The pattern that is yours
What we see most in this world
Margin you cannot see clearly
Gross margin is invisible by product, service line, location, or payer.
PBM reconciliation eating staff hours
Manual reconciliation consuming staff time every month.
Inventory and reimbursement tangled
Inventory, cost accounting, and reimbursement timing knotted together.
Multi state financial overhead
The financial weight of multi state licensing and credentialing.
How we help
From murky to buttoned up
We untangle the COGS structure so you can see margin by location and payer, take PBM reconciliation off your team's plate, and get inventory, cost accounting, and reimbursement timing clean.
The numbers that matter here
Where this usually lands
An owner operated pharmacy that needs trustworthy books and margin visibility often fits Embark or Launch. A multi location group preparing for a roll up or a sale fits Scale or Exit.
Signals you are ready
Trigger events
- PBM reconciliation consuming staff time
- Margin visibility gaps surfacing
- A roll up or M&A on the horizon
- Preparing the books to be sellable
- New multi state complexity
Why Shawn
Shawn helped build two specialty pharmacies from disorganized or nonexistent books to clean, audit ready, private equity acquired companies, including navigating about 40 state permits.
Questions founders ask
Quick answers
- Why can I see my revenue but not trust my margin?
- It almost always traces back to your cost of goods structure or PBM reconciliation, which obscure true gross margin by product, location, and payer until they are rebuilt. We rebuild the structure so the margin is visible and trustworthy.
- Do you understand PBM reconciliation?
- Yes. Over a decade across two specialty pharmacies, PBM reconciliation and reimbursement timing are core to the work we do. We build a repeatable process so the matching that eats your team's hours becomes manageable and accurate.
- How do you see gross margin by location and payer?
- By rebuilding the cost of goods and the chart of accounts so margin breaks out by location and payer instead of hiding in a company wide number. That visibility is what lets you fix the locations and contracts that are quietly costing you.
- Can you get our books ready to sell?
- Yes. Shawn has taken two specialty pharmacies from disorganized or nonexistent books to clean, audit ready, private equity acquired companies, including navigating roughly forty state permits. Getting books sellable is a specific discipline we have lived through to a closed deal, twice.
- Do you have specialty pharmacy experience?
- Deeply. More than a decade across two specialty pharmacies, built from concept and from messy books to clean, sold companies. This is a world we know cold, not a vertical we are learning on your account.
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The first step
See where you fit.
A short conversation about where you are and what you need. If we are a fit, we will tell you how we would help.
See If We Are a Fit (15 minutes)