PPM is an offering for investors to buy stock or security in your business.
One of the most useful and important documents a business owner can have is a well-written Private Placement Memorandum. Our professional private placement memorandum writers are proud to offer this service to Wise clients, putting their decades of experience to work creating documents that compelling to investors.
A Private Placement Memorandum, or PPM solution, is a legal memorandum that lays out the details of the opportunity you’re offering to investors, showcasing your strengths and being honest about any weaknesses. It’s intended to satisfy the requirements of Regulation D, which contains the rules providing exemptions from the registration requirements.
This stand-alone document also shows investors that you’re serious and you speak their language. Like a birth certificate, a PPM solution houses the vital statistics of your company.
As a key legal document, your PPM makes it possible for private investment transactions to occur, providing details not just about your company, but also about the terms of the securities offering.
How a PPM Differs from a Business Plan
Think of your business plan as a road map and a way to market your company to banks, potential investors, vendors and even future clients. A business plan is a holistic document, covering the full scope of what it takes to launch a company.
Your PPM is a specific legal document necessary for facilitating private investment transactions. It is more to the point, with concrete details about risk and disclosures that are required to be included based on the terms of the offering being made.
When your PPM and your business plan are both well-written, cleanly designed professional documents, they work together to build a strong and complete picture of your company and what it has to offer.
Ready to Learn More? The professionals at Wise are the best in the business, familiar with the requirements involved with crafting a PPM for every business situation. Not sure if you need a PPM? Call us today to discuss your options. Wise offers a variety of business-building services for clients of all sizes in every stage of company development.
*Disclaimer: Wise Business Plans is not a law firm or a substitute for an attorney. We always recommend consulting with an attorney before conducting a Regulation D Offering.