Episode 15: Jillian Sidoti – Managing Risk and Crowdfunding

Jillian works for Crowdfunding Lawyers where she helps advise real estate entrepreneurs. They work with investors to acquire more extensive properties, set up the financing, and structure private placements. She started out in the music industry and then became interested in real estate investing and later in 2008 she began practicing law.

Crowdfunding is just another term for private money investors. It’s a term for getting a group of people to invest and is similar to partnerships or joint ventures. It can be equity financing and/or debt financing.   It just means that multiple people are investing with you. Jillian works on structuring the deal terms for the syndicators/operators and their investors in what is called a private placement memorandum.

Anyone investing in this space should be looking for full disclosure. It’s important to make sure you know what you are getting into when making these deals.You can be assured that people with shady deals will likely cut corners in many critical areas. You need to be mindful of what will happen if other investors take legal action. It can all blow up for everyone. If someone just wants money with no documentation, this is a clear sign that they are not doing things the right way.

When it comes to lawyers, an ounce of prevention is worth a pound of cure. Don’t use a lawyer as a last resort. Get legal advice up front.

She discusses various tax strategies and how to structure your finances to minimize taxes. Taking the regular advice of teachers, banks, and most financial advisors are often detrimental to your financial health. You have to be vigilant about your finances as only you can be responsible.

Jillian is sponsoring the Crowdfunding event in Las Vegas, February 1st, and 2nd, 2018.   I strongly encourage investors who are seeking opportunities and/or capital should attend this event. Just use the Promotional Code “A2A” and receive $100 off.

Talking Points From This Weeks Episode
• Private placements are a form of crowdfunding.
• How to minimize taxes and structure your finances.
• Many financial advisors do more harm than good.
• Be responsible for your own investments.

About Our Guest
Jillian Sidoti, Esq., CCIM is a California Licensed Attorney, Crowdfunding Author, Speaker & Teacher Of Finance, Accounting & Small Business Management. She is one of the country’s leading experts on Regulation A+. Since 2008, Jillian has submitted multiple Regulation A Offering Circulars to the Securities Exchange Commission for approval making her one of the few attorneys familiar with the law prior to the changes under the JOBS Act. Since the JOBS Act, Jillian has assisted multiple companies and entrepreneurs realize their fundraising goals through Crowdfunding, 506©, and Regulation A. Jillian also continues to specialize in transactional legal matters such as private placement memorandums, S-1′s/S-11’s, and Regulation D filings. Jillian also spends her time speaking at seminars educating real estate investors on how to legally raise capital for their real estate investment projects.

You can contact her through crowdfundinglawyers.net.

Jillian is the author of the highly rated book, The Crowdfunding Myth which debunks the multiple myths surrounding crowdfunding and teaches the reader how to effectively crowdfund their securities offering.

Prior to her legal career, Jillian owned and operated a record label enabling her to tour worldwide with artists, including visiting South Africa, Canada, Europe, and the United States. Using that experience, Jillian has been commissioned to write articles and contracts for many music industry entities.

For several years, Jillian taught Finance and Accounting for the BS and MBA programs at the University of Redlands, drawing on her experience as Financial Analyst, Controller, and CFO for many companies from manufacturing to real estate development. Jillian also teaches a Small Business Management class where students are taught the anatomy of a business plan.

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