OUTSOURCE YOUR FINANCIAL AND OPERATIONAL NEEDS
Helping Small Business Owners Take the Next Step
RiverStone Reporting assists entrepreneurs, operators, and small business owners with financial reporting, KPI metrics, company presentations, modeling & projections, and industry research to make better-informed, data-driven, real-time decisions and accelerate growth. We specialize in the healthcare space and add significant value at a fraction of the cost of a new full-time, junior hire. We typically work under an affordable 1099 hourly rate construct creating a strong alignment of interest with our clients.
We help small businesses professionalize, implement value-creation plans, and scale
Diversified Client Base of 80+ Investors, Financial Institutions, and Operators
REPRESENTATIVE CLIENTS
Focus Investment Banking
(Investment Bank)
GiantLeap Capital
(Growth Equity)
Sound Point
Capital
(Hedge Fund)
Autism Behavioral Institute
(Operator)
Due North
Family Enterprises
(Search Fund)
Dental Support Networ
(Operator)
Already HomeCare
(Operator)
Mission Springs Ventures
(Search Fund)
OUTSOURCED FINANCIAL SERVICES
RiverStone Reporting works collaboratively with your team to unlock growth through improved outsourced financial reporting and insightful KPI tracking. We specialize in providing management teams with highly detailed reports allowing for them to make better decisions and improve outcomes.
FINANCIAL REPORTING
Many small business owners understand the ins and outs of their business, but may lack the detailed reporting to make better informed decisions. RiverStone can help provide granular detailed financial reports on a monthly or quarterly basis to help you understand the exact trajectory of your business. Reports can include revenue by month / quarter, location, provider, payor, and procedure as well as operational reporting around employee turnover, staffing, equipment purchasing, payor rates, and more.
INDUSTRY RESEARCH
Looking to invest into a new sub-sector or grow into a new market? RiverStone can help you create industry presentations, analyze competitive landscapes, and evaluate new geographical markets. RiverStone specializes in healthcare services and has a deep understanding of market dynamics and trends in the space.
COMPANY PRESENTATIONS
Many small business owners and CEO's are wearing too many hats. We assist C-suite teams with strategy and value-creation presentations, board materials, and implement detailed KPI's and analytics to drive a more thoughtful conversation around growth.
PRACTICE CONSULTING
We help physicians and small business owners explore their options and what strategic alternatives may best suit their goals. We act as a sounding board to evaluate a majority or minority sale, or benefits of finding the right lender to provide debt to the business to accelerate growth.
ABOUT
RiverStone Reporting was founded to help small business owners capitalize on near-term growth initiatives. By outsourcing financial and operational back-office functions at an affordable rate while giving owners valuable insights into their business, we allow management teams to focus on what really matters.
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Our team has extensive investment banking and private equity experience and can help best position your business for success in a competitive industry. ​Many of our clients have tried to outsource financial projects through UpWork, BluWave, part-time hires, and offshore companies that lack institutional know-how and generate poor work quality. If you are in need of any of our services get in touch with RiverStone Reporting today.
CLIENT TESTIMONIALS
Terrance Story, Managing Partner
“I wish I used RiverStone much earlier in the process of creating my Confidential Information Memorandum. I spent weeks spinning my wheels on how to visually present the information in a professional manner. The RiverStone team was able to quickly put together very professional slides that were well received by my investors."
CONTACT US
Financial District
Boston, MA
Helping Small Business Owners Take the Next Step
