All E1, E2, EB-5, L1, H1-B Visa Business Plan Writing Services are priced as follows.
Delivered in 14 days = $799.00
Delivered in 7 days = $899.00
Delivered in 4 days = $999.00
Delivered in 3 days = $1,099.00
Delivered in 24-48 hours = call or email.
Our professional consultants have the years of legal and business experience to help your clients develop the best business plan according to the United States Government Immigration laws. Contact us today. Learn more about the immigration and visa business plans we custom write for clients.
Same Day S.E.C. Form Filing Services
The old saying “money never sleeps” may be true, but the Securities and Exchange Commission does. We mean that they do take days off and private companies and public companies looking to file forms with the Securities and Exchange Commission have to do so during business hours.
We offer same-day SEC form filing services. Documents that need to be submitted to the Securities and Exchange Commission need to go through the Edgar database. This is the database owned by the Securities and Exchange Commission we’re all forms and reports are filed. At times, a company will need to have a reference number in order to file with the SEC. This reference number, given by the SEC, is only good for the same day as the filing. This means that anyone filing forms must do so in an expedited process on the same business day as the reference number is given. For this reason, many filings with the SEC must be done on the same business day in which a company receives a reference number.
Also, many forms and documents that need to be filed on the Edgar database with the Securities and Exchange Commission need to be put in a format that is accepted by the Edgar database. This is true of many of the financial projections which come in XBLR, HTML format or XML. These documents need to be edgarized in order to be accepted by the Edgar database.
Our process for filing forms, documents and reports with the Securities and Exchange Commission’s Edgar database is simple, efficient and professional. Documents, reports and forms received before 12 noon eastern time can generally be submitted on the same business day. Exceptions can be made in certain circumstances for filings needed after 12 noon eastern time. Once we receive the form to be filed with the Securities and Exchange Commission, we proofread the form and then edgarize the form to make sure it is accepted by the SEC. Then we submit the form through the Edgar database and send our clients proof of submission.
If you are in need to file a form with the Securities and Exchange Commission, contact us today.
Being a public company is an achievement in itself. The smaller public company should always be in the pursuit of growth. While building a sustainable business, many smaller public companies uplist to a larger exchange to take advantage of more market makers, hedge funds, broker dealers, and other players that normally do not participate in the smaller public markets or OTC markets. By uplisting your company from a smaller exchange to a larger exchange, the business gains credibility and it allows the executive management team to close bigger deals.
If you are currently trading on the OTC markets or a smaller stock Exchange and are seeking to be listed on the Nasdaq or the New York Stock Exchange or the London Stock Exchange, we can help. We make the process of uplisting your company seamless. Our network a broker dealers, mezzanine financing, growth funds, stock transfer agents, legal professionals and market makers allow us to help smaller public companies gain access to larger investor pools on larger stock exchanges; in an efficient manner.
The financial regulations associated with up listing a company to a major stock exchange can be cumbersome to any business. Executives and management teams should be focused on growing the revenues of their business and not on the day today activities that are necessary when up listing a public company. Our team ushers smaller public companies to major stock exchanges taking care of filing forms, communicating with stock exchanges, communicating with the SEC, communicating with Finra, and all other aspects of uplisting a public company.
Are you ready to set the road map to a major stock exchange? Contact our team to begin discussions about how we can help you or your client uplist their public company to a major stock exchange.
I see robo’s getting bigger, but fizzling out. Yes, I am sure they can pick stocks based on fundamentals or technical points, but miss on having any type of out of the box thinking or being savvy, knowledge in the intricacies of the financial markets, they won’t be able to build the necessary relationships, they don’t have the experience, ability to use his experience to see market 3 or 6 months out. They are not creative or innovative all of which robots do not have. A lot of advisory work is behavioral and our job is to cool you down when you get too over excited or keep you together when you are too worried about your portfolios when we hit a bubble or a correction, respectfully. They won’t be able to build a portfolio like Ackman or Buffett anytime soon.
The market is definitely rip roaring, but that is because of the Federal Reserve sort of losing the reigns of the market all together. The amount of fiddling with the market since ’08 has been unprecedented and they do not have a clue how to unwind that trade. If you take a look, a real look at Main Street. You will see everything is not all sunshine and rainbows. A lot of people are working two or more jobs to make ends meet and the government is making it sound like the economy is doing very well when it is not for the average American. Unfortunately, the market will continue to rise and the bubble will get bigger and bigger while the average American will be hit with higher inflation which will put more pressure on them and discretionary spending will decrease. The market will pull back and the people who are feeling good about their portfolios at this moment will start to become very concerned and may pull out of the market due to fear of 2008. Americans who were in their late 40s and early 50s during 2008 are much closer to retirement and the flashback back to when they saw their portfolio lose 40%. The Federal Reserve is out of bullets to stop any type of serious market correction. It is a very dangerous time in the financial markets and lack of cohesion inside the Fed and the government is going to be a problem down the line. A lot of people do not want to admit that the markets are overvalued as a whole and even more so when you look at individual equities even as earnings are giving the impression that they are strong. Institutional investors will take profits instead of moving to the bond market like the Fed and even rational thought that investors would likely do as they raised rates. Normal everyday investors are not taught about financial markets enough to know not to panic when there is a correction and they are close to retirement age since they will not get the “bail out” that previous generation received.
