Our Approach
Principles That Define How We Work
CBIG Partners is an operator-led advisory and managed execution firm based in South Florida, serving business owners, investors, physicians, and acquirers nationally. Unlike traditional consulting firms, CBIG brings executive operating experience, acquirer discipline, and hands-on implementation to every engagement — not just recommendations.
Operator Mindset
Our advisors bring real operating experience from ownership, executive leadership, healthcare operations, and advisory roles.
Acquirer Mindset
We evaluate opportunities through the lens of risk, value creation, integration, and return on invested capital.
Industry Depth
We bring practical experience across healthcare, home care, professional services, founder-led businesses, and investor-backed companies.
Execution First
Every engagement is structured around defined outcomes, clear accountability, and measurable progress.
Industries We Serve
We Work Across Industries and Business Structures
CBIG Partners serves clients across a broad range of industries and business structures. Our advisory and execution work is not limited to healthcare. We bring the same operator-led discipline to startups, middle market companies, professional services firms, physician groups, investor-backed businesses, and founder-led companies at every stage of the business lifecycle.
Healthcare and Home Care
Home care agencies, nurse registries, home health agencies, physician groups, outpatient practices, dental groups, and behavioral health operators.
Professional Services
Accounting, legal, staffing, consulting, marketing, and other professional services firms navigating growth, M&A, or operational restructuring.
Startups and Early-Stage Companies
Pre-revenue and early-revenue businesses building organizational infrastructure, financial systems, and operational discipline to support scale.
Middle Market Companies
Established businesses with $5M to $50M in revenue seeking strategic advisory, performance improvement, or transaction support.
Investor-Backed Companies
PE-backed, family office-backed, and sponsor-backed businesses requiring operational depth, integration support, or value creation execution.
Founder-Led and Family-Owned Businesses
Owner-operated businesses navigating succession, growth capital, acquisition, or exit planning.
Our engagement model adapts to your industry, your structure, and your timeline.
Why CBIG Partners
The Difference Is Execution Discipline
Most advisory firms deliver a report. CBIG Partners delivers results. With 25+ years of executive operating, healthcare, and transaction experience, our team is built to execute, not just advise. Every engagement is led by practitioners who have owned businesses, run operations, and closed transactions.
Executive Operating Experience
CBIG brings 25+ years of executive operating, advisory, healthcare, and business ownership experience to complex growth and transaction situations.
Institutional Discretion
Client matters are handled with confidentiality, professionalism, and the judgment required for sensitive business, acquisition, and ownership discussions.
Connected Advisory Network
CBIG coordinates specialized expertise across operations, healthcare, finance, human capital, capital sources, acquisition targets, and strategic partners.
Advisory and Execution Services
Advisory and Execution Services
Six Service Areas. One Accountable Advisory Team.
CBIG Partners helps owners, operators, investors, physicians, founders, and acquirers solve operating challenges, evaluate transactions, strengthen leadership infrastructure, and execute growth and expansion plans across healthcare, professional services, and middle market businesses. CBIG Partners provides strategic advisory, operational due diligence, acquisition-readiness review, integration planning, and post-close value-creation planning. CBIG Partners does not act as a business broker, real estate broker, securities broker-dealer, or legal counsel. Any brokerage, listing, buyer procurement, seller procurement, negotiation, or transaction-closing services will be handled by a properly licensed broker, attorney, or other authorized professional.
Frequently Asked Questions
Common Questions About Business Advisory and M&A
CBIG Partners works with business owners, investors, physicians, and acquirers across South Florida and nationally. Below are answers to the questions we hear most often.
What does a business advisory firm do?
A business advisory firm helps owners, operators, and investors improve performance, evaluate transactions, and execute strategic plans. CBIG Partners goes beyond advice — we manage implementation, deploy specialized resources, and hold ourselves accountable to defined outcomes.
How do I prepare my business for sale?
Exit readiness begins 12–24 months before a transaction. CBIG Partners helps sellers clean up financials, document operations, resolve compliance gaps, and position the business to withstand buyer diligence. We work with founder-led businesses, healthcare operators, and professional services firms.
What is operational due diligence?
Operational due diligence is the process of evaluating a target company’s operations, management, systems, and risks before closing an acquisition. CBIG Partners conducts operational diligence for buyers, independent sponsors, and family offices using a proprietary framework that goes beyond financial review.
Do you work with physician practices and healthcare businesses?
Yes. CBIG Partners provides advisory and transaction support for physician groups, home care agencies, home health agencies, dental groups, behavioral health operators, and other healthcare businesses. We assist with AHCA compliance, payer diversification, risk migitigation, practice performance, acquisition or exit planning.
What is a monthly operating review program?
A monthly operating review program provides business owners with structured executive-level oversight on a recurring basis without the cost of a full-time executive. CBIG Partners delivers monthly reviews covering financial performance, operational KPIs, team accountability, and strategic priorities.
Where is CBIG Partners located and who do you serve?
CBIG Partners is headquartered in West Palm Beach, Florida, and serves clients across South Florida and nationally. We work with businesses in healthcare, professional services, and the middle market; from early-stage companies to established businesses with $1M–$50M in revenue.
Our Process
From Assessment to Execution
CBIG Partners engagements are structured around implementation. We define the operating reality, design the solution, deploy the right expertise, and measure progress against the outcome that matters.
Design
Build the plan, workstream
structure, timeline, and
accountability model.
Deploy
Bring the right expertise
into the engagement and
execute the plan.
Assess
Define the issue, operating
context, risks, and desired
outcome.
Deliver
Measure results, report
progress, and support
management through
implementation.
Contact our office to discuss how we can support your business.
admin@cbigpartners.com | 954-247-1442