Nine practice areas. Every one ends in a deliverable your team keeps.
Every practice is organized the same way — a category, an engagement format, and a defined deliverable: scoped, finite, and sized to the question in front of you, never to a retainer.
Financial & Operational Analysis & Recommendations
The low-risk first engagement — it proves the standard before anything bigger is on the table.
A clean, fixed-scope read on where the organization stands and where the value is hiding — benchmarked, quantified, and delivered to the board.
- 01All significant financial and operational ratios calculated against benchmarks, with a current-state analysis and recommendations for setting and reaching target ratios.
- 02A complete review of current and alternate revenue streams and customer contracts, with analysis and recommendations.
- 03Vendor-contract and operational-cost analysis.
- 04A report on the highest-value revenue-optimization and operational-efficiency opportunities.
- 05A full board-level presentation outlining the opportunities and quantifying projected impact.
Senior capacity, beside the people already carrying it.
Boards & Trustees
Independent perspective, governance discipline, and numbers they can trust.
Executives
Senior capacity beside them — for the opportunity, the crisis, or the gap.
Owner-Operators
The systems, planning, and financial discipline of a larger organization, sized to theirs.
OAS augments the team you have rather than replacing it — everything built during an engagement stays with your people.
Three moments worth calling in a steady hand.
Move deliberately.
An expansion, a new venture, a repositioning, or a capital project worth pursuing — build the plan and model the outcomes before the capital is committed.
Get ahead of it.
Covenant stress, census decline, margins that stopped cooperating, or a lender asking harder questions — stabilize, and quantify what is really happening.
Steady the room.
A leadership vacancy, a succession, or an affiliation question — when steady hands and numbers the board can trust matter most.
Every practice, in full.
Practices are drawn only as each earns its place. The depth of a sitting CFO or COO — brought to your board and executive team through review, analysis, and recommendations, paired with a forward-looking embrace of AI.
Finance
The numbers that run the community — done to a CFO’s standard.
Executive financial advisory
Extended- CFO-level partnership with the board and finance committee on financial and operational goals
- Review, analysis, and upgrades to monthly statements and reporting packages
- Treasury and liquidity oversight — cash position, banking relationships, and debt service
FP&A
Project- Collaborative annual budget and multi-year forecast (live Excel), with FTE and capital benchmarking
- Decision-support pro forma modeling of proposed initiatives, with scenario and sensitivity analysis
- Board-ready recommendations the client’s team retains and re-runs
Revenue, Rates & Contracts
Project- Entrance-fee and monthly-fee pricing studies by contract type, with market comparables
- Resident-agreement economics, refund-liability, and financial-qualification review
- Revenue-cycle and reimbursement review — billing, collections, denials, and cash acceleration
Capital & debt
Project- Bond issuance and financing support, from feasibility inputs through post-issuance compliance
- Ongoing covenant-compliance monitoring and lender relations, with a live covenant calculator
- Waiver and amendment strategy with lender-negotiation support
Turnaround & special situations
Project- Thirteen-week cash-flow model and covenant-workout support
- Expense and census stabilization with a monthly turnaround scorecard
- Distress and forbearance advisory, including bond-required consultant-call compliance
Accounting, Financial Reporting & Audit Readiness
Project- Monthly reporting redesign — KPI dashboards, variance narratives, and a tighter close
- Audit preparation, workpaper standards, and significant-estimates memos
- Form 990 readiness with tie-out to the audited statements
Operations
The difference between a community and an institution is operational discipline.
Operational assessment
Project- Whole-campus operational review benchmarked to peers, with a 12-month roadmap
- Department deep-dives (dining, facilities, EVS, transportation) with cost-per-unit metrics
- Staffing-model analysis and quantified savings targets with owners
Census & revenue management
Project- Census recovery plan with pipeline and conversion analytics
- Pricing, incentive, and sales-process review
- 90-day census action plan with a weekly cadence
Vendor & procurement
Project- Vendor contract portfolio review with savings quantification and a renewal calendar
- GPO strategy and renegotiation priorities
- Energy procurement — load profile, supplier bids, and term recommendation
Executive operational advisory
Extended- COO-level operating KPI cadence and department-leader coaching
- Capital and project prioritization advisory
- Board operations reporting
Board Relations
Boards that govern with clarity — informed, prepared, and unafraid of the numbers.
Board reporting & education
Project- Board-pack and KPI-dashboard redesign with an annual reporting calendar
- Trustee finance education — CCRC economics, entrance-fee accounting, ratios, and covenants
- New-trustee orientation kit and plain-language glossary
Committee support
Extended- Finance, audit, and investment committee agendas and materials
- Independent perspective in the room, with minutes and follow-through tracking
- Committee charter reviews
Governance events & transitions
Workshop- Strategic retreat design and facilitation, with a decisions-and-commitments memo within a week
- Executive evaluation instrument and process
- Succession planning for emergency and planned scenarios
Regulatory & disclosure
Extended- Annual CCRC disclosure-statement preparation support (NH Insurance Department and other states)
- Regulatory compliance calendar and examiner-request coordination
- Board compliance reporting
Human Resources
The workforce is the product. Structure it that way.
