We help you conduct due diligence

As a small business owner, due diligence is crucial to ensuring informed decision-making and mitigating risks. It involves conducting thorough research and analysis before entering into agreements, partnerships, or investments. Investors demand it before investing, and if you're acquiring a business, you demand it too.

We help you prepare your business for investors or lenders if you're raising capital. If you are acquiring a business, we help you conduct due diligence on the company you may buy.

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We Can't Do It All Ourselves

We enhance your team by providing tools and skill sets essential for raising capital or expanding through acquisitions. Our services include assisting you in creating top-tier financial forecasts, preparing corporate legal documentation, developing SEC-compliant offering documents, and implementing the necessary technology for community investment through our platform. Additionally, if you're in the process of acquiring a company, we offer support in evaluating the target company thoroughly.

Financial forecasts & management

We offer fractional CFO services that help you develop robust financial statements and forecasts.

Legal structure

Raising capital requires corporate structures that are aligned with how you are raising money. We help get you there.

SEC-compliance

As an SEC-registered broker-dealer, we're well versed in the requirements of securities laws and related rules.

Compliant marketing

We help you optimize a marketing strategy for your offering while ensuring SEC rules are followed.

We Are With You Each Step

Ready to Raise Capital for Your Business?
We can help. Let's start with a conversation.

Let's Talk