Episode Description:

Learn how to navigate pain points in the healthcare landscape today. ExecHQ Principal Doug Morse shares an assessment of the healthcare environment and strategic steps you can take to achieve your business goals. The impact of technology and new healthcare entrants will be discussed as well as ExecHQ Healthcare Consulting expertise to position your organization for the future. 

To schedule an introductory call with Doug, use this link: https://calendly.com/doug-morse

Doug Morse bio: 

Doug is a relentless learner with decades of CEO and executive strategic and execution experience. He brings assessment expertise, actionable ideas, and measurable ongoing support to solve problems such as Strategic Planning, Innovation, Operational Improvements, and Human Capital Management.  A results–oriented professional with a track record of success across multiple industries including healthcare (hospitals and physician clinics) and higher education, he is an expert listener with the patience to hear people out and identify solutions for improved results. Doug believes success is rooted in listening to the customer. His philosophy is "Take care of the customer and the customer will take care of you".

It is often not intuitive for business owners to shift from a profit-growth perspective of their business to an asset value perspective. However, this is potentially the best single investment a business owner can make. Jon helps his clients enhance their strategy to consider the entire Enterprise Value opportunity. You can reach out to him for a complimentary initial consultation at this link:

Book time with Jon Rothbart: 10 minute call with Jon 

Also, if you would like to join a cohort of companies that are getting ready for a high Multiple exit, this podcast is offering listeners the opportunity to waive the first year's fee. The High Multiple Exit portal is a space where you can educate yourself about the techniques to influence your valuation Multiple and connect with professionals, like Jon,  who can help. Immediate benefits include 2 complimentary consultations, one focused on your Valuation Multiple and the other a CFO analysis that identifies immediate opportunities to improve Enterprise Value. In addition, we offer an extension of a Group Purchasing program that may result in substantial savings. Long-term benefits include a Multiple Strategy framework, opportunities to engage with pros, and, potentially, a premium Multiple exit. Use the referral code EOTF24 to sign up at this link.

John Rothbart Bio: While Jon was an executive at a fast-growing investment holding company, he reviewed hundreds of businesses eager to be acquired. He passed on the vast majority of them. The few that advanced to the deal stage had great fundamentals and synergies but were presented in a way that justified deep discounts.  As a strategy consultant, Jon has developed a methodology that enhances the conventional profit-growth strategy of most successful middle-market companies. Identifying the factors that influence the Valuation Multiple, and giving sufficient time to implement, ensures that his Clients have a playbook to position themselves for a premium Multiple exit.

A great conversation with ExecHQ (www.exechq.com) principal Baron Lukas (linkedin.com/in/juergenbaronlukas) who shares his expertise on bringing maturity to your company so you can achieve your business goals. The challenge is that companies sometimes cannot transition from the start-up/entrepreneurial stage to the desired high growth, high professionalism stage. They have no documented business processes, no formal planning and execution process, and no disciplined meeting rhythm for the leadership team. 

To schedule a call with Baron, you can use the following link:  Consultation with Baron 

Baron Lukas bio:

An executive leader, advisor, coach, and retired Marine Corps Colonel, Baron has 44 years of leadership, management, and mentoring experience. His professional career spans a diverse spectrum of positions: fighter pilot, instructor, strategist, intelligence officer, professor, commander, and finally, business executive, entrepreneur, board member, and advisor. Baron’s advisory services include Chief of Staff as a Service, pre-transaction valuation improvement, strategy development and execution, executive coaching, corporate governance, and succession planning.

Many privately held start-ups and high-growth companies struggle with their financial landscape. Financial reporting, profitability analysis, cost control, and debt and equity funding are difficult to understand and manage.  Compounding the problem, business owners/CEOs wait too long to get a strategic CFO assessment, let alone hire senior financial executives. In this podcast episode, we talk to Lisa Cobb.  Named one of the top CFOs in Fort Worth, you will enjoy the conversation with Lisa Cobb (linkedin.com/in/lisakcobb) as we discuss how quickly a fractional CFO can improve the financial landscape and understanding of these companies.

To schedule a 15-minute call with Lisa, you can use the following link: https://calendly.com/lisa-cobb-1/15-minute-chat

Lisa Cobb bio: An enterprising financial leader with extensive experience in guiding corporate finance, M&A, growth, and restructuring initiatives at large and smaller businesses, Lisa Cobb has been a Principal with ExecHQ for close to two years. Lisa has served in CFO roles for over 20 years, leading full P&L operations and reporting to the CEO and board of directors. She navigates day-to-day operations through organic growth and acquisitions, managing short- and longer-term business strategic objectives to meet cash and financing needs. She has started, grown, and reorganized businesses to meet changing industry dynamics and customer needs. Lisa has delivered financing solutions to small businesses, operationalized human resources departments, led marketing campaigns, and driven M&A and divesture strategies to grow businesses and organizations or reposition them more competitively. In 2017, Fort Worth Business Press honored Lisa as one of the top CFOs in Fort Worth, TX.

A great conversation with Baron Lukas (linkedin.com/in/juergenbaronlukas) who exemplifies outstanding leadership. Baron discusses the role of how ExecHQ’s (www.exechq.com) fractional executives can accelerate business growth while keeping costs low. ExecHQ® is a C-suite consulting firm providing elite executives for your business, whether to have a “fresh eye” on complex business challenges and goals or provide a trusted senior executive to lead an existing team. 

To schedule a 15-minute call with Baron, you can use the following link: 15-Minute Consultation with Baron - Baron Lukas, ExecHQ Principal

Baron Lukas bio:

An executive leader, advisor, coach, and retired Marine Corps Colonel, Baron has 42 years of leadership, management, and mentoring experience. His professional career spans a diverse spectrum of positions: fighter pilot, instructor, strategist, intelligence officer, professor, commander, and finally, business executive, entrepreneur, board member, and advisor.

Baron’s advisory services include pre-transaction valuation improvement, strategy development and execution, executive coaching, corporate governance, and succession planning. Baron also heads “ExecHQ MULTIPLE,” an advisory program specifically intended to prepare businesses for an M&A transaction or capital raise. Baron’s long history of business and military leadership positions gives him a unique perspective that blends the best practices of both worlds.

A native of Germany, Baron, is bilingual (English and German) and holds two master’s degrees. Baron and his wife, Tanya, an award-winning author, live on a small ranch just west of Fort Worth, Texas.

What would it be like having a team of executives who have been there before helping you achieve your goals and overcome your challenges? Coming January 10, 2024, you can join the Executives on the Frontlines podcast where business owners and C-Suite executives like you will get real answers to your everyday business problems. Learn from senior leaders who have occupied every top box of a company’s org chart for every size company and who like to roll up their sleeves while checking their egos at the door.