The Next Big Thing Is Already Here: The Internet and The Internet of Things

Leaders, CEOs, Innovators and Small & Large Companies alike are always looking to stay ahead of the curve.  They are always looking for the next big thing.  They are always looking around the corner to see the future.  But at last, the future is here.

The Internet has been by far deemed to be the greatest innovation of the past decades.

The Internet is the global system of interconnected computer networks that use the Internet protocol suite (TCP/IP) to link devices worldwide.

Starting in the 1960’s the federal government’s research empowered agents to build robust, fault-tolerant communication via computer networks.[1]  This was the first the world saw of the Internet.

Now in an age where everyone in the developed world has access to super computers via cellular phones it may seem that the world is due for another great innovation.  Some are looking to virtual reality and artificial intelligence but ignore that these new technologies are contingent on the Internet.

Similar, enters the term The Internet of Things.  The term refers to the interconnection via the Internet of computing devices embedded in everyday objects, enabling them to send and receive data.[2]

internet of things

This connection between everyday objects and the internet are already changing the way people live, do business, research and interact with each other.  Now, your smart phone can close the garage door or start the coffee machine.

“Smart homes filled with connected products are loaded with possibilities to make our lives easier, more convenient, and more comfortable. Imagine that you’re driving home on a hot summer day. But rather than turn the air conditioner on when you get home and wait for your house to cool, you simply use your smartphone when you leave your office to tell your smart thermostat to lower the temperature.”[3]

So is The Internet of Things the next big thing.  Well, it’s not next…its now!  And we don’t even have to go that far to change the world.

History has shown that older technologies, even just marginally older technologies can impact developing nations greatly.  Before the birth of America as we know it, the cotton loom design and patent was stolen from England and birthed an industrial revolution in the United States.[4]

While theft is not the issue, transferring older technology to developing nations still has benefits.  Africa for example has benefited greatly from the “ancient” American technology of analog phones.  While 6g technology is the norm in America, Kenyan startup BRCK, which makes the  BRCK wifi device, secured $3 million in funding from supporters Jean and Steve Case and the Ted Organization, as covered by CNN. The BRCK solar-powered gadget provides 4G internet and electricity for up to 20 connections.[5]

So why wait for the next emerging thing when we are at the infancy of the internet era.[6]   Social Media celebrities are making millions from Instagram accounts and bloggers are earning six figures.[7]  Meanwhile large corporations are struggling to leverage ecommerce[8] or social media[9] to increase profits. Are they looking for the next big thing?  Or are they just not focused on what is right in front of them?

It may be that corporations simply need to work on the technologies available and perfect how they can scale their businesses with existing technologies.  The data and case studies available can help these corporation move into the future with more certainty than in the past.  The future, the next big thing, is already here.  Is your business using it correctly?

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[1] IPTO — Information Processing Techniques Office. http://www.livinginternet.com/i/ii_ipto.htm

[2] https://en.wikipedia.org/wiki/Internet_of_things

[3] How IoT & smart home automation will change the way we live http://www.businessinsider.com/internet-of-things-smart-home-automation-2016-8

[4] We Were Pirates, Too http://foreignpolicy.com/2012/12/06/we-were-pirates-too/

[5] Watching Technology Trends Emerge In Africa https://techcrunch.com/2016/02/03/watching-technology-trends-emerge-in-africa/

[6] The Internet is in its Infancy 2016 https://www.linkedin.com/pulse/internet-its-infancy-michael-chase

[7] How to earn a SIX-FIGURE salary from a blog: Top writers reveal the tricks to cashing in on your hobby – and turning it into a high-flying career http://www.dailymail.co.uk/femail/article-3780371/How-earn-SIX-FIGURE-salary-blog.html

[8] Retailers Struggle Getting E-Commerce Goods to Customers, Study Says https://www.wsj.com/articles/retailers-struggle-getting-e-commerce-goods-to-customers-study-says-1446634802

[9] Social-Media Companies Forced to Confront Misinformation and Harassment https://www.wsj.com/articles/social-media-companies-forced-to-confront-misinformation-and-harassment-1479218402

Posted in IOT | Tagged , , ,

The Right Business Plan Writer Can Enhance Your Business

Putting together a business plan for any venture is a cumbersome process.  Details that don’t make it into a business plan can make or break a ventures’ chance of getting funded or attracting the right investors.  In some cases, a solid business plan can be the deciding factor of whether or not someone or some business will gain access or citizenship into the United States (such as the case with investor visa business plans like the business plan for the E2 Visa).

