Background

The firm was founded to address the significant heath and related insurance challenges and complexities a person experiences when navigating the healthcare system. It had grown by adding people who shared the owner’s passion for helping families with health-related issues.

Challenge

A growing healthcare services firm needed to build an organizational structure and put systems in place to grow profitably.

Solution

Berger Business advisors used its expertise to:

• Define the organization’s core competencies
• Prioritize short term and long term growth opportunities
• Define the organizational functions needed
• Develop a functional organization chart
• Make the organizational structure visible to the team
• Identify the roles different team members could fill
• Identify additional tasks team members could accomplish outside of their core competency
• Define their ideal clients
• Formulate a marketing plan including where and how to market
• Define additional income streams
• Identify additional products and services
• Develop a labor saving invoicing process
• Identify key financial metrics

Results

The business quickly added 3 additional people within the first year to keep up with its growth.