Interested in raising more than $5M in capital from US and Canadian accredited or institutional investors but don't know where to start? If you've got a solid business that generating at least $2M in revenues then let's have a chat and we can discuss what the steps look like and how working with a registered Broker Dealer can help.

Advisory Scope Summary

1. We'll have an initial conversation about what you're seeking 2. We'll review your business plan, performance and investor marketing documents 3. I'll provide you advice on what you need to do to get to the next level 4. We'll discuss what our working relationship would look like.