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Theresa Oatman's Page
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- What company (companies) do you represent?
- Business Builders, LLC; Stock Connections, Inc.
- Website:
- www.StockConnectionsInc.com">http://www.BusinessBuilders.bz; www.StockConnectionsInc.com
- Where is your personal office? (City, State/Province, Country)
- Santa Clara, CA
- Where do you personally sell?
- Nationwide
- Describe your company's offerings
- We manage and track shareholder equity for early stage, pre-IPO and public companies. We perform audits to ensure clean, accurate, up-to-date capitalization tables; maintain records for stock options, restricted stock and other forms of equity.
We provide a full range of services to assist in SEC, SOX and IRS compliance. We reduce the burden of fiduciary responsibility for Executives and Board members.
Mergers, Acquisitions, Repricings and other special projects are completed timely, accurately and in a cost effective manner.
- Which industry do you represent? (How would a client or partner label your service offering?)
- Accounting, Other
- Which titles make purchase decisions for your offerings?
- CEO/Owner, Finance, Human Resources
- Do you target specific types or sizes of companies? If so, please explain.
- Funded startups, pre-IPO and small to mid-size public companies in any industry. Any company that offers equity awards or is raising capital is a potential client.
- Who are your power partners? (Who refers business to you? What business are they in?)
- CFOs, CPAs, Attorneys, HR, Business Consultants
- What are some symptoms that a prospect might need your offering?
- - Preparing for another round of funding
- Preparing for an IPO
- Frustrated with cost of having a legal firm keep track of their cap table or stock options
- Merger, Acquisition, Repricing of stock options
- Needing help with other special projects
- What differentiates you as a possible business partner?
- I network extensively and am always looking for ways that I can connect people with others who can be strategic partners.
- Who first told you about the B2B Power Exchange Community?
- Chris Pareja
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If you have time, let's connect tomorrow. I found one the sites listed, with what looks like a direct phone # (408-410-XXXX). If you are amenable to this, let's chat tomorrow at 11 AM. I can call you and we can chat for about 30 minutes.
Please let me know. You can email me at snavarro AT jobirn DOT com.
Thanks,
-Steve