Strategy · 8 min read · April 2026
Risk Readiness Is a Capability, Not a Contract
Most organizations underestimate the operational scaffolding required to succeed in downside risk. Here is the diagnostic we use before signing — seven capabilities that separate performers from payers-of-shared-losses.
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M&A · 10 min read · March 2026
Diligencing the MSO: A Quality-of-Panel Playbook
A practical framework for evaluating VBC-enabled assets. Why revenue multiples are misleading without panel quality, contract durability, and clinical operating leverage — and how to pressure-test all three.
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Analytics · 7 min read · February 2026
Total Cost of Care: The Metric Everyone Reports, Few Use
TCOC is the common currency of VBC — and the most misused number on the dashboard. A guide to building TCOC analytics that actually drive operating decisions, not retrospective scorecards.
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