Contact Info

66 Exchange Place, Salt Lake City, UT, 84111

Phone: 801-433-9570
Email: sales@issuerconsulting.com
There are many specifics that factor into the decision to conduct a merger or acquisition. Sometimes companies merge to increase their audience or ultimately grow through a combination of synergistic and strategic initiatives; on the other hand, some companies are acquired for intellectual property or a various host of other reasons.  It depends on your financial situation, industry, opportunity, and personal needs; a consulting firm like Issuer Consulting helps determine if M&A is right for you based on all of these factors and more.
Initial Public Offerings (IPOs) allow companies to significantly increase their investor base and thus raise capital, providing additional funds to fuel company growth and expand operations.  Through IPOs, companies can list on public exchanges in the U.S. including NYSE, NASDAQ, IEX, OTC, and many others.  Our IPO consulting services help you determine if an IPO is right for you by examining your industry, competitive angle, financials, funding needs, valuation and exit strategies.
Before going public, major exchanges like the NYSE may require issuers to become DTC eligible. This means that all securities are deposited through the Depository Trust Company, or DTC (also known as DTCC), which facilitates stock clearing and settlement for U.S. securities markets.  DTC eligibility is required to list on major exchanges but not necessarily required for OTC Market listings. It is, however, recommended to enhance trading.  Our consulting firm can help you obtain DTC eligibility.
Financial roadshows are an optimal time to speak to current investors and enhance networking opportunities. They can further be an effective way to market to new investors and raise funds for your company. Having a successful financial roadshow requires extensive marketing and planning through effective presentations, successful one on one meetings and more.  Issuer Consulting can help guide you through the process with targeted advice for an effective financial roadshow for your company.

Improving SEO is critical to marketing your company’s products, services, or crafting a pitch to investors. Choosing unique key words and engaging meta-descriptions will drastically improve your company’s SEO. The more unique your content is, the more likely it will show up on search engines.

OTC Markets have fewer requirements than major stock exchanges such as the NYSE or NASDAQ.  To trade on OTC Markets, issuers must file a 15c2-11 application through a market maker.  Issuer Consulting can help you get this done.

As your CFO, Issuer Consulting addresses many of your company’s needs. We help you with everything from evaluating your cap table structure and company valuation to giving you guidance on capital raising, your competitive angle, and personnel. We also manage your finances, ensuring your compliance with the SEC during that process. Our all-inclusive CFO services improve both the efficiency and reputation of your company.

To conduct a crowdfunding offering, you must use a web portal that is registered with the SEC. Also, note that you can raise a maximum of $1 million via Reg CF, $5 million via Reg A (now Reg A+), and an unlimited amount of capital via Regulation D. If you conduct an offering under Tier 1 or 2 of Reg A+, however, you can raise up to $20 million and $50 million respectively. Issuer Consulting helps you craft a plan to maximize the amount of capital you raise. In addition, we ensure your compliance by helping you fill out the required crowdfunding filings.