Private Placement Memorandums

PPM is an offering for investors to buy stock or security in your business.

Starting and running your own business comes with a variety of new document types, legal paperwork, and terminology that many entrepreneurs have not had to handle in the past. Learning about these document types and using them to your advantage is one step in becoming a better business owner.

One of the more useful and important documents a business owner can have is a well-written Private Placement offering 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 are compelling to an accredited investor.

Use your PPM in private equity transactions when securities laws are not registered under state or federal law but are instead sold using a registration exemption.

Your PPM allows you to stay compliant with SEC regulations and includes financial information and financial statements on the company management team, risk factors involved with investing, the securities and exchange commission being offered, and instructions for investing.

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.

What is a Private Placement Memorandum?

Your Private Placement Memorandum 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 Private Placement Memorandum 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.