Sample Private Placement Memorandum for Motion Picture

Table of Contents

            1. Important Notes
            2. Summary of the Offering
                  2.1. The Enterprise
                  2.2. Securities Being Offered
                  2.3 Summary of Financial Statements
            3. Suitability Standards
            4. Risk Factors
                  4.1. Risk Related to the Business
                  4.2. Risk Related to the Offering
            5. Capitalization of the Company
            6. Sources of Funds and Use of Proceeds from the Offering
            7. Dilution
            8. Plan of Distribution of Securities
            9. The Movie
                  9.1. Synopsis of the Movie
                  9.2. Production of the Movie
                        9.2.1. Development
                        9.2.2. Pre-Production
                        9.2.3. Principal Photography
                        9.2.4. Post Production
                  9.3. Distribution Strategy
                  9.4. Festival Strategy
                  9.5. Industry & Market Dynamics
                        9.5.1. Primary Domestic Markets
                        9.5.2. Export Markets
                  9.6. Employees
                  9.7. Corporate Headquarters
                  9.8. Legal Proceedings
                  9.9. Termination Plans
                        9.9.1. Liquidation of Assets
                        9.9.2. Distribution to Shareholders
            10. Management and Compensation
                  10.1. Directors, Executive Officers, and Key Employees
                  10.2. Director Liability and Indemnification
                  10.3. Executive Compensation
                  10.4. Change of Control Agreements
                  10.5. Benefit Plans
            11. Certain Transactions
            12. Principal Shareholders
            13. Description of Capital Stock
            14. Dividend Policy
            15. Restriction on Transfer
            16. Tax Considerations
                  16.1. Accounting Methods
                  16.2. Federal, State, and Local Taxes
                  16.3. Accountants
            17. Documents Available for Inspection
            18. Additional Information
            19. How to Subscribe
            20. Exhibits
                  20.1. Financial Statements
                        20.1.1. Projected Profit & Loss Statements
                        20.1.2. Projected Cash Flow Statement
                        20.1.3. Pro Forma Balance Sheet
                        20.1.4. Important Assumptions
                  20.2. Form of Subscription Agreement
                  20.3. Prospective Purchaser Questionnaire
                  20.4. Prospective Purchaser Questionnaire (Entities)
                  20.5. Glossary of Terms

 

by Frank Margolis, P.A.
July 18, 2009

Impressive
I was quite impressed with the quality and thoroughness of this document.

by Tom Greene
August 02, 2008

Great starting point!
This sample PPM is a great starting point for raising money for your movie project. It offers value info on how revenues and costs are split up in the movie business and thus it provided a critical sanity check for our own financials. Although, you will need to come up with your own research, it's pretty much an easy-to-use turn-key document. I'm pretty happy.