“We absolutely refuse to use templates. Our PPM’s are developed independently by one of our internally formed teams.”

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Private Placement Memorandum (PPM)

The Private Placement Memorandum serves to disclose critical information to potential investors ensuring they are properly informed regarding the company’s operations, investment risks, SEC disclosures, and offering terms prior to investing.

We have extensive experience in the crafting of high-quality , SEC compliant private placement offering memorandum documents for LLC’s, LP’s, and Corporations. For offerings executed under certain Regulation D exemptions the SEC has specific regulations that govern what is disclosed to investors. We have adopted the SEC’s Form 1A disclosure standard for use in crafting our Regulation D exempt private placement memorandum documents.

Colleen Ohl

National Operational Excellence Practice Lead

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Each one of our packages has been designed as a foundation upon which we build our client’s customized solutions. We work together with ambitious entrepreneurs and industry leaders alike to develop realistic action plans around sustainable growth that leverage our their core strengths.

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“Regulation D” is a United States Federal program created under the Securities Act of 1933, indoctrinated in 1982, that allows companies the ability to raise capital through the sale of equity or debt securities (private or public stock shares) without registering the securities with Federal or State governmental agencies.
A PPM (private placement memorandum) is the document used to sell securities (stock shares or promissory notes) in a Regulation D Offering. The PPM discloses all the risks of the investment and details the company’s business plan, management team and other vital information an investor needs to make an informed decision.
Any kind of business qualifies for Reg D. Start ups, Mom & Pop Shops, Franchises, Any Private Business and/or Publicly Traded Company.
Generally you will need a Business Plan, Financial Statement, Management Bios, Stock Records and a general knowledge of Regulation D (which you can get right here on our website or at www.sec.gov).

OUR COMMITTMENT TO QUALITY

Above all, Jevo Advisors is committed to delivering the highest quality on every assignment. To support and achieve this goal, we have implemented a quality management policy that is systematically applied to all our assignments. Our policy is underpinned by the following components:

As a firm, we believe that sustained success is achieved when we attract and retain the confidence of our clients. Every aspect of client interaction provides an opportunity for us to create more value for the client. Our primary focus is on understanding the current and future needs of our clients and striving to exceed their expectations.
Our leaders are responsible for establishing unity of purpose and direction and creating conditions in which our people are engaged in achieving our firm’s quality objectives. We believe that focusing on a common purpose and engaging our people enables us to more effectively align our strategies, policies, processes and resources to achieve our objectives.
Competent, engaged and empowered people at all levels throughout our firm are essential to enhance our capabilities to create and deliver value to our clients. For this reason, we involve our people at all levels in achieving our quality objectives through recognition, empowerment and enhancement of competence.
Our quality management system consists of interrelated processes. Understanding how results are produced by this system enables us to optimize the system and its performance.
Continual improvement is our core objective. Improvement is essential for us to maintain our current levels of performance, to react to changes in our internal and external conditions and to create new opportunities.
From experience, we have learned that Decision making can be a complex process, and it always involves some uncertainty. Decisions based on the analysis and evaluation of data and information are more likely to produce desired results and lead to greater objectivity.
Sustained success is more likely to be achieved when we manage our relationships with all of our partner network, and vendors to optimize their impact on performance.
Each assignment undertaken by the firm must deliver a response that completely satisfies the expectations of the client. An assignment is considered complete only when the client is fully satisfied.

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