top of page

Securities and Financing

Whether seeking start up funding, Series A capital, or need access to banking, we offer quick and effective counseling to ensure compliant and successful offerings and referrals to alternative funding sources.

Along with the necessary formation documents, securing financing is a crucial step in starting and growing your business. Our experienced attorneys will assist in federal and state securities disclosure and compliance matters, ensuring success in your offerings. Schedule a consultation today and lets get your business started.

Services & Document Drafting Offered

506 (b) or (c) offerings

Pro Forma Review

Private Placement Memo

Subscription agreement

Investor Suitability  Questionnaire

Due diligence

Review of Operating Agreements

bottom of page