Top Medical Financial Advisory & Consulting Companies

Discover Financial Advisory & Consulting companies serving the Medical industry. Compare services, pricing, and capabilities to find the right partner on Edverise.

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We evaluate companies on verified profile data: services, pricing, locations, and portfolio. Client reviews are being collected. We may earn a fee for some placements. How we rank and verify

109 Companies

Top Medical Financial Advisory & Consulting Companies

135 Madison
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We assist our clients in organizing their data rooms to secure funding from Seed to Series A and beyond. Our services include developing business plans, pitch decks, and financial models, along with other business support, to help startups foster growth.
Highlights
$5,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
2-9
Employees
New York, New York, Us
Services Provided
68% Business Consulting Services
20% Financial Advisory & Consulting
12% Project Management
AI Summary
“135 Madison supports startups by organizing data rooms and providing business plans, pitch decks, financial models, and comprehensive support to secure funding and foster growth.”
Milam, Knecht & Warner
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Milam, Knecht & Warner, LLP offers a significant strategic and competitive edge for your company. Numerous CEOs and business owners share that various challenges cause them sleepless nights. We alleviate these nighttime anxieties by equipping our clients with the necessary tools and processes to pro
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Glendale, California, Us
Services Provided
69% Accounting Services
20% Business Consulting Services
11% Financial Advisory & Consulting
AI Summary
“Milam, Knecht & Warner, LLP is a leading Southern California CPA firm dedicated to equipping business owners with tools and strategies to proactively manage and grow their enterprises.”
JADDE Financial Solutions, LLC
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JADDE Financial Solutions is a contemporary accounting and bookkeeping company located in the U.S., dedicated to assisting small and medium-sized enterprises in achieving clarity and control over their financial matters. We focus on providing outsourced bookkeeping, accounting, and CFO-level service
Highlights
10-49
Employees
Marlboro Township, New Jersey, Us
Services Provided
48% Accounting Services
40% Bookkeeping Services
12% Financial Advisory & Consulting
AI Summary
“JADDE Financial Solutions, LLC delivers expert outsourced bookkeeping, accounting, and fractional CFO services to small and medium businesses, enabling financial clarity, operational growth, and informed decision-making.”
Vertex Business Plans
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Vertex Consultancy LLC, operating as Vertex Business Plans, is a consultancy located in Florida that specializes in creating business plans tailored for U.S. immigration purposes. We prepare USCIS-compliant plans for visa petitions such as E-2, L-1, EB-2 NIW, and EB-5. Our primary areas of focus inc
Highlights
$1,000+
Min Project Size
2-9
Employees
St. Petersburg, Florida, Us
Services Provided
50% Business Plan Development
25% Financial Advisory & Consulting
14% Engineering Services
11% Visa & Immigration Documentation Services
AI Summary
“Vertex Business Plans specializes in USCIS-compliant immigration business plans, financial models, feasibility studies, and fundraising materials, serving diverse industries and collaborating with entrepreneurs and legal firms.”
RMI LLP
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Established in 2011, RMI LLP (previously RMI Professional Corporation) is your premier small business accounting firm in Calgary. Accredited with a BBB A+, our dedicated team of chartered accountants and skilled bookkeepers is focused on your business success. We emphasize our clients' needs and str
Highlights
10-49
Employees
Calgary, Alberta, Ca
Services Provided+1 Services
49% Accounting Services
20% Financial Advisory & Consulting
15% Tax Preparation Services
10% Business Consulting Services
AI Summary
“RMI LLP, a Calgary-based accounting firm established in 2011, delivers comprehensive financial, legal, and advisory services tailored to support small business success with personalized expertise.”
The Chalifour Consulting Group, LLC
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The Chalifour Consulting Group focuses on assisting businesses in streamlining their operations, creating growth strategies, and enhancing their financial health. We support a diverse range of clients, from startups to well-established firms, guiding them through various developmental phases—such as
Highlights
$1,000+
Min Project Size
$150+/hr
Avg Hourly Rate
2-9
Employees
Portsmouth, New Hampshire, Us
Services Provided
59% Business Consulting Services
25% Business Coaching
16% Financial Advisory & Consulting
AI Summary
“The Chalifour Consulting Group offers tailored strategic consulting, coaching, and fractional CFO services, enabling diverse businesses to improve operations, financial health, and sustainable growth through hands-on implementation.”
NCheng
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Over the years, we have customized our experience and professional resources to support our not-for-profit clients in reaching their objectives. Our mission is to empower our clients to succeed and grow over the long term by making informed and strategic management choices. Our effective use of tech
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
50-249
Employees
New York, New York, Us
Services Provided
39% Accounting Services
30% Audit Services
20% Financial Advisory & Consulting
11% Cloud Services
AI Summary
“NCheng specializes in delivering tailored audits, accounting, and financial management services to non-profit clients, leveraging technology and sector expertise to support sustainable growth and strategic decisions.”
HUB International
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Hello, we're HUB International. Our company was established in 1998 through the merger of 11 privately-owned insurance brokerages. Since then, we've expanded into a network of over 400 interconnected brokerages throughout North America, all under the HUB brand. Today, HUB stands as one of the larges
Highlights
$1,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
1000-9999
Employees
Chicago, Illinois, Us
Services Provided
69% Insurance Services
20% Financial Advisory & Consulting
11% Risk Management Services
AI Summary
“HUB International is a leading global insurance brokerage, formed from 11 firms in 1998, now operating over 400 brokerages across North America with diverse insurance expertise.”
Next Level CFO, LLC
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Navigating Financial Challenges in a Rapid Growth Environment For startups and growing businesses in Texas, Colorado, and neighboring regions, fast expansion often leads to various financial issues: erratic cash flow threatening sustainability, disorganized financial records consuming weekends and
Highlights
2-9
Employees
Services Provided
69% CFO Services
20% Financial Advisory & Consulting
11% Accounting Services
AI Summary
“Next Level CFO provides outsourced fractional CFO services to startups and mid-sized businesses, delivering financial expertise, operational clarity, and growth support across Texas, Colorado, and beyond.”
P
Pacific Business Sales
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Pacific Business Sales is the leading business broker in Orange County, offering M&A services for small and mid-sized companies across Orange County, LA County, and the Inland Empire. We support business owners in selling their enterprises and provide assistance to buyers with SBA financing by colla
Highlights
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
10-49
Employees
Irvine, California, Us
Services Provided
50% Business Brokerage Services
30% Mergers & Acquisitions Consulting
20% Financial Advisory & Consulting
AI Summary
“Pacific Business Sales is a leading business brokerage firm in Orange County, specializing in M&A services, SBA financing assistance, and tax advisory support for small to mid-sized companies.”

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