Investment Banking Advisory Services - FULL SERVICE


1. Need more? For those who need and can afford the combined efforts of the professionals involved with a securities offering, we give our clients Full Service with a "Cash Flow Break." As for our securities offering document (PPM) production fee, we only ask our clients to cover our initial out-of-pocket expenses. We defer the balance to the "Use of Proceeds" within the PPM, so that "investor capital" funds the balance. This ensures that both parties have a vested interest in a successful offering. When we are paid the full amount for the securities offering document production, we then make introductions to our capital sources, primarily broker dealers who will sell your company's securities for a commission. Once a sufficient amount of capital is raised, determined solely by the client, the client then pays us to do the listing of their preferred equity on a national public securities exchange. For full service see our Investment Banking Advisory Services Agreement. Through this service, we offer speed and accuracy. The range of progressive and contingent fees are customized according to the quantity of the required capital sought and the processes involved.



2. As soon as the client has built real value in their company, they often desire to monetize their success. The best way to accomplish this task is to conduct an IPO of the common equity or sell the company outright to a strategic buyer. If the client chooses this form of exit strategy, we will make introduction to a qualified broker dealer who has the fire power to get the job done. The broker dealer pays us in cash and stock as a referral fee.