Start your own Medical Device Company

BUSINESS STRUCTURE & LEGAL FOUNDATION
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• LLC strategy designed specifically for 1099 medical sales contractors
• Tax optimization and compliance guidance to maximize deductions
• Operating agreement recommendations tailored to medical sales operations
• 1099 contractor agreement templates for when you hire additional reps
• Entity structure options (single-member LLC, partnership, S-corp election timing)
• State registration requirements and best-practice guidance

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SALES STRATEGY DEVELOPMENT & LEVELING UP
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• Advanced medical sales strategies for your target specialties
• Territory management and account-penetration frameworks
• Relationship-building systems for surgeons, practice managers, and GPOs
• CRM and sales-tracking recommendations
• Pipeline management and forecasting methods
• Medical-sales–specific objection handling and closing strategies
• Key performance metrics to track for consistent growth

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SCALING & DISTRIBUTION ROADMAP
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• Exact path from independent rep to distributor
• Manufacturer partnership outreach and negotiation strategy
• What manufacturers look for in distribution partners
• Financial projections and milestone planning
• Team-building strategy and independent-rep recruitment framework
• Compensation structures for your future team
• Inventory and logistics considerations (if applicable)
• Territory expansion strategy

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WELLNESS CLINIC BUSINESS PLANNING
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• Licensing and compliance guidance for your state
• Startup cost breakdown and realistic budgeting
• Vendor recommendations for equipment and supplies
• Staffing models (1099 vs employee)
• Patient acquisition and retention strategies
• Insurance and cash-pay model considerations

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COACHING PROGRAM — NURSES TO MEDICAL SALES
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• Done-for-you curriculum framework
• Module outline and content development support
• Pricing and program packaging strategy (1:1, group, self-paced)
• Student acquisition and marketing plan
• Certification/completion design strategy
• Success-tracking and testimonial plan
• Partnership ideas with nursing schools and associations

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GRANT & FUNDING RESOURCES
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• Targeted minority-business grants in healthcare
• Federal programs: SBA 8(a), MBDA, SBIR/STTR
• State and local development programs
• Healthcare-specific grants and pitch competitions
• Application strategy and timelines
• Alternative funding (microloans, angels, accelerators)
• Crowdfunding strategies tailored to healthcare ventures

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BONUS VALUE — INCLUDED
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• Strategic introductions to select manufacturers from my partner network
• Access to vetted independent medical sales reps
• Resource library including operating agreements, contractor templates, sales trackers, pitch decks, and more
• 30 days of post-session text/email support
• Recorded session for your reference
• Customized written roadmap delivered after our meeting