As an entrepreneur myself I appreciate receiving items of extra value from those I depend on. I naturally will want to use their services again and even refer their services on to my contacts. With that in mind, I will go the extra mile and provide you with further documentation that is usually not thought of or is over looked at the conception of the private placement memorandum. In most cases this would mean a delay in the process and extra legal fees / expenses to complete the needed documentation.
Below are some documentation items that most of my clients find they need with their private placement memorandum:
• Ongoing review of questionnaires and general advisement of issues that inevitably arise during the course of an offering, • Website issues – making sure your website is not viewed by regulators as inadvertently (or overtly) making an public offering of investment contracts or securities, And more, depending on the structure and application… Stock Offering PPM Sample
Preferred and Common Stock Offering
Real Estate PPM Sample
Real Estate Acquisition
Real Estate Distressed Property
Real Estate '1031-Exchange' Tenant-In-Common
Oil & Gas PPM Sample
Oil & Gas Venture
Start-Up PPM Sample
Start-Up Venture Company
PPM Documentation Sample
PPM Log Sample
Risk Disclosure Document
Suitability Questionnaire Sample
Subscription Agreement Sample
SEC Form D Sample
Blue Sky Filing Notice Sample
Agreements Samples
Managers Agreement Sample
Finder Fee Agreement Sample
FINRA Broker/Dealer Agreement Sample
Registered Rep Selling Agreement Sample
BONUS Services
Bonus Services