The right business plan writer will do more than put together a business plan, they will consult the best ways to launch or grow a business and put into place business plan tactics that will improve the chances of your business plan’s objectives.  Understanding the objectives of a business plan is critical to how well a business plan writer will be able to tailor your business plan to your audience, regardless of whether it is a group of investors, close friends, internal management or the immigration office of the USA.

Some questions you should consider asking a potential business plan writer include:

  • Have you ever written a business plan like this one?
  • How many business plans have you written?
  • Are you familiar with the business sector or industry I need a business plan written for?
  • What sections are included in the business plan you put together?
  • Do you meet the guidelines for a particular business plan? (In some cases, agencies or investors want specific items in the business plan).

An honest business plan writer will tell you that a business plan alone is not a silver bullet. In other words, simply putting together a business plan will not be the only deciding factor a person or agency will consider in funding a business or becoming a partner.  Even in the case of business plans presented to government organizations; there is always something else the organization wants in addition to your business plan.

For market research, you want to be sure that a business plan writer gives you an in-depth analysis to the market and industry that allows the reader to get a good idea of where that market or industry in trending. And of course, the cost of the business plan writer must be reasonable for it to be cost-effective.

Our process here at Cervitude is simple, we talk with a prospective client to get a good idea of what they are trying to accomplish with their business plan.  Once retained, we have an hour-long conference (sometimes shorter and sometimes longer) where we go over a questionnaire and get all the information needed to develop your business plan.  Once the questionnaire is completed with the client, the business plan is delivered in 7-14 days depending on the business plan package purchased.  Contact us today by calling or texting 203-685-0346 to discuss your business plan writing needs.

business-plan-writer

Posted in Business Plans | Tagged ,

Creating An Investor Awareness Campaign For Regulation A Crowdfunding & Small Cap Companies

Over the past 365 days the Securities and Exchange Commission has enacted Regulation A and Regulation A+. These regulations change the rules on how startup companies and businesses can raise capital via crowdfunding and online. The interesting thing about the new regulations for crowdfunding is that they are very similar to promoting and funding a smaller public company such as a penny stock, micro-cap company or small cap stock.

After my time at Merrill Lynch and the New York Stock Exchange I worked with a boutique investor relations firm being retained through Cervitude IR. In that time, I had a mentor and wall street veteran who described many of the OTC companies and NASDAQ penny stocks as “story stocks”. What he meant was that many of these companies had limited operating histories and had a better story to tell than they had financials. When the company issued a press release it was more pertinent (and definitely more interesting) to discuss the company’s management or the company’s future game plan than it was to discuss their operating cash flow or assets on their balance sheets (since many of them had none). This is mainly because there were limited operations in the company and the prospects, or story of the company, was more enticing and then the actual financial statements that the company released.

An investor awareness campaign is usually sought out by a company because they are looking to raise funds from investors. This means that they do not have funds or that they need more funds. Either way they are trying to entice prospective investors to buy into their companies. Startups and publicly traded smaller companies looking to achieve investor awareness and leverage that awareness to convert the readers or viewers into potential stockholders or investors should be trying to tell their story succinctly to potential investors. This includes penny stock promotions and what is sometimes called accredited investor outreach.  In comes the story….

The best way to attract potential investors is to tell your story in a fashion that relates to them. Regardless of whether you are a penny stock, micro-cap company, small cap stock or startup, the outline should be the same. A smart investor relations promotion or awareness campaign will tell your reader or viewer 6 things:

  • Who: This includes the management and name of the company in the investor relations or investor awareness campaign (this can be done in one press release or vide OR over a series of press distributions)….
  • What: What is it that the company is doing or plans to do…..
  • Where: Where is the company located or where is the company planning on competing…..
  • When: When is the stated event going to happen or when did the event happen……
  • Why: Why is this important to the reader?….
  • How: How is the company planning on capitalizing on the event or how is the company planning to proceed?….

