Services

We also provide customized processing on critical items

We Can Assist You With:

Assist

  • Investment Advisor Services
  • Private Offerings
  • Public Offerings

Our Basic Services

Our services include services in connection with required offering documentation, including both the Form D filing and the specific Blue-Sky Filings for each required state. We will work with you to determine your company's Blue Sky status for each state, and available exemptions as well as file the required state filings.

We also provide customized processing on critical items, such as:

  • Choosing an exemption that best fits your needs
  • Maximizing efficiency 
  • Reducing state Blue Sky issues and costs.

In addition, we will constantly monitor and notify you of changes in the securities laws of each state, so you can stay abreast of state requirements and keep your Blue-Sky status in the necessary states. 

Above all, we strive to treat each client like an individual.  We create a program designed specifically to meet your needs, and provide flexibility and extra attention to detail. 

Please feel free to email info@blueskyfilings.com for more information, or call us at (888) 528-2677 to speak with one of our Blue-Sky specialists.