How to Turn Competitive Information into Cash

Financial JournalistBusiness Marketing

Many companies are undertaking capital raise campaigns through crowdfunding. Although these appear ongoing, there’s actually a specific amount of time for the company to appeal to potential investors, as in Regulation Crowdfunding, for example. During rehearsal for the September webinar, we asked Clare Price, president and CEO of CFP Media Group about changing up marketing mid-stream to adjust an appeal … Read More

Back to School – Why Succession Planning is So Important

Financial JournalistFamily Business Transitions, Succession Planning

Summer is over. Whether you’re an empty nester or perhaps not so lucky, “Back to School” is a great time for parents to consider succession planning for not just their immediate estate, but also including the family business. What may have started as a “side-hustle” could be blossoming into a legitimate venture and worth reviewing. Mom and pop can now … Read More

Sponsor the 6th Annual World Funding Summit

Financial JournalistFunding Summit

Funding Summit

Brand Your Business • Make a Deal • Generate High Quality Leads • Meet Founders & Decision-Makers Join special guest Kim Kaselionis, founder and managing partner of Breakaway Funding for her third consecutive year as moderator of this expo of alternative funding, fintech leaders and others paving the way to access more capital worldwide. The World Funding Summit is the … Read More

The Tipping Point is Upon Us

Financial JournalistBreakaway Events, Webinar

Canna Feature

Join us August 31, 2017 at 11 am (PDT) for a timely presentation of Nuances, Structures & Opportunities in the Cannabis Industry by speaker Sherri Haskell, founder and CEO of Canna Angels, LLC. she will discuss what’s new during this first year of fully legalized cannabis in California, the areas of significant business growth and, of course, ways to invest in this booming industry. … Read More

Year One: How is Regulation Crowdfunding Helping Small Businesses?

Financial JournalistCrowdfunding, Crowdfunding Laws, JOBS Act, Uncategorized

Crowdfund People

Regulation Crowdfunding (Regulation CF) allows small business owners and start-ups to raise up to a $1 million dollars from friends, family and a wider investor pool. Regulation CF went into effect in May 2016 and already it is doing what it was designed to do: create jobs. Notable statistics from the past year include: Out of the 186 crowdfunding campaigns … Read More

How to Prepare for a Title III Capital Raise

Financial JournalistBlog Post, Invest, Investing

May 2016 ushered in a new securities law to allow practically anyone to invest in the next big thing. Joe Nobody could enter the world of private equity investing and have a chance to get in early on the next Twitter or Lyft. Known as Regulation Crowdfunding (Reg CF) or Title III, this provision of the JOBS Act of 2012 was designed to increase access to capital for small to … Read More

How to Create a Winning Brand that Stands Out

Financial JournalistBranding, Webinar

Brand Building

Whether your business has a website (we certainly hope so in 2017) or not, branding matters. The online world is constantly evolving and positioning your company to stand out and win is imperative. Brands are more than just logos: Each is an intimate impression of your company upon which customers come to trust and rely. If you’re not there to back it up, what does your brand say about your company? What does … Read More

What Can Investors Expect To See in a Due Diligence Package?

Financial Journalistdue diligence, Raise Capital

Due Diligence

You need to have due diligence to show all the financial details for future investors. These details will help assess the benefits and opportunities of your business. Your due diligence package should include: An executive summary, a business plan including 5-years of financial projections, historical financial statements (if applicable), industry peer analysis report, the private placement memorandum, outlining risks of … Read More

Events Happening in Fresno this June

Financial JournalistBreakaway Events, Crowdfunding

Fresno_Feature

Centrally located in the middle of California, Fresno is well-known for its sunshine, dancing raisins and overall agricultural fitness. With Yosemite and the Sierras looming in the distance, the fifth largest population, affordable housing, and a widening hub for tech, craft brew and bands, Fresno is a hot town bursting with events whether you’re on vacation or enjoying a staycation. … Read More

If You Want to Crowdfund, Prepare Like the Experts in Fintech for Your Capital Raise

Financial JournalistCrowdfunding, Entrepreneur, Uncategorized

When she founded Breakaway Funding, LLC in 2014, Kim Kaselionis a former community bank CEO and board chair knew she wanted to provide a strong foundation of expert-led resources to educate business owners, bankers and potential investors about the future of finance: Equity crowdfunding. In addition to local outreach and white papers, Breakaway’s monthly webinars were designed to expose investors … Read More