All of these things will lead the reader or viewer to have a full picture of the story the company is trying to tell via their investor relations campaign or investor awareness campaign.

Regulation A or A+ crowdfunding efforts as well as penny stock and small cap companies should be aware that going public (via a reverse merger or listing OTC) or setting up a crowdfunding campaign on a crowdfunding website does not automatically bring in investors. Rather, this is the first step and investors must be notified that you are now public (or raising funds via a crowdfunding campaign).

Thinking that investors will come just because you are publicly traded or on a crowdfunding website is just plain WRONG! A strong marketing blitz and promotional efforts are required to bring attention to your story. And this promotion should end up on marketing material that tells an enticing story to prospective investors.

If you need help telling your story to potential investors, contact us today to discuss how we can help.  Contact us by clicking here.

-Nick

Posted in crowdfunding, Investor Relations, Micro Cap Investor Relations, Penny Stock Investor Relations, Small Cap Investor Relations | Tagged , , , ,

2017 MicroCap Conferences

The start of 2017 means the start of the micro cap conference calendar.  Every year a host of companies represent themselves in front of investors at micro cap conferences across the nation.  Here is a list of micro cap conferences being help in 2017

  • NobleCON13 annual small cap and emerging growth investor conference: Jan 29-31

https://nobleconference.com/noblecon13

  • SeeThruEquity Investor Conference: February 22, 2017 in South Beach, Miami

http://www.seethruequity.com/

  • 29th Annual Roth Conference : March 12-15 2017

http://www.roth.com/main/Page.aspx?PageID=7005

  • Sidoti & Company Micro Cap Conference : March 29th, 2017

http://www.sidoti.com/events/

  • The MicroCap Conference : April 2017

april-nyc-micro-cap-conference

  • Taglich Brothers Annual Investor Conference

http://www.taglichbrothers.com/conference.php

  • The Marcum Microcap Conference : June 15-16, 2017

Marcum-microcap-conference-presenting-sponsorship

  • 8th Annual Australian Microcap Investment Conference

http://www.cvent.com/events/8th-annual-australian-microcap-investment-conference/event-summary-b3af688df82a4293aeead47b1b4a52e6.aspx

  • Drexel Hamilton Emerging Growth Conference  : November 30, 2017

http://drexelhamilton.com/research/conferences/

  • LD Micro Microcap Conference : December 2017

http://www.ldmicro.com/events

This is just a sample list of conferences and not meant to be all inclusive.  These conferences are meant to connect micro cap companies with micro cap investors.  If you would like to attend any of these conferences or would like representation to attend these conferences on your behalf, contact us today.

Posted in Micro Cap Conference | Tagged

OTC & TSX Online & Social Media Investor Relations Timetable

Since inception our focus has been to cost-effectively bring investor awareness to smaller publicly traded companies otherwise known as nanocaps, microcaps or small cap companies and penny stocks.  While we offer traditional investor relation services we understand how online marketing and social media targeted IR campaigns are without a doubt disrupting how penny stocks and micro cap companies implementation of investor awesomeness programs.

Please note that the foregoing is a sample only and that services provided in the following sample IR timeline can be implemented as a package or individually. A sample timeline of how we schedule marketing efforts for online investor relations campaigns:

1) Initial Conference : We review by conference exactly what the company is and does and what story the company is looking to tell.  In this initial conference a timetable is established and set for content generation and dissemination.

2) Content Generation: This includes the pre-writing of press releases, twitter tweets, Facebook posts, LinkedIn posts, blog posts and advertisements for Google, Yahoo, Bing and other search engines.

3) Dissemination : This includes distributing press releases (per established timeline ), direct emails, social media posting and activating PPC advertisements.

Our Investor Relations Competitive Advantage 

There are over 3,500,000,000 people in the world with access to the internet.

