Iuvo’s team of operational advisers have years of experience buying, selling, and managing companies. Whether its setting up the basic block-and-tackling needed for financial reporting, building robust financial models, implementing KPIs, or creating a confidential informational memorandum we have the experience to help you whatever the need.
With backgrounds in Computer Science Engineering, Finance, and Accounting, Bartley Heath has progressively worked his way into senior finance and accounting roles. He joined IUVO Partners from Syncordia Healthcare, where he served in various roles including VP of Finance and lastly as CFO. During his tenure at Syncordia he was involved in several acquisitions, assisted in taking the company public on the Toronto Exchange, and overseeing all accounting and financial reporting. Prior to joining Syncordia Healthcare, he worked at Well Care Home Health Inc., one of the largest home health providers in North Carolina, as Senior Director Corporate Finance. At Well Care, he held the senior financial leadership role, overseeing all accounting functions, analyzing financial metrics, identifying deficiencies, and creating decision-making models. His knowledge of information systems continues to prove valuable in finance roles, as he is able to create various reports and models to calculate critical financial and operational metrics. His accounting experience includes business valuation and forensic accounting for a large and well-respected public accounting firm, Thomas, Judy & Tucker PA, in Raleigh, NC. He was responsible for analyzing financials, calculating EBITDA, and creating valuation models. In addition, he has worked for the Fortune 500 bank, BB&T, supporting the CFO as a Value Improvement Analyst. Bartley holds a BS in Computer Science Engineering from North Carolina State University, an MBA from East Carolina University, and is a Certified Public Accountant.
Chris is an executive with over 20 years of experience in management, and has extensive experience in operations management, creating strategic plans, financial modeling, maximizing throughput, business development, M&A, software development, information technology, and creating a results driven culture. Chris began his career in retail management over 20 years ago where he oversaw the number one store in a company out of 500+ stores at the age of 19, and was sent around to numerous underperforming stores to provide operations support/advice. Throughout his career he has served in various C-suite roles including CEO, COO, CTO, and CFO. He joined IUVO Partners from Syncordia Healthcare, where he served in various roles including CTO and CSO in addition to serving on the board of directors. During his tenure at Syncordia he was involved in capital and debt raising, acquisitions, restructuring, and strategic planning. Prior to joining Syncordia Healthcare, he owned and operated Paragon Billing, a healthcare revenue cycle management company based out of Minnesota and North Carolina. Chris has business degree and is currently pursuing his MBA. In addition Chris certified in Lean Six Sigma and has received Microsoft Certified Systems Engineer training.
We chose the name IUVO because our mission is not only to help our clients but to please them. Far too often advisors take an outside looking in approach when trying to help. This often creates lack of buy-in from the stakeholders actually performing the work. We strive to be part of the team. Our goal is for the team to win not us.