Late-Stage Financial Architect™

Full Course Program

$4495 One Time Purchase (or 4-Month Pay Plan, see below)
(includes lifetime course access)

This comprehensive course is tailored for later-stage companies seeking expansion capital. It serves as a strategic advantage for experienced entrepreneurs navigating the complex and competitive landscape of corporate finance. The course has two primary objectives. First, it builds upon the foundational knowledge and skills from the Start-Up and Early-Stage course, offering deeper insights into selling company securities directly to financial institutions and utilizing these securities to acquire assets, services, and even entire companies. Second, it empowers entrepreneurs to develop an internal finance department that operates as a "mini-financial institution," equipping them with practical tools and strategies for growth through acquisition. This robust program provides entrepreneurs with the expertise and confidence needed to succeed in the demanding environment of later-stage business expansion.

Late-Stage Course Curriculum

17 Chapters

  1. 1

    • Welcome to the Later-Stage Financial Architect System™ Course

    • Audio: Financial Architect System™ Introductory Message

    • Video: FAS Course Intro – Founder & CEO

    • Video: FAS Lecture Series AI Introduction

    • Book: Table of Contents
  2. 2

    • Factoid

    • Video: Chapter 1 Introduction

    • Audiobook: Case Studies

    • Book: Case Studies & Introduction

    • Audiobook: Lesson 1

    • Book: Lesson 1 - Definitions, The Language of Wall Street

    • Audiobook: Lesson 2

    • Book: Lesson 2 - Raising Capital, Legally (Summary)

    • Audiobook: Lesson 3

    • Book: Lesson 3 - Raising Capital, Effectively (Summary)

    • Audiobook: Lesson 4

    • Book: Lesson 4 - Legal Perspective

    • Factoid

    • Quiz: Chapter 1
  3. 3

    • Video: Chapter 2 Introduction

    • Audiobook: Lesson 1

    • Book: Lesson 1 - The Players

    • Audiobook: Lesson 2

    • Book: Lesson 2 - Legal Perspective

    • Factoid

    • Quiz: Chapter 2
  4. 4

    • Video: Chapter 3 Introduction

    • Audiobook: Lesson 1

    • Book: Lesson 1 - Why Entrepreneurs Fail

    • Audiobook: Lesson 2

    • Book: Lesson 2 - Legal Perspective

    • Factoid

    • Quiz: Chapter 3
  5. 5

    • Video: Chapter 4 Introduction

    • Audiobook: Lesson 1

    • Book: Lesson 1 - The Perfect Storm

    • Audiobook: Lesson 2

    • Book: Lesson 2 - Legal Perspective

    • Factoid

    • Quiz: Chapter 4
  6. 6

    • Video: Chapter 5 Introduction

    • Audiobook: Lesson 1

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

    • Audiobook: Lesson 2

    • Book: Lesson 2 - Legal Perspective

    • Factoid

    • Quiz: Chapter 5
  7. 7

    • Video: Chapter 6 Introduction

    • Audiobook: Lesson 1

    • Book: Lesson 1 - Venture Capital & Company Stages

    • Audiobook: Lesson 2

    • Book: Lesson 2 - Capital Sources

    • Audiobook: Lesson 3

    • Book: Lesson 3 - Legal Perspective

    • Factoid

    • Quiz: Chapter 6
  8. 8

    • Video: Chapter 7 Introduction

    • Audiobook: Lesson 1

    • Book: Lesson 1 - Integrate Hybrid Securities

    • Audiobook: Lesson 2

    • Book: Lesson 2 - Create a Finance Department

    • Audiobook: Lesson 3

    • Book: Lesson 3 - Legal Perspective

    • Factoid

    • Quiz: Chapter 7
  9. 9

    • Video: Chapter 8 Introduction

    • Audiobook: Lesson 1

    • Book: Lesson 1 - Structure & Governance

    • Audiobook: Lesson 2

    • Book: Lesson 2 - Fiduciary Duty

    • Audiobook: Lesson 3

    • Book: Lesson 3 - Legal Perspective

    • Factoid

    • Quiz: Chapter 8
  10. 10

    • Video: Chapter 9 Introduction

    • Audiobook: Lesson 1

    • Book: Lesson 1 - Costs of Capital

    • Audiobook: Lesson 2

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

    • Audiobook: Lesson 3

    • Book: Lesson 3 - Deal Structures for Operating Companies

    • Audiobook: Lesson 4

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

    • Audiobook: Lesson 5

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

    • Audiobook: Lesson 6

    • Book: Lesson 6 - Legal Perspective

    • Factoid

    • Quiz: Chapter 9
  11. 11

    • Video: Chapter 10 Introduction

    • Audiobook: Lesson 1

    • Book: Lesson 1 - Company Valuation

    • Audiobook: Lesson 2

    • Book: Lesson 2 - Securities Pricing

    • Factoid

    • Quiz: Chapter 10
  12. 12

    • Video: Chapter 11 Introduction

    • Audiobook: Lesson 1

    • Book: Lesson 1 - Operational Risk Mitigation

    • Audiobook: Lesson 2

    • Book: Lesson 2 - Financial Risk Mitigation

    • Audiobook: Lesson 3

    • Book: Lesson 3 - Litigation & Regulatory Risk Mitigation

    • Audiobook: Lesson 4

    • Book: Lesson 4 - Legal Perspective

    • Factoid

    • Quiz: Chapter 11
  13. 13

    • Video: Chapter 12 Introduction

    • Audiobook: Lesson 1

    • Book: Lesson 1 - Research

    • Audiobook: Lesson 2

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

    • Factoid

    • Quiz: Chapter 12
  14. 14

    • Video: Chapter 13 Introduction

    • Audiobook: Lesson 1

    • Book: Lesson 1 - Making Structural Changes

    • Factoid

    • Quiz: Chapter 13
  15. 15

    • Video: Chapter 14 Introduction

    • Audiobook: Lesson 1

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

    • Factoid

    • Quiz: Chapter 14
  16. 16

    • Video: Chapter 15 Introduction

    • Audiobook: Lesson 1

    • Book: Lesson 1 - US Securities Laws

    • Audiobook: Lesson 2

    • Book: Lesson 2 - Exemptions from Securities Registration

    • Audiobook: Lesson 3

    • Book: Lesson 3 - Securities Offerings

    • Audiobook: Lesson 4

    • Book: Lesson 4 - Legal Perspective

    • Factoid

    • Quiz: Chapter 15
  17. 17

    • Video: Chapter 16 Introduction

    • Audiobook: Lesson 1

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

    • Audiobook: Lesson 2

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

    • Audiobook: Lesson 3

    • Book: Lesson 3 - Legal Perspective

    • Factoid

    • Quiz: Chapter 16
  18. 18

    • Video: Chapter 17 Introduction

    • Audiobook: Lesson 1

    • Book: Lesson 1 - Selling Private Placements

    • Audiobook: Lesson 2

    • Book: Lesson 2 - Getting the Message Through

    • Audiobook: Lesson 3

    • Book: Lesson 3 - SNAPS & Elevator Pitches

    • Audiobook: Lesson 4

    • Book: Lesson 4 - The Motherlode of Money

    • Audiobook: Lesson 5

    • Book: Lesson 5 - Legal Perspective

    • Book: About the Authors

    • Factoid

    • Quiz: Chapter 17
  19. 19

    • Audio: Course Completion Message

Pricing Options

Select the Reduced Premium Price when making a one-time purchase, or a 4-Month Pay Plan at regular price.