Our social media and online investor relations campaigns are focused not just on reaching millions of people online, but reaching the right people online.  This means we target potential investors on which ever platform they may be on at any particular time.

online-marketing-social-media-investor-relations

For example, if the company seeking promotions is a gold mining company then pay-per-click ads will show when someone searches “gold mining companies” or “publicly traded gold mining companies” or “gold mining penny stocks”, Etc.  This means that we catch potential investors in front of the computer at the moment they are thinking about investing.  We can even limit the search to show your company only when the stock markets are open or when the stock markets are closed.  We can target investors with a very few limited keywords or a wide variety of keywords to capture larger audiences or very specific groups of people. This pay per click strategy in conjunction with our organic social media marketing allows us to reach people that are interested in companies like your company.

If traditional investor relations methods have not shown to be effective in your situation or you are looking to ramp up your investor relations efforts; then online marketing and social media investor relations may be the right fit for you or your client company. The world is changing and many investor relations companies continue to market penny stocks and micro cap companies to the same investor database that they marketed to over 5 years ago.  We are proud to be on the cutting edge of investor relations and understand that and investor relations budget must be effective in order for the penny stock or microcap stock to scale and grow and succeed. If you are looking for online investor relations or social media investor relations for your penny stock, small cap, or microcap stock, then give us a call or email us today.

Posted in Investor Relations, Micro Cap Investor Relations, Penny Stock Investor Relations, Small Cap Investor Relations | Tagged ,

How Investor Relations Affects Penny Stocks & Micro Cap Company Investors

Investing in penny stocks and microcap companies is inherently risk.  Common elements of microcap companies include trading over the counter, limited public information, limited liquidity and the risk of losing your entire investment.[1]

The S.E.C. has charged numerous “stock promoters” with pumping up a stock and then selling it in the middle of their promotions.

“Fraudsters who conduct stock promotions are often paid promoters or company insiders who stand to gain by selling their shares after creating a buying frenzy and pumping up the stock price.  The promoters or insiders make profits for themselves while creating losses for unsuspecting investors.”[2]

Investor relations is a function inherent in public companies but for smaller public companies like penny stocks and micro-cap companies, the line between marketing agency and investor relations agent is blurred.  Many investor relations agents offer traditional marketing for company clients including straight out advertising.  While many of these penny stocks and microcap companies are still looking to raise money to fund their businesses, the advertising done many of the times is of the company’s management, the company’s business plan and the fact that the company is a public.  While some promoters are more discreet about “touting” the fact that the company is public; others only promote the stock ticker (explicitly promoting the stock).

So, How Does Investor Relations Affects Penny Stocks & Micro Cap Company Investors?

There are a few ways.  In part, it depends on what the investor relations agency is doing to market the company to the public.  But some cause and effects of investor relations of penny stocks and microcap companies include:

  1. Investor relations agents that are focused on social media promotion will target a broad range of buyers world-wide. Even if the social media marketing is targeted many times the reach is global.  Depending on the traffic driven by the social media investor relations campaign, companies and investors can expect movement of the company’s stock due to sales and purchases driven by the impressions of the company’s name and story.
  2. Depending on how the investor relations agent has been compensated there may be downward pressure on the stock. Many penny stocks and microcap companies seek investor relations agents that will take stock as compensation.  This means the investor relations agents need to sell the stock in order to get paid.  On confidence that their investor relations and marketing efforts will be successful, investor relations agents do their best to market a company and sell out afterwards.  Keep in mind that investor relations agents that are selling the stock while they are promoting the stock will most likely be in violation of S.E.C. or Finra rules.  This also classically called “The Pump & Dump Scheme”. [3]
  3. In some cases, investor relations programs are mainly based offline. This includes the more traditional investor relations functions like Wall Street Roadshows or Microcap Conferences.  These investor relations campaigns introduce microcap companies directly to accredited investors or Wall Street investment firms.  Likewise, many investor relations agents are hired to reach out to their existing network of industry insiders to make introductions to the penny stock company’s management.  This can cause big outside investments in the penny stock or microcap stock and possibly lead to recapitalization.  Or even possibly a reverse merger or buyout.

The short story is that including more investment professionals in any organization will have some effect on the company as a whole.  In the practical application, when a penny stock or microcap company hires an investor relations firm, they are generally looking for investors and want the world to hear their story.  This will cause many ripple effects that investors should be aware of.


