Martin Pichinson

Tune in to the upcoming webinar by Shils Entrepreneurial Fund on July 16th at 7 pm Eastern Time. The webinar, titled "Raising Capital and What it Takes," will feature Jane Levy, the Co-CEO of Plan Forward. This webinar is an invaluable resource for anyone looking to gain confidence in the process of raising capital from angels, family offices, and venture capitalists. #FamilyOffice #VentureCapital #Investors #Invest #Capital #Finance #ReverePartners #FundRaise #Tech #PrivateEquity #Equity #StartUp #Founders

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This document is very important for sellers in a transaction - find out why in our latest blog:

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𝗛𝗼𝘄 𝘁𝗼 𝗯𝘂𝘆 𝗮 𝗽𝗹𝘂𝗺𝗯𝗶𝗻𝗴 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 🔧 Some due diligence questions for a search fund entrepreneur who is considering this: - Are any customers responsible for the majority of the revenue? Is it sticky work, or one-off? - Is there a good supply of competent, licensed plumbers available in the local area? What happens if the owner or a significant employee leaves? - Are the trucks and equipment in good shape? Are any leases or loans on the balance sheet? - Is the business well-insured? Any active lawsuits or settlements? Any unhappy customers that have been set aside? - What's the actual P&L on the business, with a proper, reconstructed profit and loss statement? Are there a lot of cash jobs? - Is the market for plumbing work already competitive? Is it likely to get more so? - When's the last time the software at the front and back end has been updated? But most of all, there's the alchemy to see if you can trust the owner to tell the truth about what you're actually buying. And to trust that this is a good deal, even at the price the owner has in mind, which will always be more than you want to pay.

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Too many small and mid-sized businesses struggle with capital constraints out of fear and misunderstanding. Sourcing the capital required to remove those constraints is key to unlocking the value creation potential of these companies. https://lnkd.in/gRYTKEmN #smallbusiness #businesstransformation

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NEW YORK, April 30, 2024 /PRNewswire/ -- PRISM Consulting Partners, a Florida based healthcare private practice acquisition advisory and consulting company, and Lion Management Services Organization of New York, have partnered to form PRISM Concierge. PRISM Consulting Partners was formed in 2023 by founders Michael Guelcher, David Molle, and Brian Whitman. The three partners have over 60 years combined experience in acquisitions, transitioning practices, and healthcare business development. Lion Management was founded in 2021 by James Vena, a Wall Street veteran with 35 years of value creation and capital investment experience. Lion Management implements and manages strategic solutions for private healthcare practices. The newly formed PRISM Concierge aims to be a full-service provider to private healthcare practitioners looking for options ranging from maximizing profit to ultimately transitioning to their desired outcome. The client receives management of back-office services tailored to achieve that outcome. "PRISM Concierge offers the mechanisms and resources to achieve a higher level of freedom," states Michael Guelcher, PRISM Partner. "Change readiness encompasses discipline now, for more freedom and greater rewards later." David Molle goes on to state, "We're filling a void in the healthcare market by bringing together shared resources and services that will ultimately improve a practice's bottom line, while freeing up time to allow for better patient care. Essentially, we're doing the things Drs. don't get paid to do. From shared billing and credentialling, to consultants, attorneys, IT, HR, and a complete group purchasing organization to name a few, your "concierge" can help with most aspects of your business as a single point of contact." James Vena, CEO, Lion Management is enthused about the impact PRISM Concierge can have in the marketplace. "Our recent success of organizing a group of 20 practices in a short window and making them the 35th largest eyecare practice in just two years translates well. We are embarking on something that has never been done before, and there is considerable demand for these services." About PRISM Consulting: https://lnkd.in/ed3gHdVd About Lion Management Services https://lnkd.in/ei-cpseE https://lnkd.in/ei-cpseE #eyecare #privateequity #healthcare #eyewear #optometrist #exits #mso #managementservices

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The Corporate Transparency Act marks a significant shift in how businesses approach transparency and accountability. By mandating the disclosure of beneficial ownership information, the CTA aims to combat illicit financial activities and foster a more ethical business environment. This legislation enhances regulatory compliance and encourages businesses to prioritize integrity and trustworthiness. The CTA is a call to action for business leaders to embrace greater transparency and accountability. Beyond mere compliance, it offers an opportunity to build stronger, more reputable companies that are committed to ethical practices. Adopting the principles of the CTA can help businesses navigate regulatory landscapes more effectively and contribute to a fairer, more secure economic environment. #CorporateTransparencyAct #Ethics #Business

