Anchor Planning
Anchor Planning is a privately held, women-owned boutique consulting firm in Charlotte, NC that provides medical equipment planning and transition/activation services to US healthcare facilities, using BIM/REVIT modeling and a sole-source, project-based delivery model.
- Company typePrivate
- Founded2019
- HeadquartersCharlotte, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Anchor Planning does
Anchor Planning is a privately held, boutique professional services firm headquartered in Charlotte, North Carolina, founded in 2019. The company specializes in medical equipment planning and transition/activation consulting for healthcare facilities across the United States. Its core offering is structured into two service lines: Medical Equipment Consulting Services (capital replacement forecasting, asset inventory, planning and budgeting, BIM/REVIT modeling, procurement management, and logistics coordination) and Transition and Activation Consulting Services (change assessment, transition planning, activation scheduling, operational readiness, logistics management, and post occupancy support). Underlying technical work is anchored in Building Information Modeling via BIM/REVIT, used to visualize and coordinate equipment placement within healthcare facility design and construction projects.
The firm operates a sole-source, project-based delivery model priced on customized quotes per engagement, with multi-year contracts indicated. Its go-to-market is sales-led and relationship-driven, relying on direct outreach, website inquiries, email, and phone contact, supported by a top-of-funnel presence on LinkedIn, Facebook, and a content blog. The team comprises 33 named professionals spanning project assistants, coordinators, planners, managers, and BIM specialists. Anchor Planning is a certified Women's Business Enterprise (WBENC) and Historically Underutilized Business (NCHUB), and sponsors Women in Healthcare and the Association of Medical Facility Professionals. Leadership is led by CEO Heather Oberg.
There is no disclosed parent company, institutional investment, or funding history. Revenue is not publicly disclosed, and no customer logos, awards, patents, or AI/ML capabilities are documented in the source material. The business is actively operating, accepting new clients, and recruiting across roles consistent with ongoing boutique-scale expansion.
Anchor Planning firmographics
Firmographics- Name
- Anchor Planning
- Legal name
- Anchor Planning
- Website
- https://anchor-planning.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Anchor Planning is a privately held, women-owned boutique consulting firm in Charlotte, NC that provides medical equipment planning and transition/activation services to US healthcare facilities, using BIM/REVIT modeling and a sole-source, project-based delivery model.
- Ownership category
- akta.pro rank
Anchor Planning industry classification
Industry- Product category
- Healthcare Facility Consulting
- NAICS
- Management Consulting Services (54161), Facilities Support Services (561210)
- SIC
- Services-Management Consulting Services (8742), Services-Facilities Support Management Services (8744)
- akta.pro primary industry
- Space & Occupancy (MAC, Space Planning, Move Management) (BPABAAAG)
- akta.pro secondary industry
- Medical Equipment Specialty Moving (HSAKAEAL)
Keywords
Where Anchor Planning is headquartered
LocationHeadquarters
- HQ city
- Charlotte
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Anchor Planning business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Medical Equipment Planning Services: Professional consulting services for medical equipment planning including capital replacement forecasting, asset inventory, planning & budgeting, procurement management, and logistics coordination for healthcare facilities.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom project-based pricing |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Anchor Planning product offering
Product offeringCore offering
Anchor Planning is a boutique professional consulting firm that provides medical equipment planning and transition/activation planning services to healthcare facilities. Its core offerings cover capital replacement forecasting, asset inventory, planning and budgeting, BIM/REVIT-based equipment modeling, procurement management, and logistics coordination, alongside transition planning, activation scheduling, operational readiness, logistics management, and post-occupancy support. Services are delivered on a customized, project-by-project basis for hospitals and healthcare organizations undertaking new construction, renovation, or relocation.
Product overview
Anchor Planning is a boutique consulting services firm providing specialized medical equipment planning and transition/activation planning for healthcare facilities. Rather than a software product company, the firm offers a unified suite of consulting services that includes Medical Equipment Planning Services (capital replacement forecasting, asset inventory, BIM/REVIT modeling, procurement management, logistics coordination) and Transition & Activation Planning Consulting Services (change assessment, transition planning, activation scheduling, operational readiness, logistics management, post occupancy support). The firm positions itself as a women-owned business enterprise offering tailored, client-focused solutions.
Differentiator
Problem solved
Functional benefit
Products and services
- Medical Equipment Planning Services
- Transition & Activation Planning Consulting Services
- Move Coordinator Services
- BIM Coordinator Services
Quantifiable outcome
- Reduced project risks through goal-oriented delivery on time and on budget
- +1 more outcomes
Companies that use Anchor Planning
Customer profileSegments2 records
Ideal customer profiles2 records
Anchor Planning technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Anchor Planning partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered minor and core.
- Women in Healthcare (WIH)minorWIH promotes the professional development of Women in the Healthcare industry through networking, education, and mentorship. Anchor Planning is a sponsor of this organization, demonstrating commitment to women's professional development in the healthcare sector.
