About Neal

Neal helps leaders and stakeholders achieve enterprise goals to improve financial performance and scalability. His unique depth of expertise enables cost-benefit assessments at the strategic, tactical, and core operating levels. He has also served as an interim CFO and consultant for private equity firms and public companies.

Biographical Summary and Experience

Neal’s financial expertise encompasses all aspects, from complex healthcare revenue cycle processes to corporate finance, involving sophisticated mezzanine and equity funding. He has authored financial policies and reimbursement methodologies, evaluated, and led the implementation of new economic and operational systems. Neal was also a consultant for a national firm specializing in the Home Care and Hospice industry.

After earning his Bachelor of Science in Accounting, Neal obtained his Certified Public Accountant and Certified Internal Auditor certificates. He is also a Certified M&A Advisor. His progression of responsibilities moved from auditor, analyst, manager, accounting director, controller levels to CFO and the position of President/COO for a $267M national healthcare services company.

Business Ownership/Industries- family/private, partnerships, private equity, non-profit, joint ventures, and public companies | Industries: healthcare services- home health, hospice, lab services, imaging, physician practices, medical staffing & physician recruiting, B2B outsourcing-commercial and governmental services; food service – manufacturing and restaurants; consulting.

Business Models/Funding- high transaction, multi-unit service-based operations, vendor management and risk share contracts, governmental programs, and franchise businesses | Mergers & acquisitions, asset & cash flow lenders, recap and turnaround restructuring, sub-debt note holders, and other corporate finance vehicles.

Neal Ostman

Credentials / Prior Affiliations / Education:

  • Certified Public Accountant, Texas Certified Internal Auditor (inactive)
  • Certified M&A Advisor – Alliance of Merger & Acquisition Advisors
  • Healthcare Financial Management Association
  • Indiana University, B.S. in Accounting