Groups of investors can pool capital for each investment
Loon Creek Single Investment Entity Services
File LLC with the State, apply for Tax ID from IRS.
Complete Operating Agreement and member
subscription agreements and coordinate legal review of LLC documents.
Coordinate review and signature of company’s subscription documents on behalf of the LLC.
Coordinate collection of funds from members and disbursement to company for purchase of the Stock or Note.
File annual report with Secretary of State.
When needed, arrange for the preparation of annual tax returns and deliver the K-1’s to the Members.
Hold investment certificates and other relevant investment records.
Maintain membership records.
Maintain accounting records, issue an annual income statement and balance sheet.
Upon sale of the Stock, collect and deliver the necessary documents to complete the sale. Receive the funds, issue distributions to the members, and dissolve entity.
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*based on using an Idaho or Washington LLC
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