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

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