Private Placement Memorandums

PPM Preparation & Regulation D Filing Service
we value your success

About the PMM Service

The private placement service assists Startups with issuing private placements, subscription, and operating agreements with Regulation D filing for companies seeking to raise debt, equity, hybrid, and convertible notes. We work to ensure that investors receive proper disclosure and avoid filing delays to ensure our clients are not inhibited during their fundraising efforts.

Reliable, Professional Quality

Pro Business Plans works one-on-one with clients to not just prepare a private placement, but ensure that its clients understand each detail of the structure. Seemingly simple errors and seemingly innocuous clauses can be hazardous to the success of your fundraising efforts, we ensure all parties understand exactly how your placement is structured.


Experienced Professionals that Value Your Success Across 60 Countries in 30 industries

for energy solution

Leading media recognition Our insights have been referenced in, IBM, and other outlets

guaranteed satisfaction

Guaranteed Satisfaction We ensure every client is satisfied by maintaining close collaboration to completion by continuing the engagement until their satisfaction is reached

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Case Studies

SBA Bank Loans     Venture/PE Capital     Strategic Planning
a&p energy solution

A major liquor store chain based in New Jersey and Connecticut recently announced the sale of several stores. Pro Business Plans worked with a New Jersey based owner of wine stores to create a SBA business plan and private placement for $15 million.

great seal of the state of florida

Pro Business Plans worked with a commercial real estate company and bank to determine the feasibility and prepare a private placement for family entertainment center based in Florida. The $68 million investment offered a debt/equity hybrid.


A subsidiary of a leading gaming producer focusing on content development for an entertainment console approach Pro Business Plans to develop a plan for a new program involving the graphic arts and gaming consoles.

natur zone

A pest control franchise owner sought $4,000,000 through a private placement in order to expand his operations into additional states. Pro Business Plans worked with the franchisee to create a business plan to acquire the investment sum.

Consistently Outstanding Quality, Aimed at Tangible Results

Learn why the leading executives and Startup founders consistently trust Pro Business Plans .

Reliable Research

Pro Business Plans has access to the same market research as top investment banks and venture capital firms – it only uses the most reliable information.

Fully Custom

Every private placement uniquely reflects the proposed financing structure of our clients from cost of capital to management compensation and voting rights.

Expert Team

Our advisory team with experience in investment due diligence will work one-on-one with you and your management team to explain and prepare the private placement.

Funding Support

Pro Business Plans continues to provide ongoing support in the fundraising process after the plan has been completed.

Detailed Financials

Pro Business Plans may assist with the equity valuation, financing structure, use of funds, and preparation of historical financial performance.

Satisfaction Guaranteed

Pro Business Plans has never had an unsatisfied customer, which is why it provides a money back guarantee for all of its clients.

What is Included in Our Private Placement Memorandums ?

  • Investment Opportunity
  • Market Opportunity
  • Business Description
  • Management Team
  • Valuation Model
  • Management Compensation
  • Use of Proceeds
  • Summary of Terms
  • Conflicts of Interest
  • Regulation D Filing
  • Management Compensation
  • Use of Proceeds
  • Summary of Terms
  • Conflicts of Interest
  • Regulation D Filing

Speak With An Expert adviser about your private placement at (877) 350 - 0886