This episode discusses how to manage preexisting relationships and investor suitability. When you're doing an offering that requires you to determine investor suitability, this is the guidance you need to keep you squarely within the rules, and off the radar of financial regulators. Contact: <a href='mailto:info@syndicationattorneys.com'>email</a> <a href='https://syndicationattorneys.com/'>Syndication Attorneys Website</a> <a href='https://investormarketingmaterials.com/'>Investor Marketing Materials</a>

This episode discusses how to manage preexisting relationships and investor suitability. When you're doing an offering that requires you to determine investor suitability, this is the guidance you need to keep you squarely within the rules, and off the radar of financial regulators. Contact: email Syndication Attorneys Website Investor Marketing Materials

This episode discusses how to manage preexisting relationships and investor suitability. When you're doing an offering that requires you to determine investor suitability, this is the guidance you need to keep you squarely within the rules, and off the radar of financial regulators. Contact: <a href="mailto:info@syndicationattorneys.com" rel="noopener noreferrer">email</a> <a href="https://syndicationattorneys.com/" rel="noopener noreferrer">Syndication Attorneys Website</a> <a href="https://investormarketingmaterials.com/" rel="noopener noreferrer">Investor Marketing Materials</a>

S1E6: What is a Substantive Relationship?

Ready to invest in properties and projects bigger than you can manage alone? Then you're ready to syndicate. Our "Raise Capital Legally" host and Corporate Securities Attorney Kim Lisa Taylor, and co-host Krisha Young guides you through this complex and confusing world. Learn how to raise all the capital you need for real estate or small business and avoid legal potholes. Each episode either teaches a subject related to capital raising or interviews service providers who offer services investors need as they grow their businesses. At the end of each show, Kim and her guests take live&nbsp; questions from the audience. &nbsp; Kim is not just an attorney, she's also an investor. She has owned or controlled 30 rental properties; has been a general partner in a land development project; and currently owns vacation rentals. She is also the author of two Amazon best sellers on how to raise capital legally. Kim and her team have helped hundreds of clients raise ~$4B. Information discussed during this podcast is of a general, educational nature and should not be construed as a legal advice.&nbsp; Get one of our Amazon Best-Sellers mailed to you. Text the word SYNDICATE to 844-796-3428 and give us your address.

Business

Entrepreneurship

Investing

Ready to invest in properties and projects bigger than you can manage alone? Then you're ready to syndicate. Our "Raise Capital Legally" host and Corporate Securities Attorney Kim Lisa Taylor, and co-host Krisha Young guides you through this complex and confusing world. Learn how to raise all the capital you need for real estate or small business and avoid legal potholes. Each episode either teaches a subject related to capital raising or interviews service providers who offer services investors need as they grow their businesses. At the end of each show, Kim and her guests take live  questions from the audience.   Kim is not just an attorney, she's also an investor. She has owned or controlled 30 rental properties; has been a general partner in a land development project; and currently owns vacation rentals. She is also the author of two Amazon best sellers on how to raise capital legally. Kim and her team have helped hundreds of clients raise ~$4B. Information discussed during this podcast is of a general, educational nature and should not be construed as a legal advice.  Get one of our Amazon Best-Sellers mailed to you. Text the word SYNDICATE to 844-796-3428 and give us your address.

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S1E6: What is a Substantive Relationship?

S1E6: What is a Substantive Relationship?

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