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Seminar 3 - Business Plan / PPM / Signature Agreement

Creating the Investor Documents

Business Plan / Private Placement Memorandum (PPM)

Subscription Agreement / LLC Operating Agreement

Seminar 3 of 4

You cannot take any money from an investor without first providing them with the proper disclosure documents. If you fail to do that you will be violating both Federal and State Securities laws. Creating and presenting the investors with these documents are both a Federal and State requirement. This seminar explains how you can produce these documents yourself.

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These are some of the topics discussed in seminar 3

Creating the Business Plan

Overview

Mission Statement Objectives

Keys To Success

Exit and Payback Strategy

Company Overview

Company Ownership

Executive Team

Conceptual Stage

Product or Services

Competitive Advantages

Product Life Cycles

 

Testing

Time Periods and Costs

Packaging & Distribution

Proprietary Technology or Software

Market Analysis Summary

Target Market Summary

Competition

SWOT: Analysis-Strength / Weaknesses / Opportunities / Threats

Management Strategies

Strategic Phased development

Marketing Strategy

Marketing Plan

 

Strategic Alliances

Management Team

Board of Directors

Staffing Plans

Financial Planning

Break Even Analysis

Supporting Documents

Graphs and Charts

Executive Summary

Table of Contents Outline

Investor Exit Strategy

 

 

  • Preparing your Private Placement Memorandum
  •  Boiler Plate language
  • How to create PPM yourself.
  • PPM Template available – save yourself $ thousands in legal fees
  • Preparing your Subscription Agreement
  • Boiler Plate language
  • How to create the Subscription Agreement yourself
  • Subscription Agreement Template  – save yourself $ thousands in legal fees
  • Preparing your LLC Operating Agreement
  •  Boiler Plate Language
  • How To create your LLC Agreement

 

Seminar 3

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Seminar 3

Seminar 3 - Creating Investor Documents Seminar 3 - Creating Investor Documents Audio: 1 Hour 23 Minutes $19.00