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For the past few months of been part of the Venture Institute, a hands-on program designed to help emerging venture managers and aspiring venture capital operators learn the craft. Impressions: -- 💰 🚫 The fact that it's free is amazing. You are getting access to serious domain experts in weekly sprints where you learn about Venture capital topics. -- ⭕ Comprehensive. This is a true boot camp that provides a soup-to-nuts understanding of VC. Including: Venture structures, Fund economics, Understanding Limited Partners, Making Venture deals, Operations, Accounting, career considerations and more. -- 🤔 Engaging. It is a practicum-style course where you are doing hands-on exercises at all times. The only way to learn IMO. -- 📚 Incredible resource. There is a wealth of reference material and an LLM called Decile Hub specially trained on VC best practices and it's good! https://lnkd.in/gw6imyf9 A lot more I can say, but bottom line is it's a great program, 5-stars ⭐ ⭐ ⭐ ⭐ ⭐ and worth your time if you are interested in exploring a career in Venture Capital. More info here: https://lnkd.in/geAHwjjZ

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Brian Horner, president emeritus of TCA Venture Group Los Angeles, provides insights into the investment approach of angel groups. He highlights the variability in check sizes, as individual angels make independent decisions. Horner shares when he was with TCA, the group would invest $12-15 million annually across 40-50 companies, with an average check size of $300,000. However, he notes significant deviation, with some deals attracting 30+ investors for multi-million dollar rounds, while others may only have one angel writing a $25,000 check. This flexibility allows angels to collectively support promising startups. #angelinvesting #startupfunding #startups #entrepreneurship #venturecapital #pegasusangelaccelerator

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On this week's episode of The Exit Plan podcast, I chat with Alan Ezeir about private equity. Check it out here https://loom.ly/YSj3fwM #exitplan #podcast #privateequity

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On this week's episode of The Exit Plan podcast, I chat with Alan Ezeir about private equity. Check it out here https://loom.ly/YSj3fwM #exitplan #podcast #privateequity

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On this week's episode of The Exit Plan podcast, I chat with Alan Ezeir about private equity. Check it out here https://loom.ly/YSj3fwM #exitplan #podcast #privateequity

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Topics: Growing investments in impact, growing the number of #femalefounders and #femaleinvestors in #impact and #deeptech. Critical in light of the disparity between rich and poor and government and the people's interests. Grateful to RevHubOC - The Orange County Center for Innovation & Social Enterprise and Julie Cranston for the opportunity to address women and men #impactfounders and speaking alongside rockstar #womeninvestors @shannoneusey @katelafleur @katiengyenkalvoda @laurengrattan.

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Is your business prepared for potential changes in California's business tax environment? 🏛️ Considering California's proposed changes to NOL deductions, tax credit limits, and apportionment rules, it's crucial for businesses to stay informed and proactive. California plans to suspend NOL deductions for incomes over $1M, cap business tax credits at $5M, and retroactively amend apportionment rules to address substantial budget gaps. These changes could lead to significant tax liabilities for affected businesses. Our SALT team is here to help you navigate these complex changes and optimize your apportionment to potentially reduce your California cash tax liabilities. Learn more: https://lnkd.in/gCW2cYNX #SALT #BusinessFinance #TaxCredits

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Large, motivated and differentiated networks are the way

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🏢 Big Moves in SF Commercial Real Estate! Intuit & Capital One 🏢 Two major financial firms are making strategic relocations within San Francisco: - Capital One is reducing its office space by two-thirds, moving from 201 3rd St. to 40,000 sq. ft. at 100 California St. This deal includes significant improvements to the new location, enhancing tenant experiences with new outdoor spaces and on-site amenities. - Intuit is downsizing from 200,000 sq. ft. at 22 4th St. to 36,500 sq. ft. at 505 Howard St. The move aims to leverage San Francisco's diverse talent pool while optimizing their workspace for future growth. These moves highlight the dynamic nature of SF's commercial real estate market and the need for adaptable, strategic office solutions. At Resource, we specialize in guiding companies through such transitions, ensuring seamless relocations and optimized space utilization. 🔗 Discover more about our tailored real estate services: yourresource.com #SFRealEstate #CommercialRealEstate #CapitalOne #Intuit #OfficeRelocation #RealEstateStrategy #ResourceCRE

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Starting a new business is an exciting journey, and it is also filled with uncertainties. We have found that having a legal advisor is critical for the success and protection of founders as they navigate the process of establishing a sustainable business. They're not just there for legalities; they are your partners in navigating complexities, protecting your interests, and providing peace of mind. 🙌 ☮

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⚡ For emerging franchisors only ⚡ Launching July with first Accelerator Groups starting in September 2024 💥 Beyond current industry best practices, GoodSpark is a franchise growth accelerator that will help you own and control your franchise success. Sign up to join the list and get an early preview of the GoodGrowth coaching, sales, and development platform! Link in comments. #GoodSpark #FranchiseSales #FranchiseDevelopment #EntrepreneursKickAss

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