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Kim Lisa Taylor

Securities offerings Attorney at Saint Augustine, FL

5.0   10 reviews

also known as SYNDICATION ATTORNEYS, PLLC

  • State Years
    Florida - FL 12 years
    California - CA 21 years
  • Licensed for 12 years
    State FL
    Acquired 2012
    Status
    Member in Good Standing No misconduct found
  • Licensed for 21 years
    State CA
    Acquired 2002
    Status
    Active No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Kim

Learn Kim’s areas of practice.

2
Practice areas
  1. Real estate
    50%

  2. Securities offerings
    50%
    Crowdfunding, Federal Securities Offerings Nationwide including Regulation A+, Regulation D, Rule 506(b) and Rule 506(c) and Regulation S (International), as well as Public Offerings. Private Placement Offerings for Real Estate, Technology and Business Startup Private Placements and IPOs; Entity Formation & Corporate Documents; SEC Filings, Blue Sky Filings, Joint Ventures, Private Equity Funds; Business Advice, Business Plans, Investment Summaries; Public Speaking & Educational Events

    16 years, 150 cases

 

Who is Syndication Attorneys?

Our returning clients prove it. We have the talent and resources to get your deal done. And we do it for a reasonable lump sum. No surprises; just results, and a lot of loyal, returning clients. Syndication isn’t just part of our law practice; it’s our primary focus.

Syndication Attorneys, PLLC does more than Crowdfunding; (yes, we do Crowdfunding Offerings too). Our Attorneys are very versed in all aspects of the JOBS Act, including Regulation A+, Regulation D, Rule 506 (b&c), and Regulation Crowdfunding, as well as Regulation S (International) and public offerings. But our approach is different; we are creating a nationwide network of experienced securities attorneys (some with more than 20 years securities experience in such fields as real estate, business and technology startups), as well as international tax advisors. Our growing support staff includes law clerks, paralegals, technical writers, graphic designers, administrators and a trusted network of service providers.

Our services are expanding. We can now serve our Client’s needs when dealing with international investors, provide investment vehicles for 1031 exchanges (TICs and Delaware Statutory Trusts), and offering securities-related services to technology and small business startups, in addition to all types of real estate offerings. We introduce our clients to the services they need to help them succeed at every level in their business growth. 

Our coordinated team can help you from your first $1Million deal up to your first $100Million fund. You find the investment opportunity; we can help you write your business plan, figure out how to share profits with investors, and what legal documents you need. We’ll form your entities, help you pick the right securities rules to follow, draft the appropriate documents, and do the required filings, all for a reasonable lump sum fee. We’ll even coordinate with your institutional lenders (or even private equity JV partners). 

But we don’t stop there, we will give you advice on legal and effective marketing strategies for raising the money you need from private investors. Our networks can help you create your website and draft your marketing materials and plans and we can introduce you to Crowdfunding companies who can help you raise the money. We set the foundation so you can effectively raise the money, close the deal, and manage the company and your investors. Our goal is your success. We know we’ve achieved that when our clients come back a second, third or even 10th time, and they start closing bigger and bigger deals. 

We nurture our clients - many who have never done a deal before - into becoming educated, confident, and competent syndicators, deal sponsors, and investment managers. The first deal is hard - we know that - but it gets easier. The second deal is easier, the third is a cinch and the fourth will have investors waiting in line. We can help you achieve your dreams, while you help your investors achieve theirs. Our documents are written in plain English; once your investors have seen our documents, you won’t have trouble getting them to invest again as they will know what to expect and they will understand what they are getting into. 

Unlike other attorneys, we get what you do, because we do it too. Our attorneys continue to educate themselves on the latest investment and marketing strategies by attending seminars, reading books, and staying abreast of the latest changes in the law. We teach at others’ events as well as our own. But we also practice what we teach as we invest in real estate income properties too. 

I am the founding member of a Crowdfunding Platform, a managing partner in high-end subdivision development project and an apartment complex, and own vacation rental properties too. 

I have coaches for my business, and so do all of my returning clients. You should too. Let us be your legal and fundraising coach. We are more than a law firm; we help entrepreneurs create sustainable, successful investment companies. Will you be one of them? 

 

