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Contact Us Today

If you’re ready to get started, or just have a few questions, we’re here to help. We offer a free 30-minute initial consultation to all our new, potential clients. No-obligation and hassle-free, this is a great opportunity to speak with one of our team about your proposed offering.

To schedule your free consultation, please click here.

During the call, these are the types of questions we’ll be asking:


  • What are you buying?
  • Where is it located?
  • Where do you live?
  • Where do you think your investors live?
  • Do you need to advertise?
  • How much money do you need to raise from investors?

Our main office is in St. Augustine, Florida.

Contact Us Syndication Attorneys St. Augustine FL

Download Our Investor Marketing Plan Template!

Whether you are starting out as a Syndicator or have a new Securities Offering you need to market to prospective investors, you should start with an Investor Marketing Plan.

Our easy-to-complete Investor Marketing Plan template will have you up and running in no time. It includes a 3-page outline with descriptions of what you should be including for each phase of your Investment Company’s marketing program. It’s delivered in Microsoft Word so that you can easily add your own content for each section.