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Private Placement Document Creation

PRIVATE PLACEMENT DOCUMENT CREATION

Commonly referred to as a PPM (Private Placement Memorandum and Subscription Agreement), this document is created around a well-established set of rules requiring exact details to be presented in an approved fashion. The PPM will typically include the information contained in your business plan, thus you’ll need a professional business plan to get to this step.

It is the PPM document that conforms to and meets the terms required by federal and state securities law. The law requires that you provide potential investors all material information about the investment. Larger companies will typically pay an attorney $15,000-$25,000 to prepare the offering memorandum. Our investment banking staff will quote such fees and cover the details when you feel you are ready for such options.