Looking to raise capital for your business? With our network of Tier 1 and Tier 2 Finders, we provide a seamless path to access private equity investment opportunities. Whether you’re aiming to raise up to $5 million through Regulation Crowdfunding or larger amounts through Regulation D offerings, our experts connect you with accredited investors, brokers, and funding portals to meet your financial goals.
Unlock the capital you need today—partner with trusted finders and industry professionals to take your business to the next level!
Click here to schedule a free consultation
MKG Tax Consultants provides startup crowdfunding advisory services to meet the SEC Eligibility Requirements for Form CF submissions to regulated funding portals for issuer offering or selling securities in reliance on the exemption in Securities Act Section 4(a)(6) and in accordance with Section 4A and Regulation Crowdfunding (§ 227.100 et seq.)
One of the biggest changes the SEC has implemented is the legality of “finders” receiving commissions or payments for brokering deals and introducing investors to issuers, syndicators, developers, etc. Before this change, only broker-dealers were allowed to receive compensation for such deals.
With the new changes, these finders can now legally receive these commissions and other transaction-based compensation from issuers.
The ability to legally monetize your connections is something many have been waiting for for quite a long time!
Exempt private offerings have traditionally served an important role in providing capital for smaller and medium-sized companies, often along their path to the public markets.
Overview of Amended Capital-Raising Exemptions
Tax, Accounting, Audit, Assurance and Advisory Service
- Advisory & EDGAR Filer Service Drafting SEC Form C, D “Test filing”
- Unaudited consolidated financial statements prepared in accordance with U.S. generally accepted accounting principles (U.S. GAAP)
- Annual Report Disclosure Requirements
- Account reconciliation
- Financial data for the prior two fiscal years (including total
- Assets,
- Cash and cash equivalents,
- Accounts receivable,
- Short-term debt,
- Long -term debt,
- Revenues/sales,
- Cost of goods sold,
- Taxes paid and net income,
- Forecast reports
- Voluntarily Benefits/ Protect Your Most Valuable Resource
Initial Consultation Fee $360 USD Pay Now
Crowdfunding Advisory Services $3,000 USD Pay Now
“Benefits” Save time and money by streamlining financials “Exempt Offering” registration, reducing overhead CPA audit cost to facilitate access to capital investments.
Reg CF will increase from current limits $1.07M to $5M
Regulation A Crowdfunding will increase from $50M to $75M
Outsourced Accounting CFO Service includes the following:
-
Bookkeeping
-
Accounts Receivable
-
Accounts Payable
-
Cash Management
-
Cash Flow Projections
-
Real-Time Financial Reporting
-
Unlimited Phone & Email Support
-
30 day Free Accounting Software to meet your business needs QuickBooks, Xero, Cloud Accounting
-
Document Management
-
(CRM Integration. Reports And Dashboards)
-
Review Reports
-
Bill Pay
-
Invoicing
-
24 Hour turn around
-
Regulation D Form Document Prep
-
Subscription Agreement Document Prep
-
Investor Questionnaire Document Prep
Signup today CFO Enterprises Services
Our Crowdfunding Advisory Service Startup plan is a great option for startups, emerging growth companies raising capital the first time, tier 2 finders Assisting Small Businesses with Capital Raising or a “SMB’s” Small Midsized Business who just needs their bookkeeping managed for them. The Complete Package is for the mature business who is taking things to the next level and ready to file for a Form CF or Regulation D Offering 505,504,506, Pre-IPO or Reg A+ Offering.
You don’t want to have to worry about this “accounting stuff” and you just want it done, so you can have the information you need at all times, to run your business properly. Here we will work with you to streamline systems and develop your ecosystem with the right online apps and infrastructure. We are truly your back office partner. The Crowdfunding Advisory Service Plan adds our CFO service to our Complete Package service. In short, we’ll keep your books and run your cash flow projections for you. Then, we’ll meet with you remotely to review and plan. We layout the yardsticks, so you can reach your milestones.
“Test-the-water” Launch A Regulation D 506 (c) Campaign through our CAS Capital Formation Portal
RISK FACTORS
A crowdfunding investment involves risk. You should not invest any funds in listed companies offering unless you can afford to lose your entire investment.
In making an investment decision, investors must rely on their own examination of the issuer and the
terms of the offering, including the merits and risks involved. These securities have not been recommended or approved by any federal or state securities commission or regulatory authority. Furthermore, these authorities have not passed upon the accuracy or adequacy of this document.
The U.S. Securities and Exchange Commission does not pass upon the merits of any securities offered or the terms of the offering, nor does it pass upon the accuracy or completeness of any offering document or
literature.
These securities are offered under an exemption from registration; however, the U.S. Securities and Exchange Commission has not made an independent determination that these securities are exempt from
registration.
“Small Businesses Are the Backbone of Our Economy and the Cornerstones of Our Communities”
The Regulation D exemption has been a crucial mechanism for companies raising capital without undergoing the burdensome process of full SEC registration. Since 2023, billions of dollars have been raised through this method, highlighting its significance in private capital markets. Notably, Rule 506(b) and Rule 506(c) are the two most widely used provisions under Regulation D:
- Rule 506(b), which prohibits general solicitation but allows an unlimited number of accredited investors and up to 35 non-accredited investors to participate, accounted for over $2.3 trillion in capital raised as of 2022.
- Rule 506(c) permits general solicitation but requires that all investors are accredited. This rule has grown in importance, raising $148 billion by 2022 under its conditions, which further increased the accessibility of private offerings.
Start your business today for $434 USD
Fresno Capital Access Portal intends to flatten the recession curve by promoting Fresno Capital Markets by providing crowdfunding advisory consulting services to small business and assisting them with raising capital using Regulation D Crowdfund Software-as-a-Service issuer (EDGAR) Electronic Data Gathering, Analysis, and Retrieval system forms filing, and Investment Club Membership.
The Metropolitan Fresno areas are home to over 1,015,190 residents, 99,004 businesses and 3,002 nonprofit organizations.
- Fresno Metropolitan Area Population: As of the latest data, the Fresno Metropolitan Area has a population of 1,015,190. This data is provided by Census Reporter, based on the American Community Survey (ACS) 2022 1-year estimates. You can explore the detailed profile at:
- Fresno Business and Nonprofit Data: The Fresno area has over 99,004 businesses and around 3,002 nonprofit organizations. This data is based on U.S. Census economic and nonprofit statistics. More detailed breakdowns and up-to-date information can be found at:
We’re very excited to launch our mobile friendly stakeholder portal! Our crowdfunding advisory service has been designed with Small Businesses, Community Stakeholders, and Accredited Investors in mind – focusing on giving you a better user experience.
It allows you to easily stay up to date with everything we’ve got going on, communicate with investors online at the touch of a finger, and even receive notifications from investors from our investment club latest Regulation D 506 (c) to accredited and non-accredited investors.
Introduction
The following investment policies govern the objectives, strategies, implementation, and performance measurement of the Private Equity Program.
We offer Tier 1 and Tier 2 finders, Investment Banks, Funding Portals, Accredited Investors, Capital Access Brokers, Brokers Dealers, Accredited Businesses, and 35 Non-Accredited Investors introductory to private equity investment opportunities.
•Participate in unique deals
•Diversify portfolio
•Invest directly in private companies
•Above average returns
•Uncorrelated to the stock market
To learn more about our “CAS” contact us Toll-Free 559-337-5990