Preparing for Financial Uncertainty

A Toolkit for Community-based Substance Use Disorder and Mental Health providers

Preparing for financial uncertainty is the first step towards sustainability, beginning with business and strategic planning, financial management, leadership, contingency planning, and training.

This toolkit was developed with input from our members and financial experts, compiling guidance, templates, and best practices across eight core areas: financial risk assessment, performance measurement, contingency planning, revenue cycle management, utilization management, fundraising, governance, and strategic partnerships.

Developed with advisory support from Anna Mulcahy, Principal, and Jonathan Miller, Partner, Bonadio Strategic Advisory and Consulting, The Bonadio Group

InUnity Alliance extends its sincere gratitude to the Altman Foundation for their generous support, which made the development and publication of this toolkit possible.

This toolkit is for informational purposes only and does not constitute financial, legal, or tax advice. Organizations should consult their own qualified advisors before implementing any strategy or recommendation contained herein. InUnity Alliance makes no warranties regarding the completeness or suitability of this material and assumes no liability for outcomes resulting from its use.