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PRACTICE FINANCIAL INTELLIGENCE™

Teacher With Children

PROFITABILITY INTELLIGENCE

Know Where You Are 

"Know exactly where your practice makes—and loses—money"

​

Know your profitability by:

Location

Payor

Provider

Patient

Service.​​​

Analyzing Financial Data

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.

Business Team Discussion

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.

Close-Up of Dollar

GROWTH AND SCALING INTELLIGENCE

Grow and Scale

 "Plan and finance your next stage of growth"

 

Capital planning.

​

Capital raising: equity and debt.

Business Meeting Discussion

EXIT INTELLIGENCE

Prepare for Exit

"Maximize value before a sale or recapitalization"

​

Business Valuation.

​

Action Plans and monitoring to prepare exit.

LUIS F. LOPEZ, Ph.D.

President

(954) 806-4807
luislopez@mergium.com
contact@mergium.com

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Securities transactions conducted through StillPoint Capital, member FINRA/SiPC., Tampa, FL. Certain members of Mergium are Registered Representatives of the broker dealer StillPoint Capital, LLC. Mergium and StillPoint Capital LLC, are not affiliated entities. For more information on registered Representatives or Broker Dealers please visit FINRA Broker Check.

© 2026 Mergium Advisors 

Web design by Nick Lopez

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