Business Readiness Assessment

Formation & ownership

0/4

Entity structure is selected from the actual owner and business factsSeparate state-law entity choice from tax elections.Legal name and any public trade name have been checkedState filing, trademark, DBA, domain, and regulated-name checks are different.Owners, percentages, management, and signing authority are documentedInformal understandings are not a durable ownership record.Formation or registration evidence is savedA provider receipt or draft is not government acceptance.

Tax & identifiers

0/4

Federal tax identifier is issued where requiredUse the exact taxpayer name from IRS records.Applicable state tax registrations are mappedIncome, franchise, sales, payroll, unemployment, and excise can be separate.Bookkeeping method, chart of accounts, and record owner are establishedSeparate company activity from personal and affiliate activity.Any material tax-election question has been reviewedDo not infer an S election or other treatment from the entity name alone.

Licenses & authority

0/4

The business activities are classified preciselyProducts, services, facilities, people, and locations can trigger different authorities.State, local, professional, and facility requirements are mappedA general business license rarely covers every regulated activity.License prerequisites and sequence are documentedInspections, bonds, insurance, zoning, credentials, or background checks may come first.Each consequential requirement has a controlling sourceSave the agency, URL, source date, and business fact that makes it applicable.

Finance & operations

0/4

A separate business banking path is readyProvider approval, tax ID, formation, and KYC may be required.Insurance needs have been mapped to the actual activityGeneral liability is not a substitute for every professional, cyber, vehicle, property, or statutory coverage.Customer, vendor, worker, and partner agreements are identifiedUse the right agreement for the actual relationship and risk.Payment, approval, reconciliation, and access controls are assignedDecide who can initiate, approve, reconcile, and revoke access.

Digital foundation

0/4

The business controls its domain and registrar accountUse organization-controlled recovery and multifactor authentication.Business email and administrative roles are establishedDo not depend on one personal mailbox for every critical recovery path.Critical accounts use MFA and documented recovery methodsProtect registrar, cloud, banking, payment, tax, and source-control access.Website data collection and privacy disclosures match realityInventory what is collected, why, where it goes, and how long it is kept.

Continuity & compliance

0/4

Recurring reports, taxes, licenses, insurance, and renewals are calendaredRecord triggers and evidence, not only reminder dates.Business changes have an update workflowOwnership, name, address, location, manager, product, and workforce changes can cascade.Formation, tax, license, banking, insurance, and contract records have defined homesSensitive identifiers need more restricted handling than ordinary company records.Every recurring obligation has a responsible ownerA reminder without accountability and proof is not an operating control.

See which parts of the foundation are actually ready.

Answer from evidence, not intention.

Formation & ownership

Tax & identifiers

Licenses & authority

Finance & operations

Digital foundation

Continuity & compliance

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