When it comes to creating a private placement memorandum (PPM), it’s essential that the document is legally compliant and accurately reflects the unique circumstances of your company. While using a template to draft your own PPM may seem like a cost-effective solution, in reality, it can be a waste of time and money to have Read More
What is Profit?
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Below is a message I received from one of my mentors (RJon Robbins)—a man who has grown a business from almost zero in 2008 to one that generates nearly $2 million per month today. If you’re going to take advice from someone about what it takes to be successful, take it from someone who is Read More
Startup Essentials: The PPM
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Have a Startup? Be Afraid “Fear is the mother of foresight.” – Thomas Hardy I’ll come right out and say it. The point of this blog is to make you afraid. Now, before any of you tenacious entrepreneurs think I’m trying to slow your hustle, I want to tell you, the fear I’m talking about is Read More
Of Course You Need a PPM! Here’s Why.
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As a leading practitioner in the Private Placement Memorandum (PPM) preparation industry, I speak to lots of people about PPMs. In the course of this work, I am asked a broad array of questions about PPMs, the law, crowdfunding, and raising capital. I am happy to answer these questions, and in fact offer everyone a Read More
Update! Changes to Rule 504
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Raise Up to $5 million from Non-Accredited Investors Under New Rule 504! On October 26, 2016, the Securities and Exchange Commission adopted a final rule that amends existing Rule 504 under Regulation D of the Securities Act of 1933. This amendment went into effect quietly on January 20, 2016, but it could potentially have a huge Read More
Do I Need a PPM and How Much Will It Cost? Part II
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What Are My Options for Getting a PPM? In my previous post, I described the securities laws pertaining to raising private capital for your company and the importance of a comprehensive and customized PPM. Now that you have decided you want to protect your company by using a PPM, you may be thinking about – Read More
Title III Crowdfunding
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If you’re interested in starting a business, you’ve probably got a few items on your to-do list. For one thing, you need to complete a comprehensive business plan that lays out your proposal for starting and managing your venture for the next 1-5 years. You may also want to hire a small business lawyer, a Read More
The Legal Needs of Small Businesses
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Most small businesses are working with limited resources. It’s understandable, then, that they have to prioritize, in some cases foregoing services that might otherwise be deemed necessary. However, it’s important for small business owners to understand the risks associated with foregoing necessary legal services. Because legal problems may seem unlikely, or at least far off, Read More
8 Essential Ingredients for Startup Success
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Starting a business is no easy feat, even if you understand the ins and outs of creating a business plan, seeking investors, and dealing with legalities like Rule 506(c) under Regulation D of the federal Securities Act. The process can be made easier when you have some guidelines for success, though. Here are a few Read More
How to Navigate Crowdfunding Legal Issues
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Crowdfunding has emerged as a convenient means of connecting up-and-coming entrepreneurs in need of capital with investors interested in funding new ventures. As a business owner looking to receive funding for your startup, you must be aware of any potential legal issues that could land you in hot water or even put a stop to Read More
