Private Placement Handbook Series
SECURITIZED REAL ESTATE AND 1031 EXCHANGES
HOW TO FINANCE A MARIJUANA BUSINESS: CANNABIS MEETS CROWDFUNDING
CALIFORNIA REAL ESTATE: HOW TO USE OTHER PEOPLE’S MONEY TO BUY REAL ESTATE
CROWDFUNDING ON STEROIDS
EXEMPT OFFERINGS: CROWDFUNDING AND BEYOND
GUIDE TO THE JOBS ACT: TOOLS FOR CROWDFUNDING
BUSINESS BROKERS AND SECURITIES LAWS: HOW TO AVOID BECOMING AN UNLICENSED BROKER-DEALER
We consult on your pre-offering entity structure options.
We draft your PPM, subscription agreement, investor questionnaire, operating agreement and a term sheet template.
We file your documents with the SEC and states.
We execute and mail or deliver
your investors' verification letters.
We help you establish an EDGAR account
and secure your CIK numbers.
We advise on possible Rule 144 and Rule 144A secondary market opportunities.
We work with you to contact and pitch investors. We introduce you to new investor platforms.