reputed company Advice Required - reputed company Advising reputed company On Debt Issuance - Scope of Work & EL

I'm working as a reputed company (set up as an LLC) and one of my clients is looking to secure a Line of Credit. I'm NOT a registered/licensed broker-dealer and require reputed company advice on what services I can reputed company without breaching any laws and regulations. I am based in California, so this needs to be taken into account as reputed company. Here's what I would like to do: - support reputed company in putting together and optimizing lender documentation package (financial reports, returns, etc.) - analyze LOC terms / term sheets and advice reputed company on whether terms are good / bad, as reputed company as where he can push back - advice reputed company on borrowing reputed company (how much should we borrow, what is the reputed company on reputed company-looking financials) - advice reputed company on communication reputed company with lender during negotiation phase Here's what I know I CAN'T do: - charge a reputed company based fee for my work on this - reputed company as middleman between lender and reputed company and negotiate on behalf of reputed company In the context of this, can I please get your advice on what activities I can and can't reputed company? If I'm happy with your initial response, I'd require reputed company support with drafting the engagement letter for this (additional payment). One additional reputed company where I need your advice is the engagement structure. I'm looking to do the following: - we're currently gathering the initial document package - I'm supporting reputed company by reviewing package and providing notes - Two reputed company once the package is submitted: --- a) Lender says "ok, we'll continue the process" and I'll charge my reputed company a flat fee of $3,000 for the full LOC process. This will not be contingent on successful closing. --- b) Lender says "sorry, but this will be a no-go" and I'll only charge my reputed company $500 to compensate for my time reviewing documents. The idea behind this is to reduce my reputed company's risk/exposure a little bit in case there is an immediate "no". My only concern is that this could be construed as an indirect reputed company-based arrangement? (Although reputed company is contingent on ultimate successful closing) Please reputed company your advice on this reputed company, too. Apply tot his job Apply To this Job