Short-Form Report

  

Categories: Banking

It's the TL;DR version of an audit...for the busy executive or investor, who would really prefer the Short-Short-Short-Form report, which would say something like "financials good" or maybe just consist of a dollar sign followed by either a thumbs-up or poop emoji.

The short-form report gets into a little more detail than that. But it's still an abbreviated version of an audit's findings.

It's usually a two-paragraph statement added to a firm's financial statements, giving an overview of the audit. It also includes the auditor's opinion as to whether the financial statements provide a true and accurate description of the company's situation. Fundamentally, it's a slightly wordier version of the thumbs-up or poop emoji.

Related or Semi-related Video

Finance: What is Regulation A?7 Views

00:00

Finance allah shmoop what is regulation eh Don't worry about

00:08

a thing because every little thing going to be all

00:11

right Ok Not reggae greg a our apologies for singing

00:17

there too mr marley's ghost Alright Well regulation a is

00:21

like security sale Light diet jenny craig Well specifically a

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regulation A offering is one that carries a total notional

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value of less than five million bucks worth of securities

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as sold within a one year time frame All right

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what is this one year thing It means that the

00:38

total dollar amount of securities sold for that given issuer

00:43

of them within a year would fall under the easy

00:46

breezy regulatory world of rig a If it had a

00:50

five sales of a million dollars of dead or equity

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or less within one year if it had a sixth

00:57

sale meaning it would push it over Five million told

01:00

raise that year Then it would not fall under the

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wreg a system and it would have to do an

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enormous number of somersaults as if it was doing a

01:07

multimillion or billion dollar offering to the massive public There

01:12

are other little gotsch is inside of the reggae world

01:15

Like the company does not have to provide fancy securities

01:19

and exchange act reports until it has mohr than five

01:22

hundred shareholders and more than ten million box and assets

01:25

Why is reggae even a thing paperwork and small companies

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doing offerings all the time with such a small offering

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size The sec doesn't make you spreadem or you know

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turn your head and cough nor does it take blood

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urine or other samples love things when inspecting the legitimacy

01:44

of your offering feeling the need to keep myriad lawyers

01:48

employed Of course reggae grew more complex over time One

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complexity revolves around the two tears under which reggae types

01:56

of filings must live Tier one allows for a rig

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a style a simple offering to flex or expand to

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be twenty million dollars in cap in one year with

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filings that have to conform to the standards and that

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are subject to their complaint list The good news for

02:12

the company Well they only have to do this upon

02:15

the offering not every quarter Then we have a tear

02:18

to flavor of a reggae offering In this somewhat more

02:21

complex twist companies may sell upto fifty million dollars in

02:25

securities in a one year period this sales also quickly

02:28

vetted by the sec but it doesn't have to be

02:31

vetted by state regulators and an army of lawyers And

02:35

unlike tier one into issuers well it must report financial

02:38

status regularly as in quarterly almost as if the company

02:42

is already a public corporation That's about it Long story

02:45

short reggae is an exemption for the sale of securities

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that an exemption from mountains and mountains of paperwork and

02:53

filing an expense in raising money Reggae was basically a

02:57

nod to small startup e kinds of companies so that

03:01

they didn't have to spend half the money they raised

03:03

on lawyers and filing things and stuff for government bureaucrats

03:08

Tio no Stare at all right Well in parting we'd

03:11

like to thank our kindly sponsors at nyquil z z

03:13

z for their help and cooperation in producing this fine 00:03:17.37 --> [endTime] regulation A video

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