For RIA’s, they are going independent because the advisors are getting higher fees and they have more room to do what they want to do. Meaning they are able to use different products that aren’t approved at certain big wire houses. Not everything is uniformed at let’s say Morgan Stanley and Merrill Lynch. Bank of America has made it harder for some of the bigger names in the mutual fund space to bring over their whole product line and that sometimes means that clients at ML are missing out on some of the mutual fund companies best products and vice versa. RIAs who are independent do not have the same complicated compliance restrictions on certain funds and they are able to rebuild some products that are “proprietary” to certain big wire houses that is cheaper and more beneficial to the client. However, it is in my opinion it comes down to making more money for the advisor at an independent shop since the wire houses take most of the fees that the advisors make from their clients.
Form 211 allows a company to initiate of resume quotations on an exchange. The form is filed with FINRA and is about 7 pages long. As stated by FINRA:
Complete this form to initiate or resume quotations in a quotation medium, as defined in Rule 15c211(e)(i) under the Securities Exchange Act of 1934 (1934 Act) including, but not limited to, the OTC Bulletin BoardTM or OTC Link® ATS. By completing this form, your firm is representing that it has satisfied all applicable requirements of Rule 15c2-11 and the filing and information requirements of FINRA Rule 6432. It is not necessary to file this application if a member qualifies for an exception or exemption provided by paragraphs (f)(1)-(5) or (h) of Rule 15c2-11.
This form is also used to initiate and resume quotations on OTC Markets and other stock exchanges in the USA. Filing Form 211 is a step in the IPO Process and sometimes used by companies that where once on the public markets and are looking to be re-quoted on an exchange. You can find FINRA Form 211 here. Need help filing Form 211 with FINRA? Our consultants can guide you through the process and explain how it works. Contact us today.
Going public is an event. A very time-consuming and difficult event….but well worth it when done correctly. Accessing the public markets can be a windfall for the company and pre-IPO investors as well as other parties involved. The road to going public, or an IPO as is it often called, is mixed with different parties that help transact the deal. Included in these parties are investor relations agents, attorneys, accountants, broker dealers and more. A pre-IPO business plan not only showcases all the parties necessary for an IPO but acts as a road map for the company to understand the steps need for a successful IPO.
The IPO business plan is very similar to regular business plans except that it showcases to potential investors how they may exit their investment after the IPO. It all outlines all the costs of the IPO to the management team so they can make an informed decision about where to list, what broker dealers to contract, which attorneys would be a good fit and other elements of the Initial Public Offering route.
Somethings to keep in mind when developing a Pre IPO Business Plan include:
- When are you planning the IPO? The timeline for an initial public offering is important and should there should be a timeline in your business plan to make sure all team members of the company understand when and what will take place in the coming months.
- Where are you planning to list the company? A pre IPO business plan will layout options and give details about where the company is planning to list. Companies can list on multiple exchanges and a solid business plan will allow the company to understand the ramifications of each exchange. Common exchanges in the United States include NYSE, NASDAQ, OTC Markets, etc.
- What type of securities will you be issuing in the IPO? The business plan should outline which type of security the company will be listing for sale to the public. Common shares? Preferred shares? Bonds?
- Will there be a firm commitment underwriter? Or a best efforts underwriter? Going public means you need a market maker, someone to create a marketplace for your stock when it trades on an exchange. Upon the filing of an S1 registration statement with the S.E.C., the party going public should state in their business plan whether or not they have a firm commitment underwriter (one who buys the stock upfront) or one who will try to sell the stock after they have gone public.
These are just a few questions to ask yourself and the company before going public. A solid business plan allows these questions to be answered in a systematic fashion to assure that nothing is left to chance when proceeding with an IPO. The business plan also allows the company to forecast financials and business projects to prospective investors. After the business plan is complete, much of the data makes its way into the S1 registration statement for filing with the S.E.C.
We also offer several other business plan types for your specific needs. If you are in need of a business plan writing service, offered by professionals, Cervitude Business Planning is the one-stop shop for all your business plan needs. Contact us today.
Many visitors to our website or potential clients we meet at conferences commonly ask, how do we get started? It is actually simple.
Give us a call to discuss your project. Regardless of whether your company needs investor relations services, special consultants to guide you through an IPO or just a simple business plan; we are here to help. The initial consultations are free until you are ready to move forward with an actual retainer agreement.
After our first consultation, we will follow-up with a proposed timeline for you project. If you need a business plan, the time line is generally between 7-14 business days. Investor Relations campaigns can go as long as one year or be as short as a week; depending on the need of the client. Each proposal and retainer agreement is customized to the prospective clients needs.
Once you have agreed to a timeline, simply execute the contract, remit payment according to contract terms, and we begin consulting on your project. The fastest way to understand the process is to contact us today.