About our Firm
from your first $1M deal up to your first $100M fund
But we don’t stop there, we will give you advice on legal and effective marketing strategies for raising the money you need from private investors. Our network of affiliates can help you create your website and professionally designed marketing materials and we can introduce you to Crowdfunding companies who can help you raise the money.
We set the foundation so you can effectively raise the money, close the deal, and manage your company and your investors. Our goal is your success. We know we’ve achieved that when our clients come back a second, third or even 10th time, and they start closing more deals or buying bigger deals.
We can help you achieve your dreams, while you help your investors achieve theirs. We’ve watched the lifestyles of our returning clients improve as they’ve left their full time jobs, bought their dream homes and enjoyed more time and better quality of life with their families.
Our documents are written in plain English; once your investors have seen our documents, you won’t have trouble getting them to invest with you again as they will know what to expect and they will understand what they are getting into.
We get what you do, because we do it too. Our attorneys continue to educate themselves on the latest investment and marketing strategies by attending seminars, reading books, and staying abreast of the latest changes in the law. We teach at others’ events as well as our own. But we also practice what we teach as we invest in real estate income properties too.
We have coaches for our business, and you should too. All of our most successful clients have had coaches or mentors in the beginning of their syndication practice. Find the right real estate or business coach for your investment model, and let us be your legal and fundraising advisors.
Syndication Attorneys PLLC is more than a law firm; we help real estate investors create sustainable, successful investment companies. Will you be one of them?
Syndication Attorneys, PLLC Understands Our Niche Business Model
“Working with Syndication Attorneys has been great. They are very easy to communicate with, very efficient, and understand our very niche business model so the end results are on time and as expected. We will continue to work with Syndication Attorneys for our future securities offerings.”
Mario A. Dattilo
Motivated and Inspired
“Thank you, Kim, for delivering an information-packed three days to us all. The more of these events we attend, the more we discover “you don’t know what you don’t know.” In my conversations with other attendees, that is a common sentiment. At the same time, I find myself more motivated and inspired about all the different ways we can combine the program’s information to create our own special niche. I see more opportunity through refinement, not less. We look forward to not only seeing you again in the future but working with you on our deals.”
“Kim was very reachable throughout my process, which I needed—and continue to need. I have worked with Kim to syndicate my first multifamily property and she guided me through the process. Actually, at times, she reached beyond expectations to help me in my process, as she has experience in the multifamily industry as an owner as well. I feel she is more of a teammate, and I will benefit from her guidance as I move down my path. I would—and do—recommend Kim for real estate syndications, TICs, DSTs, etc.“
‘Best Insurance I Ever Purchased!’
“Appreciate all your help, as always. Never thought things would end up where they are on this offering, but I’m very glad I had you prepare the syndication paperwork. Best insurance I ever purchased!!“
Invaluable in All Aspects
“I have had the chance to work with Kim Taylor and am very happy with her services and advice. She is easy to work with and has been invaluable in all aspects of my start-up. She has counseled me regarding syndication, documentation, website creation, deal structure, partnership, finding accredited investors and staying SEC-compliant when talking with potential investors.”
Kim Lisa Taylor
I wasn’t always an Attorney. Like many of my clients, I had a prior career; mine was as a professional geologist/environmental consultant. After 15 years, I decided it was time for a change and went to law school. When I got licensed in California in 2002, I practiced real estate and environmental law for awhile, and my husband and I started looking at real estate investing to create our nest egg.
My husband and I attended many multi-day real estate seminars and workshops taught by nationally known gurus including David Lindahl, Susan Lassiter Lyons, Scott Scheel, Robin Thompson, Eddie Speed, Dave Reynolds & Frank Rolfe, among others, and we became actively involved in several local real estate investment associations. We learned how to buy multi-family properties, mobile home parks, office buildings, retail shopping centers, self-storage, single family houses, real estate development projects and nonperforming notes.
While at a ReMentor event, I met my former law partner, Gene Trowbridge, in 2007 when he had a solo real estate securities law practice. Gene and I worked well together for over 8 years to build our real estate securities law practice into a nationally recognized firm. I became licensed in Florida in 2012. In spring of 2016, I became the founder and managing Attorney of a separate law firm, Syndication Attorneys, PLLC, whose sole purpose is to help entrepreneurs create sustainable, successful real estate investment companies.
