Healthcare and Life Sciences

Focus on Discovery and Patient Care—While We Build Your Financial Architecture

Whether you’re in a lab trying to hit your next R&D milestone, a founder scaling a new HealthTech platform, or a leader running a busy medical practice, you have a lot on your plate. Healthcare is becoming increasingly complex by the day. Between changing insurance rules, high costs, and the pressure to keep investors happy, it’s easy to feel like the “business side” is getting in the way of what you actually want to do.

We get it. You didn’t get into this field to spend your weekends buried in spreadsheets or worrying about compliance. We believe your financial partner should be just as specialized as you are. At Calvetti Ferguson, we act as your finance department, giving you the expert eyes and tax strategies you need to grow your company at every stage.

Supporting You from Your First Hire to Your Final Sale

We don’t just “do the books,” we partner with you to handle the big financial moments that come with running a healthcare or life sciences company.

Starting Out: Protecting Your Capital

If you’re a Biotech or MedTech founder, you’re in a race to see your idea work before the funding runs out. We help make sure your books are investor-ready from the very beginning.

• • • R&D Tax Credits: Getting cash back for the innovation you’re already doing.

    • Managing Grants: Keeping your NIH or private funding organized and compliant.

    • Founder Support: Helping you protect your own wealth as your company grows.

Scaling Up: Growing Without the Stress

For medical practices and healthcare services, the goal is to grow without losing control. We help you identify and address the “leaks” in your system, keeping things running smoothly.

• • • Revenue Cycle Help: Making sure you’re actually getting paid for the work you do.

    • Outsourced Accounting: Taking the weight of turnover off your back with a dedicated team that won’t leave.

    • Simple Technology: Setting up tools like QuickBooks Online and Bill.com so you can see your numbers in real-time.

The Finish Line: Getting the Value You Deserve

When it’s time to buy another practice or sell your life’s work, we make sure you have the facts to get the best deal possible.

• • • Quality of Earnings (QofE): Creating the reports that prove your company is a great investment.

    • Valuations: Figuring out exactly what your business is worth before you sit down at the table.

    • M&A Support: Guiding you through the sale process to ensure there are no surprises.

We’ve Been There Before

Our team has spent years working alongside healthcare leaders. We’ve seen the hurdles, and we know how to clear them. Some of our recent work includes:

• Helping a large pediatric clinic with its annual tax planning and audits.

• Creating sell-side reports for a therapy clinic that was ready to expand.

• Handling the daily accounting for a medical practice with over $50M in revenue.

• Assisting a healthcare consulting firm in determining its fair market value.

We’re Active in Your Community

We don’t just sit in an office. We’re attending the same events as you, collaborating with groups such as the Nashville Healthcare Council, Greater Houston Partnership, LaunchTN, Venture Dallas, Houston Angel Network, and the Greater Nashville Venture Capital Association. We know what’s happening in the market because we’re right there in the thick of it with you.