Frequently Asked Questions

How long does it take to complete documentation?

For Business Plans it will always take 2-3 business days for the first draft of financials, once approved by you we will have your full draft ready within another 3 business days.  Additional revisions are one business day. Private Placement Memorandums take 3 business days and an additional business day for attorney review.  Remember you have unlimited revisions and corrections with each draft.  Generally we complete 8-10 drafts  in atime frame of two weeks. 

I need to get funded! What do I do once my documentation is complete?

Depending on the type of documentation we prepared, you will now approach SBA or Banks for loans, or Venture Capital and private investors for outside investment. We will provide you with detailed assistance in dealing with the SBA and banks. Our client login section online has a wealth of resources including venture capital firm listings that are industry specific and region specific and contain full contact information, and NASD broker listings for Private Placement Memorandum clients.

When seeking funding, you are in a battle. A battle against others seeking the same pool of investment capital or SBA consideration. Our documentation should be used as your main weapon, along with your tenacity and character, this combination must be utilized fully to secure the funding you are seeking.

What form do I receive my documentation in?

All Documentation is emailed in PDF or Word format. Once the final documentation draft has been complete, we will email you a copy of the final PDF and Microsoft Word Document, as well as mail you a disc containing your documentation in Microsoft Word and Adobe PDF file formats.

You may email your documents to interested investors, or print and mail them if required.

What is a Private Placement Memorandum?

Most issuances of equity securities must be registered with the Securities and Exchange Commission. Registration documents include detailed disclosure, historical financial statements, and third party audits that take time to assemble. The process requires many hours of assistance by attorneys and accountants, and the SEC review can last from 20 to 60 days. Registration alone can cost a business thousands of dollars even before the offering makes any money.

A private placement, however, is EXEMPT from federal registration. Exemptions have always been available under the Securities Act of 1933 (the Act), but the original exemption provisions (contained in sections 3(b) and 4(2) of the Act) were vague and, therefore, risky for business owners to invoke.

In 1982, the SEC adopted Regulation D, which set forth objectives and quantifiable rules for exemptions from federal registration. Offerings exempt under these rules 504, 505 and 506 have become the most common cost and time saving methods for small and growing businesses to raise capital from private investors.

Essentially, this allows LLC and Corporations of small size to sell shares of stock/membership units debt through a Private Placement Memorandum. For example, someone seeking 1 Million in funding, may place 10% of their company's stocks for sale.  Selling 1,000,000 shares of stock at $1.00 each and retaining 9,000,000 shares.

This is very effective in raising funds as it allows for multiple investors, and we highly recommend the use of this document if you are seeking funds fast. Because of the complexities surrounding this documentation, few firms do it, and those that do charge in excess of $1200.  We have been creating PPMs for years and will be able to complete the creation of yours as well.

Becoming a Client

How do I sign up? What information must I provide for you to get started?

You can view information on the services we offer through the services and pricing links on our site. When you are ready to sign up, simply click on the sign up link and click on the add to cart button under the service of your choice. This will take you to a check-out page where you can securely pay via the credit card of your choice. During business hours,( 9am-5pm CST Monday-Friday), you will receive a confirmation email and client ID the same day.

On the sign up page you will find a link to download our new client form, (you may also download by clicking here), complete and return the form via email or fax and we can begin on your project the same day. If further data is required, we will arrange for a client phone consultation.