STEVE MUEHLER - SECURITIES

SECURITIES & BLUE SKY:

Steve Muehler is an experienced Capital Markets Paralegal, and Steve Muehler assists Private Clients (Individuals & Businesses) and Attorneys throughout the State of California. Steve Muehler can provide you and/or your Law Office(s) with the following Paralegal Services with respect to Capital Markets Transactions:

Securities & Blue Sky (pre-closing):

We prepare all Offering Memorandums for all Public & Private Securities Offerings.
We file all Offerings with the United States Securities & Exchange Commission (non-exempt offerings).
We make all required Form Filings with the SEC for any Exempt Offerings.
We make all required filings with any of the states.

Securities & Blue Sky (form types):

Private Placement:
- Reg D
- Regulation A+ Tier I
- Regulation S
- EB5
- Family of Notes
- PIPE
- 144a
Public Offerings:
- Reg D (Equity CrowdFunding)
- Regulation A+ Tier II (with or without Capital Markets Listing)
- Regulation S (with International Capital Markets Listing)
- S-1
- S-3
- S-4
- S-6 (Unit Registration Statement)
- S-8 (Employee Benefit Shares Registration Statement)
- S-11 (REIT)
- 424 (Amendment Registration)
- 424B (Delayed Offering Registration)
- 20-F (Foreign Issuer Registration Statement)
- Form 10 (Shares Registration Statement)
- N-1A (Mutual Fund Registration Statement)
- N-2 (Closed-End Fund Registration Statement)
- N-14 (Registration Statement)
Security Tokens Offerings
CrowdFunding Portals
Alternative Trading Markets
SEC Form 1 for Stock Exchanges

Securities & Blue Sky (Specialty & Fund Formations):

EB5 Regional Office
REIT Fund Formation
Hedge Fund Formation
Private Equity Fund Formation
Venture Capital Fund Formation
Offshore Hedge Fund Formation

Securities Litigation & Enforcement Actions:

Client Intake & Conflict Checks
Legal Research
Preparation of Pleadings and Judicial Council Forms
- Complaints
- Answers
- Demurrers
- Motions
- Stipulations
- Etc.
Drafting Correspondence(s)
Propounding and Responding to Discovery
- Including communicating with clients to obtain responses and documents for production
Correspondence to clients, opposing counsel, court personnel, etc.
Document Management & Electronic compilation and organization of documents for Exhibits and Document Production
- Including indexing and Bates Stamping
Filing Documents Electronically (when applicable)
Drafting & Preparation of Briefs
Table of Contents and Table of Authorities
Schedule Depositions with Court Reporting Services
- Court Reporter
- Interpreters
- Video Service
Deposition Summarization
Chronologies and Timelines
Data Entry
Preparation of Subpoenas and Notices
Mailing Copies to Opposing Counsel
Manage Calendars & Schedules
Scheduling Hearings
Process Serving & Certificates of Service
PowerPoint Presentations
Preparation of Demand Letters and Settlement Packages
Alternative Dispute Resolution / Mediation Brief
Hearing / Trial Preparation

All Steve Muehler Investment Banking (Blue Sky & Securities) - Legal Documents are Attorney Reviewed before being finalized!!

INVESTMENT BANKING (BLUE SKY & SECURITIES) SERVICES & RATES:

Steve Muehler is a bonded and a Registered Paralegal with the American Bar Association. Steve Muehler is authorized to perform Investment Banking (Blue Sky & Securities) Legal Services within the State of California. Since this Firm is paid a "flat fee", it is our goal is to get you from start-to-finish as quickly and efficiently as possible, while providing the highest level of service.

Bonded & Registered: We are compliant with the California Business & Professions Code Section 6400 pertaining to "Legal Document Assistants". Many others are not! Every member of this Firm is bonded & registered as required by California State Law.

Flat Fee Pricing: The Legal Services Industry can be confusing. This Firm makes it easy by laying out all costs up front at the time of engagement. This avoids any surprises!