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PPM Consultants

We believe that Private Placement Memorandum (PPM) consultants should bear the responsibility of your memorandum's success!

 

Present day PPM consultants tend to operate in the strict confines of their given trade. Professionals abound, specializing in their respective fields of corporate structuring, capital fundraising, business planning, accounting, risk assessment, securities brokering, document drafting, presentation design, and so forth. Despite the importance of each aforementioned component, the Exceptional PPM Consultant recognizes that your successful PPM must be developed to serve two purposes:

  1. Raise money

  2. Keep you out of trouble

With 25 years experience in structuring capital raises and managing PPM consultations, BP Consultants is your Exceptional PPM Consultant ready to help your team develop a stunning PPM so you can raise the money you need while staying out of trouble.

Expertise in PPM Consultancy

As a national authority on managing business funding strategy alternatives, including PPM Manager and Treasurer of a publicly traded corporation on NASDAQ Stock Exchange), our founder has served as Lead Consultant to hundreds of entrepreneurs, advising on the financial feasibility of private business fundraising. We have served as PPM Consultant to organizations wishing to raise funds through PPMs. BP Consultants has the foundational expertise in the crucial elements required to produce the stunning document required, so that your team may utilize the presentation as a powerful selling tool to fund your offering.

PPM (Private Placement Memorandum)

A PPM (Private Placement Memorandum), also referred to as as Offering Memorandum, is a technical document prepared by organizations wanting to raise capital funds through the sale of private securities without having to undergo full registration as mandated under federal securities law. Although the PPM is generally exempt from full registration, the offering is nevertheless required to comply with mandatory state and federal disclosures.

Raising money privately through a PPM by definition is selling securities. The PPM generally targets an allowable program offering an investment opportunity to private accredited investors - individuals or entities deemed to have the financial capacity to bear the loss of the investment. The PPM details specific investment terms and describes the opportunity. The U.S. Securities and Exchange Commission has issued a summary of exempt offerings. The summary is not to be used as a substitute for the program's rules and regulations.

  • Section 4(a)(2)

  • Regulation D - Rule 506(b)

  • Regulation D - Rule 506(c)

  • Regulation D - Rule 504

  • Regulation Crowdfunding

  • Regulation A - Tier 1

  • Regulation A - Tier 2

  • Intrastate - Sec. 3(a)(11)

  • Intrastate - Rule 147

  • Intrastate - Rule 147A

Regulation D - Rule 506(b)

Regulation D Rule 506(b) is a popular program for raising capital as it allows the offeree  (your company) the ability to solicit an unlimited number of accredited investors and also up to 35 "sophisticated" investors who are not accredited. The downsides are the additional requirement  that must be disclosed and limitations on general solicitation.

Regulation D - Rule 506(c)

Regulation D Rule 506(c) is an extremely popular program for raising capital by offerees  (your company) with access to a network of accredited investors. Non-accredited (or "sophisticated") investors are not allowed to invest. You may also solicit your offer utilizing general solicitation rules.

Regulation Crowdfunding

Crowdfunding is a relatively recent equity funding option. Some of the restrictions to this alternative include funding limits of up to $1 million in a 12-month period, the offering must be made through a platform, the offering requires the preparation of Form C, and securities in a crowdfunding offering are subject to certain transfer restrictions for one year.

CONSULTING

We are ready to provide you as much (or as little) guidance as your team requires with the structure and development of your PPM:

  • Business Concept Development

  • Business Operational Planning

  • Strategic Consultation

  • Fundraising Consultation

  • Performance Optimization

  • PPM Management Services

FINANCIAL MODELING

This is where we shine. Your financial projections should be appealing to your company and enticing to your prospective investors. We prepare:

  • Sales Forecasting

  • Personnel Plan

  • Profit and Loss

  • Cash Flow Projections

  • Balance Sheet

  • Capitalization and Dilution Tables

PRESENTATION

Why are most PPMs presented in a lackluster and boring fashion?  We design the PPM and other supporting documents to the highest standards to establish the credibility of your company.

  • Private Placements (PPM)

  • Business Plan

  • Pitch Decks

  • PowerPoint Presentations

FOR AN IMMEDIATE QUOTE:
 
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