Organizer Program
A practitioner-friendly program for attorneys, CPAs, and certified financial planners building a book of business. Form a limited partnership, fill it with accredited investors, become its general partner, and be paid two ways for the work.
The two tracks
Document 7 — Outside Professional Engagement (LP)
Billed at your normal rates. Cash. Not contingent on capital raised. CPAs and CFPs have analogous scopes.
Document 6 — Outside Professional Engagement (Company)
At the Company's Series A, the Company may, at its option, repurchase the shares for cash at $1.00/share — $75,000 per partnership organized, paid from Series A proceeds.
The buyback
Series A happens. Company exercises.
You receive cash at $1.00/share from Series A proceeds.
Series A happens. Company does not exercise.
You keep stock that the Series A round has just repriced upward.
No qualifying financing occurs.
No buyback is owed, no cash is payable. You keep the stock as your compensation for the work.
Five partnerships, side by side
The cash column is what your partnership-clients pay you for your legal work. The equity column is the upside grant at par, with the buyback shown at $1.00/share assuming a Series A.
| Partnerships organized | Restricted shares granted | Out-of-pocket (par) | Buyback at $1.00/share |
|---|---|---|---|
| 1 LP | 75,000 | $7.50 | $75,000 |
| 2 LPs | 150,000 | $15.00 | $150,000 |
| 3 LPs | 225,000 | $22.50 | $225,000 |
| 4 LPs | 300,000 | $30.00 | $300,000 |
| 5 LPs (cap) | 375,000 | $37.50 | $375,000 |
Illustrative only. Buyback is the Company's option, not the professional's right. Cash legal fees from each LP are separate and depend on your engagement letter and hours actually billed.
Compliance posture
Compensation under the Company engagement is solely for professional services rendered to the Company and is not transaction-based compensation for the offer or sale of securities. The professional represents that they are not registered as, and are not acting as, a broker-dealer. The Company's securities are offered by the Company's officers.
When the same professional serves both the Company and an LP, the Conflict Waiver & Disclosure (Document 8) is executed with informed consent and the right to independent counsel, withdrawable on written notice.
CPAs bill the LP for entity tax structuring, K-1 preparation, and financial verification.CFPs bill their own investor-clients for suitability and planning advice. Same principle: payment is for substantive professional services — never for the amount of money raised.