Securities Services
We draft Reg D, Reg A,
and Reg CF offerings.
Flat-fee securities attorneys for deal sponsors nationwide.
Free consultation. Full package delivered in weeks, not months.
50+
combined years of
legal experience
$8B+
capital raised through
our clients
700+
syndication sponsors
served
What we do
End-to-end counsel on private offerings - from exemption selection to investor onboarding.
We work with first-time sponsors and seasoned real estate operators alike.
Know what you'll pay before we start.
Every engagement starts with a free consultation — we scope your deal and deliver a flat-fee quote, so you know the price before we start. No hourly billing. No surprise invoices. Call or email anytime; it's all included.
Free consultation
No-obligation call to
scope your deal
Flat-fee quote
Price locked before
work begins
6 months follow-up
Included at no
additional cost
How a securities engagement works
Five stages across about three weeks, plus six months of included follow-up.
1
Day 0
Rules & regulations guidance
We start with the exemption question. Which rule fits your raise: Reg D 506(b), 506(c), Reg A+, Intrastate Offering, or Reg CF? Once selected, we guide you through required disclosures, investor limits, solicitation rules, and accredited investor verification for 506(c) raises.
2
Week 1
Entity formation & deal structuring
We've structured raises for multifamily, self-storage, mobile home parks, distilleries, and even minor league hockey teams. Whatever your deal, we tailor the structure to it. Most syndications use a two-LLC structure, a Manager LLC for the sponsor and a Property LLC to hold the asset, and we form both and handle the jurisdictional choices. We also create Single Purpose Entities (SPEs) for deals that require them. For California, Texas, and Massachusetts clients, we can handle the real estate transaction itself, from letter of intent through closing.
3
Weeks 2-3
Offering package drafting
PPM (the story of your deal), operating agreement (how the entity works), and subscription agreement (what investors sign). Risk factors are custom-tailored for your specific deal. We also review your marketing materials for compliance.
4
Launch
Federal & state filings
Form D with the SEC. State notice filings (Blue Sky filings) wherever you've raised money. We handle the paperwork so you can focus on the raise.
5
Months 1-6
Six months of ongoing support
Questions come up after launch: investor questions, amendments, state issues. For the first six months, our ongoing counsel is included at no additional cost.
Typical Reg D offering: three weeks to launch, plus six months of included support.
Industries we've served
The structure changes; the rigor doesn't. Some of what we've worked on:
Multifamily real estate
Self-storage
Mobile home parks
Distilleries
Commercial real estate
Olive groves
Minor league sports
RV parks
and pretty much everything else
Self-storage
Mobile home parks
Distilleries
Commercial real estate
Olive groves
Minor league sports
RV parks
and pretty much everything else
Have more questions?
Our syndication FAQ covers 30+ questions on Reg D, Form D, accredited investors, PPMs, waterfalls, crowdfunding, and more.
Raising capital? Let's talk.
Free consultation. No obligation. Flat-fee quote delivered after the call.