Corporate + Financial Structure
Corporate entities, ownership alignment, flow of funds, banking infrastructure, payment pathways, and compensation mechanics.
Service offering · Compliance + infrastructure review
Know exactly where you stand.
A comprehensive compliance and infrastructure review for established telemedicine companies that need a clear, defensible view of what is working, what is missing, and where risk may be accumulating. Built for companies asking one urgent question: are we legal?
Scope of review
Corporate entities, ownership alignment, flow of funds, banking infrastructure, payment pathways, and compensation mechanics.
Core agreements, medical group and MSO relationships, vendor dependencies, and whether critical contractual pieces appear to be missing.
Which states require synchronous care, where asynchronous workflows may be used, and whether the operating model matches the applicable standard.
Intake forms, questionnaires, consent pathways, clinical decision flows, provider handoffs, escalation processes, and clinical customer support.
How it works
| Period | Milestone | What happens |
|---|---|---|
| Weeks 1–2 | Onboarding + orientation | Introductory call explains the audit process, required documentation, workspace use, and exactly what the client must provide. |
| Weeks 3–5 | Audit completion + support | The client completes document submission and audit requirements over three weeks, with questions answered through the Zoho workspace. |
| Week 6 | Two-hour audit review | Dr. Laura Purdy or a senior strategic advisor leads a two-hour findings session and walks leadership through the completed audit. |
Venture Audit identifies findings and gaps. It does not include implementation, remediation, legal representation, or consulting to correct the issues identified. Companies seeking a correction plan may proceed into Venture Configure.