Examples of Offering Memo in a sentence
This Offering Memo does not discuss any material U.S. federal, state, local or foreign income tax considerations relevant to the purchase, ownership and disposition of the Shares by U.S. and non-U.S. investors.
In light of the risks and uncertainties inherent in all such projected matters, the inclusion of forward-looking statements in this Offering Memo and Other Information provided to the Purchaser by the Company should not be regarded as a representation by the Company or any other Person that the Company’s objectives or plans will be achieved or that the Company’s operating expectations will be realized.
Also, these forward-looking statements represent the Company’s estimates and assumptions only as of the date of this Offering Memo and should not be relied upon in making an investment in the Company.
The headings in this Offering Memo are for the purpose of reference only and shall not limit or otherwise affect the meaning hereof.
Make the deal, but eventually paper itRealistic Expectations as to Cost, Timing, Involvement –Expensive to paper all agreements retroactively.No such thing as a “template” that works.Must summarize all material contracts in the Business Plan or Disclosure Document / Offering Memo for Lenders or Investors.