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Professional Document Preparation for Serious Entrepreneurs, Partners, Borrowers and Lenders
It's true. Presentation is everything when it comes to attracting money to your project. Good projects that are poorly documented rarely get the attention they deserve. Consider this...there are hundreds, if not thousands, of projects competing for the same dollars that you seek. Creme rises to the top and we guarantee that your proposal gets noticed!
- Cash Flow & Return on Investment (ROI) forecasting. Easily see your investment return at the end of each year in 5-10-20 year intervals.
- Quality investment reports, graphs and charts that make your presentation stand out from the rest.
- Critical financial measurements (shows impact of returns BEFORE and AFTER income taxes including depreciation, recapture, passive losses, and 1031 exchange).
- Specific performance measurements (increaase income and expense items by different rates, e.g. property tax +4%; insurance +2% per annum).cumulative cash flow
- Property report clarifies for you the rent required to meet a financial goal, targeted ROI, or to cover expenses per unit.
- INVESTORS...never pay too much for a property again. Your report can include the maximum price to pay in order to acheive your target ROI.
- Report-generated information will help you to determine the best year to sell the property (comparison of annual rate of return, cumulative cash flows and other financial measures).
- Property Resale Analysis (comprehensive property resale, cash position and income tax analysis computed annually during holding period).
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QUALITY PROPOSALS FOR:
Commercial realtor estate agents Commercal real estate brokers Investors Financial planners Equity partners Lenders KEY FINANCIAL MEASUREMENTS: Cash-on-Cash Return Internal Rate-of-Return (IRR) Modified Internal-Rate-of-Return (MIRR) Debt Coverage Ratio (DCR) Monthly Gross Rent Multiplier (GRM) Annual Gross Rent Multiplier (GRM) Net Operating Income (NOI) Net Present Value (NPV) Capitalization Rate (Cap Rate) Annual Ownership Percentage Loan to Value Ratio (LTV) More...
UNLIMITED NUMBER OF PROPERTIES:
Up to 500 units/tenants Results by global rent increases Results by variable rent increases Results by assisgned rent increases by unit
GOAL & SENSITIVITY ANALYSIS: Define offer price, FMV or rental income required to realize a target return
VIEW SAMPLES
Sample commercial real estate proposal
Sample 20-year cash flow analysis and report
Sample hold/sell analysis and report
Sample resale analysis and report
Sample partner analysis and report
5 Ways for Small & Growing Businesses to Raise Capital from Private Investors...
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Rule 506: SEC Regulation D Exemption for limited offers and sales. Unlimited dollar amount. Requires detailed disclosure to potential investors of relevant information, based on dollar amount of the offering. No limit on number of accredited investors. (must meet net worth requirements and/or experience buying stock). Non-accredited investors limited to 35 (alone or with designated representative must have knowledge and experience to evaluare the merits and risks of the offering).
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Rule 505: SEC Regulation D Exemption for offereings that do not exceed $5 million dollars annually (less amounts sold during last 12 months under Rule 504, 505 or Section 3 of the Act). Limits nonaccredited investors to 35. No other investor sophistication required. Disclosures mirror those of Rule 506 above.
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Rule 504: SEC Regulation D Exemption. Most popular. Raise up to $1 million dollars annually (less amounts sold during last 12 months under Rule 505, 506 or Section 3 of the Act). $500,000 limit for offerings in Montana and Alaska. No limit on number of purchasers. No investor sophistication standard. No presecribed disclosure requirements (although highly recommended for your protection).
NOTE: A BUSINESS PLAN IS NOT A LEGAL DOCUMENT TO SOLICIT INVESTORS. A PPM IS NOT A BUSINESS PLAN. WE RECOMMEND THAT A BUSINESS PLAN BE INCORPORATED INTO THE OFFERING DOCUMENT.
FREE report "Business Plans Are Not Legal Documents to Solicit Investors"
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LPO: Best structure to protect against potential litigation against "deep pockets" of project or business owner.
