Pricing

 
There are three offering options available for your TrustLINKED PPM. The one-time, non-refundable up-front flat and fixed Integration Fee for the integration and delivery of your TrustLINKED PPM depends on which offering option you choose:

Debt: N/A
Convertible Debt-to-Equity: $20,750
Convertible Debt-to-"Other": $18,500
Equity: $16,250

Paying the Integration Fee and delivering the necessary business data to PPM Advisors results in a completed and compliant TrustLINKED PPM in approximately 21 business days. You will be able to review the final draft of the PPM before it's completed to ensure it is exactly what you and your team want. We work for you and on your time. If it takes you 60 days to provide us with the necessary business data, and another 60 days for you and your team to review the final draft before sending us your revisions, notes/comments and any additional inclusions, our Integration Fee will not change. Our Integration Fee will never change. It's a flat Integration Fee and it's fixed. You will either pay $16,250, $18,500 or $20,750. Credit card payments are accepted (PayPal friendly). No hidden fees; no taxes; no additional charges.

A Success Fee will be paid to PPM Advisors only upon your company reaching a certain milestone. This milestone is reached after investors have been fully satisfied per the terms of the offering. If your company does not reach this milestone, the Success Fee to PPM Advisors is null and void and does not apply. What sets us apart from other advisors and firms is that our Success Fee is paid to us directly from the Trust itself, and not from your company's bank accounts. The Trust is part of the securitization feature discussed below and under 'VALUE.' The bottom line is, PPM Advisors is positioned to earn from the back-end but not as a result of owning 'equity' in your company or being attached in any way whatsoever to your assets, cash flow or receivables. Our Success Fee is covered from outside of your company. We will explain to you how the Success Fee works once you're qualified as a potential client.

Our Simple Three-Step Process:
  1. 1. Sign Non-Disclosure Agreement (NDA) to learn about the associated benefits;
  2. 2. Sign Review Agreement to learn about the securitization feature;
  3. 3. Sign the License Agreement to have your TrustLINKED PPM created from scratch;
For further information or to request the NDA, Contact us today.

$16,250

 
The Integration Fee for the customization and delivery of your TrustLINKED PPM, a Regulation D, Rule 506 exempt offering, allowing you to legally issue 'equity' – whether Profit Units in an LLC or shares in a corporation -- is $16,250. The Integration Fee is a one-time, non-refundable up-front flat and fixed price. The customized deliverables you will receive are:

PPM Booklet
Subscription Instructions;
Subscription Agreement;
Promissory Note;
IRS Form W-9;
Spousal Consent;
Joinder Agreement;
Investor Questionnaire;
Accredited Investor Certificates;
“Equity” Transfer (Buyout) Agreement;
Relationship with Special Asset Facilitators;
Relationship with Trustee;
Trust Agreement;
Direction Letters to Trustee;
Detailed Quarterly Reporting by Trustee;

Credit card payments are accepted (PayPal friendly). No hidden fees; no taxes; no additional charges.

A Success Fee will be paid to PPM Advisors only upon a set return-on-investment (ROI) being provided via cash distributions (or dividends) paid by the Issuer. This means investors 'win' first before PPM Advisors is rewarded for providing you with a 'winning' structure. If the set ROI is not satisfied, the Success Fee to PPM Advisors is null and void and does not apply.

What sets us apart from other advisors and firms is that our Success Fee is paid to us directly from the Trust itself, and not from your company's bank accounts. The Trust is part of the securitization feature discussed below and under 'VALUE.' The bottom line is, PPM Advisors is positioned to earn from the back-end but not as a result of owning 'equity' in your company or being attached in any way whatsoever to your assets, cash flow or receivables. Our Success Fee is covered from outside of your company. We will explain to you how the Success Fee works once you're qualified as a potential client.

Our Simple Three-Step Process:
  1. 1. Sign Non-Disclosure Agreement (NDA) to learn about the associated benefits;
  2. 2. Sign Review Agreement to learn about the securitization feature;
  3. 3. Sign the License Agreement to have your TrustLINKED PPM created from scratch;
For further information or to request the NDA, Contact us today.

$18,500

 
The Integration Fee for the customization and delivery of your TrustLINKED PPM, a Regulation D, Rule 506 exempt offering, allowing you to legally raise debt convertible to 'non-equity' – such as gross revenue sharing -- is $18,500. The Integration Fee is a one-time, non-refundable up-front flat and fixed price. The customized deliverables you will receive are:

PPM Booklet
Subscription Instructions;
Subscription Agreement;
Promissory Note;
IRS Form W-9;
Spousal Consent;
Joinder Agreement;
Investor Questionnaire;
Accredited Investor Certificates;
Notice of Redemption;
Notice of Conversion;
Relationship with Special Asset Facilitators;
Relationship with Trustee;
Trust Agreement;
Direction Letters to Trustee;
Detailed Quarterly Reporting by Trustee;

Credit card payments are accepted (PayPal friendly). No hidden fees; no taxes; no additional charges.

