How to Get Liquidity from Crowdfunding Investments with a “Split” Strategy of Preferred and Common Shares

By October 30, 2018 Crowdfunding, Podcasts No Comments

Liquidity is the biggest issue facing investors in today’s crowdfunding environment. Many times, investors in crowdfunding projects have to wait a significant period of time before they can see a return on investment in the form of real profits. While crowdfunding has allowed the average everyday investor to participate in opportunities previously only available to institutional-type investors and large money funds, the lack of liquidity problem stops a number of them in their tracks. To address this dilemma, we brought in both Ron Sukenick and Dr. Robert Needham from Simply Go Public who have developed a strategy they call “split” that looks at this issue from both the investor and the company perspectives.

Listen to this podcast episode to learn how the concept of “Split” is based on tried and true methods in the securities business that allows investors to actually get cash flow through the use of common and preferred shares in a hybrid configuration. It’s so simple, it’s brilliant – and it goes a long way in solving the puzzle of raising capital. If your company is considering crowdfunding as a source of raising capital, listening to this podcast will open your eyes to an alternative means of developing your offering, and you’ll certainly want to get started immediately utilizing the information contained in this episode. Begin by submitting your deal to Simply Go Public today!

Listen to “How to Get Liquidity from Crowdfunding Investments with a “Split” Strategy of Preferred and Common Shares” on Spreaker.


Dr. Robert Needham has over 30 years’ executive experience in financial services, franchising, technology, and business advisory. He has developed more than 300 brands across multiple industries. He is an expert in governance, analysis, a published author, and public speaker. Dr. Needham is an Air Force veteran. He can be reached at 205-567-1266.

Ron Sukenick has over 30 years’ executive experience and is the founder of the Relationship Strategies Institute (RSI). A bestselling author, public speaker, trainer, and relationship strategist, His international clients include start-up to global businesses. Ron is a Vietnam veteran and Retired Army Reserve and a DoD public speaker. He can be reached at 317-696-1367

All information provided is for informational purposes only. This information is not intended as legal or investment advice for anyone to make an investment in any one particular company and is not intended for any companies to rely on this information to form an opinion to go public or not to go public or to do any type of offering of securities. You must check with a securities attorney to find out if an offering is for you, or if you are going to be in the business of selling any type of securities, you need to make sure you are following your state and federal legislative law so you do not get into any troubles. Do not use the opinions as stated on this show as any way to form an opinion as what is wrong or right or what could be done for your business or as an investor.