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Each business formation has specific strengths and weaknesses. They also have their own structures. For instance, a corporation will have a president or a CEO. A sole proprietorship will have a sole proprietor. The same is true for LLCs, and one of the most important roles to understand here is that of the manager. In
Understanding the Manager’s Role in an LLC Read More »
From your employer identification number (EIN) to your articles of organization, dealing with operating documents can be challenging. However, getting it right is critical to your success. Errors in your finance documents could mean major delays in getting your deal off the ground, which could have devastating repercussions, including missing out on the asset you
Finance and Use of Proceeds: Two Critical Parts of Your Operating Documents Read More »
Taxes – they will be a reality no matter what your deal might be or what type of business structure works best. While there is no way to provide comprehensive tax guidance in a blog post, a few pointers can go a long way toward eliminating potential hurdles that might trip you up. In this
Basic Tax Considerations: Bulletproofing Your Deal Read More »
Creating a successful deal requires that you have all your I’s dotted and T’s crossed. That includes more than accurate record keeping and having the right business structure. You also need to perform thorough checks into the backgrounds of every single person involved in the project. Why, though? These checks are essential to ensure that
Background Checks and Why They Matter to Your Deal Read More »
Sponsors and investors help get your deal off the ground, and they’ll want updates along the way. Whether that comes in the form of reliable data, dividends and distributions, reports, or knowing the end game – it requires communication. After all, the odds are that you raised capital under the premise of eventual returns. Updating
Communicating With Investors and Sponsors: Dividends, Reporting, and Exit Strategies Read More »
Private placement memorandums (PPMs) are vital and provide transparency for potential investors and protection for sponsors. However, understanding how PPMs are structured, what’s included, and how detailed to go is important to a successful offering. Central to that are the “5 W’s”. These are five basic questions that must be answered in detail within the
Private Placement Memorandums and the 5 W’s: What Sponsors Must Know Read More »
Managing an offering successfully requires a solid understanding of many factors – reporting and disclosure are among the most critical. This can be a major stumbling block for new dealmakers and sponsors. In this post, we will explore one of the most essential disclosure documents: the Private Placement Memorandums (PPM). Note that all information within
Private Placement Memorandums: What Are They and What Should They Include? Read More »
There is no shortage of options when it comes to financial tools and investment vehicles. However, one that may not get the attention it deserves is the private equity fund, usually abbreviated as Private Equity fund. In essence, Private Equity funds are blind pools with a bucket where all the money goes. They’re designed to
Private Equity Funds: Exploring the Benefits of These Investment Vehicles Read More »
Convertible notes provide a way to get your business off the ground before conventional funding is available. They answer the challenge created by being unable to market to investors and the need to pay for things like logo design, website creation, and the development of marketing collateral to reach those investors in the first place.
Convertible Notes: Finding Your First Lender and Structuring Your Note Read More »
Convertible notes offer a simple, streamlined means of starting a business before making an offering. Business startup costs can be considerable and include everything from business registration fees to graphic design and web hosting. Without an offer to market to investors, the business has no cash flow. Convertible notes provide the necessary capital to jumpstart
Using Convertible Notes to Fund Business Growth Read More »