Facts before plans.
A structured assessment of the practice’s cash position, operations, and governance — built from the practice’s own data and the people who run it. Reported results and operating reality are not always the same thing: a reported loss can be an operating problem, an accounting issue, a timing distortion, or all three — and the plan depends on which. So the assessment reconciles what the reports say against what the bank, the schedule, and the billing system actually did. The output is a shared, written understanding of what is actually wrong, the order it must be addressed in, and what stability will look like for this practice.