Why does Capitalerio exist?
We founded Capitalerio because we saw a critical gap in Mexico's healthcare landscape. Brilliant medical professionals were struggling not because they lacked clinical skills, but because they lacked the financial knowledge to run sustainable practices.
Doctors and dentists spend years mastering their craft, yet receive little to no training in business management, tax strategy, or financial planning. This knowledge gap leads to unnecessary stress, missed opportunities, and practices that never reach their full potential.
We created Capitalerio to bridge that gap. Our mission is to provide Mexican healthcare professionals with the financial expertise they need to build practices that are not only clinically excellent but also financially healthy and sustainable.
Our Core Values
Healthcare-First Perspective: We understand that your primary focus is patient care. Our guidance always considers the clinical realities of running a medical or dental practice in Mexico.
Practical Solutions: We provide actionable advice you can actually implement, not theoretical concepts that sound good but don't work in real-world practice settings.
Long-Term Thinking: We focus on building sustainable financial foundations, not quick fixes. Your practice deserves strategies that will serve you for decades.
Transparency: We explain financial concepts clearly, without jargon. You should understand every recommendation we make and why it matters for your practice.
What makes our approach different?
Unlike general financial consultants, we specialize exclusively in medical and dental practices in Mexico. This focus allows us to provide insights and strategies that generic advisors simply cannot offer.
We understand the unique challenges you face: irregular patient payment patterns, high equipment costs, complex insurance relationships, staff management in healthcare settings, and the specific tax considerations that apply to medical professionals in Mexico.
Our recommendations are always tailored to the realities of healthcare practice. We don't offer cookie-cutter solutions—we develop strategies that fit your specific situation, goals, and the Mexican regulatory environment.
Our Commitment to You
When you work with Capitalerio, you're not just getting financial advice—you're gaining a partner who understands the healthcare industry and is committed to your long-term success.
We stay current with changes in Mexican tax law, healthcare regulations, and industry best practices so you don't have to. We maintain relationships with trusted professionals across various specialties, allowing us to connect you with the right expertise when needed.
Most importantly, we measure our success by your success. When your practice thrives financially, allowing you to focus on what you do best—caring for patients—we've achieved our mission.
Who do we serve?
We work with medical doctors and dentists across Mexico who are operating or planning to operate private practices. Whether you're just starting your first practice, growing an established one, or preparing for eventual retirement, we provide the financial guidance you need.
Our clients include general practitioners, specialists, solo practitioners, group practices, and dental clinics of various sizes. What they all share is a commitment to clinical excellence and a desire to build financially sustainable practices.