Securities Mistakes Syndicators are Making Today with Taylor Loht

In this guest appearance on the Passive Wealth Strategies for Busy Professionals podcast, Kim Lisa Taylor shares her insight concerning the mistakes that most syndicators are making – or are prone to making — today and the steps they should be taking to raise private money legally. Among the points covered:

  • Establishing a substantive relationship with potential investors before pitching a deal
  • When you can, and cannot, advertise your deal
  • Determining investor suitability
  • The best way to do your own recordkeeping
  • Dealing with foreign investors
  • Effectively marketing your deals
  • And more.

To listen to the entire podcast, click here.

To read the podcast transcript, click here.

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Are you ready to raise private capital?

At Syndication Attorneys LLC, we are committed to your success – book a consultation with one of our team members today!

Are you ready to raise private capital?

At Syndication Attorneys LLC, we are committed to your success – book a consultation with one of our team members today!

About Syndication Attorneys

We are NOT your stereotypical law firm. We don’t believe in simply taking your money, handing you a stack of technical, often-incomprehensible legal documents and then bidding you good luck and good-bye. At Syndication Attorneys PLLC, we are committed to your success – not just with the project at hand, but your continuing success in business and investing. We are your long-term legal team.

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Are you ready to raise private capital?

At Syndication Attorneys LLC, we are committed to your success – book a consultation with one of our team members today!