We will prepare your Business Plan, Private Placement Memorandum, Subscription Agreement & Investor Questionnaire

On delivery of these documents, you may begin accepting money from investors.

Documents you will receive are:

A completed Business Plan

A completed PPM - Private Placement Memorandum

(The PPM is Legend for use in all 50 States at No Additional Cost)

A completed Subscription Agreement

Investor Questionnaire

( a Federal Law Requirement )

Copy of Federal Filing Form D

(and how, when and where to file)

We also Include Contact Info for All States Securities Regulators

The PPM will be appropriate for your corporate structure whether a C Corporation / S Corporation or LLC-Limited Liability Corporation

The PPM will be compliant with Federal Securities Laws Reg D - Rule 504 / 505 / 506

The documents can be delivered in either MS Word (doc) or Adobe (pdf) format

How to Proceed

Preparation of Business Plan

• All conference calls are with Mr. Shields.
• You will provide Mr. Shields with any sales brochures, write-ups, articles or other material that describes your business or industry. Where necessary provide financial information. (All information is kept in the strictest confidence including your name and the name of your business)
• All additional information will be obtained through discussion with Mr. Shields.
• Each phone conversation will last approximately 1 – 1 ½ hours. There is no set limit to the number of conversations. They will continue until all the information needed is obtained from you.
• Once all the information is gathered it will be organized into a draft format.
• The initial draft will then be turned over to an independent copywriter to complete an initial business plan draft. Depending on the complexity of the subject it may take the copywriter 2 – 4 weeks to complete the initial draft.
• When the initial draft is completed it will be emailed to you for comment. You will asked to review it for accuracy and possible further discussion.
• Only changes you agree to will be made. The changes will be given to the copywriter who will return to us the completed final draft within 14 business days. The time period depends on the extent of the changes.
• You will be provided a copy of the final business plan draft for review and final approval.
• I am responsible for paying the copywriter.

Preparation: Private Placement Memorandum

/ Subscription Agreement

/ Investor Questionnaire

• The final draft of the business plan is incorporated into the Private Placement Memorandum.
• We will have further discussions and decide the items required in the Private Placement Memorandum. These discussions will include such topics as structure, what terms are to be offered potential investors and what

• percentage of the company you should be offering the investors.
• Once these and other issues are discussed, the final draft is finalized and the details or terms of the Private Placement Memorandum and Subscription Agreement are complete.
• Within 5 business days after you sign off on the final draft, we will create the Private Placement Memorandum and Subscription Agreement.
• The Private Placement Memorandum will be legend for all 50 States. You can accept money from investors residing outside your state.
• Each document will be delivered to you via email in either MS Word (doc) or Adobe (pdf) format.

At this point you will have all the required investor documents necessary to accept investor funds.

Please click on the link below to make payment. You will be issued an email confirmation notice notice of payment. Once payment is received we will begin making the necessary arrangements to start your project.

Prep Real Estate PPM Docs $1,950.00