Strategic Financial Realignment for an Independent Health Business

A long-established health business was experiencing reduced profitability, tightening cashflow, and lacked a clear understanding of its financial performance. Despite a strong reputation for service quality, the organisation had not undertaken a formal financial review since its inception. With market conditions shifting and operational costs rising, the business owner needed clarity on income streams, expenditure patterns, and opportunities for sustainable growth.

Our Solution
PCMS carried out a structured financial and operational review spanning three years of activity. Using our tailored framework for healthcare organisations, we focused on:

Gross and net margin analysis

Overhead and staffing efficiency

Service-level income and performance trends

Client journey and conversion rates

Local market and competitor comparisons

From this analysis, we provided a practical and data-led action plan, including:

Detailed breakdown of income drivers and cost centres

Identification of underperforming services

Revised pricing strategy

Cashflow forecasts and breakeven modelling

Assessment of potential service expansion options

The Outcome
The business owner gained a clear, strategic view of financial and operational performance. Our recommendations helped guide immediate changes to service delivery, pricing, and internal processes. Additionally, the insights supported productive discussions with local commissioners and funding stakeholders, positioning the business for future growth and improved financial sustainability.