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OVERVIEW
• Initial Funding
- Friends & Family
- Crowdfunding
- SBA Loans
• Mature Company Funding
- Accredited Investors
- Institutional Investors
- Private Equity, M&A
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THREE PHASES TO FUND RAISING
• Planning and
Preparation
• Capital Raising
Process
• Post Closing –
Life with an investor or
lender
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PLANNING and PREPARATION
• Business Plan
• Capital
- Debt v. Equity
• Timing
• Legal Issues
• Accounting
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PROCESS• Overview
• Valuation
• Process- Create CIM
- Develop Target List
- Contact Target Group
- Sign NDAs; send CIM
- Indication of Interest
- Management Meetings
- Letters of Intent
- Sign and go exclusive with one investor and lender
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POST-CLOSING: Life with a Professional Investor or Lender
• Fiduciary Duties
• Compliance and Covenants
• Investor Rights
• “Chemistry”
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Contact Information
Richard A. Lyons
Eugene M. PakWendel, Rosen, Black & Dean LLP
Attorneys at Law
1111 Broadway, 24th Floor
Oakland, CA 94607
510-834-6600
www.wendel.com/breweries
Brian KeresterWood Warren & Co.
Investment Bankers
2200 Powell Street, Suite 200
Emeryvile, CA 94608
510-420-3840
www.woodwarren.com