Private Placement Preparation

Complete Private Placement Memorandum documentation with 35+ years of Wall Street expertise. All-inclusive packages starting at $3,800.

About the Author

Mr. Lance Shields

Mr. Shields was the founder, Chairman, and CEO of Lashco, Inc., a national securities firm and member of all United States Stock and Options Exchanges. Mr. Shields’s experience encompasses 35 years on Wall Street.

Mobile Phone: 1 239-231-5509 (voice/text)
Member: American Stock Exchange, Inc.
Member: Chicago Stock Exchange, Inc.
Member: Boston Stock Exchange, Inc.
Member: Philadelphia Stock Exchange, Inc.
Member: Philadelphia Options Exchange, Inc.
Member: Chicago Board Options Exchange, Inc.
Member: Pacific Coast Stock and Options Exchanges
Lashco, Inc. Member: National Securities Clearing Corp (NSCC)
Lashco Inc. Member: Depository Trust Company (DTC)

142-Page PPM Example

Offering Document

60 Pages
This document is given to the investor and does not need to be returned.

Business Plan

39 pages Addendum - A
This document is given to the investor and does not need to be returned.

Subscription Agreement

22 pages Addendum - B
This document is given to the investor, signed by them, and returned to you with their investment check.

Operating Agreement

20 pages Addendum - C
Detailed operating agreement (Addendum C) defining roles and responsibilities.

Accredited Investor

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.

Case Studies

$3,800 All Inclusive Cost

Talking Points Questions – ANSWERS

The answers to these questions can have far-reaching consequences that you may not be aware of at this time.

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We provide professional Private Placement Memorandum preparation and securities documentation services, helping issuers structure compliant offerings with clarity, accuracy, and regulatory awareness at every stage.