No Charge 30-Minute Consultation.
PPM Preparation Fee $4,800 - No Hidden Charges.
Financing of Fee Available w/ no interest if repaid within 6 months.
Within 15 days of receiving your first investment check, you must file Form D online with the SEC.
*You are only required to file Form ‘D’ once within the first 15 days of receiving the first investor check.
Form D is filed online, and further information can be obtained by Googling “filing Form D.”
I provide my clients with information about Form D requirements, including a direct telephone number provided by the SEC to answer questions about filing Form D.
I recommend applying for a CIK number from the SEC before initiating the capital-raising solicitation. This is relatively straightforward and can be applied for online. You should complete your PPM before applying for the CIK number.
Have Questions? Need Clarification? Call Mr. Shields at 1 239-378-1226. Consultations are free.
Why do you need a Private Placement Memorandum?
