With expertise supporting founders and executives in multi-unit operations, private equity deal structuring, and healthcare business strategy, the Duneglass team has created a repeatable process for value creation so that founders can reap the benefits usually reserved only for the financial world.
What Makes Up the Duneglass Team?
Running an equity-based financial model for internal business growth, such as the Doctor Equity™ MSO model, requires a multidisciplinary team of financial experts who bring a diverse range of skills and experiences to the table. Below are some of the key roles and their importance in such a team:
Private Equity Veterans
These are individuals who have substantial experience in the world of private equity and understand how to convert businesses into high-value investment vehicles. They possess an in-depth understanding of capital allocation, mergers and acquisitions, and exit strategies. Their contribution is vital in helping the organization transform into a more profitable entity.
Financial analysts are responsible for carrying out in-depth financial assessments, including cash flow analysis, budget forecasts, and profitability models. These professionals help the team make data-driven decisions that align with both short-term needs and long-term objectives.
Given that these models often involve complex contracts and ownership structures, it’s crucial to have legal experts on board. They will be responsible for ensuring that the models comply with regulations and that all contracts are legally sound.
Risk Management Specialists
These professionals focus on identifying and mitigating potential risks that the organization might face, including market risks, regulatory changes, or financial risks. Their role becomes increasingly important as the business grows and becomes more complex.
Equity-based models often have intricate tax implications for both the organization and the individual stakeholders. Tax advisors are therefore essential for ensuring that the model is not only compliant with tax laws but is also as tax-efficient as possible.