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Small Corporate Offering Registration

Austin, Texas:  Business valuation is an art more than a science.  Financial statements do not touch the intangible values of a business. With privately-held businesses, it is difficult to answer the question, "What's this business worth?"

To get a valuation of your business, you must sell some of your stock.  There is a little-known Securities Exchange Commission (SEC) instrument known as Small Corporate Offering Registration (SCOR) sometimes referred to as Reg D Rule 504, that provides a relatively simple means to sell stock to anyone.  
 
SEC: Mandated by Congress, every year since 1982 the SEC has held an annual meeting for small business investors and owners called "Small Business Capital Formation Conference."  
 
The first result of that conference was the Reg D Rule 504. In 1992, ten years later, Deborah Bortner, the Securities Administrator for the State of Washington, led the way to simplify the registration by developing the SCOR document.

To say the least, the majority of our small businesses have a difficult time finding money. It is also true that the majority of small business owners do not have a succession plan, a liquidity model or an exit strategy. That all has to change.

One fact will not change. Statistically, out of every $100 the banks loan, small business gets about $7. We contribute about 50% of the Gross National Product; but generally, as a group, we have a lot to learn about capital. We all need to come up to speed with the Securities Exchange Commission's annual conference about Small Business Capital Formation. It has been going on since 1982.

The SCOR has not caught on. There is very little publicity about it and just a few educational resources. It does require three years of audited financials. It does involve your CPA and a good securities lawyer.
 
We believe the best and highest use of the SCOR is: (1)  A cornerstone of a succession plan and liquidity model for mature small businesses, (2) An alternative to an employee-stock ownership program, (3) A means for all those who already want to buy into a business to do so without going through an IPO and without necessarily being a qualified investor, and (4)  An instrument to provide a conservative diversification strategy for pension funds, mutual funds, and private investors.

So, it is well worth the time and energy to learn about it. We are now in position, because of the ubiquity of the Internet, to provide mechanisms so the best small businesses are indexed against one another and the best among the best rise to the top and are immediately qualified to be selected by any investor to receive equity capital.

It will change business in America forever.

We can share equity. We can learn about liquidity models. We can understand our financials and key critical ratios, and then participate in a market just like any big business.

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Create an account then log on. Notice "My Profile" is added to the top navigation bar (the header). Cursor over it.  From the drop down menu,  please click on "Basic Information." Add your business URL, city, URL.  Get listed and linked within the Small Business Index of Learning Companies (More). 

About membership within the school.  Of course, you can use this school's online resources without charge.  Within the school, as a member, you can tell your story,  benchmark key ratios within your industry, raise capital, and/or implement an exit strategy.  Prior homepage...


Advertising to Architecture to Agriculture to Apparel ...

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Joe Zubizaretta, Zubi Advertising, Coral Gables, Florida

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Advertising agency (homepage for this episode):  Meet Joe Zubizaretta. His mother, forever known as Mama Zubi, started this business.   Today it is one of the leading Hispanic agencies in the USA.
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Key Question: What is a path for growth?

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Apparel - clothing - fashion (episode homepage):  Bud Konheim and his partner, Nicole Miller, bought out a very small division of a conglomerate.  Then they built it into a fashion enterprise.
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Key Question: Can my business be my legacy?

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Banking (homepage of this episode):  Meet Andy Murstein.  His grandfather started a taxi company.  His dad built on it and started the loan business for immigrants and minorities to buy their taxicab. Now, Andy is building on both and is growing a billion-dollar banking business.  He sells on Wall Street.
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Key Question: Who is the best buyer?

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