Kim Lisa Taylor's videos and podcasts

Who made the decisions behind your PPM? The exemption, offering type, entity, waterfall, and fees al...

Before you hire a securities attorney for your Reg D offering, ask these four questions. How many Re...

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Blind Pool, Syndicate, SeriesFlex or FlexClass: Which Fund Structure is Right for You?

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Most syndicators think they have one problem. Often, it reaches back across several years of offerin...

"I called too early." Said no client, ever. Preparing your first offering? Get your structure right ...

"I called too early." Said no client, ever. Preparing your first offering? Get your structure right ...

Three moments. Three price tags. Only one is cheap. Syndicators find us: → Before the first raise →...

Tax planning is easier when it starts with the structure. George Dimov and Kim Lisa Taylor discuss h...

Know what's in your file before anyone else asks. A quick self-audit: distributions matched to your ...