Medical & Professional Lending and Advisory Services
Helping physicians, dentists, and healthcare professionals secure financing, grow revenue, and control costs.
Our Core Services
Our Core Services
Financing & Refinancing
We help healthcare practices secure SBA loans, refinance existing debt, and structure buy-ins or buy-outs for medical partnerships. Our team ensures you receive the right financial foundation to support both stability and growth.
Revenue Growth Support
Your practice’s revenue potential shouldn’t be left to chance. We provide strategies that optimize billing and collections, streamline scheduling, and help expand service offerings — giving you more predictable, sustainable growth.
Cost Optimization & Efficiency
Rising costs don’t have to reduce profitability. We guide practices in cutting overhead through vendor negotiations, technology adoption, and smarter workflows, so you can keep more of what you earn while delivering excellent patient care.
Help Financing
Increase Revenue
Decrease Costs
Who We Serve
We proudly work with a wide range of healthcare professionals, including:
- Physicians (Family, Pediatrics, Internal Medicine, Specialists)
- Dentists
- Ophthalmologists
- Orthopedic Practices
- Veterinarians
- Other medical and professional practices
Why Choose Morrissey Metcalfe
End-to-End Expertise: From financing to operations, we cover the full scope of practice needs.
Trusted Partner: Recognized by both lending institutions and medical professionals.
Proven Results: We deliver measurable ROI — improved cash flow, lower costs, and stronger practice performance.
Our Approach to Supporting Healthcare Practices
Assess Needs
Every successful engagement starts with understanding your practice inside and out. We begin by reviewing your financial performance, current debt obligations, patient flow, staffing, and overall operational structure. This step isn’t just about gathering numbers — it’s about uncovering the real challenges and opportunities that shape your practice.
We look at questions like:
- Is your current financing structured in a way that supports growth?
- Are billing and collections efficient, or are you losing revenue to delays and denials?
- Where are the biggest cost drivers in your practice, and can they be reduced without sacrificing care quality?
By the end of this assessment, you’ll have a clear picture of your practice’s strengths, areas for improvement, and the most impactful strategies to pursue moving forward.
Plan Strategy
WhOnce we understand your practice’s current situation, we create a strategy designed around your unique needs and goals. This isn’t a one-size-fits-all plan — it’s tailored to your specialty, patient demographics, and long-term objectives.
We help answer key questions such as:
- What financing options best support your expansion or refinancing needs?
- How can you adjust scheduling and patient flow to maximize provider time?
- Where can you introduce new revenue streams or improve collections?
Our advisory approach blends financial insight with operational expertise, ensuring the plan we design is both practical and achievable. By the end of this step, you’ll have a clear roadmap that balances financial strength with operational excellence.en you work with Morrissy Metcalfe and Associates we bring to the table a robust electronic underwriting system. Within this system we have developed strategies to ensure a compliant financing memorandum and a detailed underwriting process.
The underwriting team that you will work with will analyze each credit request to support your internal approval. Our systimatic approach involves incorporating key eligibility criteria that is not customarily evaluated within conventional credit analysis.
Execute Solutions
A strategy is only as good as its execution. At this stage, we work directly with your team to put the plan into motion. This may involve securing financing with lenders, renegotiating contracts with vendors, updating billing procedures, or implementing technology solutions such as EHR optimization or telehealth platforms.
We know that change can be disruptive, so our focus is on seamless integration. We coordinate the details, handle communication with outside partners, and guide staff through transitions so your practice experiences minimal disruption.
By the end of this step, your practice isn’t just preparing for improvements — you’re already seeing measurable changes in efficiency, revenue capture, and cost savings.
Ongoing Support
Healthcare is constantly evolving — new regulations, reimbursement models, and patient expectations emerge all the time. That’s why our support doesn’t end once implementation is complete. We stay engaged with your practice, reviewing financial performance, monitoring operational results, and fine-tuning strategies as conditions change.
We also act as an advisor you can turn to when new challenges or opportunities arise — whether it’s exploring another expansion, evaluating a merger or buy-out, or simply needing guidance on compliance and cost management.
This ongoing partnership ensures your practice isn’t just solving today’s problems but is positioned for long-term stability and growth.Morrissey Metcalfe and Associates will coordinate with the lender to ensure we have satisfied all closing conditions and avoided costly missteps.
Before anything is closed we will review all due diligence and loan documentation examining key items that result in guaranty repairs, denials, or audit exceptions.