Success Stories
Execution. Results. ROI.
Real-world results define our work. These case studies highlight how iVision’s Operator DNA solves critical execution bottlenecks for PE-backed platforms and global innovators.
To protect our clients' competitive advantages, specific names remain confidential, but the measurable impact on P&L and organizational resilience is unmistakable.
Vice President of Operations
Established Healthcare Organization – Launching & Scaling Imaging Services

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Client Situation: The client was entering the imaging sector for the first time. They required a "builder-scaler" to mitigate significant execution risks and anchoring long-term operational stability for the new service line.
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iVision Solution: We targeted specialized operators with deep domain experience in scaling imaging workflows. We calibrated success outcomes for the first 12 months and pressure-tested candidates for long-term leadership maturity.
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Outcome: Placed a 20-year veteran who established and scaled the operation in alignment with the broader growth strategy. Five years later, the executive remains in the role, providing exceptional long-term stability and operational excellence.
Vice President of Revenue Cycle Management
Specialty Practice Roll-up – Unifying Revenue Cycle

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Client Situation: A private equity-backed dental services organization (DSO) had acquired dozens of clinics rapidly, only to see revenue leakage due to inconsistent billing and systems.
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iVision Solution: We partnered with the DSO to place a Vice President of Revenue Cycle Management with deep integration experience.
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Outcome: The candidate had previously led RCM consolidation for a large physician group. Leveraging her expertise, the DSO standardized its billing platform across all locations in 4 months, slashing claim denial rates and recapturing significant lost revenue. In the first year post-hire, the company’s same-clinic earnings improved 15%. In an industry moving toward 75%+ DSO penetration, our client gained a competitive edge by getting their house in order early.
Chief Financial Officer (First-ever CFO)
Healthcare Services Organization – Professionalizing Finance for Expansion

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Client Situation: A long-standing healthcare organization entering a major expansion phase lacked enterprise-level finance strategy, scalable forecasting, and cash flow discipline, threatening to outpace its infrastructure.
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iVision Solution: We defined the CFO’s value as a "strategic partner" rather than a replacement for current staff. We searched for leaders experienced in "first-time CFO" transitions who could translate complex financial data into a narrative for investors.
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Outcome: Placed a strategic CFO who upgraded the organization's financial narrative and communication mechanisms. Within the first 90 days, the hire clarified management boundaries and began supporting expansion planning with robust cash flow and payment projections. The new CFO implemented scalable forecasting and cash controls within the first year. The organization successfully navigated its expansion with a stable financial foundation and improved budget clarity across all departments.
Chief Operating Officer (COO)
Private Equity Firm – U.S. Commercial Real Estate

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Client Situation: As the client’s U.S. commercial real estate portfolio grew in complexity, HQ required a U.S.-based leader to oversee investment execution, financial monitoring, and project coordination while serving as the primary link to the headquarters.
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iVision Solution: We worked with the fund’s leadership to clarify the boundaries of authority for the role. We targeted bilingual candidates with deep East Coast commercial real estate experience and the ability to perform rigorous financial modeling and structured reporting.
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Outcome: Successfully placed a COO within two months. In their first year, the executive built a local core team, implemented clear cash flow oversight, and provided HQ with a sustainable management foundation for risk control and financing.
Head of Business Development
Consumer Brand – U.S. Pet Market Entry

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Client Situation: The client aimed to launch customized pet products in the U.S., requiring a "0-to-1" market expansion through both DTC and retail channels. They needed a local leader with deep industry roots and the ability to build a team from scratch.
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iVision Solution: We utilized an industry-specific search to identify veterans with 8+ years of U.S. pet industry experience. We refined the role’s value proposition to attract "secondary entrepreneurs" and advised the client on local compensation and HQ-alignment mechanisms.
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Outcome: Placed a Head of BD with extensive channel and community resources within 6 weeks. Within the first 90 days, the hire established the strategic framework, initiated channel research, and began localizing the brand’s market presence.
U.S. HR & Compliance Infrastructure Setup
Tech Startup – U.S. Entity (C-Corp) Launch

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Client Situation: A startup establishing its U.S. R&D team lacked local HR experience. They needed to rapidly build a compliant foundation for payroll, medical benefits, and 401(k) plans while coordinating between headquater and U.S. staff.
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iVision Solution: We managed a multi-stage implementation: selecting the optimal PEO/HRIS vendor, negotiating service terms, and handling state-level tax registrations. We established a complete benefits suite, including 401(k) and FSA accounts.
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Outcome: Established a "zero-to-one" HR infrastructure that reduced cross-border friction and operational risk. This professional foundation significantly enhanced the client's ability to attract and retain elite R&D talent in the competitive U.S. tech market.