Do You Know How to Ask for Money?

You know your business!  Do you know how to ask for an investment in that business?  David Weatherholt has the experience you need to tell that all important business story in terms potential investors understand.  Call today and get Dave on your team!

Jumpstart Our Business Start-ups Act

In January 2012 “Jumpstart Our Business Startups Act” passed the House and Senate and on April 27, 2012 as part of the Jobs Bill the President signed it into law authorizing the SEC to implement. Title III Crowdfunding amends the Securities Act of 1933 and is the game changer for small business funding. It clarified adding “funding portal” for amounts up to $1 million and further clarifies “qualified and unqualified investors and the amounts they can invest.


Crowdfunding means small business now has a seat at the equity funding table. Crowdfunding enables your company to advertise using a “funding portal” to unlimited pool of investors. The act requires adequate “disclosures related to risks and investor “education materials” i.e. written prospectus including a business plan.

Business Planning

A business plan is a written road map showing where you want to take your business. It communicates your goals in a way that others understand your vision. They then can decide to agree with your vision and join or pass on the opportunity.


“David Weatherholt put together the best business plan I’ve seen in all the years I’ve been reviewing business plans. I recommend David because of his thorough approach that covers all aspects of funding and running a business. Lynn Klassert, Vice President of Business Banking, KeyBank