Organization & compensation
Project- Organization design and staffing analysis with a cost model and span-of-control review
- Market compensation study with pay-structure design and wage-compression fixes
- Staffing-to-census ratios and transition sequencing
Benefits & retirement
Project- Health & welfare plan-design and vendor review, with cost-share modeling and RFP facilitation
- 403(b)/401(k) fee benchmarking and vendor RFP
- Investment-menu governance and fiduciary-calendar templates
Policy & culture
Project- Handbook and policy refresh with counsel coordination and manager rollout
- Policy gap analysis
- Leadership development and succession with a quarterly coaching cadence
Strategy
Plans that survive contact with the next decade.
Strategic planning
Project- Strategic plan — situation assessment, scenario models, and mission-tested priorities
- Implementation calendar with owners and board-adoption materials
- Annual plan refresh with quarterly plan-to-actual accountability
Market & positioning
Project- Repositioning / market study — demand, competitor, and unit-mix analysis
- Price-point positioning and phasing recommendation
- Affiliation, M&A, and strategic-options framework with a board decision memo
Benchmarking & market intelligence
Project- Annual CCRC financial-ratios brief against published medians
- Client-specific overlay
Project Development
Capital projects that finish on budget and on mission.
Feasibility & financing
Project- Concept pro forma and development feasibility (live model)
- Absorption and fill-up schedule
- Financing strategy with a go/no-go board memo
Owner’s advisory
Extended- Owner’s-side budget-to-actual tracking and draw review
- Change-order protocol and GC/architect contract review
- Risk register and monthly owner’s report
Project reporting
Extended- Project dashboard and lender draw packages
- Milestone board presentations
- Closeout and lessons-learned memo
Opening & fill-up
Project- Pre-opening budget and staffing ramp
- Operational-readiness checklist by department
- Fill-up cash-flow curve and covenant bridge
Investment Oversight
Investment programs governed by cash-flow reality, not product pitches.
Investment policy
Project- Near / mid / long-term cash-flow-needs analysis first
- Cash-flow-based IPS with allocation ranges, spending policy, and roles & responsibilities
- Board adoption resolution
Program oversight
Extended- Quarterly performance review against policy, with a manager-evaluation framework
- Fee benchmarking and rebalancing discipline
- Manager / OCIO search — RFP, scoring, and transition
Treasury & reserves
Project- Cash tiering (operating / reserve / long-term) and laddering plan
- Bank-fee and coverage review (FDIC / SIPC map)
- Sweep and yield recommendations
Governance and oversight only — OAS does not take discretion, custody assets, or recommend individual securities.
Software Implementations
Systems that go live on time — and actually get used.
Selection
Project- Requirements definition and vendor RFP (EHR/EMR, ERP/GL, CRM, POS, HRIS)
- Scoring matrix and total-cost-of-ownership model
- Contract-negotiation support
Implementation
Extended- Implementation advisory — project governance, data-migration, and integration mapping
- User-acceptance test scripts and a cutover / go-live plan
- Change management and role-based training with adoption metrics
Optimization
Project- Post-implementation adoption and utilization review
- Workflow fixes and report / dashboard buildout
- Database hygiene standards
AI Adoption
AI where it actually belongs in your organization — and not where it doesn’t.
Readiness & strategy
Project- AI readiness assessment — use-case inventory scored by value and risk
- Data-readiness review
- 12-month adoption roadmap
Governance
Project- Acceptable-use policy and vendor / data-governance standards (privacy- and HIPAA-aware)
- AI risk register
- Board education briefing
Pilots & enablement
Workshop- Scoped pilots with defined success metrics and a go / scale / stop decision
- AI training and enablement by department, with a prompt and workflow library the client keeps
- Hands-on workflow builds — invoice intake, board-pack drafting, and variance narratives
Every engagement delivers, without exception.
The format changes with the question. What lands on your side of the table does not.
- 01An executive-level report summarizing scope, findings, analysis, and recommendations.
- 02An implementation roadmap with scope, objectives, responsible parties, and timelines.
- 03Mid-engagement and completion check-ins with leadership and responsible parties.
- 04Traditional financial models as working Excel files — you own them.
- 05AI models and tools — workflows, skills, agents, automations, prompt libraries — documented and turned over to your team with training.
The value of the engagement is retained by you — and should clearly exceed its cost.
On the advisory side of the line.
OAS provides advisory and consulting services only. The client retains management responsibility and final decision authority. We do not set policy, make management decisions, authorize or execute transactions, take signing or banking authority or custody of assets, prepare source documents, supervise client staff, or sign or file returns.
You designate a qualified individual to own decisions and oversee our work. These boundaries keep every engagement on the advisory side of the line — and let your team retain and use the deliverables through and well beyond each engagement.