When Should Should You Engage with a Transfer Agent

In this episode of The SPAC Podcast, transfer agent veteran Seth Farbman explains when founders, CFOs, and pre-IPO companies should engage a transfer agent. Whether you're considering a traditional IPO or a SPAC transaction, knowing when to bring in a partner like VStock can help you avoid costly mistakes, streamline your shareholder recordkeeping, and present your company professionally to investors.Seth emphasizes the importance of acting “as if” meaning, prepare your cap table and shareholder communications as if you’re already a public company. For just a few hundred dollars a month, a transfer agent can take the administrative burden off your shoulders and ensure that you’re ready well before your S-1 filing.🔗 Connect with Seth Farbman YouTube: youtube.com/@seth-farbman LinkedIn: linkedin.com/in/sethfarbman Company: vstocktransfer.com🎙️ Hosted by Joshua Wilson and Michael Blankenship Explore more episodes at TheSPACPodcast.com Follow us on YouTube: youtube.com/@thespacpodcast LinkedIn: linkedin.com/company/thespacpodcast#SPACPodcast #GoingPublic #TransferAgent #CapTableManagement #IPOReady #FounderTips #VStockDisclaimer: Michael J. Blankenship is a licensed attorney and partner at Winston Taylor. Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is for informational and educational purposes only and should not be considered legal, financial, or compliance advice. All views and opinions expressed by the hosts and guests are their own and do not necessarily reflect the policies or positions of any regulatory agency, law firm, organization, or employer. Listeners should consult their own legal counsel, compliance teams, or financial advisors to ensure adherence to applicable regulations, including SEC, FINRA, and other industry-specific requirements. This podcast does not constitute a solicitation or recommendation for any financial products or services.Let's Connect on LinkedIn: https://www.linkedin.com/in/mikeblankenship/ https://www.linkedin.com/in/joshuabrucewilson/ To Contact Us, Please Visit: https://www.TheSPACPodcast.com/contact/