Lemma Intercompany structures, documents, and executes every payment between your MSO and affiliated PCs — management fees, loans, distributions, and true-ups — so nothing is a liability waiting to surface in an audit or diligence. No change to your existing banking required.
See exactly what the MSO owes or is owed by each affiliated PC, updated as transactions settle.
Total receivable
$339,000
Total payable
$0
Active loans
2
Every fee, loan, and distribution that isn't properly documented is exposure waiting to surface — in an audit, a payer investigation, or diligence.
Undocumented obligations are a liability
Promissory notes and fee agreements get drafted late, inconsistently, or not at all, a liability the moment an auditor or regulator asks for them.
No clean answer when someone asks
When an examiner asks what the MSO owes each PC, scattered bank statements, spreadsheets, and someone's memory aren't an acceptable answer.
Manual execution multiplies risk
Structuring a transaction, drafting the document, and initiating payment are three disconnected steps, each one a chance for error and drift to creep in.
Four things happen once you structure a transaction in Lemma Intercompany, and stay true across every entity pair in your structure.
01 · Structure
Pick the entities, choose from fee, loan, distribution, reconciliation, or wind-down categories, and Lemma Intercompany prompts for exactly the terms that transaction type requires.
02 · Organize
Promissory notes, fee agreements, distribution memos, and true-up memos, whether drafted by counsel or already executed, live in one library, linked directly to the transaction they cover.
Promissory note
Lender: MSO
Borrower: Coastal Orthopedics PC
Principal: $250,000
Linked to TXN-1041 · Working capital loan · $238,000 remaining
03 · Track
See exactly what the MSO is owed and what it owes each PC, with every open obligation and its remaining balance in view, and get flagged before a loan matures or a fee drifts out of date — the kind of drift that turns into a finding.
Working capital loan matures in 58 days
TXN-1041 · $238,000 remaining
IT/EHR licensing fee payment failed
TXN-1036 · retry pending
Management fee auto-executes in 5 days
TXN-1038 · $22,000
04 · Year-end
Every fee, loan, and distribution already flows into your accounting system as it settles, so December isn't spent reconstructing a year of intercompany activity from statements and memory.
12/12
Months reconciled, year to date
Management fees
BookedWorking capital loans
BookedTax distributions
Booked4
Transaction categories covered
100%
Transactions with a linked document
1
Place to see every entity balance
Minutes
From structuring to execution
Lemma Intercompany is in early access. Leave your details and we'll reach out as we onboard new MSO/PC groups.
Lemma Intercompany is a single place to structure, organize, and track every payment between your MSO and its affiliated PCs, including management fees, loans, distributions, and true-ups, with the supporting documentation attached to each transaction.
No. Lemma Intercompany runs on top of your existing bank accounts. You keep your current banking relationship — Lemma handles the structuring, documentation, and execution between entities.
No. Upload whatever your counsel already drafted, promissory notes, fee agreements, distribution memos, and Lemma Intercompany links it directly to the transaction it covers. You keep your existing documents; Lemma Intercompany just stops them from getting lost.
Yes. Lemma Intercompany shows net position by entity pair, so you can see what the MSO is owed or owes each individual PC, as well as a rolled-up view across your whole structure.
You define the calculation basis and recurrence once when you structure the fee, and Lemma Intercompany keeps executing and tracking it on schedule, flagging it if the underlying terms drift out of date.
Lemma Intercompany proactively alerts you ahead of a loan's maturity date so payoff or renewal can be handled on time, instead of surfacing as a surprise during close or diligence.
No. Lemma Intercompany sits alongside your accounting system as the system of record for intercompany structuring, documentation, and execution, then gives you a clean audit export for your books, auditors, or diligence requests.
Without changing your bank.
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