BUSINESS ESSENTIALS

Form a clean entity. Launch with structure.

Three structured tiers covering formation, governance, financial planning, and investor-readiness preparation — built for ambitious projects and business owners who want lender-ready structure from day one without large-firm friction.

EXPLICIT DELIVERABLES

Starter

The essential launch package for ambitious projects and business owners who want speed, clarity, and proper structure from day one.

$2,995

Timeline

1–2 weeks

Business concept intake and founder kickoff interview
Business model and service-offering summary
Entity selection guidance and state comparison (Wyoming, Delaware, Montana, Florida, Texas, Nevada)
Formation-readiness checklist and filing roadmap
Registered agent and EIN coordination guidance
Ownership worksheet and organizational structure chart
Initial governance template coordination
Licensing and permit identification checklist
Compliance calendar and startup budget worksheet
Launch document folder setup and implementation call

Best for

Owners forming a clean entity for a single line of business who want speed and proper structure from day one.

Book a Free Introductory Call

Core

Formation plus operating readiness, basic financial planning, and a more polished market launch.

$4,995

Timeline

2–3 weeks

All Starter-level organizational and launch-preparation services fully itemized
Brand positioning worksheet and customer profile definition
Business plan summary deck outline
Revenue model framework and pricing strategy worksheet
Startup capital needs schedule and sources-and-uses worksheet
Three-year high-level financial forecast model
Break-even analysis summary
Sales process and lead pipeline template
CRM, bookkeeping, payroll, and website architecture planning
Investor-readiness and lender-readiness gap assessment

Best for

Owners who want formation plus operating readiness, basic financial planning, and a polished market launch.

Book a Free Introductory Call

Premier

Lender-ready before capital conversations begin.

$7,995

Timeline

3–4 weeks

All Starter and Core services fully organized and delivered
Five-year strategic growth roadmap
Investor pitch narrative and executive summary draft
Cap table planning for future investment rounds
Governance starter package including board and consent templates
Founder compensation and reimbursement templates
SOP outlines for finance, operations, and sales
Risk register and compliance issue log
Data room starter architecture for future funding (Google Drive or Dropbox)
Launch review meeting and final presentation

Best for

Owners who want lender-ready readiness before they walk into their first investor or lender conversation.

Book a Free Introductory Call

Ready to be capital-ready?

Introduction call. Audio only. No deck required.

Book a Free Introductory Call See packages