

PRACTICE FINANCIAL INTELLIGENCE™

PROFITABILITY INTELLIGENCE
Know Where You Are
"Know exactly where your practice makes—and loses—money"
Know your profitability by:
Location
Payor
Provider
Patient
Service.

FORECASTING INTELLIGENCE
Know Where You Are Heading
"Plan with confidence using forward-looking financial insights"
Forecast profitability by location, payor, provider, patient and by service.
13-week cash flow forecasting.
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.
Periodic P&L, Balance Sheet and Cash Flow analysis and control.
Collections analysis and monitoring.

GROWTH AND SCALING INTELLIGENCE
Grow and Scale
"Plan and finance your next stage of growth"
Capital planning.
Capital raising: equity and debt.

EXIT INTELLIGENCE
Prepare for Exit
"Maximize value before a sale or recapitalization"
Business Valuation.
Action Plans and monitoring to prepare exit.