Case Study: Special Project – School Investor/Funding

Client: Falcon Institute of Health and Science

Location: Philadelphia, PA

Consulting Firm: JAG Consulting

Project Duration: 7 Months

Project Overview

The Falcon Institute of Health and Science is an accredited nursing school located in Philadelphia. It offers programs in practical nursing, medical assisting, and nurse aides. The institute has obtained national accreditation and is approved by the PA Department of Education and the US Department of Education.

Challenges

One of the primary challenges faced by the institute was a lack of knowledge regarding obtaining financial partnerships. They had several questions to address, including finding suitable financial partners, understanding the requirements, estimating the timeframe, gathering the necessary documentation, identifying the right buyer/partner, negotiating the best price, and understanding the requirements involved in selling a part of the institution.

JAG Consulting Solutions

To overcome these challenges, the Falcon Institute of Health and Science sought assistance from the JAG Consulting team. The consulting team provided comprehensive support, including answering all questions, offering templates, aiding in negotiations, providing marketing and planning resources, and extending post-sales support. They evaluated the school, determined its value, prepared and reviewed the required documentation, created marketing materials, contacted potential buyers, organized financing options, reviewed and assisted with negotiations, and supported the school through the closing process and post-sales requirements.

Results

With the guidance of JAG Consulting, the Falcon Institute of Health and Science they achieved success in their financial investor project. They followed a structured process, prepared for potential financial investments, and ultimately found the right investor for their school. Through JAG Consulting’s expertise, the institute completed the process within nine months, beginning in July 2022 and concluding in February 2023. The support provided by JAG Consulting enabled Falcon to streamline the process, find an investor efficiently, and successfully find funding for their institution.

Keys to Success

The utilization of JAG Consulting played a crucial role in the Falcon Institute of Health and Science’s success. By engaging the expert team at JAG Consulting, the institute consolidated all aspects of the project under one agency. JAG Consulting’s experienced education professionals supported the school throughout the process, providing comprehensive services tailored to private school funding and meeting all of their school’s needs.