B9 Client Application.

In order to walk into our first meeting with as much understanding as possible about your business we invite you to fill our our Client Application. This process not only allows us to get to know what you do but more importantly why you do it — we are all about the why at B9.

Please complete the form below

Form Block

This form needs a storage option. Double-click here to edit this form, and tell us where to save form submissions in the Storage tab. Learn more

Securities are offered through Finalis Securities LLC Member FINRA/SIPC. Coherent Capital, LLC and Finalis Securities LLC are separate, unaffiliated entities. Finalis Privacy Policy | Finalis Business Continuity Plan | FINRA BrokerCheck

CoherentCapital.com is a website operated by Coherent Capital, LLC, a privately held California limited liability company. Coherent Capital, LLC provides financial and strategic advisory, consulting services, mergers and acquisitions services, fairness opinions, etc.].

Coherent Capital, LLC is not a registered broker-dealer, and Finalis Securities LLC and Coherent Capital, LLC are separate, unaffiliated entities.

Finalis does not make investment recommendations and no communication, through this website or in any other medium should be construed as a recommendation for any security. You can review the brokercheck for Finalis here. This website is intended solely for qualified investors. Investments in private offerings and startup investments in particular are speculative and involve a high degree of risk and those investors who cannot afford to lose their entire investment should not invest in such offerings. Companies seeking startup investments tend to be in earlier stages of development and their business model, products and services may not yet be fully developed, operational or tested in the public marketplace. There is no guarantee that the stated valuation and other terms are accurate or in agreement with the market or industry valuations. Additionally, investors may receive restricted stock that may be subject to holding period requirements. Investments in early-stage private companies should only be part of your overall investment portfolio. Furthermore, the allocation to this asset sub-class may be best fulfilled through a balanced portfolio of different start-ups. Investments in startups are highly illiquid and those investors who cannot hold an investment for the long term (at least 5-7 years) should not invest. Business Continuity Plan for Finalis.