ideal locations for practice expansion

About Us

Brandon Pierron is Founder of Optimus CFO and is located in Dallas, Texas.He founded Optimus to provide small and mid-market companies the same level of service received by large enterprises, for a fraction of the cost of Big 4 accounting firms and other financial consultancies.He has worked in a variety of finance roles from private equity to corporate finance at public companies and startups.Our Philosophy:Every company is unique and needs a partner that can develop an individualized strategy around company goals and processes. We strive to be a value-add partner to our clients, not just another consultant.

Book A Call

Book a free Strategy Session.

FAQ

We partner with businesses generating $2m to $150m revenue. If you fall outside this range, we can point you in the right direction.

We specialize in in providing services to healthcare and insurance businesses.

We typically utilize a retainer-based approach as it better aligns performance and timeliness. Exact pricing is dynamic and depends on the business needs and complexity, but typically lands somewhere between $2k and $12.5k per month.

We offer support for special projects and transformations. In addition, we can fill in gaps where a full-time employee doesn't make sense, or interim support is needed.

We will act as your outsourced CFO until you grow to the point where a full-time team member makes sense. Once there, we help hire and onboard your CFO, ensuring the transition is smooth.

We avoid long-term contracts. You are free to cancel anytime.

Optimus CFO

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