PRACTICE FINANCIAL INTELLIGENCE™
PROFITABILITY INTELLIGENCE
Know Where You Are
"Know exactly where your practice makes—and loses—money"
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Know your profitability by:
Location
Payor
Provider
Patient
Service.​​​
FORECASTING INTELLIGENCE
Know Where You Are Heading
"Plan with confidence using forward-looking financial insights"
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Forecast profitability by location, payor, provider, patient and by service.
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13-week cash flow forecasting.
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Monthly, quarterly, and annual forecasting of P&L, balance sheet, and cash flows.
PERFORMANCE INTELLIGENCE
Monitor and Control
"Monitor financial performance and stay in control"
Monitor profitability by location, payor, provider, patient, and service.
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Periodic P&L, Balance Sheet and Cash Flow analysis and control.​
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Collections analysis and monitoring.
GROWTH AND SCALING INTELLIGENCE
Grow and Scale
"Plan and finance your next stage of growth"
Capital planning.
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Capital raising: equity and debt.
EXIT INTELLIGENCE
Prepare for Exit
"Maximize value before a sale or recapitalization"
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Business Valuation.
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Action Plans and monitoring to prepare exit.