Request Your Monthly Fee Scope

Clients, primarily issuers reporting with the SEC or OTC Markets, pay a monthly fee for a scope of ongoing work set out in writing, including review, editing, and comments on quarterly reports, annual reports, agreements (including financing agreements), press releases, investor decks, and other public disclosure.

No hourly billing. No surprise invoices. Unlimited consultations, always included at no additional charge.

Larger document projects, such as registration statements and private placement memoranda, sit outside the monthly fee but are also quoted on a flat-fee basis.