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

 Mon, 11/05/2018 from 2:00 pm to 4:00 pm
19 / 2-31375
Registration Status: CLOSED -- Please contact the VSCPA at [email protected] or (800) 733-8272 for availability.
Member Price
$79.00 Regular Registration
Your Price
$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


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.SyllabusLesson 1.IntroductionLesson 2.Elements of a Private Offering MemorandumLesson 3.Business Plan Elements: The SBA FormatLesson 4. Securities Law Violations and Defensive Business Plan AcknowledgmentLesson 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].

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Intermediate

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.