To discuss how Cervitude Intelligent Relations can serve your investor relations needs, contact us today.


 

[1] https://www.sec.gov/investor/pubs/microcapstock.htm

[2] https://www.sec.gov/oiea/investor-alerts-bulletins/ia_promotions.html

[3] https://www.sec.gov/answers/pumpdump.htm

Posted in Investor Relations, Micro Cap Investor Relations, Penny Stock Investor Relations, Small Cap Investor Relations | Tagged , ,

Protecting Your Intellectual Property

The wave of Web 2.0 is upon us and information is literally moving at the speed of light.  While tangible products are affected is some fashion by the revelation, intellectual property has come under threat.

Regardless of whether we are discussing trademarks, copyrights or patents the risk remains the same; disclosure or theft of this intellectual property (IP) is at an all time high.

For much of the past two decades China was known to be the biggest wrong-doer when it cam to intellectual property theft from the USA.  As reported by the IPCommission.org back in 2013 “China is the world’s largest source of IP theft”.  While this trend continues there are now other players in the market.  Earlier this year Reuters reported that India & China are on the “US Shame List” when it came to IP violations.

Computer programming languages, inventions and books have all been subject to theft by other countries and organizations and sometimes the theft comes from right here in the USA.  Amazon.com has ramped up its IP division to protect brands from sellers trying to drive traffic to product listings by use of brand names that may or may not be associated with a given trademark.

So How Can a Company Protect Its Intellectual Property?

Secrecy in patents that are yet to come to market seems to be the only sure fire way to defend against a competitor selling the product to potential customers.  Once the product is in the market place, and the patent has been published, a small improvement on the product will lead a new competing company to have a legal right to sell the similar product.  Many companies, like Google & Tesla, do not worry about IP and focus rather on steep innovations that they believe competitors will have a hard time emulating.  In an article to the public, Tesla CEO Elon Mush published “All Our Patent Are Belong To You” where all patents from Tesla were given to the public in a move to dispel anyone thinking that Tesla was trying to keep certain technology secret and “in the spirit of the open source movement.”

So other than secrecy, Intellectual Property can be policed.

Amazon.com and many other companies are making traction in this department with automatic software that detects whether or not your company’s trademark is being improperly used.  Consulting firms (such as us here at Cervitude IR) also help clients police their trademark both online and off-line. This includes data mining the web and retailers to be sure that a particular company’s products, trademarks or copyrights are not being infringed upon.

Of course this is meaningless if an entrepreneur or company has not filed a patent, trademark or copyright in the first place.  Filing with the USPTO can be a cumbersome and expensive process which leads many startups to choose not to protect their IP at all.  A move that may cause fatality to certain product lines or total businesses in some cases.

In some cases the cost of litigating IP claims can cause companies to fold.  The prevention of IP litigation is rarely considered but many IP portfolio’s where built on this premise.  Mega companies like Google & Yahoo hold thousands of claims with the USPTO and experts claim that they are simply being held to assure that if an IP lawsuit comes to them they can point to another IP holding and claim that the particular technology was built off of that patent.

If you have a particular question about an Intellectual Property issue or need help filing a trademark, patent or copyright with the USPTO, please contact us.  To see our standard services & pricing for IP consulting services click here.

Posted in Intellectual Property | Tagged , , , ,

Social Media Investor Relations

The world of social media is growing at a rapid pace.  If you are a publicly traded company and are not taking advantage of social media in one way or another that you are doing something wrong.

“In 2016, 78 percent of U.S. Americans had a social media profile, representing a five percent growth compared to the previous year. According to estimates, the number of worldwide social media users reached 1.96 billion and is expected to grow to some 2.5 billion by 2018.”[1]

This trend is only growing world-wide.  So why are investor road shows and face-to-face micro cap conferences still the way micro cap companies and penny stocks look for funding?

