Fractional CFO for Veterinary Practices
Corporate consolidators have been buying up veterinary practices with a spreadsheet you've never seen, and they know your numbers better than you do. A fractional CFO puts that same rigor on your side of the table — DVM economics, inventory, service margin — whether you're planning to grow, hold, or eventually sell to one of them at a fair price.
Services, products, and pharmacy earn very differently
Medical services are your margin. Retail and pharmacy are high-volume, low-margin, and increasingly under pressure from online competitors. Inventory ties up cash and quietly shrinks. Blend it all on one P&L and you can't see whether your medicine is subsidizing a retail counter that's losing to a website.
A CFO separates the economics, so you can price services properly, manage inventory like the cash it is, and decide how hard to fight for the pharmacy dollar instead of defending it out of habit.
The metrics behind DVMs, capacity, and a sale
Revenue and profit per DVM, appointment capacity, average client transaction, and wellness-plan economics — these decide whether you add a doctor, extend hours, or hold. Wellness-plan money collected up front is earned across the year, and treating it as profit distorts both the month and the practice's real value.
We build the provider economics and a clean forecast, so growth decisions carry a number — and if a consolidator ever calls, you're negotiating from your own model instead of trusting theirs.
How Kaizen runs it
You get a senior CFO a few days a month on top of books where production ties to collections and inventory is real. We break out margin by service, product, and pharmacy, model DVM economics, run a rolling cash forecast, and keep the financials diligence-ready in case you ever sell.
It's the difference between running a practice and running it like someone who might buy it would. That perspective tends to make the practice both more profitable and more valuable, which is a convenient overlap.
What's included
- Margin by medical service, retail product, and pharmacy
- Per-DVM productivity and profitability models
- Inventory and pharmacy cost tracking
- Wellness-plan revenue recognized across the plan
- 13-week rolling cash forecast
- Add-a-doctor and capacity scenario models
- Diligence-ready financials for a consolidator offer
- Monthly board-ready KPI and margin pack
Pricing
Straight answers
We have a bookkeeper. Why a CFO?
A bookkeeper keeps the numbers right; a CFO decides what to do with them — pricing, DVM economics, inventory, whether and when to sell. Many clients keep their bookkeeper and add us for strategy.
A consolidator made an offer. Can you help?
Yes. We get your financials diligence-ready and build your own valuation model, so you evaluate the offer from real numbers instead of trusting the buyer's spreadsheet.
How do you handle wellness plans?
Recognized across the plan period, not on signup. That keeps monthly profit honest and shows the true liability and recurring value on your books.
What size practice is this for?
Usually multi-DVM practices or owners weighing growth or a sale. A solo practice with clean books may just need good bookkeeping and reporting — we'll tell you if that's you.
Related
Free 20-minute books assessment
We'll show you the five things we'd fix first in your books — useful whether you hire us, hire someone, or do neither.
Talk to SalesOr call us directly: +1 786 789 0969