Do You Want Your Clients to Grow?

Do you want to help your clients to grow, or are you just happy doing their compliance work?

If you want to take a more serious role, as a trusted business and financial advisor to your clients, then Crowd Sourced Funding Equity Raising could be the opportunity you’re looking for.

Newly legalised here in Australia, Crowd Sourced Funding Equity Raising could create a new specialisation and a new revenue stream for your accountancy/business advisory firm.

To assist you to get started, we've developed a Crowd Sourced Funding Equity Raising Product Package to give you and your team step-by-step guidance to getting ready to deliver advice on Crowd Sourced Funding Equity Raising.

• The Crowd Sourced Funding Package video gives you an introduction to the material included within the product package.
• The Crowd Sourced Funding Equity Raising overview paper traces the Crowd Sourced Funding Equity Raising journey that a client or prospect of yours could undertake.
• The training webinar guides you through the individual components of the package.
• The marketing material assist with:
  • Eligibility Matrix – identification of clients who might be interested in raising Crowd Sourced Funding or, at least, knowing more about it.
  • Seminar/Webinar “Do You Need Funding?” – We suggest you prepare a similar seminar/webinar to this presentation so that you can present the seminar/webinar directly to your clients/prospects.
  • Article for your website “Crowd Sourced Funding 21st Century Way to Raise Capital”.
  • Article to send to your clients: “CSF Equity Raising”.
  • News release that you could personalise and send to your local media “SMEs can now Crowd Fund”.
  • Video that you could copy the style and utilise in social media
  • The crowd sourced funding product package includes templates to assist with the preparation of a proposal and quotation for your clients.
  • You are then ready to gain an understanding of the key components of the crowd sourced funding equity raising product package.
• The Eligibility Matrix should have assisted you to determine whether your client is potentially eligible to be a CSF company.
• Is the company interested in attempting to raise Crowd Sourced Funding?
• The level of disclosure needs to be discussed with your client to determine whether your client is ready to proceed.
• The various types of investor categories – retail and sophisticated investor - should be explained to your client.
• The role, responsibilities and duties of the Crowd Sourced Funding Intermediary needs explaining to the company directors and management.
• Arranging for a meeting between an Intermediary and the company’s directors.

With this new source of capital, many of your small/medium enterprise business clients may be eligible to raise up to $5 million a year.

This is capital which could:

• help their businesses develop
• retire loans and personal guarantees
• let the original owners retire with dignity, while the business they’ve built, continues to trade on.

But, getting to the point of funding is not something clients can do for themselves.

They’ll need your professional expertise in:

• preparing the Crowd Sourced Funding Offer Document.
• reviewing the Crowd Sourced Funding Offer Document with the Intermediary that has been appointed by the company’s directors.
• coaching the directors on the "going live" process and, in particular, being available for commentary relative to questions asked by potential investors on the Intermediary’s communication channel.
• understanding the legal requirements relative to any component of the CSF Offer Document found to be defective.
• closing the CSF offer.
• post capital raising action required by the company directors and secretary.

And in turn we, at ESS BIZTOOLS, are here to help you with all the backup you’re going to need.

Our product package includes 2 x 60-minute mentoring sessions to assist your team to understand the concepts and to implement an outstanding range of professional services for your clients/prospects.

If you’re interested in helping your clients and prospects and in developing a new and highly profitable speciality for your accountancy/business advisory firm, then visit our website, invest just 2 minutes of your time to watch our Crowd Sourced Funding video for professional advisers, or view our full briefing video to get even more information or visit our Crowd Sourced Funding Product Package “Learn More” to familiarise yourself with a range of material applicable to Crowd Sourced Funding Equity Raising.

Crowd Sourced Funding will be the way of the future for thousands of small/medium enterprise clients.

Shouldn’t you be part of this opportunity, right from the start?

If you have any questions, please do not hesitate to contact me:

Email:

Telephone 1800 232 088

Good consulting and have a great day!