Later-Stage Financial Architect™

Free Chapters 1 & 2

No payment to enroll. Chapter 1 & 2 are complimentary.

This robust course is designed for Later-Stage companies seeking expansion capital. The course is designed as a true “power play” for the experienced entrepreneur of a later-stage company as they enter “shark infested” waters. Primary objectives for this course are two-fold: (1) in addition to the knowledge and skill sets included here from the Start-Up and Early-Stage course, the entrepreneur gains richer insight into selling company securities directly to financial institutions and how to buy assets, services and entire companies using company securities as currency, and (2) become empowered an entrepreneur with an ability to build an internal finance department that functions as a “mini-financial institution”, providing the entrepreneur practical power when seeking growth through acquisition.

Later-Stage Course Curriculum

17 Chapters

  1. 4
    • Audio: Lesson 1

    • Book: Lesson 1 - Why Entrepreneurs Fail

    • Audio: Lesson 2

    • Book: Lesson 2 - Legal Perspective

    • Quiz: Chapter 3

  2. 5
    • Audio: Lesson 1

    • Book: Lesson 1 - The Perfect Storm

    • Audio: Lesson 2

    • Book: Lesson 2 - Legal Perspective

    • Quiz: Chapter 4

  3. 6
    • Audio: Lesson 1

    • Book: Lesson 1 - Capitalizing on the Winds of Change

    • Audio: Lesson 2

    • Book: Lesson 2 - Legal Perspective

    • Quiz: Chapter 5

  4. 7
    • Audio: Lesson 1

    • Book: Lesson 1 - Venture Capital & Company Stages

    • Audio: Lesson 2

    • Book: Lesson 2 - Capital Sources

    • Audio: Lesson 3

    • Book: Lesson 3 - Legal Perspective

    • Quiz: Chapter 6

  5. 8
    • Audio: Lesson 1

    • Book: Lesson 1 - Integrate Hybrid Securities

    • Audio: Lesson 2

    • Book: Lesson 2 - Create a Finance Department

    • Audio: Lesson 3

    • Book: Lesson 3 - Legal Perspective

    • Quiz: Chapter 7

  6. 9
    • Audio: Lesson 1

    • Book: Lesson 1 - Structure & Governance

    • Audio: Lesson 2

    • Book: Lesson 2 - Fiduciary Duty

    • Audio: Lesson 3

    • Book: Lesson 3 - Legal Perspective

    • Quiz: Chapter 8

  7. 10
    • Audio: Lesson 1

    • Book: Lesson 1 - Costs of Capital

    • Audio: Lesson 2

    • Book: Lesson 2 - Discounting Securities & Selling Board Seats

    • Audio: Lesson 3

    • Book: Lesson 3 - Deal Structures for Operating Companies

    • Audio: Lesson 4

    • Book: Lesson 4 - The Two Most Popular Deal Structures for Start-Ups

    • Audio: Lesson 5

    • Book: Lesson 5 - Deal Structures for FUNDS/REITs

    • Audio: Lesson 6

    • Book: Lesson 6 - Legal Perspective

    • Quiz: Chapter 9

  8. 11
    • Audio: Lesson 1

    • Book: Lesson 1 - Company Valuation

    • Audio: Lesson 2

    • Book: Lesson 2 - Securities Pricing

    • Quiz: Chapter 10

  9. 12
    • Audio: Lesson 1

    • Book: Lesson 1 - Operational Risk Mitigation

    • Audio: Lesson 2

    • Book: Lesson 2 - Financial Risk Mitigation

    • Audio: Lesson 3

    • Book: Lesson 3 - Litigation & Regulatory Risk Mitigation

    • Audio: Lesson 4

    • Book: Lesson 4 - Legal Perspective

    • Quiz: Chapter 11

  10. 13
    • Audio: Lesson 1

    • Book: Lesson 1 - Research

    • Audio: Lesson 2

    • Book: Lesson 2 - The R&D of Capital

    • Quiz: Chapter 12

  11. 14
    • Audio: Lesson 1

    • Book: Lesson 1 - Making Structural Changes

    • Quiz: Chapter 13

  12. 15
    • Audio: Lesson 1

    • Book: Lesson 1 - Securities-Offering-Document Production

    • Quiz: Chapter 14

  13. 16
    • Audio: Lesson 1

    • Book: Lesson 1 - US Securities Laws

    • Audio: Lesson 2

    • Book: Lesson 2 - Exemptions from Securities Registration

    • Audio: Lesson 3

    • Book: Lesson 3 - Securities Offerings

    • Audio: Lesson 4

    • Book: Lesson 4 - Legal Perspective

    • Quiz: Chapter 15

  14. 17
    • Audio: Lesson 1

    • Book: Lesson 1 - Regulated Crowdfunding (Part I)

    • Audio: Lesson 2

    • Book: Lesson 2 - Regulated Crowdfunding (Part II)

    • Audio: Lesson 3

    • Book: Lesson 3 - Legal Perspective

    • Quiz: Chapter 16

  15. 18
    • Audio: Lesson 1

    • Book: Lesson 1 - Selling Private Placements

    • Audio: Lesson 2

    • Book: Lesson 2 - Getting the Message Through

    • Audio: Lesson 3

    • Book: Lesson 3 - SNAPS & Elevator Pitches

    • Audio: Lesson 4

    • Book: Lesson 4 - The Motherlode of Money

    • Audio: Lesson 5

    • Book: Lesson 5 - Legal Perspective

    • Book: About the Authors

    • Quiz: Chapter 17

  16. 19
    • Course Completion - Audio Message