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System and method for facilitating the establishment and operations of a professional service organization

机译:促进专业服务机构的建立和运作的系统和方法

摘要

A system and method of facilitating the establishment and operations of a professional services organization governed by rules of professional conduct that prohibit obtaining investments from non-licensed investors. The method compromises establishing a stand-alone, turn-key solution company to provide necessary services to one or more professional service organizations. These services are paid for by the professional service company and classified as expenses, not profit sharing which is prohibited by various jurisdictions' rules of professional conduct or codes of professional responsibility. The turn-key solution company is then able to be owned by shareholders who are not themselves licensed professionals. This results in outside equity investments with predictable cash flow and returns without running afoul of any applicable professional codes or rules. Such capital infusion allows the professional services entity to grow and capture market share in a manner that would be highly difficult or impossible solely through organic or internal funding.
机译:一种促进专业服务组织的建立和运作的系统和方法,该组织应遵守禁止从无证投资者那里获取投资的专业行为规则。该方法不利于建立独立的,交钥匙的解决方案公司,以向一个或多个专业服务组织提供必要的服务。这些服务由专业服务公司支付,并被分类为费用,而不是各个司法管辖区的专业行为准则或专业责任守则禁止的利润共享。这样,交钥匙解决方案公司就可以由本身不是持照专业人士的股东所拥有。这将导致外部股票投资具有可预测的现金流量和回报,而不会违反任何适用的专业守则或规则。这种资本注入使专业服务实体可以通过仅通过内部或内部资金筹集的困难或不可能的方式来增长和占领市场份额。

著录项

  • 公开/公告号US2009177483A1

    专利类型

  • 公开/公告日2009-07-09

    原文格式PDF

  • 申请/专利权人 BRET K. BOCOOK;DOUGLAS SMURR;

    申请/专利号US20080008243

  • 发明设计人 BRET K. BOCOOK;DOUGLAS SMURR;

    申请日2008-01-09

  • 分类号G06Q99/00;

  • 国家 US

  • 入库时间 2022-08-21 19:33:03

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