Small Business and Retirement Planning
Small companies (annual sales: 0 - $20 million) can raise money by selling ownership shares directly to the public. These PERMANENT IN-HOUSE plans bring businesses and investors together at a significant savings for both parties.
Two primary DPO plans available to small companies:
Small Company Offering Registration (SCOR):
Registered with the state and equity shares are sold directly to the public. Can raise up to $1 million over a twelve-month period, and application is renewable.
Regulation A Registration (Reg. A):
Registered with the state and SEC. Shares are sold directly to the public; up to $5 million can be raised within twelve months and application is renewable. Business owners may also sell up to $1.5 million of personal equity shares in this type of offering.
Request our FREE DPO-Introduction when you submit a brief business profile. The summary is delivered as e-mail and includes a survey that helps pinpoint the most appropriate services for you.