A Success Fee will be paid to PPM Advisors only upon the debt being satisfied as a result of conversions. This means investors 'win' first before PPM Advisors is rewarded for providing you with a 'winning' structure. If the debt is not satisfied due to conversions not occurring, the Success Fee to PPM Advisors is null and void and does not apply.

What sets us apart from other advisors and firms is that our Success Fee is paid to us directly from the Trust itself, and not from your company's bank accounts. The Trust is part of the securitization feature discussed below and under 'SECURITY & BENEFITS.' The bottom line is, PPM Advisors is positioned to earn from the back-end but not as a result of owning 'equity' in your company or being attached in any way whatsoever to your assets, cash flow or receivables. Our Success Fee is covered from outside of your company. We will explain to you how the Success Fee works once you're qualified as a potential client.

Our Simple Three-Step Process:
  1. 1. Sign Non-Disclosure Agreement (NDA) to learn about the associated benefits;
  2. 2. Sign Review Agreement to learn about the securitization feature;
  3. 3. Sign the License Agreement to have your TrustLINKED PPM created from scratch;
For further information or to request the NDA, Contact us today.

$20,750

 
The Integration Fee for the customization and delivery of your TrustLINKED PPM, a Regulation D, Rule 506 exempt offering, allowing you to legally raise debt convertible to 'equity' – whether Profit Units in an LLC or shares in a corporation -- is $20,750. The Integration Fee is a one-time, non-refundable up-front flat and fixed price. The customized deliverables you will receive are:

PPM Booklet
Subscription Instructions;
Subscription Agreement;
Promissory Note;
IRS Form W-9;
Spousal Consent;
Joinder Agreement;
Investor Questionnaire;
Accredited Investor Certificates;
Notice of Redemption;
Notice of Conversion;
Relationship with Special Asset Facilitators;
Relationship with Trustee;
Trust Agreement;
Direction Letters to Trustee;
Detailed Quarterly Reporting by Trustee;

Credit card payments are accepted (PayPal friendly). No hidden fees; no taxes; no additional charges.

A Success Fee will be paid to PPM Advisors only upon the debt being satisfied as a result of conversions. This means investors 'win' first before PPM Advisors is rewarded for providing you with a 'winning' structure. If the debt is not satisfied due to conversions not occurring, the Success Fee to PPM Advisors is null and void and does not apply.

What sets us apart from other advisors and firms is that our Success Fee is paid to us directly from the Trust itself, and not from your company's bank accounts. The Trust is part of the securitization feature discussed below and under 'VALUE.' The bottom line is, PPM Advisors is positioned to earn from the back-end but not as a result of owning 'equity' in your company or being attached in any way whatsoever to your assets, cash flow or receivables. Our Success Fee is covered from outside of your company. We will explain to you how the Success Fee works once you're qualified as a potential client.

Our Simple Three-Step Process:
  1. 1. Sign Non-Disclosure Agreement (NDA) to learn about the associated benefits;
  2. 2. Sign Review Agreement to learn about the securitization feature;
  3. 3. Sign the License Agreement to have your TrustLINKED PPM created from scratch;
For further information or to request the NDA, Contact us today.

Our Guarantee

 
At PPM Advisors, we tell it how it is and offer guarantees to back our statements and promises.

PPM Advisors suggest you save your time and money and choose the superior of the PPM models: a TrustLINKED PPM.

BEST PRICE GUARANTEE: We are confident that you will be unable to find another PPM provider that offers a substantially similar PPM structure to that of our TrustLINKED PPM. However, if you find another provider with a less expensive price than ours for a substantially similar PPM, we'll not only match their price but also lower ours by 5%. If you've already paid us, we'll refund you the difference so long as our relationship is less than three months old.

To hire a law firm to build your PPM from scratch will not result in securitization features or the associated benefits provided by a TrustLINKED PPM. You will receive a compliant and well-written PPM at a cost well in excess of $15,000. Hiring a private practice attorney to build your PPM from scratch will also result in a compliant PPM (perhaps less well-written), but at around half the price: $7,500. A private practice attorney will typically deliver PPMs faster than law firms, for obvious reasons. At PPM Advisors we provide you not only with a compliant and well-written PPM, but also the securitization features and associated benefits. These are things that would otherwise cost you and your company 8-10 months to discover, vet and structure at a price tag of 6-figures; the result would likely be similar but inferior structure.

PPM Advisors stand by our TrustLINKED PPMs and believe them to be among the best options anywhere in the marketplace for private fundraising – if not the very best option available.

CUSTOMIZATION GUARANTEE: You will receive a customized TrustLINKED PPM and not a boiler plate version (or cookie-cutter template). We provide customized TrustLINKED PPMs in order to protect both investors and Issuers. Besides, there's no need to pay firms for PPM templates. You can find the 'gold standard' template for a PPM on the SEC's website here. Filling out that form (Form A) will allow you to legally begin raising private capital. Form A shows you the SEC's disclosure requirements for Regulation A exempt offerings. PPM Advisors align with Regulation D but can customize your TrustLINKED PPM to meet the disclosure requirements of Form A, without increasing the Integration Fee.