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Setting Advisory Expectations
- Ownership Authorization
- Mutual Non-Disclosure
- Strategic Evaluation
- Know Your Client Intake
- Setting Expectations
- Client Goals & Outcomes
- Project Engagement
- I-9 Completion
- Compliance Verifcation
- Corporate Bio
- Google Drive Folder
- Strategic Coaching Session
Maximum upload file size: 100 MB.
Recommended Assessments
- 5 Factor Model Overview
- 5 Factor Model Test
- Upload Results
- ENNEAGRAM Overview
- ENNEAGRAM Test
- Upload Results
- Multiple Intelligence
- Multiple Intelligence Test
- Upload Results
- Learning Style Overview
- Learning Style Test
- Upload Results
- Personality Type Overview
- Personality Type Test
- Upload Results
Maximum upload file size: 100 MB.
Maximum upload file size: 100 MB.
Maximum upload file size: 100 MB.
Maximum upload file size: 100 MB.
Maximum upload file size: 100 MB.
Evaluation of Project
- Affidavit of Ownership
- Personal Budget Anal
- Projections
- History of Business
- Business Debt Schedule
- Management Resume
- Source of Capital
- Application for Business
- Proformas Example
Feasibility of Project
- Key Controls & Variables
- Key Demographics
- Q&A of Testing
- Scalability
- Intellectual Property Q&A
- Management Q&A
- Customers behavior
- Q&A Conditions
- Unique Forecasting
Upload Company Project Documents
- Business Plan
- Pitch Deck
- Marketing Plan / Docs
- Blueprints/designs
- Intellectual Properties
- Certifications
- Business Tax Returns
- Personal Tax Returns
- Use of Funds/Benefits
- Purchase Orders or Invoice
- Franchise Agreement
- Uniform Franchise Offering
- Lease(s)
- Buy-Sell Agreement
- Any other files
Maximum upload file size: 100 MB.
Maximum upload file size: 100 MB.
Maximum upload file size: 100 MB.
Maximum upload file size: 100 MB.
Maximum upload file size: 100 MB.
Maximum upload file size: 100 MB.
Maximum upload file size: 100 MB.
Maximum upload file size: 100 MB.
Maximum upload file size: 100 MB.
Maximum upload file size: 100 MB.
Maximum upload file size: 100 MB.
Maximum upload file size: 100 MB.
Maximum upload file size: 100 MB.
Maximum upload file size: 100 MB.
Maximum upload file size: 100 MB.
Deliverables of Services
When you form a business as a corporation, the company becomes a separate legal entity. Your name is no longer valid when you’re signing contracts between the business and another party. Representatives must be authorized to sign for the company. These representatives can include board members, managers, and other personnel. If an employee who hasn’t been authorized signs a document or contract on the company’s behalf, this can cause legal troubles. Not every employee is an authorized business representative. Someone who doesn’t have the authority to make important business decisions shouldn’t be signing legal documents or contracts for the company. Managers with more responsibilities, such as a manager who serves as a corporate officer, may be authorized by the owner of the business to sign.
