- Market Directly to the Consumer
- Party Plan
- Direct Mail
- Telemarketing
- Multilevel Marketing
- Television Infomercials
- Pay-Per-Call
- Internet
- Market Through the Government
- Market Through Distribution Channels
- Market Through Foreign Trade
- Market Through Specialty Channels
- Market Through Email
- Retail Stores
- Sales Promotion
- Media Outlets
- Entrepreneur Profile
- Start-Up Costs
- Operating Costs
- 20 Financing Approaches
- Choosing a Bank
- 4 Cs of Credit
- Underwriting
- Loans
- Equity Financing
- Extending Credit
- Equipment Leasing
- Venture Capital
- Angel Investors
- Personal Guarantees
- Bookkeeping and Financial Statements
- Entrepreneur Profile
- Tax Basics
- Income Taxes
- When To Pay
- Minimizing Taxes
- Home Business
- Travel and Entertainment Expenses
- Automobile Expense and Mileage
- Retirement Plans
- Medical Expenses
- Sales and Use Taxes
- Property Taxes
- W-4 and I-9
- W-2, W-3 and Form 1096
- FICA, Social Security and Medicare
- Unemployment Taxes
- Form 1099
- Payroll
- Business Tax
- Excise Tax
- Tax Tips
- Audits
- Business Insurance Agents
- Workers’ Compensation
- Property Insurance
- General Liability
- General Medical
- COBRA
- Directors and Officers
- Employment Practices Liability
- Errors and Omissions
- Product Liability
- Operations
- Business Interruption
- Disability
- Life
- Claims
- IRS Section 125
- Home-Based Business
- Entrepreneur Profile
- Nondisclosure Agreement
- Sale of Goods Agreement
- Sale of Specialty Goods Agreement
- Terms and Conditions
- Promissory Note
- Guarantee
- Corporation Articles of Incorporation
- Corporation Bylaws
- Bank Resolution
- IRC Section 83 Election
- Independent Contractor Agreement
- Employment Agreement
- Sexual Harassment Policy
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Stephanie Chandler
Author of The Business Startup Checklist & Planning Guide |
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ORDER NOW: The Business Startup Checklist & Planning Guide |
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Steven D. Strauss
Author of The Small Business Bible |
|
ORDER NOW: The Small Business Bible |
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|
Tom Severance
Author of Business Start-Up Guide |
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ORDER NOW: Business Start-Up Guide |
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Joe Kennedy
Author of The Small Business Owner's Manual |
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ORDER NOW: The Small Business Owner's Manual |
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2 - COMPANY
COMPANY & INDUSTRY
What are your company’s legal name, DBA name and primary business location? What is your product or service, and in what industry would you classify your business?
LEGAL ENTITY & OWNERSHIP
Is your business a corporation, LLC, partnership or sole proprietorship? In which state is it formally organized? Who are the principal owners of your business, and what are their shares of ownership?
COMPANY HISTORY TO DATE
Is this a new or existing business? For a new business, what inspired its startup? For an existing business, when and how was the company founded? Provide a brief summary of the company’s history.
FACILITIES
Does the business have an existing place of business? Describe the present circumstances and future needs. Will facilities be leased or owned? Are the terms favorable? What adjustments will be made as the business grows?
KEY ASSETS
What physical assets and real estate is owned by the business? Does the business own any valuable intellectual property, such as trademarks, copyrights or patents? Does the business possess any rights or contracts of value? What assets will be needed that the business does not already own?