Tools & Product for Business Structuring & Formation

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What it is: A step-by-step guide and template bundle to help clients self-navigate business formation in their state.
Includes:

• Business name brainstorm + availability worksheet
• EIN application guide (with IRS link + walkthrough)
• Operating agreement template (LLC)
• State-specific filing checklist
• Compliance calendar (printable or fillable)

What it is: A downloadable tool that compares Sole Proprietorships, LLCs, S-Corps, C-Corps, Nonprofits, and Trust-Owned Entities.
Includes:

• Visual matrix by tax treatment, liability, privacy, paperwork, and legacy fit
• Quick quiz-style decision guide: “Which structure fits your goals?”

What it is: A drag-and-drop visual tool for mapping your business(es), holding companies, and trust entities.
Includes:

• Sample entity flowcharts
• Editable Canva or PowerPoint template
• Instructions for layering trusts + businesses
• Use case examples (single LLC, trust-owned businesses, parent/child structure)

What it is: A clean, professional set of templates that help business owners stay legally compliant year-round.
Includes:

• Annual meeting minutes template
• Board/member resolution templates
• Operating agreement amendment form
• Ownership ledger
• Renewal deadline tracker

What it is: A digital document vault that helps clients organize, store, and maintain business records.
Includes:

• Folder structure guide (e.g., Legal, Taxes, Banking, Operating)
• Naming conventions cheat sheet
• File checklists for each folder
• Optional: Password tracker, secure sharing tip sheet

What it is: A customizable LLC Operating Agreement with clear instructions, designed for single-member or multi-member LLCs. Helps business owners formalize their internal structure and maintain legal protection.

Includes:

• Professionally written Operating Agreement template (Word/Google Doc)
• Editable sections for:
  • Member names and ownership percentages
  • Voting rights and management structure
  • Profit & loss allocation
  • Withdrawal, dissolution, and amendment clauses
• Step-by-step User Guide explaining each section in plain English
• Optional “How to Sign & Store” instructions for compliance