DPO Group Services

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Getting Started Preliminary Analysis


 

Quick References

The potentially successful product with the best developed business plan driving an offering circular will not raise capital if it cannot be brought to market - electronically or otherwise!

Whether we help with all or just some of the modules that make up a successful offering you should review all the parts - shown at the left. 

 

Business Planning
Prospectus Development
SEC- Blue Sky Registration
DPO Web Sites
Marketing & PR Services
Organizing & Staffing
Fee Schedule

DPO Group's approach to servicing capitalization needs is to first review all the elements that make up a successful equity capital development program from Preliminary Analysis and Business Planning - including the effects of expanding with Electronic Commerce - to customer/investor database developments and Offering Web sites.


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Preliminary Analysis - Pre-offering Strategic Managing

A successful Direct Public Offering begins with a Preliminary Analysis.  A Preliminary Analysis defines the equation - the Company's best possible profile matched to an investing target group. The analysis includes:

  • A review of the Company against a due diligence check list.
  • Definition of a planned expansion or product development.
  • Creation or enhancement of a marketing strategy (using some of the DPO's proceeds).

Scope

The scope of a DPO Group DPO Development Project is merit assessment, and it is broad based. We research, define and propose alternative strategies for growing a company - for external expansion, to engage in acquisitions, or to be acquired. Corporate valuation effects of alternative business approaches - business planning if needed - are considered part of the project's scope along with meeting due diligence criteria for creating, filing and implementing an Internet Direct Public Offering to raise capital.

Objective

The objective is to define organizing steps for a company to do a Direct Public Offering. If warranted by conclusions of a Preliminary Analysis, DPO Group will offer to provide direct assistance for positioning the business by presenting Project and Job/Task documents defining a critical path to State filings and Offering implementation. The Project, Job/Task approach also serves to spin-off administrative and marketing assistance programs whether or not a DPO is commissioned.

DPO Group can strategically position and optimize the DPO candidate's potential DPO market, public awareness, valuation and pricing, while minimizing major shareholder dilution and exposure.

Our DPO team includes legal, financial, general management, marketing and advertising professionals.

 


UpBusiness Plan

A solidly developed business plan related to financial modeling is the foundation of a Private Placement Memorandum, Offering Circular or Prospectus - the legal documents which can be 60 to 100 pages in length based on legal requirements by the SEC and/or state regulatory agencies. These filing documents are driven by the information developed within the business plan and are, therefore, the first step in the process of creating an offering, including the legal documents necessary for filings.

A business plan is usually no more than a 30 page document plus financial data and financial modeling reports (see on-line business plan Examples) thereby providing key business information with financial projections. A good business plan can also attract seed funding for startup businesses (and since only a few investors are needed the requirements for legal registrations are usually unnecessary). Whether the plan is for a startup venture or the foundation for public offering filing requirements they must be easy reading, interesting and inviting.

DPO Group can prepare an affordable  business plan for your business that can assist you in raising capital quickly.

 

Prospectus Development

Except for a SCOR offering, the SEC requires that a Prospectus, also called an Offering Circular, be filed with the appropriate forms. The Offering Circular is actually a legal business plan containing SEC required elements and formatting. The type of SEC registration determines the elements for inclusion in the Offering Circular as well as the expenses related to producing such a document. For example, a Registration A filing does not require unaudited interim financial statements while SB-1, and SB-2 do require this as well as pro-forma financial projections. DPO Group will produce the offering circular from either an enhanced compilation of existing documentation or as an original source document.
 

UpSEC & Blue Sky Registration

DPO Group will maintain oversight of the SEC and Blue Sky filings. The Blue Sky filings can become an expensive venture, thus the filings are planned strategically to optimize the use of the Internet. While the ultimate responsibility and sign-off resides with the DPO candidate, DPO Group  can direct all aspects of the SEC and Blue Sky filings, coordinating legal and accounting services, as well as escrow and transfer agent services.
 

DPO Web Sites

In order to effectively execute an Internet Direct Public Offering, the DPO candidate will need professionally designed web sites which provide DPO information from an on-line "Test The Water" barometer, the prospectus, real time subscription ordering, and a web-based secondary marketing stock listing system. DPO Group produces and provides highly effective Web sites designed to optimize Internet based Direct Public Offering (Examples).

 

E-Mag - Online Newsletter

An original Electronic Newsletter is created by our design, editorial and publishing experts - called an E-Mag. Both the online version as well as the print version go a long way to initiate a dialogue with your soon-to-be-investors, as well as serve as a cornerstone for on-going corporate relations. CBC E-Mags are part of upgrades to DPO candidates business web sites.
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Marketing and PR Services

Marketing and Public Relations underpin effective Direct Public Offerings. Unlike an IPO, which is usually capitalized in advance by an Investment Banker, DPO candidates "bootstrap" their own public offering. DPO Group's e-marketing division, known as "The Ad Agency" is fielded by experts in marketing and public relations as well as the Internet. Understanding that it is the affinity group which is a primary target market for the DPO candidate, CBC forms an Internet-based marketing and public relations program accordingly.



Organizing and Staffing

In keeping with a full service policy, DPO Group can provide incorporating and staffing (executive search) services.

Incorporating your business can become a complicated matter. Articles of Incorporation, Corporate Minutes, Employer Identification Number, Corporate By-Laws, and Stock Certificates are important LEGAL forms of the corporation.

UpPlease see our current fee schedule for incorporating services.


NOTE: DPO Group is not offering nor engaging in legal or financial advice. If you are seeking such advice the services of a competent professional attorney or financial consultant should be sought

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