“12 STEPS TO SUCCESSFUL SME CAPITAL RAISING!”

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Presentation transcript:

“12 STEPS TO SUCCESSFUL SME CAPITAL RAISING!” Presented by: Peter Towers, Managing Director, ESS BIZTOOLS

Taking Your Clients on the Crowd Sourced Funding Journey! What is included in the ESS BIZTOOLS’ Crowd Sourced Funding Equity Raising Product Package? 12 Steps to Successful SME Capital Raising

12 Steps to Successful SME Capital Raising The Current Position Crowd Sourced Funding Equity Raising Scorecard 12 Steps to Successful SME Capital Raising

Step 1 – Is Your Client Potentially Eligible to be CSF Company Crowd Sourced Funding Eligibility Matrix 12 Steps to Successful SME Capital Raising

Step 2 – Is Your Client Interested in Raising Capital? Corporate Information Form Company Eligibility Questionnaire Matters to Discuss with Directors 12 Steps to Successful SME Capital Raising

Step 3 – Is Your Client Ready To Proceed Company Preparation Guide CSF Offer Document - Overview 12 Steps to Successful SME Capital Raising

Step 4 – Understanding the investor Categories Retail Clients Overview Crowd Sourced Funding Investor General Investor Protection Checklist for Retail Clients CSF Offer Document – Retail Clients 12 Steps to Successful SME Capital Raising

Step 5 – The Role of the Intermediary Intermediary’s Role CSF Intermediary CSF Intermediaries Appointed by ASIC Stages of a CSF Offer 12 Steps to Successful SME Capital Raising

12 Steps to Successful SME Capital Raising Step 6 – Make Contact with the Intermediaries and Assist Your Client to Select an Intermediary Intermediary Checklist 12 Steps to Successful SME Capital Raising

Step 7 – Preparing the CSF Offer Document and Supporting Documentation Making a CSF Offer CSF Offer Document CSF Offer Document Working Papers Corporate Due Diligence Checklist 12 Steps to Successful SME Capital Raising

Step 7 – Preparing the CSF Offer Document and Supporting Documentation Register of Consents Director’s Declaration re: Documents Risk Summary 12 Steps to Successful SME Capital Raising

Step 8 – Forwarding the CSF Offer Document to the Intermediary Forward to the Intermediary 12 Steps to Successful SME Capital Raising

Step 9 – Go Live on the Intermediary’s Website Communication Facility commences 12 Steps to Successful SME Capital Raising

Step 10 – What if the CSF Offer Document is found to be Defective? Defective CSF Offer Document 12 Steps to Successful SME Capital Raising

Step 11 – Closing the CSF Offer 12 Steps to Successful SME Capital Raising

Step 12 – Post Capital Raising Process 12 Steps to Successful SME Capital Raising

12 Steps to Successful SME Capital Raising Your Action Plan Interested in assisting your clients and prospects on the Crowd Sourced Funding Equity Raising Journey? If so, now is the time to start your journey 12 Steps to Successful SME Capital Raising

12 Steps to Successful SME Capital Raising Your Action Plan Subscribe to ESS BIZTOOLS Crowd Sourced Funding Equity Raising Product Package Train Your Team (Training material provided) Identify clients who might be interested (Crowd Sourced Funding Eligibility Matrix Provided) 12 Steps to Successful SME Capital Raising

12 Steps to Successful SME Capital Raising Your Action Plan Market to your clients and prospects that your accounting firm is proactive and keen to be involved in this new market opportunity (Marketing material provided) 12 Steps to Successful SME Capital Raising

12 Steps to Successful SME Capital Raising Your Action Plan Once you have subscribed reserve your time for a one-on-one webinar on the implementation of Crowd Sourced Funding Equity Raising (Free for subscribers) 12 Steps to Successful SME Capital Raising

12 Steps to Successful SME Capital Raising Your Action Plan Conduct a seminar/webinar for clients/prospects who you have identified as potentially being interested Organise a one-on-one meeting with clients/prosects after the webinar 12 Steps to Successful SME Capital Raising

12 Steps to Successful SME Capital Raising Your Action Plan Prepare proposal for interested clients/prospects Discuss proposal with your client Start work on your latest Business Advisory service for your clients 12 Steps to Successful SME Capital Raising

12 Steps to Successful SME Capital Raising To Get Started Subscribe to ESS BIZTOOLS Crowd Sourced Funding Equity Raising Product Package for $999 (including GST) OR 12 Steps to Successful SME Capital Raising

12 Steps to Successful SME Capital Raising To Get Started ESS BIZTOOLS’ Gold Package (which includes the Crowd Sourced Funding Equity Raising Package) Monthly Subscription: $261.80 (inclusive of GST) per month ($3,141.60 per annum); or Discounted Up Front Payment - $2,970 (inclusive of GST) 12 Steps to Successful SME Capital Raising

Subscribing To subscribe please go to www.essbiztools.com.au to: Crowd Sourced Funding Equity Raising OR ESS BIZTOOLS’ Gold Package up front discounted package OR ESS BIZTOOLS’ Gold Package – monthly payments   12 Steps to Successful SME Capital Raising

Questions? Do you have any questions? 12 Steps to Successful SME Capital Raising

Questions? You could: send me an email: peter@essbzitools.com.au telephone: 1800 232 088 12 Steps to Successful SME Capital Raising

Thank You Thank you for participating in this webinar 12 Steps to Successful SME Capital Raising