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What to expect in a Discovery Session
30–45 minutes focused entirely on your organization's financial challenges and priorities
No generic pitch — we ask real questions and give you real perspective before any proposal
If there's a fit, we'll follow up with a targeted assessment and custom scope of work
No commitment required — the session alone will give you clarity on your biggest opportunities
Common Questions
A billing company processes your claims. PrimeHealth analyzes the financial performance of your entire organization — revenue cycle, cash flow, payer contracts, cost structure, and growth strategy. We sit above your billing company and give you the data to hold them accountable and to make strategic decisions they're not equipped to advise on.
Most clients receive their first actionable insight within the first two weeks. For the Financial Health Assessment, you'll have a full diagnostic within 5–7 business days of sharing your data. We don't do lengthy discovery phases — the first deliverable is concrete, specific, and based on your actual numbers.
The Financial Health Assessment is completely one-time — no ongoing commitment at all. Advisory engagements start with a 3-month term, after which you can continue month-to-month or transition to project-based work. We'd rather earn your ongoing business than lock you in.
We work best with independent and PE-backed healthcare organizations in the $2M–$100M revenue range — organizations that are past startup stage but don't yet have a full-time CFO or finance team with the depth they need. If you're bigger or smaller, reach out anyway — if it's not a fit, we'll tell you honestly.
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