Our Fee Schedule
Our Consultants generally require an upfront engagement fee to initiate work on your initial private offering. This fee will be dependent on the size and complexity of the business, and is subject to negotiation.
Single Vendor Bond or SME Bond Certificate
Prepare a single Vendor Bond for vendor funding the sale of a business, goods or services. Includes terms sheet & loan repayment schedule: $495.00 (Inc. GST).
Issuing a 'series'
of SME Bonds
The first SME Bond in a ‘series’, $247.50 (Inc. GST). Each subsequent SME Bond in the same series $123.75 (Inc. GST).
Share Certificates prepared for Investors
Prepare the first and each subsequent share certificate $123.75 (Inc. GST). Send share certificates to Directors for signing and delivery to investors.
Issue a Convertible SME Bond
There are advisor fees, company incorporation fees, legal fees, document preparation fees, lodgement fees, etc. These initial costs might range from around $5k to $10k. Issuing a Convertible SME Bond, or a series of them, can be a way to cover off those initial expenses.
Convertible SME Bonds Pricing
Issue a single (or first) Convertible SME Bond at a minimum face value of $5,000. Fee is $247.50 (Inc. GST).
If further bonds are required, each subsequent Convertible Bond, $123.75 (Inc. GST).
Your Investment
Offer Document
We can draft a legally compliant Investment Offer Document to 80% complete leaving the Client to provide any remaining material content. Cost is subject to negotiation, but start from $5,500.00 (Inc GST). Payment terms: Half at commencement, balance when offer document accepted as complete.
Subscriber Resources & Fee Sharing
Independent Consultant Client resources include: Investment Offer Document templates, application to raise debt funding; application to raise equity capital; share application forms; SME Bond application forms; transfer forms; AML-CTF Checklist, and more.
A Private Trading Exchange (PTX) can be made available to any Client that has issued, or proposes to issue, debt or equity securities by undertaking an Initial Private Offer (IPO) in order to raise funds from investors.
PTXs are priced from $6,600.00* (Inc. GST). *Note. Pricing is subject to quote and depends on the client Company’s size, complexity & stage of growth. ORDER A PTX, DOWNLOAD THE FORM
Order a Private Trading Exchange for your Client
