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Checklist for New Business: Before Startup


  • Choose management adviser: an accountant, an attorney, and a banker
  • Develop a business plan which includes flow projections
  • Using the business plan, establish a relationship with a banker for:

    • Credit Card Merchant Account
    • Business Checking Account
    • Working Capital Loan
    • Equipment Loan
    • Lock Box Services
  • Select a legal entity and year end date
  • Find a location for the business
  • Negotiate a lease
  • Design a layout for the facility
  • Prepare all the necessary legal documents as applicable:

    • Partnership agreements
    • Articles of Incorporation and first organizational minutes
    • Bylaws
    • Federal identification number (SS-4)
    • State and local license applications
    • Sales Tax ID number
    • State unemployment number
    • Industry specific license
  • Obtain quotes for and order office furniture
  • Order office supplies
  • Order business cards and stationary
  • Order business telephone number
  • Purchase adequate insurance, as applicable:

    • Health
    • Malpractice
    • Liability
    • Worker's Compensation
    • Life
    • Fidelity bond
    • Computer equipment
    • Umbrella
    • Employee dishonesty
  • Register business name with local authorities
  • Establish prices for your goods and services
  • Promote the business when it opens:

    • Press releases to local and national media
    • Advertising
    • Direct mail announcement
    • Coupons and discounts

 


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