Fractional CFO · M&A · Consulting

Numbers that
actually
work for you.

Elm Advisory Group brings C-suite financial expertise to Med Spa and Vision practices — clear-eyed strategy, real operator experience, and the kind of CFO leadership that actually moves the needle.

20+
Years of financial leadership
Hospital systems, dental, private practice & aesthetics
16
Location aesthetics group CFO
One of the most complex operator environments in the industry
Top 8
Public accounting firm
National Med Spa advisory practice
💡

Based in Boston, MA. Serving Med Spa and Vision practices nationwide — from single-location boutiques to multi-site enterprise groups.

Fractional CFO· Med Spa Advisory· M&A Strategy· Vision Care Finance· Practice Valuation· Revenue Growth· Due Diligence· Multi-Location Ops· Fractional CFO· Med Spa Advisory· M&A Strategy· Vision Care Finance· Practice Valuation· Revenue Growth· Due Diligence· Multi-Location Ops·

What We Do

Strategic services for
practices ready to scale

We don't just read the financials — we've lived them. Every engagement is grounded in real operator experience and built around what your practice actually needs to grow.

01 ──────────────
📊

Fractional CFO

Executive financial leadership on a flexible engagement — the strategic thinking of a seasoned CFO without the full-time cost.

  • Monthly P&L and operating reviews
  • Cash flow planning & forecasting
  • KPI development & dashboards
  • Quarterly strategic planning
  • Lender & investor relationships
Ongoing · Project
02 ──────────────
🤝

M&A Advisory

Buy-side and sell-side transaction support for practices navigating acquisitions, roll-ups, or ownership transitions.

  • Buy-side due diligence
  • Sell-side preparation & positioning
  • LOI & deal structure guidance
  • Integration planning & execution
  • De novo expansion strategy
Transaction support
03 ──────────────
⚙️

Operations & Strategy

Financial architecture for practices ready to move from single-location to multi-site enterprise — built for speed and sustainability.

  • Revenue cycle optimization
  • Payroll & workforce cost structure
  • Lease & equipment negotiations
  • Vendor contract strategy
  • Organic growth roadmapping
Advisory · Implementation

Industries Served

Deep expertise.
Not a generalist.

Our work is intentionally concentrated — two sectors, mastered. The financial nuances of healthcare aesthetics and vision care are not the same as any other industry, and we treat them accordingly.

01 / Med Spa

Medical Spas

From single-location boutiques to 16-location aesthetics groups, we understand membership models, retail margin complexity, treatment mix optimization, and what it takes to scale in the med spa industry. Emily speaks regularly at AmSpa, The Aesthetic Show, The Vegas Cosmetic Show, and AMWC.

02 / Vision
👁️

Vision & Optometry

Vision practices face distinct financial dynamics — optical retail margins, refractive surgery economics, and insurance reimbursement complexity. We bring CFO-level discipline to vision care operators looking to grow, acquire, or prepare for a transaction.

Emily Brems, Consulting CFO of Elm Advisory Group

"Most CFOs can tell you what your numbers mean. I've also had to act on them."

— Emily Brems, Consulting CFO

About

Meet Emily Brems

Emily Brems is the Consulting CFO of Elm Advisory Group, bringing over 20 years of financial and operational leadership to Med Spa and Vision practices across the country. Based in Boston, MA, Emily has built a career at the intersection of healthcare finance, multi-location operations, and growth strategy.

Most recently she led the Fractional CFO Advisory division at Terri Ross Consulting and previously served as CFO for a 16-location aesthetics group. She also spent two years at a top-8 public accounting firm, consulting to Med Spa practices nationwide.

🏢
CFO, 16-location aesthetics group — one of the largest in the industry
📊
Top-8 public accounting firm — national Med Spa advisory practice
🎓
MBA, Simmons School of Management, Simmons University
🎤
Speaker: AmSpa · The Aesthetic Show · AMWC · Vegas Cosmetic Show
🏥
Background: hospital systems, private practice, dental & aesthetics
View LinkedIn Profile →

Get in Touch

Let's talk about
your practice

Whether you're considering an acquisition, preparing to sell, or just need a CFO who actually understands your business — we'd love to connect.

📍
Location
Boston, MA — serving practices nationwide

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