Basic
$99
All samples and forms needed.
Preferred
$495
Industry Specific
Premium
$995
Identifies your company
Professionally Prepared
$1995 and up
Professionally prepared
Basic

Purchase a sample private placement package containing a carefully selected private placement memorandum along with the forms for filing with the SEC and various states. You will get all standard sample forms to complete your private offering– due diligence checklists, our “plain English” instructions, our memo on red flags, tripwires and traps, and a sample letter to clients along with access to the advanced “Lawbrary, addresses and fees. (See the list of what's included below.) All for one low flat rate - $99.

From there its up to you. A review of the documents with your auditors and counsel to put the finishing touches is recommended. And if you don’t have advisors you can use ours.
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Preferred (Industry Specific)
Preferred (Industry Specific) Purchase a sample private placement package from your specific industry. Just choose from the list of SIC industrial codes and pick the SIC code closest to your business and send it to us. If you want to raise money for a restaurant we will send you a private placement sample package for the restaurant industry. You will get all standard sample forms to complete your private offering, together with samples from your industry in key areas such as risk and the overview of the industry - and up to 30 minutes of free consultation. (See the list of what's included below.) Again, you take it from there. All for a low fee of $495.
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Premium (Company Specific)
Premium (Company Specific) Purchase a sample private placement package with samples from your specific industry and we will conform the PPM to your specific identifying information - correct corporate name, name, date of incorporation, state of incorporation and so on. For this option you will need to provide us some specific information about your company and your proposed offering. You receive everything from the basic and preferred packages along with up to 90 minutes of consultation. (See the list of what's included below.) All for just $995.
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What Does the Package Include?
Our Basic 506 PPM package includes:
Sample Private Placement Memorandum
Our “plain English” step by step instructions gives you a non-technical down to earth guide you through your sample PPM disclosures
Due Diligence Checklist
Corporate Resolutions
Prospective Investor Questionnaire
Subscription Agreement
SAMPLE Form U-2 – Required for state clearance. Complete for each state.
SAMPLE Form D – Filed with SEC and included in each state clearance package.
State Securities Office addresses, phone numbers and Fee Schedule
All required federal forms
Forms for state filings
The Office and Director Questionnaires
Our Standard Filing Cover Letter
Our acclaimed restricted “Lawbrary” with forms, summaries of red flags, selling instructions, tricks of the trade – how to get to the next stage and directions for more information.
For the Preferred 506 PPM packages we also provide:
Everything that is included in the Basic Private Offering Sample Packages
Your Industry Specific sample PPM disclosures
Federal “Three ‘F’” forms
State “Three ‘F’” forms
A blank Form D and a completed sample
A blank Form U-2 and a completed sample
Complete filing fee information
Filing Cover Letters
Up to 30 minutes consultation with our Staff for Preferred Packages
For the Premium 506 PPM packages we also provide:
Everything that is included in the Basic and Preferred Private Offering Sample Packages
Your Industry Specific sample PPM disclosures conformed to your identifying information
Customized Federal “Three ‘F’” forms ready for signature and filing
A blank Form D and a completed sample
A blank Form U-2 and a completed sample
Customized State “Three ‘F’” forms ready for signature and filing for your top five states
Customized computation of filing fees for your top five states
Customized Filing Cover Letters ready for signature and filing
Up to 90 minutes consultation with our Staff
Our Trouble Shooter” guarantee that we will respond on your behalf to inquires from securities administrators regarding inquiries on the Form D, the Form U-2 and the computation of the fees
Professionally Prepared

If you want to do it right you can make life simple. Just hire our team of  professionals to prepare and file all documents for you. The starting fee is just $1995 plus costs. We assign you a team and provide contact information. They take it from there.

We provide many services to our custom clients that we cannot offer to other clients:

1. We know many brokers, market makers and industry professionals who are duly licensed to handle all aspects of the private placement securities.

2. We can represent your offering to  investment funds, angel investors, and venture capital .

3. We also maintain relationships with investors from our many prior deals so there is a potentially large group of accredited investors that you would not likely know.

4. We are in a position to recommend and structure into the private offering more sophisticated techniques such as unit offerings, offshore offerings, warrants.

5. We can prepare your private placement so it is strategically ready for follow on public offerings.

In addition, dealing with regulators to clear the offering, using the online filing system (when available), and providing ongoing counsel is available to custom clients.

 
Disclaimer: Generic document samples only.  We do not prepare documentation or provide legal advice. U. S. Private Offering is a document service - not a law firm - and the documents and information provided are for self help purposes only. By using this website you agree to the terms of service.
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