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Details - Information last confirmed on May 26, 2021
Licenses available for providing services and products to Financial Advisors, CPAs, Lawyers and Bankers. Core products are Business Valuations and Intangible Appraisal. Valuations are a fully-customized professional opinion of value which would be appropriate for Reg. D 506(c) and IPO capital raises, IRS, DOL, regulatory, litigation, §409 options, and/or estate and gifting purposes, or other reasons.
Value-added services include programs for businesses seeking Brand Awareness, M&A and/or a Capital Raising campaign (from startup to possible exit), a Social Media outreach program under Reg. D 506(c) circulates to millions of financial news readers every day, tax-deferral for sale of busness, and Next Level Financing™.
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Disclaimer: DealStream has not independently verified any of the information in this listing and makes no warranty as to its accuracy or completeness. This listing does not constitute an offer to sell, solicit or make an offer to buy an investment interest. Offers to sell, or the solicitation of offers to buy, any security can only be made through official offering documents, such as a subscription agreement and private placement memorandum.