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Recommended Structure: Operating corporation (little to no assets) + LP (hold corporate shares a nd business assets) + Living Trust (hold LP interest)
 
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Appropriate Clauses and Provisions may offer additional protection against judgments and liens
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Increased Use and Demand to raise capital for Limited Liability Corporations (LLC) due to credit crisis
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Works for ANY Company that wants to raise capital without issuing stock
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SCOR Legal in 40 states. Register in any one and also eligible to sell in Delaware, District of Columbia and New York
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Hybrid between public offering and a private placement
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Based on Uniform Limited Offering Registration Exemption (ULORE) that allows small firms to avoid the costs and complexity of a public offering by selling securities in their own state.
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Secondary market for stock provides liquidity that appeals to wider range of investors (Pacific Stock Exchange, various bulletin boards for SCOR securities, and growth of internet should improve secondary market transactions for smaller companies)
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Method used by smaller companies to sell stock without a securities underwriting firm
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Best suited for companies with established customer base or supportive investor group
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Each state in which you wish register Form U-7 requires a review and comment period plus separate fees per state
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Contact North American Securities Administrators Association at 202-737-0900 to see if your state has adopted SCOR
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Regulation D Stock Offering Private Placement Memorandum (P.P.M.) Tried and Tested Method to Raise Capital Complete, Professional Offering Documents Especially Suited for Start-Ups Avoids Investor Involvement in Daily Operations Funding for 3-5 Years Before ROI Due to Investors EXEMPT from Federal Registration Local Attorney Review at Fraction of Cost to Prepare Consultants with 30 Year' Experience Writing Offerings Buiness Plan and Pro-Forma Assistance Fixed Price Packages that Save You Money
FREE report "Stock Offering Basics"
EACH PPM PACKAGE INCLUDES:
Offering Circular Tracking Spreadsheetl Purchasher Questionnaire Subscription Agreement Subscription Application Subscription Application Sample Investor Introduction Letter Subscription Financial Analysis Purchaser Representative Questionnaire Power of Attorney to Prospective Investors Corporate Buy/Sell Purchaser Rep Agreement List of 60 Current, Active & Accredited Investors Assisance with State Blue Sky Filing, if Applicable
RAISE UP TO $12M DOLLARS A YEAR!
LIMITED PARTNERSHIP OFFERING (LPO) Offers Highest Level of Asset Protection Most Popular for Real Estate Projects Raise Unlimited Equity Capital Equity Shares are Judgment Proof Liability Protection for Limited Partners Designed for use with Corporate General Partner Raise Capital for Hedge Funds and REITs Best Option for Real Estate Development Projects Government Approved for Over 50 Years Preferred Method for Oil and Mining Companies Business Owner Keeps Majority of Control Funding for 1-5 Years Before ROI Paid to Investors Not a Loan...Avoid Monthly Debt Service
EACH LPO PACKAGE INCLUDES:
Top Notch Complete Limited Partnership Offering List of 60 Active Accredited Investors Introduction Letter to Investors
SMALL CORPORATE OFFERING REGISTRATION (SCOR) (As adopted by NASAA on April 30, 1989)
Raise Up to $1,000,000 Annually Sell to Unlimited Number of Investors Accredited or Unaccredited OK Stock Freely Traded in Secondary Market Advertise for and Sell to Any Interested Party Requires Form U-7 Registration per State EACH PACKAGE INCLUDES:
Complete Professional Offering Document List of 60 Active Accredited Investors Introduction Letter to Investors
In the face of today's capital crisis, you need options. Request "Stock Offering Basics" to discover why you need to get your business documented. Our service will save you thousands of dollars in attorney fees to prepare the same documents. Put the experience of a network of consultants to work for you today at a fraction of the cost. Get an opinion from your attorney and save up to $25,000.
Investors are motivated like never before to invest in new and expanding companies.
FREE report "Stock Offering Basics"
Other Doc Prep Services
Professional-Grade Business Plans FNMA Promissory Notes FNMA Multi-State Mortgages Quit Claim Deeds Contract for Deeds Installment Land Contracts Assignment of Contract or Deeds Seller-Finance Disclosures (FL) Lease Agreements Limited Power of Attorney (real estate)
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