1

STEP 1 - Make Sure You Qualify to Invest

Understand the Requirements: Ensure you meet the financial criteria to qualify as an accredited investor. This typically involves having a net worth of at least $1 million (excluding your primary residence) or an annual income of $200,000 or more (or $300,000 combined with your spouse) for the past two years.
Provide Documentation: Be prepared to provide documentation to verify your accredited investor status.

2

STEP 2 - Consult with a CSR Specialist

Schedule a Meeting: Arrange a meeting with an CSR specialist who can provide detailed information about the specific oil and gas partnership.
Discuss Project Details: Learn about the project's location, drilling plans, timing, estimated production rates, tax benefits and expected return on investment.
Ask Questions: Feel free to ask any questions you may have about the project, including risks, potential rewards, and the investment process.

STEP 3 - Conduct Due Diligence

Review Project Documents: Examine the project's data, drilling plans, financial projections, and legal documents.
Consult with Experts: Consider consulting with independent experts, such as geologists or petroleum engineers, to get their assessment of the project's viability.
Research CSR: Learn about CSR’s experience, track record, and current investors experiences.

Step 4 - Complete Subscription Agreement

Review and Sign: Carefully review the subscription agreement, which outlines the terms and conditions of your investment.
Obtain Countersignatures and Acceptance: CSR will countersign all agreements to accept you into the partnership.
Provide Banking Information: Provide your banking information to facilitate direct deposit of your share of oil sales revenue when production begins.

Step 5 - Drilling, Completion, and Production

Monitor Progress: Track the progress of the drilling, completion, and production phases.
Stay Informed: Stay updated on the project's performance and any significant developments.
Data: CSR will keep you updated with the progress of all phases. CSR has an open door policy, meaning you can call at anytime to answer any questions you might have.

Step 6 - Receive Monthly Revenue

Enjoy Regular Payments: Receive monthly payments from oil production revenue, based on your ownership interest in the partnership.

Step 7 - Receive K-1 and Tax Deductions

Tax Reporting: Receive a K-1 form at the end of the year, which will report your income and deductions related to the oil and gas investment.
Claim Tax Benefits: Take advantage of the tax deductions oil and gas have to offer associated with your investment.