Jerry E. Swon's Publications

• Market Street Mission, Jerry E. Swon November, 2010 By: Jerry Swon Located in Morristown, New Jersey, the Market Street Mission is a charitable organization designed to provide aid to the area’s homeless population. According to its mission statement, “The Market Street Mission ministers to the homeless, helpless, and hopeless in Northern NJ by meeting their physical, emotional, and spiritual needs through a structured program which enables them to lead responsible, productive lives.” To help meet the physical needs of the disadvantaged, the Market Street Mission provides them with food, clothing, shelter, and other necessities, offering thousands of meals and nights of lodging every year. Founded in 1889 with a strong religious influence, the Market Street Mission strives to spread the virtues of Christian living and the teachings of Jesus Christ. As part of its system of core values, the Market Street Mission remains committed to respecting the dignity of all individuals, always striving for excellence, functioning in a biblically ethical manner, and seeking Christ’s preeminence in all things. For men suffering from drug and alcohol addiction, the Market Street Mission conducts comprehensive six-month residential treatment programs designed to help recovering addicts become healthy members of society. Dubbed the New Reality of Recovery, the program consists of four distinct stages. The first phase, titled Discovery, lasts only one month and requires a willingness to participate with the program and a familiarization with fellow participants. Once a man formally enters into the Market Street Mission New Reality of Recovery Program, he begins a three-month period of Work Therapy. During this time, participants gain knowledge of a structured environment and begin to develop a strong work ethic. Many men perform their work therapy at the Market Street Mission thrift store, operating trucks and collecting donated items. The final stage takes place in the classroom, where program participants learn about the problems of chemical dependency and ways to live a virtuous Christian life. For more information on the programs and services provided by the Market Street Mission, visit the web site at http://www.marketstreet.org .

• Tax Transfer Corporation, Jerry E. Swon December, 2010 An experience investment banking professional, Jerry E. Swon provides tax transfer, equity offering, and reverse merger services. As the founder of New Jersey-based Tax Transfer Corporation, he has assisted many companies in taking advantage of their tax credits. Young companies may find that they hold more tax credits than they are able to use, and the reverse can be true for mature companies. As such, it can be advantageous to both parties to transfer the credits. Typically, a young company will sell the tax credits to a more mature company in exchange for cash that can be invested into other operations. The mature company then uses these credits to reduce its tax burden. In order to qualify for a tax transfer in New Jersey, the young company must be unprofitable and working in either the technology or biotechnology industries. It can then sell its net operating losses credits and research and development credits to unrelated companies. In a typical transaction, the company selling the credits receives at least 80 percent of their value in the transfer. Tax transfers are particularly beneficial because in these industries because large operating expenses and multi-year product timelines may mean that a viable company remains unprofitable for several tax cycles. Tax transfers are not available in all jurisdictions or all industries. To find out if your company qualifies, contact the Tax Transfer Corporation via its website, www.taxtransfer.com .

• The Equity Placement Process, Jerry E. Swon January, 2011 By: Jerry E. Swon With 35 years of experience in finance, I offer professional investment advice to companies in a variety of industries. I work closely with corporate clients in capital raising, mergers and acquisition, and debt and equity placement, crafting strategies tailored to their short-term needs and long-term goals. My firm often assists clients in achieving substantial private equity placements on excellent terms. For early-stage companies, equity-raising options are extremely limited. Bank lenders tend towards conservatism, requiring asset-based collateral when making loans. Fortunately, there are investment options that assume risk and prioritize high growth. Private equity placements involve groups of private capital investors placing funds in early-stage companies with the expectation of 30 percent or better return on investment. They provide an attractive option for young companies seeking capital financing, as private investors usually have a more relaxed payment schedule than venture capitalists. Private equity placement groups also finance entrepreneurs and developers seeking significant amounts of capital to pursue real estate investment strategies. In these and other client situations, investment firms harness substantial market knowledge in navigating the complexities of raising capital and meeting stringent investor requirements. They discuss business plan and strategy in depth with clients, determining the viability of their venture and gauging likely investor and market interest. At the end of this process, they should have a clear chart towards sustained profitability. Once a firm can confidently approach investors, it works with clients in exhaustively documenting business plans, track records, and competitive advantages. The firm then contacts institutional and entrepreneurial sources appropriate to the client’s sector and growth model. Due diligence at this stage often eases future roadblocks to successful capital securements. Naturally, all contracts and agreements throughout the equity placement process must be thoroughly reviewed to ensure that terms are equitable and fully comply with relevant laws and regulations.

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