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Healthcare & Financial Consulting

Helping elevate your practice to the next level.

Elevation Healthcare & Financial Consulting Firm has served Florida owners since 2019 — keeping the books, building the plan, and managing the revenue cycle so a business that looks profitable on paper is actually liquid at the end of the month.

Elevation HFC · Port St. Lucie, Florida772-418-0355asanz@elevationhfc.com

The Oculus and One World Trade Center in New York, photographed by Christopher Sanz

Our Services

Three things, done properly.

A practice can be busy, profitable on paper, and still short of cash. Fixing that comes down to three things: books that are current, a revenue cycle that actually collects, and a plan built on real numbers.

Every month

Bookkeeping

Books that close on time and read like plain English. You will know what you earned, what you owe, and what it cost you to get there — without waiting until tax season to find out.

What you actually collect

Revenue cycle management

The gap between what a practice or business bills and what it keeps is where most of the money hides. The firm manages the revenue cycle end to end so collections match the work you already did.

Looking forward

Financial consulting

A plan built on your own numbers instead of a template. Start from the ledger you already have, then see what changes if you hire, expand, or buy the building you are renting.

The Firm

A firm gets built when somebody finally answers the question nobody else wanted.

Elevation started with a problem Christopher kept meeting inside the bank: physicians and business owners whose practices were busy, profitable on paper, and still short of cash at the end of the month. A bank is built to price that risk, not to fix it. In 2019 he and Aleyda founded Elevation to fix it. A few years later, Christopher stepped back into banking and Aleyda, who had built and run businesses of her own for many years, took the helm as President.

Today she closes the books, manages the revenue cycle, and tells owners plainly what the numbers say — usually the part they needed and rarely the part they expected. The firm is deliberately small.

Read the firm's story

Contact

Start with a phone call or send us a message.

Write to us or call the office, your journey starts there.

Where we work

Port St. Lucie, Florida

Based on the Treasure Coast, working with owners across Florida. The quickest way in is the telephone.

Clients already engaged can open the client portal.

Affiliated arm

Selling a business, buying one, or moving commercial real estate?

That work sits with Elevation Advisory — Christopher Sanz and Carlos Pelaez. Business brokerage and commercial real estate across Florida, brokered through Index Real Estate. Let Elevation Advisory walk you through your next step.

Advisory · Carlos Pelaez(772) 215-3436cpelaez@indexrealestate.com