A business seeking to start or expand their organization needs a trusted partner to help maneuver the complex rules and regulations of outside funding. C.A.P. is able to provide expert financial advice in the following areas:
- Investor exit options
- Equity or Debt
- LLC, C Corporation or S Corporation Formation
- Preferred or Common or Units
- Convertible Securities
- Offering Amount
- What price to set the valuation?
- Percentage of company you should offer investors?
- Profiling your likely investor
- Different methods of valuing or pricing the deal
- Different methodologies in identifying and reaching out to potential investor prospects
- Use of the internet
- Complying with Regulation D Requirements
- What type of bank accounts to set up
- Any criteria that will need to be decided to complete the business plan