Below is a preview of what's inside. The complete, downloadable resource is available to active members.
What is on the business formation checklist?
- Format
- Tick-box checklist
- Covers
- Entity type, formation state, name availability, EIN, registered agent, operating agreement
- Best for
- Anyone forming a first entity
What the preview includes
- ☐ Choose Your Entity Type
LLC, corporation, or DBA — each has different liability protection, tax treatment, and ongoing maintenance requirements. Most single-owner service businesses choose an LLC for its combination of liability protection and tax simplicity. - ☐ Choose Your Formation State
Where you actually operate, or a state chosen for privacy/tax characteristics (Wyoming, Nevada). Forming out-of-state while operating in-state usually requires a separate foreign-qualification filing — factor that cost in before deciding. - ☐ Run a Name Availability Check
Search your state Secretary of State's business name database before filing — a name that's too similar to an existing registered entity will be rejected, costing you the filing fee and delaying formation.
- EIN application checklist and required information
- Registered agent selection criteria
- Operating agreement must-have provisions
- Post-formation compliance calendar setup
Full download available to members