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KAAG Overview

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This is the official overview of Kendrick Advisory & Advocacy Group (KAAG) for corporate legal services, investment services and advice, capital raising services as well as personal speaking engagements.

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KAAG Overview

  1. 1. K A AG OV E RV I E W O F VA LU E C R E AT I O N F O R C L I E N T S w w w. K AAG . c o L a s t U p d a t e d : O c t o b e r 2 0 2 1 ( N o t f i n a l ) We are the premier corporate law firm specializing in capital raising & investment legal advice and services. Our goal is to PREPARE you for raising capital and PROTECT you from legal headaches so you can GROW your business. We work specifically with black and women founders to meet their particular challenges and needs.
  2. 2. Meet Attorney Dar’shun Kendrick, Founder of KAAG • 2 Bachelors of Arts from Oglethorpe University (2004) • Law degree from University of Georgia, School of Law (2007) • Master in Business Administration from Kennesaw State University (2011) • FINRA Non-public arbitrator (2016- present) • Series 65 license (registered investment adviser) (2019-present) • Other memberships and associations: Member of Alpha Kappa Alpha Sorority, Inc. and Member of the Georgia House of Representatives since 2011
  3. 3. What do we do?
  4. 4. Our “Peace of Mind” Promise How we provide value to YOU. You will receive specialized knowledge & expertise on legal matters to put you above your competitors. Personalized Expertise • You have direct access to years of experience in capital markets on the investor and issuing company side. • You will obtain advice and services tailored just for your company and industry. • You don’t have to worry about changing laws and issues because we keep up to date for you. You will never feel alone or lost. We become more than “just a law firm” as we commit to your success. Guidance • You are assigned a Team Day 1 to be your legal support throughout the process of your legal matter. • You are speaking and obtaining updates from our Team frequently every step of the way. • You are just a phone call or email away from your questions being answered with our guarantee follow up within 24 hours during normal business hours. You will receive access to our network or professionals and resources to build your business with us. Access • You receive access to our network of over 50,000 other professionals free of charge. • You can request referrals to our outstanding partners that can help take your business to the next level • You automatically enroll in access to our other resources as well that are not available to the public such as teaching and training tools. The goal is to let us handle your legal matters while you concentrate on GROWING your business.
  5. 5. OUR EXPERIENCE 5 - Helped a biomedical company get their story and finances in order through our Investor Readiness Program - Consulted with a cybersecurity company on what the best financial strategy would be best for their long term goals and company network - Negotiated with investors for a real estate syndication to protect the interests of our client - Drafted necessary documentation to solidify clients for an aerospace technology company - Reviewed the investor documents of an upcoming lifestyle company for compliance and protections for our client Over the last decade, we have helped companies raise OVER $1B in private investment funds from family and friends, angel investors and institutional investors and saved companies millions in costly court costs and fees. How we PROTECTED & PREPARED:
  6. 6. Our Customer Service Philosophy & Fees We are: ➢ R E S P O N S I V E ( 2 4 h o u r r e s p o n s e t i m e v i a a n a c c e p t a b l e m e d i u m ) , ➢ P R O F E S S I O N A L ( w i t h t h e u p m o s t e t h i c s r e q u i r e d f r o m o u r e n t i r e t e a m ) , ➢ R E S O U R C E F U L ( I f o u r t e a m f i n d s v a l u a b l e i n f o r m a t i o n , w e s h a r e i t w i t h y o u ) a n d ➢ K N O W L E D G A B L E ( c o n s t a n t l y e d u c a t i n g o u r c l i e n t s a n d o u r s e l v e s ) t o A L L o u r c l i e n t s . Most of our fees are FLAT FEE which means you have PREDICTABILITY in your costs and ASSURANCE the task will get done. For services that are NOT flat fee, the rates vary from $500-$750/hour with a $5,000 minimum retainer.
  7. 7. Frequently Asked Client Questions • When will I be billed if I am a premium client (retainer services)? • You will receive a bill every other week from our Executive Admin. La’Toya Richardson from lrichardson@kaag.co. If you do not receive, check spam or junk then contact us. • What services, costs and fees are NOT included in one-time flat fee clients? • Read your retainer agreement carefully but does not include 3rd party fees and costs and ONLY includes the specific task outlined in the retainer agreement EXCEPT for extraordinary circumstances or because of client misfeasance or malfeasance • How can I terminate my relationship with the firm? • Just send us an email to dkendrick@kaag.co. That simple but MUST be in writing. • When can I contact Attorney Kendrick? • You can email her any time. Emails will be responded to within twenty-four (24 hours). • You can set up a time to talk with Attorney Kendrick by emailing La’Toya Richardson at lrichardson@kaag.co. *Retainer clients will be billed 2.0 times your hourly rate for time outside of normal business hours and outside normal business hours unavailable for flat fee clients. • Are there options for payment plans? • For document drafting and reviewing, yes. We will get started with ½ down but you will not receive final document until we are paid in full. • For capital compliance services, all fees are due up front due to regulatory restrictions. • For retainer, on going client fees, the minimum amount of $5k is required but you can replenish at any amount. • Can I speak with your past clients before retaining you? • There is a VERY LIMITED list of past and current clients that are available at the end of this proposal. Because of the attorney-client confidential relationship, I am unable to provide anymore information besides what is listed by permission.
  8. 8. Contact us to get started Name Phone Email Website Questions or Ready to Get Started? Contact us. Book your FREE 10 minute services consultation or hourly consultation on our website.

This is the official overview of Kendrick Advisory & Advocacy Group (KAAG) for corporate legal services, investment services and advice, capital raising services as well as personal speaking engagements.

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