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Resources

Explore handpicked resources, presentations, and articles thoughtfully curated and crafted by our subject matter experts.

Financial Health Scorecard for Nonprofit Providers

How would you score your organization's financial health?  CFHS has developed the Financial Health Scorecard, turning 990 data into a clear read on organizational strength. Use it to benchmark your organization, screen potential M&A partners before you engage, and inform board conversations faster and smarter. Receive your organization's scorecard by completing the form below.

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CFHS Organizational Assessment Tool

CFHS presents a strategic vision for non-profit self-evaluation. As a precursor to strategic planning, the CFHS team suggests an annual self-assessment, aimed at evaluating the critical aspects of an organization with the same rigor as a private equity firm would evaluate an asset for acquisition. Please fill out the form below and we will send the interactive PDF straight to your inbox.

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Board Governance Guide

Demand for behavioral health and IDD services remains strong, yet workforce shortages, stagnant reimbursement rates, and policy volatility continue to strain the system. For boards, the central message is clear: external disruption is now the norm, not the exception. Governance has never mattered more.  Download this guide by completing the form below.

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 Guide to Private Equity 101

​Private equity is a general term used to describe funds that pool money in order to amass millions or even billions of dollars that are then used to acquire stakes in companies. Venture capital is technically private equity, but often focuses on younger companies, known as “start-ups,” involved in unproven, cutting-edge technologies. Download our complimentary guide by filling out the form below.

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