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Turning Point Financial Newsletter                                      July, 2013:  Vol 7
Welcome to the Turning Point Financial Newsletter.  We provide a fresh perspective on the state of your finances, business strategy, and operations, so you can point your business where it needs to go.
This month I decided to depart from the typical format and provide an overview of some client work.  Let me know what you think.
Client Snapshot: New Business Pro Forma

Situation and Challenge

A fortune 500 health care provider was in the process of developing an EHR (Electronic Health Records) system. Initial development completed, management reached a critical decision point: either commit to the project with additional funding and resources or abandon the venture. A "go-no-go" decision was required.


Management needed a financial forecast (pro forma) to test assumptions and to determine if the project would meet internal ROI hurdles. The new venture required dedicated teams in sales, marketing, field installation, training, software development, help desk, business development and management.



We developed a five-year financial projection for the business. The model was built to test various revenue scenarios, including pricing levels and structures (up-front and on-going) as well as market penetration. 
We projected business profitability, ramp up costs and breakeven. We were able to determine the probable ROI based on a range of pricing and market penetration assumptions, bracketing the possible outcomes within the range of best and worst case scenarios.



The pro forma provided management with key operational and financial milestones from which to manage the business. The company decided to proceed with the venture and it has been successfully implemented.  


As we helped this client point their business where it needs to go, we can do the same for you.  


Best Wishes,



2013, Turning Point Financial, LLC 


Contact Us
Turning Point Financial LLC
PMB 111 
321 High School Road, D3 
Bainbridge Island, WA 98110 

In This Issue
Client Snapshot:
New Business Pro Forma
Who We Are
Turning Point Financial
provides finance, strategy and operations consulting services. Learn more about Turning Point Financial's services.


Kelly Deis, Turning Point Financial
Kelly Deis, Principal

Kelly Deis is a senior finance, strategy and operations professional with an MBA from The Wharton School, over 20 years of experience (including Deloitte Consulting), and a proven track record of driving business results.
Kelly brings depth and breadth of experience in all facets of finance, operations and strategy - from hands on financial management to strategic direction setting and cost reduction. 
Call Today
 Are you anticipating a new venture or major investment and need a financial projection?
Do you want to grow your business, but are unsure how?

If you need help thinking about these and other strategic and operational questions, call us to schedule an initial consultation.

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