Things to keep in mind:

All projects are worked on a 3% commission basis.  This commission is invoiced upon each successful placement. In the event that the minimum funding amount is not raised, any paid invoices will be refunded.

Do not sign-up for documentation or revision purchase without our first reviewing your questionnaire and/or Business Plan.  We will need to draft an agreement for our 3% commission and have this returned prior to your sign-up.

If you have a valid business plan and if needed a Regulation D PPM, there is no need to purchase documentation.

How much funding do you need?              A general rule of thumb, you need enough to fund your first year of operations.  Many clients feel that once their business is up and running they will be profiting immediately, however, in most instances it can take a start-up anywhere from 3-6 months just to turn a profit.  By securing funding to pay your first year's overhead, you are ensuring that your business has a fair chance for success.

Is your venture unique?
 If your venture or business model is a new one to most investors, they will need as much explanation as possible in order to get a full picture of your idea.  In these instances it is desirable for clients to provide us with as many photos or drawings as possible, so we could include this in your presentation.

Are you submitting to the SBA for consideration?   If you plan on submitting your plan to the Small Business Administration for consideration, our basic plan and proposal is all you require.  Keep in mind that the SBA will look at your credit, collateral, and previous business experience, if you feel confident to move forward with the SBA, we can create your plan and proposal.             
                





DOCUMENTATION FEES

Business Plan Revisions                                 $200.00

Working off of financial data and text you have already completed, we will revise your business plan to include full five year pro-formas including: Sales Forecast, Personnel Table, Profit and Loss, Cash Flow, Balance Sheet, Ratios, Break-Even Analysis, Benchmarks, Highlights, and Investor Offering sections.  Text will ensure that your Executive Summary, Product/Service details, Market and Industry Analysis, and Marketing Plan are fully covered.  Finished revised plan meets all SBA and institutional investor guidelines.  There is no limit to the number of re-drafts or corrections, once client has signed off on the project as being complete, we will begin submission and mail one print/bounded hardcopy of the plan, as well as the plan in MS Word and PDF format on CD-ROM. 




Full Business Plan Drafting                             $350.00

 

For clients looking to start from scratch and have our firm complete their full business plan.  We will begin by utilizing your returned questionnaire to complete a more detailed listing of questions required to get started on drafting.  The first step of your project will be financials, which will take 2 business day for return and review, followed by the drafting on the text portion of the project, which will take 3 business days for return and client review.  Finished plan meets all SBA and institutional investor guidelines.  There is no limit to the number of re-drafts or corrections, once client has signed off on the project as being complete, we will begin submission and mail one print/bounded hardcopy of the plan, as well as the plan in MS Word and PDF format on CD-ROM.



Regulation D 504, 505, 506 Private Placement Memorandum Drafting   $500.00

 

A Regulation D Private Placement Memorandum Offering is often times used when the project's scopes will require a large number of different investment parties, and the involvement of NASD Brokers.  The benefit of utilizing NASD Brokers is simple, finding one broker to underwrite the offering will lead to the opportunity of the "floodgates opening" which is realized by the broker pitching the offering to his/her full listing of clients.  Our Regulation D drafts have disclaimers for all 50 states, and will not limit investors geographically.  All Regulation D drafts include full subscription agreements and investor suitability forms.  Once client has signed off on the project as being complete, we will begin submission and mail one print/bounded hardcopy of the plan, as well as the plan in MS Word and PDF format on CD-ROM.

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Documentation Policies:  Sign-up initiates a binding contract between HSBC, LLC and client.  HSBC guarantees a first draft within 2 business days.  Once final draft has been agreed as final and correct we will begin shopping your project with investors.  Once any funding is secured, we will invoice our 3% commission fee as agreed upon.