Download the Free Clinic Capital Planning Toolkit
This toolkit helps nonprofit and clinical leaders understand the true cost of launching or expanding a health center — including one that’s FQHC or Look-Alike eligible.
Download the ToolkitWhy It Matters
One of the biggest reasons new clinics stall is poor financial planning.
Too many founders:
- Underestimate startup costs
- Forget compliance-related expenses
- Don’t allocate for sustainability after launch
- Start writing grants with no roadmap
This toolkit helps you plan smarter, build credibility with funders, and avoid major missteps.
What’s Inside the Toolkit
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Capital Budget Template (Google Sheet)
One-time and recurring startup expenses
Medical equipment, facility, staffing, EHR
FQHC-required functions and services
Editable and pre-filled with industry averages
Capital Planning Guide (PDF)
Explains key budget categories
Mistakes to avoid when presenting to funders
What HRSA and capital grant reviewers want to see
Timeline Planner & Burn Rate Snapshot
How to model 6–12 months of pre-revenue operations
Understand your “sustainability gap” before applying for grants
Who This Is For
- Clinicians planning to open a community health center
- Nonprofits expanding into primary care
- Rural, mobile, or behavioral orgs launching clinics
- Organizations preparing to apply for HRSA or capital funding
- COOs, founders, or board members doing early planning
If you’ve ever asked, “How much will this cost?” — this toolkit is for you.
What Happens After Download
- Instant access to the editable spreadsheet + PDF guide
- Optional invite to book a capital planning consult
- Email sequence with strategy insights & funding tips
Success Story
“This toolkit helped us realize what we didn’t know. It was the first thing that made our board feel confident about moving forward.”
— Clinic Founder, AccessBridge Health
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Start Planning With Confidence — and Real Numbers
Download the Capital Planning Toolkit now and take the guesswork out of launching your clinic.
Download the Toolkit