A HARVARD CAPITAL GROUP COMPANY

1800 Century Park East, Sixth Floor

Los Angeles, California 90067

"THE CORPORATE VALUATION MAXIMIZERS"
OUR BUSINESS PLANS & PPMs:  |  Frequently Asked Questions (FAQ)
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Special Needs of...

Security Attorneys (and CPAs)

 

The Problem:

Your law firm has been chosen to draft a Private Placement Memorandum.  You’re under considerable time pressure to get out the appropriate documentation within four weeks.  You know the law backwards and forwards, but this particular industry is dynamic and complex, and the client is not very forthcoming in articulating its business.  You know you can draft “something,” but wonder if you are presenting the business opportunity in its best light. 

More importantly, you want to draft a sterling document.  You know you will be judged by your peers and referring investment banking firms on the quality of your output.  If only you had a resource to team up with.

The Solution:

The VALMAX Corporation was created to solve precisely this sort of problem.  We understand that attorneys want to draft all documents going to the public eyes.  But we also understand that the quality of their output is directly related to the input provided by the Company.  By bringing us in to work with your client ahead of time, we can prepare the path for your work, giving you precisely what you need in the professional format you expect, but so often do not get.

In other instances, you are aware of businesses wanting to prepare for major financings downstream.  We are happy to pay referral fees and/or to refer business to qualified attorneys on a reciprocal basis… a win-win situation for all parties.  Please let us know, too, if you’d like a link to your firm in our “Important Links” section in our website.

 

As a security attorney, you are often asked by your client companies to draft the business plans or security placement documents.  By now, you have it down to a system.  You know the laws, and can follow the format you've used in your last five deals....

 

But in the back of your mind, you suspect that each deal has a unique rhythm, and quite unique set of business circumstances that make it different from other deals.  What if you had a way to put those special aspects into the placement documents?  Would they not be more successful on Wall Street?  And if so, would that not drive more business to your firm?

 

That is were VALMAX comes in.  We will work with your client to understand their corporate strategy.  If a project is in its early stage, we may recommend possible deal structures that follow from the special dynamics of the industry, technology and resources of the client company.  We work closely with you to provide a draft offering document for your review that passes full disclosure, keeps your client out of trouble AND YET puts the logic of the deal in the best light.  Our work product is of a level that will be surprisingly clean and of a quality with full documented due diligence you'd expect even from firms such as your own.  Like you, we are specialists at what we do.

 

The bottom line:  we can help you do your job better.

 

If you want to know more, contact us.

 

OUR BUSINESS PLANS & PPMs:  |  Frequently Asked Questions (FAQ)

TYPES OF BUSINESS PLANS:  |  Venture Capital  |  IPO & SEC  |  M&A  |  Divestitures  |  Plan Critique
TOOLS:  |  Valuation Tips  |  Important Links  |  Harvard Capital Group
EXPERTISE:  |  Books  |  Speeches  |  Radio/TV  |  Articles
CLIENT PROFILES:  |  Corporations  |  Investment Bankers  |  Lawyers & CPAs

Raising Capital  |  CONTACT US  |  HOME

 


THE VALMAX CORPORATION IS A DIVISION OF THE HARVARD CAPITAL GROUP

1800 Century Park East, Sixth Floor, Los Angeles, CA 90067,  (818) 575-9600

Copyrights © 2004, 2005, 2006 VALMAX Corporation, A HARVARD CAPITAL GROUP COMPANY