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Tag Archive for Business Plan

December 7th Is Fast Approaching – Don’t Miss This Webinar!

Monika Miles

As we edge closer to the end of 2016, some of you may already be thinking about setting your goals for 2017. And, if you’re not, maybe you should be! In that spirit, we are once again preparing to deliver the three part “Jumpstart Your Rainmaking” webinar series, beginning December 7th. If you’re a follower of this blog and my communications, you know that we discuss topics designed for professionals who need to sell their services. It’s tough to go out there and sell yourself every day!

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Avoiding Securities Law Liability Exposure When Authoring A Business Plan

When authoring a new venture’s business plan, transaction startup, management control system, or capitalization structure, the business consultant needs to be cognizant of federal and state securities laws considerations. It is important not to discount the study of whether federal or state securities laws apply to each and every venture participant. Securities laws may protect one investor in the same venture where others are not so protected.

The freelance websites are awash in people seeking business plans for one venture or another.[1] Most are compiling a business plan on a shoestring budget for the purpose of raising funds for the venture of their dreams. Unfortunately, awareness of whether envisioned transactions involve the issuance of securities for federal or state purposes Read more

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