The Business Concept – The Investment Concept

We have met many US and non US business persons who have an excellent business concept for a product or service. The principals form a company and develop a business plan which sets forth the business concept. They seek to present the business plan to potential investors to whom they offer an interest in the company in exchange for an investment in the company. The business plan presents the necessary technical and mechanical aspects of the business concept. But it must also set forth the financial and economic terms which the company offers to the potential investor.

We augment the business concept with a strategy which is designed to develop an investment concept. The investment concept presents the business concept in a form and manner which investors are accustomed to seeing. This presentation enables potential investors to assess investment and decide whether or not to invest. In consultation with the company, we develop the financial and economic investment terms. In our experience, these are terms which are significant to potential investors. These terms include the returns on the investment, participation in the appreciation in value of the business and an exit strategy. There are three phases to our services:

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Coordinating Company Transactions

Companies commonly merge with other companies, acquire other companies or are acquired by other companies. Often referred to as due diligence, we compile, analyze and assess the materials and information which are necessary to facilitate the due diligence process.

Companies also engage in substantial business transactions. We have developed a system which enables us to perform the functions which are necessary to manage and administer the transaction. These functions include compiling documents and information, serving as the point of communication and reviewing documents for accuracy so that the parties can exchange documents and information in an efficient and secure manner.

Trust Administration

We offer services by which we develop concepts for a plan by which the trust can be organized and administered. In this capacity, we advise the trustees and beneficial owners as to the practical aspects of administering the trust and implementing the trust plan. We perform our services for business trusts, personal trusts and charitable trusts. We do not serve as trustees.