CWA's Experience

Capital West Advisors has developed health care business plans for over 20 businesses including medical clinics, medical spas, elderly care, abuse resistance, emergency clinics, and hospital/treatment facilities. Reginald Nugent, who has been with CWA for over 5 years, is the most experienced CWA Managing Director in this industry and has developed the financial, growth, and strategic planning for the majority of CWA’s healthcare clients. Seth Schwartz and Joe El Rady are also very experienced with healthcare and have worked on many healthcare business plans while at and before CWA. Before CWA, Reginald consulted many healthcare businesses, helped them raise capital, and served as the CEO of a surgical center. Also, CWA has an Associate that is very experienced with healthcare and has developed several healthcare business plans with Capital West Advisors.

Unique Elements of a Helathcare Business Plan

A healthcare business plan should list the various services that the health care facility or business will offer to its customers. The market section should include national data on the specific healthcare segment that the clinic will service and statistics regarding the various diseases that the business will treat. The profile of direct competitors should focus on a small radius (10 to 40 miles) from the facility’s location. The operational plan should be sophisticated and plan the many operations of the facility, including the inventory control of supplies & equipment, quality control, and licensing & accreditation of staff. A healthcare business plan is typically approximately 45 to 60 pages in length. Healthcare business plans typically range from $2750 to $4500 to develop a full business plan.