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Financial Projection Models

Aging service providers need to consistently evaluate their position in the market and respond to an ever-changing environment of demographics, market forces, and governmental reimbursement. Having a solid projection model allows management to evaluate strategic decisions and their potential impact on future financial results.

Financial Feasibility Studies

When aging services providers are evaluating a project such as a campus expansion, acquisition of a new business, or even a refinancing of existing debt, a strong and well-articulated financial feasibility projection model with a fully outlined summary of assumptions helps management evaluate the financial feasibility of pursing the project. The projection may also be shared with lenders to provide perspective on the organization's expected performance following completion of the project.

Ad-hoc Financial Modeling

Spreadsheets can model just about anything. Pivot tables, charts, graphs, etc. allow data to convey clearer messages. Or maybe a model is needed to quickly evaluate acquisition or affiliation opportunities. SilverBloom Consulting, LLC has the knowledge and financial modeling skills to bring your vision of analysis to life.


Aging services providers operate in complex business environments. Whether you are new to the industry or a veteran, budgeting revenue and expenses can be tricky. SilverBloom Consulting, LLC can provide assistance with annual budgeting through rigorous modeling and testing of budget assumptions. 

Interim CFO/Controller

As a CPA, Jamie Spencer, Founder of SilverBloom Consulting, LLC, has worked with multiple organizations in an accounting and finance role on an interim basis. When there is turnover in the finance department at a Continuing Care Retirement Community or Skilled Nursing Facility, Jamie can bridge the gap and train the replacement CFO or Controller.

Business Meeting
Distressed Situations

SilverBloom has been involved as a consultant to distressed senior care and seniors housing situations. These roles have included pre-bankruptcy treasury and financial management, bankruptcy preparation, partnering with CRO, and in-bankruptcy treasury management and reporting. Jamie, along with a small team of industry partners, are able to assist communities, their attorneys, and their lenders, with navigating the rough waters of distressed situations. 

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