DAVID EDWARD MARCINKO & Associates

PROVIDING INVESTMENT ADVICE AND MEDICAL PRACTICE SOLIDARITY TO ALL PHYSICIAN COLLEAGUES

BUSINESS MANAGEMENT, CONCIERGE CONSULTING & ADVISEMENT, SECOND OPINIONS AND PERSONAL FINANCIAL PLANNING EDUCATION FOR SAVVY MEDICAL PROFESSIONALS

“Providing New Era Health Economic Solutions”

OPEN LETTER FROM THE C.E.O.

[Mission Statement]

How We Serve Our Medical Colleagues?

Our parent organization, the Institute of Medical Business Advisors, Inc., was founded in 2006. It is a leading national scope provider of healthcare administration education and medical practice management reports, texts, dictionaries, journals, white-papers, fair-market valuations [FMV], expert and economic advisory opinions and aisement using multi-platform and traditional seminars and channels of knowledge distribution.

iMBA, Inc., helps the nation’s healthcare professionals make decisive improvements in their direction and performance by empowering them through unbiased information, advice, consultants and proprietary tools, books, templates and business-school styled case models and reports.

Visit: https://medicalexecutivepost.com/

Today, our virtual mission at D. E. MARCINKO & Associates is for all medical colleagues throughout the United States to contact us when they are considering an investment policy initiative, medical practice management over haul, or the sale, purchase, strategic operating improvement, merger, acquisition and/or other financial business or related personal financial planning transaction.

Our difference is “hard” knowledge and insider fiduciary financial guidance that helps medical colleagues, nurses, private practitioners, clinics, ambulatory surgery, radiology and outpatient wound care centers realize their ultimate economic goals. This typically includes managerial and cost accounting, financial ratio analysis, fair market valuation business appraisals, business plan creation and personal financial planning; etc. Of course, our “expert witness” business litigation support service and mediation, arbitration, settlement and asset value second opinion offerings are always available, as well.

And, our “soft” skill personal [one-on-one] guidance center includes executive coaching, consulting and mentoring programs for stressed, conflicted or burned-out physicians and medical practitioners.

Solicitation Letterhead.iMBA, Inc

***

Therefore, achieving your financial and medical practice management goals is important, but handling everything on your own can be overwhelming. That’s where we come in. At D. E. Marcinko & Associates, our team of experienced advisors and consultants is here to guide you every step of the way. We believe in providing unbiased, high-quality financial and business advice.

For example, we offer a one-time written financial plan with oral evaluation for a flat fee with no ongoing sales or assets under management fees or commissions. Together, we can create a personalized financial plan tailored to your unique goals, empowering you to make confident, informed decisions as you navigate your financial future.

Other Services Include:

Financial Planning We develop a comprehensive personal financial plan to guide you in achieving your goals and objectives.

Estate Planning We have a network of qualified legal professionals that we can refer you to for state specific estate planning needs.

Tax Strategy We can work alongside your CPA for tax planning purposes. If needed, we can refer you to a qualified tax professional.

Investment Analysis If you have brokerage investments, we review your accounts to make sure they are aligned with your long-term goals.

401-k Allocations We evaluate your IRA and 401(k) allocations and provide recommendations that align with your goals.

Education Savings We help you explore the various ways to plan and save for education expenses.

Insurance & Risk Management We assess your insurance coverage to ensure it adequately protects you against potential risks; as well as evaluate and provide expert litigation witnesses, as needed.

Medical Practice Management We evaluate your current or potential medical practice to determine value and/or private equity offers or physician practice management formats for new, mid-career or retiring physicians, nurses and dentists.

D. E. Marcinko & Associates is unique and fully committed to all phases of a medical professionals personal and business life cycle.

***

D. E. Marcinko & Associates Core Operating Values

9. We act with honesty, integrity and are always straightforward.
8. We strive to be innovative, creative, iconoclastic, and flexible.
7. We admit and learn from mistakes and don’t repeat them.
6. We work hard always as competitors are trying to catch up.
5. We treat others with dignity and respect.
4. We are the onus of consulting advice for the fiduciary well being of others.
3. We fight complacency as former success is in the past.
2. The best management styles are timeless, not timely.
1. Our clients are colleagues and always come first.

***

Significantly, D. E. MARCINKO & Associates is a nationally known boutique industry and virtual consulting trail-blazer that also serves universities, medical, business, graduate and nursing schools, and legal societies. This includes accountants, financial service providers, wealth and hedge fund managers, emerging entities, hospitals, CEOs and their BODs, the press, media and related organizations.

Contact us for an educational white-paper on most any topic!

Now, please review our website to learn more. E-schedule a consultation any time. And, always retain us when needed.

How May We Serve You?

DR. DAVID EDWARD MARCINKO MBA MEd CMP™

email: MarcinkoAdvisors@outlook.com

***