Excited to share the virtual stage with some of my favorite clients in the syndication space.
@garylipsky@kathyfettke
Tom Wheelwright
At the Invest Smart Summit this Friday.
Register at https://t.co/9KyywlCDoJ
2 Key Questions to Ask👇
When deciding between these 2 exemptions
1 - Do you want to take non-accredited investors?
2 - Do you want to advertise?
The answer to these questions will provide the answer regarding whether 506(b) or 506 (c) is the right exemption for you.
Do You Have a Lawyer on Speed Dial?
@kenmcelroy and I talk about the importance of having legal counsel ready, especially when you’re in a high-pressure situation.
If you are worried about not knowing what you don’t know, or want to learn how to others are structuring their syndications and raising capital compliantly …
… then comment “Elite” and I will personally reach out to see if it’s a fit.📩
Most syndicators make this major mistake when it comes to dealing with their SEC attorney.👇
They just want “the docs!”
But raising money compliantly is much more than just banging out a PPM.
(A thread)
It’s like having a syndication attorney in your corner at all times for less than the cost of a 20-minute consult.
Each call starts with me delivering a keynote for about 10-15 min.
Then we open to Q&A so we can implement your strategies