Tommy DobczykOpportunity Zone Advisor, OZ Wizard · Director of Development | Certified Opportunity Zone Advisor

Stop Bad Deals: AI Uncovers Hidden Financial Risks! #shorts

13 Aug 2026 · 1 min

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In this short conversational excerpt, Tommy Dobczyk and a speaker discuss the challenges of obtaining formal financial statements from behavioral health clinics. The speaker notes that clinics have not provided any financial documents, relying only on informal conversations. Tommy emphasizes that without verifiable financial data, securing bank loans is impossible, suggesting a joint venture with a partner who can supply documented numbers. He also mentions using an AI tool to uncover hidden financial risks and urges the team to acquire proper documentation for their presentation.

Our research does include talking to people that are running clinics, but—
Do you have those outlined here as to who they are and any of their financials posted?
We don't have, they haven't given us their financials per se like that. The, Dre has talked to different, he has friends in the behavioral health space that he's talked to, but I don't think any of the behavioral health clinics are going to be giving us a copy of their financials.
So here's a suggestion. Try to find one that will, because without it, you're not getting a bank to loan you any. So you'd have to joint venture with somebody. Who's gonna actually hand you documents and say, this is what our numbers are. Because just saying that you have these numbers and you got 'em through conversations, and I'm just telling you the way it works, you don't have any receipts. You have, you have what's called arbitrary information, meaning that it's arbitrary to what you were told, not what you can prove, right? So this is why we use this, because this is gonna help flush it out. Get me the documentation that you don't have for your presentation.
We're gonna show you through this.