Small Business Investor Relations Plan
Fogleman, Rich & Rose Consultants have had substantial experience in most common forms of self-underwriting and the resulting necessary coordination with ancillary professional services. A Key Factor in effecting a successful outcome is the entrepreneur's complete understanding of the mechanics and legalities of raising capital privately and the inherent risks involved in inadequate documentation and management of the process. FRRC provides a readily available solution to fulfill this critical function in the form of a Plan to Self-Underwrite and Manage Small Business Investor Relations.
If, during development of a Financial Plan, it is clear that a formalized Investor Relations Strategy is needed, FRRC will provide a Proposal for development. This critical service begins with a procedural analysis of the General Capitalization Strategy and includes all initial communication and proper interface with the Client’s existing accounting and legal professionals. If needed, FRRC can provide additional professional referrals
for management’s consideration. The resulting documentation will include (but not be limited to):
If you are contemplating a Private Offering using any method of Self Underwriting, ... remember that having a dynamic and well thought out Investor Relations Strategy often spells the difference in Successfully attracting capital.
following Initial Consulting |