Financing And Exiting

Financing And Exiting

Do you want to raise capital for your business or create an exit strategy?

John and his team will help you identify potential partners who will help finance your vision or exit from your business. 

Raising additional financing or creating a business exit strategy is a similar processes and each will greatly impact your ability to take control of your future.

Take the proper steps today to maximize financing efforts or to prepare an exit strategy that maximizes your net worth.

Evaluate Your Business Structure
Assess Company Value
Partner With An Investor
Find The Right Legal Team
Develop CIM
Prepare For A Financial Audit

Remind yourself of instances when something seemed negative at first, but later turned into an opportunity. Once you get into the habit of staying optimistic, you’ll see that it often leads to success or at least provides a new perspective. That perspective helps you to see the unintended outcome as opposed to the original goal.

– John Shufeldt

How John Can Help You

Partner With An Investor

There are many different types of investors. You will want to understand the requirements of each to be able to pick the right one for you. Some investors want decision making power, others may just want shares. John and his team will help you asses what investor style will work best for you and your company.

Prepare For A Financial Aduit

Whether you are raising capital or beginning to sell your company, having professionally audited books will increase the value of your company. Choosing an auditing firm can be an arduous process. John and his team will help you find the best auditor for your specialized company.

Evaluate Your Business Structure

Your current business structure may complicate the sale of your business or make finding investors more difficult. An efficient business structure will make your business more attractive so you do not leave profit on the table. John and his team will assess your current structure and help you transition into the best business structure to optimize taxes and profitability. 

Assess Company Value

The last thing you want is to turn off investors with an unreasonable company valuation. It is important to work with an investment banker to draft a Confidential Information Memorandum (CIM) that will help market your company to prospective buyers. John will help you understand important aspects such as your profit margins, cost of goods, net versus gross income, cash flow, acquisition cost of a consumer and the intangible value associated with your company.

What Makes John’s Coaching Unique

John’s multifaceted experience as a physician, attorney and entrepreneur gives him rare insight into what makes a physician-driven healthcare business succeed. 

Over the years, John has come to realize that successful businesses don’t just happen. They succeed as a result of strong leadership, learning from failures and a well-executed business plan. An efficient organization is built on lean practices, proactive teams, a positive work environment and a solid foundation for continued growth.

Whether you are a physician looking to expand your opportunities or a professional healthcare team needing to refine and scale your business, John has the experiences and tools to help take you and your organization to the next level.