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Successful Business Plan Composition: Part I - A Business Plan is Not a Substitute for a Private Offering Memorandum

 
 Thursday, Oct. 18, 2018 from 12:00 pm to 2:00 pm
 Online
 
2.0
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Registration Status: CLOSED -- Please contact the VSCPA at [email protected] or (800) 733-8272 for availability.
VSCPA Members
$79.00 Regular Registration
Nonmembers
$109.00 Regular Registration
Designed For:
*Recognize elements of a Private Offering Memorandum correctly center on risk disclosure and misrepresentation or material omission avoidance *Recognize elements of a business plan correctly convey investigations into expected venture outcome *Recognize a business plan and Private Offering
Prerequisite:

This webcast is an intermediate continuing education webcast.
It is assumed the webcast participant has achieved basic business plan writing skills and understanding

Too many times on the independent contractor sites (e.g., Upwork, Outsource, Freelancer, and Thumbtack) ads are posted by eager entrepreneurs soliciting proposals for a business plan where the intent it to raise funds from passive investors. The ageless Howey proposition remains: an investment contract involves i) an investment of money, ii) in a common enterprise, and iii) where profits are derived solely by the efforts of others. It may prove to be a hard lesson when the unwary upstart's project fails to pan out and federal and state agencies investigate for securities violations. This webcast helps business plan consulting professionals distinguish between passive and active business management factors that distinguish protected by securities laws from those that are not. The former requires a Private Offering Memorandum and not a business plan. The latter requires business partner acknowledgements in the business plan to protect the business plan consulting professional from claims of aiding and abetting violations of federal and state securities laws.

Syllabus

Lesson 1.

Introduction

Lesson 2.

Elements of a Private Offering Memorandum

Lesson 3.

Business Plan Elements: The SBA Format

Lesson 4.

Securities Law Violations and Defensive Business Plan Acknowledgment

Lesson 5.

Conclusion

**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to [email protected].

Related Events

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.