Practices that conduct mid-year financial reviews are far more likely to hit revenue goals by improving forecasting accuracy and strategic clarity.
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A 2025 Medical Economics report found that practices conducting mid-year financial reviews are 28% more likely to meet their annual revenue goals — and 65% showed improved forecasting accuracy as a result. As Maya Angelou said: if you don't know where you've come from, you don't know where you're going. The mid-year review is the pivotal moment where past performance shapes future strategy.
Brandon defines three distinct but interlocking analytical tools: Forecasting uses historical data to predict likely outcomes — it answers "where are we headed based on what has actually happened?" Projections use assumptions and scenario modeling to estimate hypothetical outcomes — they answer "what could happen if we make a specific strategic change?" Look Back Analysis is a retrospective evaluation of what actually occurred and why — it provides the historical context that grounds both forecasting and projections. Together they form a continuous improvement cycle: past performance informs prediction, prediction guides strategy, strategy gets evaluated as a new look back.
Brandon's mid-year framework covers six essential areas:
Brandon's four-step analytical sequence: descriptive (what happened?), diagnostic (why did it happen?), predictive (what do we expect?), and prescriptive (what should we do?). When results are behind plan, communicate transparently with your team and stakeholders, identify quick wins, and build a specific recovery roadmap for Q3 and Q4. Brandon's seasonal insight: August through mid-November is typically the highest-revenue window in most healthcare practices — when patient deductibles are met. Have your staffing, scheduling, and production systems fully optimized before that window opens.
