Welcome to your owner’s portal.

Here, you'll find a customized checklist of the actions you need to take to help your new or existing business thrive.

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This should only take about two minutes.

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What would you like to accomplish today?


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How would you like to start your business?



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Sounds great.

Now, let's tailor your checklist to your specific business needs. Check the boxes that apply to you.

Have you already started your business?
Have you determined how you'll structure your business?
Will your business produce a physical product?
Will you offer a fee-based service?
Will you sell or distribute products that others produce?
Will you be selling food or drinks to customers?
Will you be providing medical services or medical advice to your client base?
Will your business require a physical site?
Does your business require specialized equipment to execute your idea?
Do you plan to operate a fleet of vehicles?
Do you plan to raise equity from outside investors?
Have you hired any employees?
Do you plan to hire employees soon?

Please complete every option.

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Sounds great.

Now, let's tailor your checklist to your specific business needs. Check the boxes that apply to you.

Have you already sourced the business you plan to buy?
Are you planning to buy this business with a partner(s)?
Have you already established an entity that will buy the business?
Will your business require a physical site?
Will your business produce a product?
Will your business offer a fee-based service?
Will your business serve food or drinks to customers?
Will you provide medical services or medical advice to your client base?
Will your business require specialized equipment?
Will your business operate a fleet of vehicles?
Will you sell or distribute products that other produce?
Will you require debt financing?
Will your business have employees?
Do you plan to raise equity from outside investors?

Please complete every option.

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Sounds great.

Now, let's tailor your checklist to your specific business needs. Check the boxes that apply to you.

Have you already selected the franchise you intend to buy?
Have you already established an entity that will buy the business?
Are you planning to buy this franchise with a partner(s)?
Will you need to find a site for your new franchise unit?
Will your business produce a physical product?
Will you sell or distribute products that others produce?
Will you offer a fee-based service?
Will you be selling food or drinks to customers?
Will you be providing medical services or medical advice to your client base?
Does your business require specialized equipment?
Do you plan to operate a fleet of vehicles?
Do you plan to hire employees?
Will you require debt financing?

Please complete every option.

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Undecided

You indicated that you are still working through your business idea. Let's set you up with some resources to help you firm up your plan.

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Sounds great.

Now, let's tailor your checklist to your specific business needs. Check the boxes that apply to you.

What is your business's legal name?
Which industry does your business operate within?
Which organizational structure did you choose for your business?
Is your business a franchise?
Have you hired any employees?
Do you plan to hire employees soon?
Does your business produce a physical product?
Do you sell products produced by others?
Do you offer a fee-based service?
Do you sell food or drinks to customers?
Do you provide medical services or medical advice to your client base?
Does your business have a physical location?
Does your business require specialized equipment?
Do you sell or distribute products that others produce?
Do you plan to raise equity from outside investors?

Please complete every option.

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How are you planning to exit your business?

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Sounds great.

Now, let's tailor your checklist to your specific business needs. Check the boxes that apply to you.

What is your business's name?
Which industry does your business operate within?
When was your business founded?
Which organizational structure did you choose for your business?
Do you have any employees?
Does your business have a physical location?
Do you plan to work with a business broker?

Please complete every option.

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Okay Now, let's tailor your checklist to your specific business needs. Check the boxes that apply to you.

What is your business's name?
Which industry does your business operate within?
When was your business founded?
Which organizational structure did you choose for your business?
Do you have any employees?
Does your business own real estate?

Please complete every option.

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You mentioned that you may need a location to house your business. Let's talk about the steps you've taken. Select all that apply.
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