Financial Resource Group

• Financial Advisory Services
• Operational Financial Services
• Transitional Management
• Supply Chain Services and Other Services

Financial Advisory Services

Helping clients manage their capital planning and financing needs

Financial feasibility studies
A feasibility study is an important step in your planning process. We will help you understand the concept of a feasibility analysis and what it means and will provide you with a framework and the decision points needed for using feasibility studies. 

Strategic financial planning – using Axiom EPM software
Strategic financial planning can and should play an integral part in any healthcare organization’s planning process. FRG has a strategic business partnership with Axiom EPM, Portland, Oregon, the worlds leading provider of financial planning software. Together with Axiom, we assist you in developing the elements of your strategic financial plan and show you how to implement the strategic financial plan so that it can be used to enhance your operating and capital budget process.

Capital planning and allocation processes
FRG can assist you in streamlining your capital planning and allocation process—from submission to decision-making. We will help you understand the capital planning and allocation process so that you select and fund the projects that drive your future organization-wide performance.

Capital structuring
'Capital structuring' refers to the type of financing with which a company is capitalized and the terms on which such finances are raised. Capital structuring is extremely important as it has a long-term impact on the financial viability of a healthcare organization FRG will assist you in getting the right debt-equity mix in your capital structure and the best terms so that your financial viability is maintained.

Support for bond issues and other financing processes
FRG has provided financial advisory services to a diverse group of organizations that access capital through the issuance of tax-exempt bonds. Our services provide clients with an independent, objective perspective throughout all phases of a financing process. Our Partners have been involved in over $2 billion of financing activity.

Assistance with investor, investment banker, bond insurer, and rating agency relationships and financial reporting
FRG has provided assistance to hospital and healthcare system CFOs in their relationships with investors, investment bankers, bond insurers, and rating agencies for many years. We also assist in the financial reporting responsibilities that many of these relationships require.

Treasury Management services
FRG assists you in getting more control over your company's finances by helping you manage your cash efficiently, cut your business's costs, improve cash flow and simplify your accounting.

Planning, analysis, and due diligence for merger, acquisition, affiliation, or divestiture transactions
FRG and its Partners have vast experience in M&A transactions in the healthcare. FRG has assisted in the planning, analysis and due diligence for all types of entities. Services included in the due diligence and M&A support processes typically include financial analysis, technology review, management review, review and valuation of assets, purchase price allocation, and post transaction financial scenario modeling.