“Back in the early 2000s, the Internet changed the way we communicate with investors. Early on, the IR section of a company’s website was a “nice to have,” not a “need to have.” Only forward-thinking companies incorporated IR sections into their corporate websites. Now, not only is it expected that a company have a dedicated investor relations page, but the SEC has outlined guidelines for how a company can use its corporate website for purposes of satisfying RegFD.”[2]

In short, many public companies are just catching wind of how powerful social media really is.  In fact it wasn’t until most penny stocks and micro cap public companies (including small cap companies) realized that social media and online investor relations saved the company thousands of dollar by complying with Regulation FD of the S.E.C. that companies really started to invest in online investor relations efforts.

“Most corporate investor relations practitioners polled in the National Investor Relations 2016 Social Media for Investor Relations Survey, 72 percent to be exact, said they don’t use social media for their work. The figure dropped two percentage points from 2013. In addition, the minority of IR pros who use social media don’t track metrics. IR pros said investors are not interested in receiving information through social media.”[3]

There are 7+ billion people in the world and only about half have access to the internet.[4]  A trends and expert say that will continue to grow until everyone in the world has access to the internet.  Granted some investor relations programs only target a small pool of accredited investors but it is highly unlikely that they are maximizing their exposure when not utilizing today’s technology to speak and communicate with other’s: social media.  Speaking personally to industry investor relations professionals I have heard that they can not measure the efficacy of social media investor relations.  Research from Greenwich Associates shines some light on why companies that are public should partake in social media and inline investor relations;

In a report released today entitled, Institutional Investing in the Digital Age: How Social Media Informs and Shapes the Investing Process, Greenwich Associates presents the results of its study of 256 corporate and public pension funds, insurance companies, endowments, and foundations in the U.S., Europe and Asia.

About half these institutions say information obtained on social media has prompted them to take some specific action. For example:

48% of the investors said information from social media prompted them to do additional research on an industry issue or topic

37% said they shared information from social media with decision-makers at their companies

34% said information learned on social media influenced a decision to work with a particular client or company

33% said information obtained on social media triggered a discussion with their investment consultant

“These results show that social media is influencing decisions that can result in the allocations of billions of investment dollars around the world,” says Dan Connell, Head of  Market Structure and Technology at Greenwich Associates and author of the study. “With approximately 40% of the institutions globally expecting to increase their use of social media in the coming year, we’re projecting a further, rapid increase of social media influence in institutional investment markets.”[5]

The report goes on to say that LinkedIn was the top utilized platform for professional investor relations to use in regards to social media.

In the article “4 Reasons to Exploit Social Media for Investor Relations” TalkWalker, a social media analytics firm suggest that social media should be used as an introduction to your company and that “listening” is probably the best things you can use social media within investor relations (an obvious bias exist). [6]

In a report via equities.com a position was taken that social media investor relations professionals see social media as having “… little overall value to their communication efforts.”[7]

We disagree.

Social media is growing at an exponential rate and public companies, hedge funds and investor relations would be prudent to pay attention to it’s benefits.  Not only can you target potential investors but it allows you to listen to the public’s opinion on certain trends, like investing trends.  It also allows you to interact directly with potential investors, professionals and even target potential company recruits.  This is all in addition to building name recognition and branding your company in front of billions.

If you are looking to exploit social media for investor relations purposes, we can help.  Contact us today.

social-media-investor-relations

 

[1] https://www.statista.com/statistics/273476/percentage-of-us-population-with-a-social-network-profile/

[2] http://www.kcsa.com/kcsa_news_092412.php

[3] http://www.cyberalert.com/blog/the-surprising-value-of-social-media-for-investor-relations/

[4] https://en.wikipedia.org/wiki/Global_Internet_usage

[5] https://www.greenwich.com/press-release/social-media-influencing-investment-decisions-global-institutions

[6] https://www.talkwalker.com/how-tos/4-reasons-to-exploit-social-media-for-investor-relations

[7] https://www.equities.com/news/what-s-the-role-of-social-media-in-investor-relations

Posted in Investor Relations, Micro Cap Investor Relations, Penny Stock Investor Relations, Small Cap Investor Relations | Tagged

Pre-Money Business Valuations For Investors

When you are a start-up with no business operations and no assets creating a reasonable valuation can be a hefty task.  Most business valuations utilize one of the following valuation models:

  • Asset Approach to Business Valuations,
  • Income Approach to Business Valuations, or
  • Market Approach to Business Valuations.