In the course of my journey, I became a real estate investor too. I have been the managing partner in a high-end subdivision development joint venture on Lake Kewoee in South Carolina, a syndicator of an apartment complex in Columbus, Ohio, and have owned vacation rental properties in Cleveland and Saint Augustine, Florida.
I now regularly teach at real estate trading events ranging from 20 to 1,000 attendees. I have written the Amazon # 1 best-selling book “ How to Legally Raise Private Money” and host a successful podcast called “Raise Private Money Legally”.
Michael Fugler is a Creative Critical Thinker, Rainmaker, Negotiator, Consultant, Attorney, Investment Banker, Motivational Speaker, TV & Radio Personality, Wine Aficionado, Avid Swimmer and Private Pilot.
Michael helps entrepreneurs build companies and is frequently brought into difficult situations to help with outside the box problem solving, successfully negotiating, structuring and executing the delivery of high-quality advice, creative financing solutions, strategic planning and corporate finance.
Michael’s hands-on, real-life experience sets him apart from other Investment Bankers, Attorneys and business consultants advising today’s entrepreneurs. His goal is to concisely and constructively solve problems, grow companies and guide entrepreneurs to their next level of success.
For decades, Michael practiced criminal, personal injury, international law, international trade and finance as well as securities law. In each of these areas he rose to prominence, successfully handling some of the highest profile cases in the country.
Michael can manage the entire capital raising process as well as create clearly focused new business strategies, structures and support by providing resources that deliver both practically and monetarily. Michael can advise on business development and any transaction strategy to help assess the strategic focus required. Michael can assist with financial engineering and contractual negotiations, mergers and acquisitions or he can manage an entire project. Michael brings together in-depth sector-specialized inside knowledge, experience and a comprehensive international network of resources.
Michael has planned, advised, managed, co-managed, underwritten and been a syndicate member or participant in hundreds of offerings, raising hundreds of millions of dollars for hundreds of clients, listing many on the New York Stock Exchange, American Stock Exchange, NASDAQ, over the counter and foreign exchanges in Europe and Asia.
Currently, she provides direct support for the managing attorney, conducts initial consultation with clients for evaluation, organizes and maintains electronic case files, conducts legal research, and assists with any necessary documents for clients.
Charlene worked as a sales representative in the Pharmaceutical Industry for 28 years. She is a collaborative communicator who continually builds relationships and promotes synergy across business lines and global units to drive positive change, cohesive, comprehensive business approaches, and enhanced profitability. For the last 3 years, Charlene has worked dual roles and worked for the Small Business Administration during the Covid-19 Pandemic. As a Paralegal Specialist, she has been a Team Lead for 20-25 Attorneys and Paralegals within the agency. She is very successful at leading and guiding the team to the agency’s objectives and making sure those in need receive the help they need.
Charlene continues to be dedicated to Syndication Attorneys, PLLC, and enjoys working with clients to drive their marketing needs and build their Syndication businesses.
Melissa has a background in Business Administration from working previously in a Real Estate firm where she found her interest in becoming an Administration Assistant. She enjoyed all the tasks that came with her job and was satisfied with helping the business become successful.
Melissa decided to further her business knowledge by attending Los Angeles Mission College and achieving a Business Administration degree. During her time in college, she got to learn many different aspects of the way businesses operate and how each department plays a vital role in the success of the company. Melissa took many different classes that taught her roles that contribute to making her an asset at Syndication Attorneys. She understands the importance of the Administrative Assistant position for the success of our clients and our team at Syndication Attorneys.
Cassia serves as a marketing coordinator for Syndication Attorneys where she oversees all aspects of the company’s marketing efforts.
With 10 years of marketing experience, Cassia has developed a deep understanding of the industry, including its constantly evolving trends and best practices.
Cassia’s love for marketing began during her college years, where she earned her Bachelor’s degree in advertising art direction. Over the years, Cassia has honed her skills in a variety of marketing areas, including social media marketing, email marketing, content marketing, systems architecture, and web development.
Despite her busy schedule, Cassia remains committed to staying up-to-date on the latest marketing trends and strategies. She regularly attends industry conferences, reads marketing blogs and publications, and participates in online marketing communities.