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CREATING THE BUSINESS PLAN
Company
Prepared by
Email
Date
Copy to
Select your attorney
Does my attorney understand construction?
Yes
No
I need to find out
Has my attorney successfully defended a builder in a homebuyer lawsuit?
Yes
No
I need to find out
Do I need a business attorney
and
a litigation attorney?
Yes
No
Have I had my attorney review all of my contract forms for consistency, legality and applicability in my jurisdictions?
Yes
No
Set up a legal business entity
Have I reviewed the available business structures and selected the entity form most beneficial to my business concept?
Yes
No
I considered these business forms before selecting the one I went with:
Sole Proprietorship
General Partnership
Limited Partnership
Limited Liability Company (LLC)
Sub-Chapter S Corporation
Corporation
I am aware of all the filing requirements for the type of legal entity I selected.
Yes
No
I need to find out
Do I have a system in place to comply with state-mandated annual reporting and renewal requirements to keep my business in good standing?
Yes
No
Who will call annual meetings and record those meetings to demonstrate corporate compliance?
Reserve your business name
Have I researched my business name at the office of the Secretary of State to determine availability?
Yes
No
Have I reserved and/or registered my business name with the office of the Secretary of State?
Yes
No
Do I need to protect my business name with a trademark registration?
Yes
No
Have I registered my DBA (Doing Business As) name(s) locally?
Yes
No
Appoint a Registered Agent
Who is the Registered Agent for my company?
Should I change the Registered Agent for my company?
Yes
No
If so, who should I nominate to be the Registered Agent?
Other registrations
Do I have a Federal EIN (Employer Identification Number)?
Yes
No
Not Applicable
Do I have a State EIN (Employer Identification Number)?
Yes
No
Not Applicable
Have I registered for State and Local sales taxes?
Yes
No
Not Applicable
Have I filed the necessary notices for conducting business in my jurisdiction?
Yes
No
Not Applicable
Do I understand the local business codes?
Yes
Not entirely, but enough to get started
No
Not Applicable
Licensing
Does my local building department require a qualification test for building contractors?
Yes
No
Have I registered as a contractor with my local building department?
Yes
No
Have I set up a process to maintain local registrations in good standing from year to year?
Yes
No
Do I understand the local building codes?
Yes
No
Do I know the formal
and
informal procedures for challenging building code interpretation?
Yes
No
Your place of business
I am going to set up my office:
In my home
In a separate office building
In a shared office space
What is my business-only telephone number?
Who will answer the phone?
How will the phone be answered?
Who will respond to email inquiries?
Who will meet with Prospects?
Where will those meetings take place?
In my home
In my office
At a shared office space
In the Prospect's home
In a public space (Library, Restaurant, etc.)
Other
Who will handle billing and accounting questions
Who will handle questions from customers relating to jobs in progress?
Note 1
Note 2
Note 3
Send a copy to myself