Photos and videos

Saint Augustine, Florida

Location

Syndication Attorneys, PLLC
2224 Shore Dr
Saint Augustine, FL, 32086-6235

Reviews

5.0 / 5.0
  10 customer reviews
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Posted by anonymous | January 30, 2017
This review is from a person who hired this attorney.
| Hired Attorney
experienced and team oriented
Kim was very reachable throughout my process, which I needed, and continue to need. I have worked with Kim to syndicate my first multi-family property and she guided me through the process. Actually, at times, reaching beyond expectations to help me in my process as she has experience in the MF industry as an owner as well. I feel she is more of a teammate, and I will benefit from her guidance as I move down my path. I would (and do) recommend Kim for RE Syndication's, TIC's, DST's etc.
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Posted by Rob | January 30, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Great work for our Fund
She did a great job setting up our Fund. If there were 6 stars we would give her 6 stars.
Posted by Dave | January 24, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Working with Kim Taylor
I have had the chance to work with Kim Taylor and am very happy with her services. She is easy to work with. I have used her services for advice in setting up my business. Kim has been invaluable in all aspects of my start up. She has counseled me regarding syndication, documentation, website advice, deal structure, partnership, finding accredited investors, and staying SEC compliant when talking with potential investors. I recommend Kim highly. Dave.R
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Posted by Dmitry Kremer | January 24, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Kim Lisa Taylor - review
I have known Kim for a number of years and have been contracting her services since last year. Her expertise in multi-family real estate is superb. She makes herself available, she is thorough, thoughtful and helpful. I am once again engaging her services in my current multi-family real estate transaction. I highly recommend Kim to a potential Real Estate investor.
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Posted by Carl | January 24, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Carlyle Properties - Owner
We have been working with Kim Taylor for about 5 year now. Kim and her staff has completed all of our are syndicated investment deals in multi-family real estate. Most important Kim gets the job done fast and is very thorough with the documents. Should any sideline changes need to be made it done as well. I highly recommend Kim Lisa Taylor for your real estate and syndicated needs.
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Posted by Bob | January 24, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Excellent Attorney!
Provides quality documents and valuable insights.
Posted by Daniel | July 27, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Successful Raise
Kim has been our attorney for a couple years now and has done a great job in helping us navigate the SEC rules and regulations. Her efforts help us to successfully raise $2.0M for a recent acquisition.
Posted by Daniel | July 24, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Syndication Attorney
Kim has been our syndication attorney on around 10 of our projects. She has always done a great job, timely, professional, knowledgable and works with us to structure the syndication to accommodate the complexities of both our direct investors and private equity partners. We have used other syndication lawyers in the past and Kim is far superior. We can highly recommend her.
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Posted by Vinod (Smile) Chopra | July 17, 2016
This review is from a person who hired this attorney.
| Hired Attorney
The Best Syndication Lawyer who has helped us for 8 years.
I am a Sponsor for Multifamily Investments. I came to know Kim Taylor about 8 years back. She has been helping my company in putting together the very best complete professional Syndication packets including PPM, Subscription Agreements, Operating Agreement along with forming the right entities for Acquisitions. I owe a lot of my success to her professionalism, experience, promptness and counsel over all these years. I just love the fact that she is so reachable and never rushed in our meetings. I have appreciated her sending very timely articles that she put together or from research. She is a great person and one should hire her to get the job done correctly and on time. Thanks Kim. Really appreciate you. God bless.
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Posted by Karen | July 15, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Excellent syndication attorney
I have worked with Kim on several very complex syndications for commercial real estate acquisitions . She is very thorough and stays on top of tight deadlines. I would highly recommend Ms. Taylor for any syndication transactions.
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Cost

Rates
  • Free Consultation 30 minutes
Payment methods
Cash, Check

Resume

AVVO RATING 6.5 (Good)

Work Experience

  • Securities Attorney, Founder
  • Syndication Attorneys, PLLC
  • 2016 - Present
  • Securities Attorney, Co-Founding Partner
  • Trowbridge Taylor Sidoti LLP
  • 2014 - 2016
  • Securities Attorney, Co-Founding Partner
  • Trowbridge & Taylor, LLP
  • 2010 - 2014
  • Attorney, Real Estate & Environmental Litigation
  • Kim Lisa Taylor, Attorney at Law
  • 2003 - 2009
View all work experience

Education

  • University of Denver - Sturm College of Law
  • JD
  • 2001
  • Western Michigan University
  • BS
  • 1985

Languages Spoken

  • English

Publications

View all publications

Speaking Engagements

  • Master Series Classes
  • How to Legally Raise Money From Private Investors
  • N/A
  • Lassiter Marketing Group
  • Group Investments for Commercial Real Estate
  • N/A
  • Investor Provider Leadership Summits
  • Legal Aspects of Using Other People's Money
  • N/A
  • Information Management Network Crowdfunding for Real Estate Forum
  • Securities Law 101; Blind Pool Fundraising; Structures & Implications
  • N/A
  • FIBI Real Estate Investor Association
  • Legal Aspects of Using other People's Money
  • N/A
  • Equity Trust University
  • Using other people's self-directed IRAs to fund Real Estate Transactions
  • N/A
  • Creative Success Alliance
  • Group Investments for Multi-family Real Estate
  • N/A
  • AAPL Annual Convention & Thinking Bigger Conference
  • Group Investments for Hard money Lenders
  • N/A
View all speaking engagements

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Saint Augustine Securities offerings Lawyer Kim Lisa Taylor
Kim Lisa Taylor
Securities offerings Attorney
Saint Augustine, FL
Licensed for 21 years
Free Consultation