PI runs on borrowed time — and borrowed money.
Case-cost lines of credit, litigation funding, medical practice loans, and equipment financing all show up constantly in this niche. We help you choose, structure, and account for them correctly — as your accountants, not as a lender.
Talk Through Your OptionsFinancing Decision — Sample Compare
Financing the gap between filing and fee.
Case-Cost Lines of Credit
Bank and specialty lender lines that fund expert witnesses, filing fees, and records — we prepare lender-ready financials and model true cost of capital.
Litigation Funding
Non-recourse portfolio and single-case funding: when it makes sense, what it really costs, and how it hits your books and taxes.
Fee Acceleration
Post-settlement advances and fee factoring — structured so a cash-flow tool doesn't become a margin killer.
Lending against a lien book is a specialty. So are we.
Receivables Financing
Borrowing against LOP receivables requires credible, reduction-adjusted valuations — exactly what our monthly reporting produces.
Practice & Equipment Loans
SBA loans, equipment financing for imaging and treatment tech, and expansion capital — with lender-ready financial packages.
Lien Portfolio Sales
Selling aged liens at a discount vs. holding: we model the breakeven so you decide with numbers, not pressure.
Frequently asked questions.
Is litigation funding a good idea for my firm?
Sometimes — for concentrated risk on large cases. As everyday working capital it's usually the most expensive option available. We model the true cost of each option against your actual pipeline before you sign anything.
Can a medical practice borrow against its lien book?
Yes, through receivables-based lending — but lenders will only advance against credible, reduction-adjusted valuations. Our monthly reporting produces exactly that.
Is interest on case-cost borrowing deductible?
Often, but it depends on structure and use of proceeds. We set up the accounting so deductibility is clean and documented.
Do you lend money or sell financial products?
No. We are an accounting and advisory firm only — which is why our funding advice has no sales agenda behind it.
Will you talk to our bank for us?
Yes. We routinely work directly with bankers, lenders, and investors on our clients' behalf — preparing the package, joining the calls, and defending the numbers through closing.
Should I sell my aged liens?
Sometimes selling at a discount beats holding; often it doesn't. We model the breakeven using your real collection history so you decide with numbers.