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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
- Strategic Coaching Session
- Google Drive Folder
- Basic Documentation
- Invoice Confrimation
- Project Assessment
- Credit Overview
- Personal Credit PDF's
- Business Credit PDF's
- Opt-In Pre-Screen
- Unfreeze Credit Reports
- Remove all fraud alerts
- Public Filling Advisory
- Public Presence Advisory
- Q&A Strategy Session
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Upload Needed Documents
- EIN Confirmation
- Entity Registration
- Annual Report
- Personal 2 Paystubs'
- Personal W-2's/4's/1099's
- Personal Tax Returns
- Business 2 Paystubs'
- Business W-2's/4's/1099's
- Business Tax Returns
- Personal Bank Statement
- Business Bank Statements
- Additional Income Upload
- YTD Balance Sheet
- YTD Profit & Loss
- Contracts & Agreements
- Gov Issued ID
- Personal Verification Upload
- Business Verification Upload
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Evaluation of Project
- Personal Budget Anal
- Projections
- History of Business
- Business Debt Schedule
- Management Resume
- Source of Capital
- Application for Business
- Proformas Example
- Upload Evaluation
Maximum upload file size: 1 GB.
Styles of Lending Financing
Upload Company Project Documents
- Business Plan
- Certifications
- Use of Funds/Benefits
- Purchase Orders or Invoice
- Franchise Agreement
- Lease(s)
- Buy-Sell Agreement
- Any other files
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
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.

