The Aesthetic Business Builder Symposium - Setting the Foundations of Success - Part IV: Capital Markets - Getting Funding Isn't Just about Private Equity

Moderator(s)

• 

  Mike White, CPA

  Principal
  Addison, Texas

Faculty(s)

• 

  Mike Montgomery
• 

  Tedd Van Gorden, MBA

  Director
  Dallas, TX
• 

  Emily Brems, MBA

  Chief Executive Officer, Medical Aesthetics MA
  Milton, Massachusetts
• 

  Virgil Ochoa, JD

  Member
  Dallas, Texas
• 

  Jon Fidler

Part IV: Capital Markets – Getting Funding Isn’t Just About Private Equity

What to Expect |

Learning Objectives:
• Explore various funding sources available beyond private equity.
• Learn how to prepare and position your practice for investment opportunities by establishing a strong business model and financial health.
• Understand what investors look for in a practice, including KPIs, growth potential and exit strategies.
• Develop effective techniques to communicate your practice’s value proposition to potential investors.
• Learn how to prepare for quality of earnings and tips to ensure success in getting your deal done.

Presentations:

• 4:35 PM – 5:00 PM PDT

  Getting Your House in Order (How to prepare for Quality of Earnings; how to get the highest chance of getting your deal done; what are investors / lenders looking for)
  

  Faculty: Mike Montgomery
• 5:00 PM – 5:30 PM PDT

  Why Investors Want to Buy Your Practice
  

  Faculty: Tedd Van Gorden, MBA – Skytale Group
• 5:30 PM – 6:00 PM PDT

  Panel Discussion - Capital Markets - Getting Funding Isn't Just about Private Equity
  

  Faculty: Emily Brems, MBA – Medical Aesthetics MA

  Faculty: Mike Montgomery

  Faculty: Virgil Ochoa, JD – Dykema

  Faculty: Jon Fidler

  Faculty: Tedd Van Gorden, MBA – Skytale Group