FOUNDATION
  • Accounting Systems
  • Cash Flow Processes
  • Advisor Coordination
HEALTH
  • Budgeting & Forecasting
  • Production & Operations
  • Banking & Capital
GROWTH
  • Strategic Financial Planning
  • Risk Assessments
  • Revenue
  • Operating Rhythm
VALUE
  • Succession or Exit Planning
  • Readiness & Attractiveness
  • Price/Multiple
MEET OUR SHERPA

Lori Rothel

  • CFO
  • Fort Myers-Naples

Lori is an executive-level professional with over twenty years of quantifiable achievement. She is experienced in direct operational and financial management of complex healthcare organizations, including payer relations and associated reimbursement strategies. Lori brings a background in consulting and consulting practice leadership, and managing remote teams.

Before FocusCFO

Prior to joining FocusCFO, Lori provided CFO-level consulting for small to mid-sized companies with an emphasis on M&A and exit strategies. Prior to consulting, she served as CFO for various healthcare entities.

    Other Interests

    • What was your favorite vacation? My husband and I recently took a cruise to the many parts of Italy, and the Greek Isles.
    • What is your favorite way to spend free time?  I love spending free time with my husband Al and two children, Mason and Ashley. We enjoy traveling together.
    • What are you passionate about?  At this moment, it's home renovation. My husband and I purchased a home one month before Hurricane Ian and began renovations. The hurricane damage disrupted our timeline and called for lots of repair. Now, we're deep into renovation and remodeling.

What attracted you
to FocusCFO?

Having worked in consulting for many years, the FocusCFO model was attractive to me because it removed the necessity to constantly search for and obtain new clients. I also enjoy the diversity.

Curated insights by Lori Rothel