How to Raise Capital

We have just released our new 51 page e-book to help CEOs to understand exactly how to raise capital in today’s world.

The book chapter headings pretty much tell the story about what’s included:

  • The Process of Raising Capital
  • Create the Financial Plan
  • Create the Operating Plan
  • Determine the Amount of Capital Needed
  • Determine the Terms of the Capital
  • Determine Type of Offering
  • Write the PPM
  • Subscription Documents
  • Escrow Agent
  • Your Investing Audience
  • Create your Investor Presentation
  • Create your Marketing Plan
  • Execute & Close the Offering

This book is a gift from us — you can get it here.  We are also making available a complementary One-Hour Consulting session for CEOs who want to raise capital.

Why would I do this?

We offer consulting services to businesses like yours and I know that some percentage of the executives we help with our Special Report and One-Hour Consulting session will end up as our clients.

We want to be clear —

Q4 – 2014 : CEO … Time for Re-Evaluating & Preparation

The last quarter of 2014 has begun.

This is the time of year for CEO’s to re-evaluate their businesses, goals & plans — not just for the balance of 2014, but also to get the business ready for 2015.

I’ve been talking to quite a few private equity investors recently, and they continue to be amazed at the lack of preparation by so many companies that want to sell some or all of their business.  Most company CEOs do a great job knowing their business, and knowing what their business needs to succeed.  But far too often, the same high quality company CEO fails to understand or to prepare for an investor or strategic partner.

As a CEO, if we were to walk into a customer’s office to try to sell our products or services, we would be well prepared to know what the customer is likely thinking … what the customer’s needs and desires are … how much they probably think our products or services are worth.  The CEO will know going into the meeting how to position his company, what to emphasize to the potential client and how to effectively sell the prospect.