Frequently Asked Questions

How long does it take to complete documentation?

It will always take 10-15 business days for the first draft of financials, once approved by you we will have your full draft ready within another 3-5 business days.  Additional revisions are five business days. 

I need to get funded!  What do I do once my documentation is complete?

Depending on the type of documentation we prepared, you will can approach any Bank or the SBA loans, or Venture Capital and private investors for outside investment.  We will provide you with consulting assistance in dealing with Banks or SBA.  We also have aa wealth of resources including venture capital firm listings that are industry specific and region specific and contain full contact information.

When seeking funding, you are in competition with others seeking the same pool of investment capital or investment consideration.  Our documentation should be used as your introduction, along with your tenacity and character, which you must also use fully to secure the funding you are seeking.

What form do I receive my documentation in?

All Documentation is emailed in PDF format.  Once the final documentation draft has been complete, we will email you a copy of the final PDF. 

You may email your documents to interested investors, or print and mail them if required from your printer.

What is a Private Placement Memorandum?

Most issuances of equity securities must be registered with the Securities and Exchange Commission. Registration documents include detailed disclosure, historical financial statements, and third party audits that take time to assemble. The process requires many hours of assistance by attorneys and accountants, and the SEC review can last from 20 to 60 days. Registration alone can cost a business thousands of dollars even before the offering makes any money.

A private placement, however, is EXEMPT from federal registration. Exemptions have always been available under the Securities Act of 1933 (the Act), but the original exemption provisions (contained in sections 3(b) and 4(2) of the Act) were vague and, therefore, risky for business owners to invoke.

In 1982, the SEC adopted Regulation D, which set forth objectives and quantifiable rules for exemptions from federal registration. Offerings exempt under these rules 504, 505 and 506 have become the most common cost and time saving methods for small and growing businesses to raise capital from private investors.

Essentially, this allows LLC and Corporations of small size to sell shares of stock through a Private Placement Memorandum.  For example, someone seeking 1 Million in funding, may place 10% of their company's stocks for sale.  Selling 1,000,000 shares of stock at $1.00 each and retaining 9,000,000 shares.

This is very effective in raising funds as it allows for multiple investors, and we highly recommend the use of this document if you are seeking funds fast.  We have been creating PPMs for years and will be able to complete the creation of yours as well.

How do I sign up?  What information must I provide for you to get started?



You can view information on the services we offer through the services and pricing links on our site.  When you are ready to sign up, simply click on the sign up link and click on the add to cart button under the service of your choice and complete the payment screens.  During business hours, 9am-4pm EST Monday-Friday, you will receive a confirmation email and receive a client ID the same day.

On the sign up page you will find a link to download our new client form, complete and return the form via email and we can begin on your project the same day.  No further information will be needed to begin on your initial draft.  If further information is required, it will be requested upon delivery of your first draft.

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CFO Capital Partners, its affiliates and principals are not a United States Securities Dealer nor Broker nor US Investment Adviser.  CFO Capital Partners, its affiliates and principals is a  Consulting Firm and in some instances a Private Investor. All Emails and related correspondence are never to be considered a solicitation for any purpose in any form or content. We do not intend to, nor do we, provide investment advice or counsel to any particular transaction. You, as the Recipient, hereby acknowledges this warning and disclaimer. If acknowledgment is not accepted, Recipients must return the document copies, in their original condition, to the Sender via email or postal services immediately