Topics I advise on
Strategic Planning
I help organizations set strategy and then move from strategy to results. Whether you're a startup finding focus or a complex health system aligning across partners, I design planning processes that are practical, inclusive, and ready for execution.
My approach combines strategic rigor with real-world pragmatism. I've led corporate planning at organizations of all sizes, from enterprise scale to startup. I'm particularly skilled at implementing OKRs and helping federated organizations—like health networks—balance system-wide alignment with local autonomy.
What you get: Strategic plans that drive focused action, goal-setting frameworks that cascade clearly and effectively, and planning processes that engage the right voices at the right time.
I can help you:
Design annual planning processes that are efficient and inclusive
Implement or improve OKR systems for better execution
Align goals, resources, and decisions across complex organizations
Facilitate strategic workshops that resolve competing priorities
Build strategic frameworks for networked or federated structures
M&A and Growth Strategies
I find deals others miss and help you close them on favorable terms. With buy-side advisory experience in healthcare M&A, I specialize in sourcing proprietary opportunities that create real value—not just growth for growth's sake.
My approach combines rigorous market research with relationship-building that opens doors. I've sourced and closed deals that expanded market footprint and increased EBITDA by over $1M, and built proprietary deal pipelines for PE-backed healthcare platforms pursuing roll-up strategies. I know how to identify the right targets, cultivate relationships with potential sellers, and manage the process from initial conversation through due diligence.
I bring deep healthcare sector knowledge—behavioral health, autism services, addiction treatment, psychiatric care—plus the analytical skills to evaluate opportunities and the interpersonal finesse to navigate sensitive conversations with founders and healthcare providers considering a transition.
I can help you:
Source proprietary M&A opportunities with favorable terms
Develop and execute buy-side growth strategies for healthcare platforms
Conduct market research to identify attractive acquisition targets
Build relationships and manage seller processes
Support due diligence across clinical, operational, and financial dimensions
Advise on healthcare-specific M&A considerations and integration planning
Financial Strategy & Operations
I help organizations make smarter financial decisions—whether that's turning around struggling operations, allocating scarce resources strategically, or navigating financial complexity to maintain long-term health.
My experience spans financial crisis management to operational turnarounds. I've guided clients through margin improvement, cash flow optimization, and resource prioritization that aligns investment decisions with strategic priorities. I build financial models that clarify tradeoffs, develop scenarios that illuminate risk, and provide analysis that helps leaders make confident decisions under uncertainty.
I bring both strategic perspective and operational discipline. Whether advising on investment decisions during turmoil, managing liquidity and compliance for complex projects, or evaluating build-versus-buy investment decisions, I combine analytical rigor with practical judgment. I don't just present numbers—I translate financial data into actionable insights that drive better outcomes.
I can help you:
Lead financial turnarounds focused on margin improvement and cash flow
Develop strategic resource allocation frameworks and investment prioritization
Build financial models and scenarios to evaluate complex decisions
Manage financial compliance and reporting
Improve operational efficiency and financial performance
Organizational Transformation & Change Management
I guide organizations through change that sticks. From operational turnarounds to cultural transformation, I help leaders navigate transitions and uncertainty while keeping their teams engaged and moving forward.
My track record includes: margin improvement, revenue growth, and operational fixes that create lasting value. But numbers only tell part of the story. Real transformation requires breaking down silos, building trust across functions, and helping people see how change benefits them and the stakeholders they serve.
I excel at the messy middle of change—where strategy meets reality, where cross-functional teams need to actually collaborate, and where leaders need both a clear roadmap and emotional support. I bring analytical rigor to diagnose root causes, pragmatic solutions to fix what's broken, and the interpersonal skills to bring people along.
I can help you:
Lead operational turnarounds and performance improvement initiatives
Navigate strategic pivots and organizational restructuring
Break down silos and build effective cross-functional collaboration
Design and facilitate change initiatives that balance urgency with sustainability
Coach leadership teams through complex transitions
Create the cultural conditions where operational excellence can thrive
Leadership Development & Team Effectiveness
I help leaders navigate the hardest parts of their jobs—the decisions that keep you up at night, the team dynamics that slow progress, and the stakeholder challenges that demand both strategy and finesse.
As a trusted advisor to CEOs and senior executives, I bring analytical rigor and emotional intelligence to complex leadership challenges. I've guided leaders through go-to-market planning, board communications, change management, and stakeholder alignment. I don't just give advice—I help leaders think through problems, see new perspectives, and navigate the interpersonal dynamics to make thoughtful decisions.
I also work with teams to create the conditions for high performance: psychological safety that enables honest conversation, accountability structures that drive results, and engagement practices that keep people motivated through change. Whether advising an executive one-on-one or facilitating team development, I focus on sustainable improvement, not quick fixes.
I can help you:
As a strategic thought partner for CEOs and senior leaders on goal-setting, change leadership, and stakeholder management
Prepare and refine board communications and governance materials
Build high-performing teams with clear accountability and psychological safety
Navigate complex stakeholder dynamics in networked or matrixed organizations
Facilitate difficult conversations and decision-making processes
“I underestimated how hard it would be adjusting to working from home, but with Dr. Schell’s help, I was able to regain focus.”
— OLIVIA R., CLOVE CLIENT
