I was impressed with the quality of the initial services and the continuing advice and support. I note we were going to do a 506(c until you showed us how to save money and time with an intrastate alternative.
Anthony Anderson, CEO, Tahoe Media LLC
I know I asked you why we should not just buy templates for a few hundred dollars a piece. Without you, we never would have learned a number of things, including why we needed custom-designed disclosures.
P. H. Hernandez, CEO, NorthShore Fund
What we liked about working with you is that you talked us out of doing a Reg D offering! When we needed $10 million for a real estate pool, you showed us how to avoid at least $17,500 in legal and other fees, and some time delay, by turning our long-term investors into members of a "general partnership for a specific purpose." Thanks again so much.
Thornton Laney, President, Sonoma Group
"We saved thousands of dollars and who knows how many hours when we retained Private Placement Advisors."