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On the Overview page of this website, we provided a list of eleven actions that need to be undertaken in order successfully and legally to raise money through a private offering of securities.
At Private Placement Advisors LLC, we assist select clients with items on that list that they have either failed to complete or with which they are having trouble. For example, some clients might have a great business plan but find themselves at a loss when it comes to building a financial model, or vice versa. Others may have great planning documents across the board but find themselves confused about going about creating a new legal entity and a private placement memorandum. Others need advice on structure. Still others may have everything in place except a plan for actually contacting investors and raising funds.
Put simply, we help our clients complete whatever remains on their to-do list in this arduous, multi-faceted process. We have found that this rifle-shot approach is more efficient in terms of time and expense. It is also more effective, because it keeps everyone focused on what remains to be done.
Entrepreneurs who are potentially interested in our services should begin with a detailed evaluation of where they stand, what specifically needs to get done, and guidelines and samples (of financial models, business plans, presentations and/or PPMs) of how to carry out those remaining tasks. If you do not wish to perform such an evaluation yourself, we can perform it for you. We charge $450 for a detailed evaluation and guidance.
Some of our clients have sufficient time, energy and expertise simply to take our evaluation, guidance and samples and complete the remaining tasks themselves. Others want us to complete all or part of the remaining work. For those desiring the latter, along with our evaluation we offer our services on an item-by-item basis, reasonably adjusted if a client is far along with some aspects of given tasks. Please see our "Pricing" page.
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Private Placement Advisors, LLC
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 Douglas Slain is a principal of Private Placement Advisors, LLC and he also contributes to Reg D Law Blog. He has been involved in private placements since the early 1970s when he worked at a national law firm doing Blue Sky work.
As a California lawyer specializing in private placements, as well as in real estate and 1031 exchanges, Mr. Slain has a California real estate broker's license and holds a Series 22 and 63 securities licenses. A graduate of Stanford Law School, he practiced at Pillsbury, Madison & Sutro before starting a consulting firm that pioneered a SBA loan guarantee program for California municipalities.
Mr. Slain has been in the news business since his college days as a summer intern reporter for The Wall Street Journal. He founded a number of authoritative national law reporting services, including Insurance Litigation Reporter (with Bill Gates, Sr., on its original editorial advisory), Professional Liability Reporter, Construction Litigation Reporter, and Medical Liability Reporter.
Mr. Slain served as a two-term chairman on the American Bar Association's largest professional responsibility committee. He also served as a rule of law consultant to the Republic of Latvia's Ministry of Economy, advising on secured transactions legislation.
Doug advises small businesses how to raise money and he counsels accredited investors on real estate and other investments.
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Private Placement Advisors, LLC
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 Paul Vuksich has been involved in private placements since the 1980s when he wrote business plans, financial projections, equity plans and private placements memorandums for several high tech and alternative energy start-ups in Silcon Valley. Along the way, Mr. Vuksich acquired his real estate broker's license, a Series 24 General Securities and established a sole proprietor NASD broker-dealership. Mr. Vuksich is also a member of the United States Patent Bar.
AÂ California lawyer specializing in business law and securities compliance, Mr. Vuksich has acted as in-house and outside general counsel for development stage public and private companies. He has also acted from time to time as primary litigation counsel for such companies in multiple state and federal venues. Mr. Vuksich has board experience with almost any legal issue a private or public corporation might face including corporate governance, finance reports, registration statements, litigation, litigation management, regulatory compliance, securities law, intellectual property protection, business transactions, software licensing, employment law, real estate transactions, GAAP accounting, books and record maintenance and financial and tax planning.
Mr. Vuksich served on the California State Bar Association's Law Office Management and Technology Committee. He is a graduate of the University of San Francisco School of Law and West Point.
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Private Placement Advisors, LLC
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 Jonathan Matthews is an associate staff member with Private Placement Advisors. Mr. Matthews graduated from Stanford Law School and received his undergraduate degree from Georgetown University with a Bachelor of Arts in Government. At Stanford Mr. Matthews served on the Stanford Law Review and was an editor on its Managing Board.
Since graduation Mr. Matthews has worked on a contract basis for several Bay Area law firms and has also provided legal services to his own individual clients. As a California lawyer, he has represented organizations and individuals. Mr. Matthews has provided counsel and advice in the areas of Immigration, Family, Property, Business, Civil, Criminal, Church, Probate and Sports law.
In addition to his areas of practice, Mr. Matthews also serves on nonprofit housing and senior boards.
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