Myoaligner Strategic Planning Meeting Summary

Quick Recap

The meeting addressed a wide range of strategic and operational topics. Key discussions focused on Myoaligner’s financial performance, upcoming events, and expansion into IT services and online education. The team explored potential partnerships within the dental industry, assessed cybersecurity challenges, and emphasized strategic planning as essential for attracting investors and enhancing company value.

Next Steps

Sean

• Complete financial forecast in Live Plan (September–November) by Tuesday

• Upload updated P&L to the portal by the end of today or tomorrow morning

• Finalize profit-sharing agreement with Airway Health Solutions for TMJ module integration

• Complete mobile app development for BiteCircle and obtain Apple's approval

• Develop affiliate price modeling for next meeting discussion

• Plan transition to paid membership model for BiteCircle after reaching 500 members

• Host Tom and John for dinner in Portland on August 15–16

Sean & Arvin

• Create a wireframe and funnel system to direct doctors from events, seminars, ECMO, and airway to the Myoaligner device

Arvin

• Complete Excel sheet for event profit/loss analysis

• Meet potential investors during golf meeting and investment pitch

Dr. M

• Meet with potential Canadian investor on July 19

• Attend and teach at the Airway Palooza event in Fort Lauderdale

Team

• Update pitch deck for upcoming investor presentations

Tom

• Send five-year strategic plan framework to Sean

• Speak with Seattle CFO for a referral on company valuation services

Meeting Summary

Introductions and Opening Remarks

The meeting opened with light-hearted conversation about travel and hats, including Tom’s recent trip to Spain and Dr. Ham’s arrival in Montreal. Dr. Ham confirmed she would speak in both English and Farsi. Tom shared stories from his school days in Montreal, noting he managed without speaking French.

Financial Performance and Forecast Review

Myoaligner reported a 39% year-over-year increase in revenue and improved cost control, including a reduction in payroll from 45–52% to 32%. The team reviewed QuickBooks integration and forecasting methods. Upcoming seminars in September, October, and November were discussed, with particular focus on the November event. Tom advised evaluating financial anomalies and key indicators. Myoaligner committed to making the data available on the portal promptly.

Myoaligner Workshop Planning

The team confirmed plans to host a standalone workshop at the Vivos Institute in November, priced at $3,500 for 40 participants. Instructors will receive a $1,500 base fee plus $150–$200 per attendee through profit sharing. A potential partnership with Vivos is under consideration to tap into their 1,600-provider network. A prior campaign that generated a 48% email open rate and a 68% attendance rate was cited as a strong foundation for estimating $30,000–$50,000 in revenue.

BiteCircle and BiteCircle Academy Launch

BiteCircle has gained 110 members within 21 days through organic growth. A mobile app is in development for iOS and Android, with an estimated budget of $80,000 to $200,000. BiteCircle Academy is positioned as a paid onboarding and educational platform offering courses between $3,000 and $6,000. The team is considering bundled pricing to boost participation and revenue.

Airway Health Partnership Development

Myoaligner is pursuing a partnership with Airway Health Solutions, which has over 1,000 affiliated doctors but lacks an online platform. Myoaligner proposed hosting their courses, enabling revenue through maintenance and service fees. A co-hosted webinar is scheduled for August 20, expecting around 1,000 attendees. Myoaligner will also offer AI-powered recording solutions to address Airway Health’s current limitations.

Dental Education Collaboration Opportunities

Two collaboration opportunities were evaluated. The first involves hosting a TMJ education module, with Myoaligner earning 15% of the $6,000 onboarding fee. The second involves ECMO, a smaller group with 49 master educators, which is considering purchasing Soccer Academy to launch its own educational platform.

AI-Driven Business Development

The team explored the evolution of Myoaligner from a core device company into a tech-enabled service business. With capabilities such as 3D modeling and text-to-speech, Myoaligner is well-positioned to expand into IT and online education. Tom supported this strategic shift as a scalable, low-risk, high-margin model aligned with industry trends.

Remote Work and Strategic Flexibility

The benefits of remote work were acknowledged, with an emphasis on the need for adaptability in business planning. Tom encouraged developing a clear strategic plan while remaining open to operational changes. The team discussed the broader Myoaligner ecosystem and affiliate marketing infrastructure.

Cybersecurity and Operational Resilience

Myoaligner reported ongoing cyberattacks on its Tel Aviv hosting infrastructure but confirmed that all content remains secure. The discussion also touched on Israeli military strategies and Mossad’s advanced technological operations, drawing parallels in innovation and adaptability.

Growth Planning and Investment Readiness

The next six months will focus on building out systems to capture interest from doctors attending events, paying down $20,000 in debt, and engaging new investors. Tom confirmed that Myoaligner is cash flow positive through September. He advised against spinning off BiteCircle Academy and instead recommended keeping all assets within the parent company to enhance acquisition value.

Strategic Planning and Asset Valuation

Tom emphasized consolidating company assets to maximize valuation potential in future investor discussions. Plans were confirmed for a strategic dinner with Tom and John in Portland. A referral will be sought for asset valuation services. Affiliate pricing strategies will be finalized and reviewed at the next meeting.