239-231-5509 (cell/texts)
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For Raising Capital

PPM – Private Placement Offering Memorandum

35 Plus Years of WALL STREET Experience

Raising Capital / Finding Investors

Regulation D – Rule 506(c) is the Federal Regulation that allows for the direct solicitation of investors through advertising. However, the rule mandates specific restrictions and compliance responsibilities and must be done in a manner that complies with the law…. . Read More….

PPM – Private Placement Memorandum Offering Preparation $3,600

  • Private Placement Memorandum
  • Subscription Agreement
  • Investor Questionnaire
  • Operating Agreement
    …….Read More……

Finding Real Estate Investors & Raising Capital

Did you know that you can advertise for investors? There was a change in the Federal Securities Law that allows you now to advertise IF you follow the Law’s requirements….Read More….


A business plan and a private placement memorandum serve different functions. A business plan is used as a marketing document and presents the company from a marketing point of view…Read More….

RULE 506b v RULE 506c

Rule 506(b): You cannot advertise at all.
You must have a prior relationship with the investor before you can take their money.
Rule 506(c): You can advertise.
You cannot take any money from non-accredited investors.….Read More….