- Association of Medical Facility Professionals (AMFP)minorAMFP serves as the hub where healthcare built environment leaders share ideas, gain knowledge, solve challenges, connect with peers, and shape the future of the industry. Anchor Planning is a sponsor of this professional organization.
- Women's Business Enterprise National Council (WBENC)coreWBENC is the leading national non-profit organization dedicated to helping women-owned businesses thrive. Anchor Planning holds WBENC certification as a women-owned business enterprise.
- NCHUB (HUB Office)coreThe HUB Office promotes economic opportunities for historically underutilized businesses in State Government contracting and procurement. Anchor Planning holds HUB certification, enabling participation in government contracting opportunities.
Scale indicators1 record
Recent moves6 records
Expansion highlights5 records
Anchor Planning competitors and assessment
Company assessmentBroad incumbents
- HKS: HKS is a large architecture firm with a major healthcare practice that includes medical equipment planning, transition planning, and activation services as part of its full-service hospital design offerings. Comparable because it serves the same healthcare facility clients with overlapping equipment planning and transition/activation capabilities, though HKS operates at much broader scale.
- HDR: HDR is a global architecture/engineering firm with a substantial healthcare practice that includes medical equipment planning and transition/activation services for hospital construction projects. Comparable because it competes for the same medical equipment planning and activation engagements, though HDR offers the full design and engineering stack rather than specializing in equipment planning.
- SmithGroup: SmithGroup is an integrated design firm with a nationally recognized healthcare practice that provides medical equipment planning, transition planning, and operational readiness services. Comparable because it serves the same healthcare facility clients with overlapping equipment planning capabilities, particularly during new construction and major renovations.
- Stantec: Stantec is a global design and engineering firm with a healthcare practice that includes medical equipment planning and facility transition/activation services. Comparable because it targets the same hospital clients for equipment planning engagements and offers BIM/REVIT-based coordination at scale, though as part of a much broader portfolio of services.
Direct peers
- Mazzetti: Mazzetti is an engineering and design firm with a dedicated healthcare practice that includes medical equipment planning, transition planning, and activation services for hospitals. Comparable because it specializes in healthcare built environment services with overlapping equipment planning and BIM coordination capabilities, serving similar facility clients.
- ECRI: ECRI is an independent healthcare technology and safety organization that provides medical device evaluation, capital planning advisory, and healthcare technology management consulting. Comparable because it advises healthcare facilities on medical equipment decisions, capital replacement planning, and procurement strategy—directly overlapping Anchor's capital replacement forecasting and asset inventory offerings.
- TriMedx: TriMedx is a healthcare technology management company that provides medical equipment lifecycle services including capital planning, asset inventory, and equipment management for hospitals. Comparable because it serves the same healthcare facilities with overlapping capital replacement forecasting and asset inventory capabilities, though with a stronger ongoing service-contract orientation.
- TLC Engineering Solutions: TLC Engineering Solutions is a multi-disciplinary engineering firm with a healthcare-focused practice that includes medical equipment planning and BIM coordination services for hospitals. Comparable because it offers specialized medical equipment planning alongside mechanical/electrical engineering, targeting the same healthcare facility clients during construction and renovation projects.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights7 records
Customer concentration
Anchor Planning social profiles
Digital presenceAnchor Planning compliance and trust
Trust signalCompliance2 records
Anchor Planning financial estimates
Financial estimateRevenue estimate
Valuation estimate
Anchor Planning leadership team
Management profileNumber of profiles
Profiles1 record
Anchor Planning funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Anchor Planning M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Anchor Planning
What does Anchor Planning do?
Anchor Planning is a boutique professional consulting firm that provides medical equipment planning and transition/activation planning services to healthcare facilities. Its core offerings cover capital replacement forecasting, asset inventory, planning and budgeting, BIM/REVIT-based equipment modeling, procurement management, and logistics coordination, alongside transition planning, activation scheduling, operational readiness, logistics management, and post-occupancy support. Services are delivered on a customized, project-by-project basis for hospitals and healthcare organizations undertaking new construction, renovation, or relocation.
Is Anchor Planning a public or private company?
Anchor Planning is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Anchor Planning founded?
Anchor Planning was founded in 2019. It employs 11 to 50 people.
Where is Anchor Planning based?
Anchor Planning is headquartered in Charlotte, United States, in the North America region.
How does Anchor Planning make money?
One revenue line is on record: medical Equipment Planning Services.
Who are Anchor Planning's main competitors?
Broad incumbents on record are HKS, HDR, SmithGroup and Stantec. Direct peers are Mazzetti, ECRI, TriMedx and TLC Engineering Solutions.
Does Anchor Planning have an API?
No public API is recorded for Anchor Planning.
What industry is Anchor Planning in?
Anchor Planning's product category is Healthcare Facility Consulting. Its primary akta.pro industry code is BPABAAAG, Space & Occupancy (MAC, Space Planning, Move Management), with a secondary code of HSAKAEAL, Medical Equipment Specialty Moving. Its NAICS code is 54161 and its SIC code is 8742.