Fee for the Preparation of a Private Placement Memorandum (PPM)
60 Pages
This document is given to the investor and does not need to be returned.
39 pages Addendum - A
This document is given to the investor and does not need to be returned.
22 pages Addendum - B
This document is given to the investor, signed by them, and returned to you with their investment check.
20 pages Addendum - C
Detailed operating agreement (Addendum C) defining roles and responsibilities.
Certification Form - 1 Page
Almost all companies seeking to raise capital will need this form to qualify their prospective investors as accredited or non-accredited investors.
Upon receiving your initial payment, I will provide you with a list of talking-point questions. Once you return your ‘talking points’ answers, I will provide written recommendations based on your answers. We will then begin discussions and finalize your offering structure and the terms you will offer your investors. When done, you will have made all the decisions about the structure of your offering (PPM) and know and understand all the reasons for your choices.
It will take 10-14 business days to complete the offering documents once the client finalizes all the information to be included in the PPM.
The fee is $3,800 and is paid in two equal payments. There are no additional or hidden charges.
The first payment is $1,900, and the second and final payment of $1,900 is due upon completion of the documents.
Credit Cards: I accept all major credit cards.
Note: Please let me know if you would like to pay by credit card. I will email you an invoice; you can click the link to pay. I use the PayPal Business Portal.
Financing: When paying by credit card, you will have the option to finance the invoice. No interest is charged if the loan is paid in full within 6 months.
If you have questions, I offer a no-charge 30-minute consultation. Call 239-231-5509
Work begins the next day after receipt of the 1st payment.