Package Includes:
Custom Layout & Design
We turn your PPM into a full-color professional booklet.
Use Any PPM Template, From Any Source
Although we’re accustomed to working primarily with our internal PPM Templates, we will use any PPM template to customize your PPM booklet.
Word Processing in Microsoft Word
Our staff processes your information into your PPM in the latest version of Microsoft Word, with no restrictions.
Stock Artwork & Photos
We provide professional stock photos. However, if you have photos you’d like to use please feel free to send them over and we’d be happy to include them.
5-7 Day Delivery via Email
Our delivery time is 5-7 days from the time we receive all of your information via our PPM intake form. After we receive your order we will send you a link to complete the PPM intake form.
Items You’ll Need To Provide – PPM Intake Form
✓ Entity Creation Documents (Articles of Incorporation, Articles of Organization, Partnership, etc.)
✓ Business Plan or Executive Summary
✓ Entity EIN Number
✓ Management Bio’s
✓ Offering Structure (selling equity, debt, or combo, and how much)
✓ Other General Questions
Form D Filing Instructions
As part of our service we fill out your Form D using your information and provide instructions for proper filing at the SEC. We will also provide a list of the states where you need to file and the proper filing agencies (this can usually be done in one digital location, through the NASAA filing system).
Beach Turnkeys, Inc. and PPM Docs is not a law firm, nor are we a replacement for a lawyer. We do not provide legal advice. If you need legal advice please seek the services of a licensed attorney in your area. Our service is not designed to provide you with legal advice. You will be required to answer questions, we may need, to appropriately complete your PPM Booklet, according to our terms and conditions. Please read and agree to our Refund Policy, as it is required to complete your purchase.
