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Private Placement Memorandum 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, and so forth. Despite the importance of each component, an Exceptional PPM Consultant recognizes that your successful PPM must be developed to serve two primary 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.

25 Years Track Record


Projections by Financial Experts


Amazing Presentations


100% Original (No Templates)


Comprehensive PPM Consulting


Client Confidentiality


We Love What We Do

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PPM Consulting - Value Added

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Why We are The Best

  Content Development With Your Team


  Financial Plan Projections Scratch


  Document Gathering


  Powerful 3D High Definition Graphs


  Four Color Final PPM Final Presentation


  Instructions and Q and A Sections


  Private Placement Memorandum (PPM)

Our PPM Design Services

     Your First Consultation is Always FREE


Your Private Placement Memorandum Consultant

Your private placement consultant should be a seasoned expert on the art of fundraising. Your PPM consultant should possess an in-depth knowledge of the many offering programs at your disposal. Your consultant should also spend the necessary time to explain each program's unique requirements and the advantages of choosing one over the other - while thoroughly emphasizing the disadvantages. And with confidence, your consultant should guide your team to a clear strategy and illustrate through projections how the strategy will positively impact the future of your company. With 25 years experience in structuring capital raises and managing Private Placement Memorandum consultation engagements, BP Consultants is your personal PPM Consultant. We are ready to utilize our vast knowledge in financial planning and PPM development to guide your team with as much (or as little) as you require to get the job done:

  • Collaborate with key business stakeholders and the management team

  • Target desired financial objectives and explain available funding options

  • Produce and implement an optimal strategy to help you achieve your goals

Private placement memorandum Consultants

Our Expertise in Private Placement Consultancy

As a national authority over developing viable business funding strategies, including numerous Private Placement Memorandums as Treasurer of public corporation traded on NASDAQ Stock Exchange),  our founder has served as Lead Consultant to hundreds of entrepreneurs, advising on feasible private fundraising avenues and serving as Private Placement Memorandum Consultant to corporate entities wishing to raise funds through private offerings. We are  capable of supervising the entire PPM project from early-stage concept to the finish line of closing out your offering.

Private Placement Memorandum (PPM)

A Private Placement Memorandum (PPM), also known as Offering Memorandum, is a document prepared by organizations wanting to raise funds through the sale of securities without having to fully register the security under federal securities law. Although the private placement may be exempt from full registration, the PPM will nevertheless need to comply with many mandatory state and federal disclosure requirements.

Placing or raising money privately through a PPM is by definition selling securities.  The PPM can refer to any type of offering of securities to any number of private accredited investors - individuals or entities deemed to have the financial capacity to bear the loss of the investment. The Private Placement Memorandum lays out for these prospective investors the particular terms of the investment opportunity. There are numerous exemptions for securities registration, each one having its own unique criteria as well as regulatory requirements for disclosure and solicitation.

Private Placement Programs

Many so-called PPM writers have no real-world experience utilizing broad-based financing options. They may have written a couple of PPM's under one specific program or another. They will try to persuade you to structure your deal the exact same way. There are also online PPM service providers that sell PPM templates at a discount for you to fill out. We believe that exercising either scenario would be a grave mistake that could cause your business significant losses for many years. The U.S. Securities and Exchange Commission has issued a summary of some of the more utilized exempt offerings for small business listed here. They explicitly tell you "The SEC's Overview of Exemptions summarizes  certain requirements contained in the Commission’s rules and regulations; it is not a substitute for the 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

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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.

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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.

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

  • Business Concept Development

  • Business Operational Planning

  • Strategic Consultation

  • Fundraising Consultation

  • Performance Optimization

  • PPM Management Services

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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

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Why are most PPMs presented in a lackluster fashion?  We design Private Placement Memorandums and other presentation documents to the highest standard to make sure that your credibility is established and the deal gets done.

  • Private Placements (PPM)

  • Business Plan

  • Pitch Decks

  • PowerPoint Presentations

Best Private Placement Memorandum (PPM) Consultant - Highest Rated PPM Consultants

Are You Ready To Hire The Best Private Placement Memorandum Consultant?

If you are contemplating a fund raise  through a Private Offering, we want to show you how our PPM Consulting services will maximize your chances of success. Why not give us a call to schedule a free one-one-consultation


BP Consultants' expert PPM presentation services offers you as much, or as little, involvement in your project, but always aiming at the goal of getting your offering .

  • Comprehensive PPM Project Management

  • PPM Consulting and Team Coordination

  • Private Placement Memorandum Presentation Finish and Design

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