Actual
plan used to fund a $500k private placement for a restaurant acquisition and
expansion. An existing facility with good clientele and great location was purchased
from an owner that was retiring. The new owners were experience restaurateurs
who were expanding into a new market.
This plan includes the text in word format and the financials in Excel format. The financial model can be used and adjusted to reflect your particular requirements.
The acquisition was through the owners own funding and a private placement memorandum, a specimen document is included for use. (Please do not use this specimen private placement without a full review and input from both your attorney and accounting firm).
This sample private placement memorandum will show you the steps necessary to raise money for a non-registered security. It is for educational purposes only, and should not be used without review and modification by your legal, accounting and tax professional advisors. It is principally used to show you the difference between a business plan and what is required to raise money from investors.
All legal matters in conjunction with sales of shares offered and opinions regarding the legal aspects of a completed offering must be made by an Attorney familiar with such matters. The publisher makes NO claim that this example is complete, therefore the publisher insist that the user of this memo seek legal advice and obtain an opinion from an Attorney prior to offering securities for sale.