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     Small Business Investor Relations Plan

       Fogleman, Rich & Rose Consultants have had substantial experience in most common forms of self-underwriting and the resulting necessary coordination with ancillary professional services.

      A Key Factor in effecting a successful outcome is the entrepreneur's complete understanding of the mechanics and legalities of raising capital privately and the inherent risks involved in inadequate documentation and management of the process. FRRC provides a readily available solution to fulfill this critical function in the form of a Plan to Self-Underwrite and Manage Small Business Investor Relations.

       In today's volatile financial markets, the need has increased greatly for articulate, well conceived Investor Relations Programs.   We teach our clients:
  •  What is a "Good" Investor Relations Program ?
  •    Development of Materials that GENERATES HIGH INVESTOR INTEREST
  •    Investor Relations Strategies that get results
    using both Conventional and Electronic Means

  •       At Fogleman, Rich & Rose, we believe that, for those considering a Self Underwriting, creating a sound Investor Relations Program is the MOST CRITICAL PROCESS in the evolution of an emerging business.

    Small Business Investor Relations Plan

          If, during development of a Financial Plan, it is clear that a formalized Investor Relations Strategy is needed, FRRC will provide a Proposal for development.

          This critical service begins with a procedural analysis of the General Capitalization Strategy and includes all initial communication and proper interface with the Client’s existing accounting and legal professionals. If needed, FRRC can provide additional professional referrals for management’s consideration.

          The resulting documentation will include (but not be limited to):

  • I.R. Department Establishment Procedures & Protocol
  • Management Methodology
  • Legal Resources for Management and Staff
  • I.R. Executive Recruitment (as needed)
  • Investor (prospect) Database and Contact
  • Materials Development and Packaging
  • Complete Broker/Dealer Notification and Presentation Programs, (as appropriate)
  • Road Shows & Promotion; Advertising, Public Relations
  • Internet strategy, (if applicable)
  • Integrated WWWeb Page Design, concepts and Implementation strategy.

         If you are contemplating a Private Offering using any method of Self Underwriting, ... remember that having a dynamic and well thought out Investor Relations Strategy often spells the difference in Successfully attracting capital.

    Cost: by Project Specific Quote,
         following Initial Consulting




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