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What’s the Difference Between a Broker-Dealer and an Investment Adviser?

What’s the Difference Between a Broker-Dealer and an Investment Adviser?

by Kim Lisa Taylor | Oct 29, 2019

As more Americans become actively involved in investing to help fund their portfolios for retirement, education or other needs, the question arises: What type of financial professional is best suited to help? To answer that and to address other key considerations of...

What is a Sources and Uses Statement in a Private Placement Memorandum?

by Kim Lisa Taylor | Oct 29, 2019

One of the essential elements for any Private Placement Memorandum (PPM) is the Sources and Uses Statement. This is required PPM content by the Securities and Exchange Commission and is good business practice for any startup or ongoing business. Simply stated, the...

Can I Use a Consulting Agreement to Raise Money for Someone Else’s Syndicate?

by Kim Lisa Taylor | Oct 4, 2019

We get this question all the time, and our answer is always the same. Only a licensed securities broker-dealer can raise money for a third party and earn a commission. As such, you cannot enter into an agreement to be an outside consultant or independent...
10 Steps to Becoming  a Successful Real Estate Syndicator

10 Steps to Becoming a Successful Real Estate Syndicator

by Kim Lisa Taylor | Jun 24, 2019

Here’s a 10-step checklist on how to start a Real Estate Syndication: 1 – Select an asset class Figure out what asset class you want to buy (multifamily, shopping centers, hospitality, self-storage, development projects, single family residential, etc.). 2...
Raising Money in Advance — It’s Not as Easy as You Think

Raising Money in Advance — It’s Not as Easy as You Think

by Kim Lisa Taylor | Jun 11, 2019

It’s not as easy as you think to raise money in advance. We have had many clients try to do this with very limited success. Most have gone back to raising funds when they get something under contract or have a specific project to invest in. There are two ways you can...
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