These approaches can limit the real valuation a company or startup venture is worth after is acquires funding.  For example, if a real estate company currently has assets of $1,000,000 but is looking to raise $10,000,000 and expects a return of 10x on the invested money, a current valuation of the company’s assets will not showcase to investors the possible return on investment after the money is put into the company.

Similar a startup ecommerce website or blog network’s income in its current state will most definitely not be the same income the company should expect to receive after a round of financing.  For example if an online store has 10,000 products and makes $100,000 in yearly revenue and is seeking an investment of $100,000 to list over 1,000,000 products on its website…you can see that your post-money valuation (the valuation of the company after it receives financing) should reflect this increase in potential sales.

Investors can benefit from smart pre-money and post-money valuations as well.  After all if an investor puts capital into a business they are seeking a solid return and should want the company to succeed.  An intelligent valuation will account for intellectual property assets, the value of current customers AND physical assets such as land, cash or marketable securities.

When hiring a consultant, CPA or analyst to value your company or venture a conversation should be had on what methods will be used to value the company as well as why the company is being valued in the first place.  In some cases a client-company does not want the highest valuation probable and will seek a lower valuation.  In many cases management wants to know the range of valuations for any particular company so that it will be well prepared to negotiate the purchase, sale or funding of the company.

If you are in need of a business valuation for your company or client or if you are looking to purchase or sell a business and need a business valuation , please contact us today.

Posted in Dealmakers

S.E.C. Edgar Filing Services For OTC Market Companies Drains Penny Stock Resources

The time and money spent on filing forms with the Securities and Exchange Commission is cumbersome, time-consuming and can lead to giant expenses with legal regulators, attorneys and consultants.  In-housing filings of standard forms with the S.E.C., especially as a penny stock or smaller public company may not be the most cost-effective solution.

A strong measurement of the time and efforts spent corresponding with regulatory agencies will be worth it in the short run.  Agencies, like us here at Cervitude, offer flat rates per year for all filings needing to be filed with the S.E.C.  See our complete Pricing Guide for Filing Forms with the S.E.C. by clicking here.

Recent reverse mergers will be riddled with filing forms with the S.E.C. like the need to file Form 3 for the initial statement of ownership of beneficial ownership or Form 4 for the changes in beneficial ownership of securities.  This is in addition to yearly requirements that include Form 10-K or what is otherwise known more commonly as the annual report.

If a company plans the change business plans or acquire other businesses it will also have to pay to file forms with the S.E.C. and many high growth companies are destined for this outcome.  In addition any public company bringing on new board members or executives must disclose this information to investors by filing the necessary forms with the S.E.C.

Here is a pricing list to file forms with the S.E.C by Cervitude IR on behalf of your company.  This includes pricing for standards forms such as Form D, Form 10-K, Form 8, Form 4 and other standard forms provided by the Securities and Exchange Commission.  We do all SEC forms, with very reasonable fees. For example:

  • Under $600 for Small filings with the S.E.C (like forms 3, 4 & 5, small
    8-Ks, short SEC correspondence, etc).
  • Form ID, Form D,, Form 13G and
    many other form.
  • Under $600 for filing Form 13H (large trader ID), Form
    13F, Form TA-1 and similar forms with the S.E.C.
  • Under $800 for Form N-MFP to be filed on the S.E.C. Edgar database.
  • Under $35/page for HTML filings, including S-1, 10-K,
    10-Q, 8-K, 20-F, 40-F, etc.
  • Under $1,000 for small-company XBRL & iXBRL filings with the S.E.C. Edgar database.
  • Under $1,000 for mutual fund filings, including HTML
    and XBRL on the S.E.C. Edgar database.

Further, our prices include one round of reasonable changes at no additional charge.  To see our complete Pricing Guide for Filing Forms with the S.E.C. click here.  If you have any questions or would like to schedule a time to speak with a Cervitude IR representative, contact us here.

Posted in Filing S.E.C. Forms | Tagged , ,