Formation Preparation

Small Business Formation Prep (STATE FEES NOT INCLUDED)

Perfect for new entrepreneurs who need a clean, compliant start.

•  Articles of Organization preparation

• EIN guidance (support + step-by-step instructions)

• Operating Agreement (template included)

• Initial compliance checklist

• 45‑minute virtual consultation for questions and next steps

Nonprofit Formation Prep (STATE FEES NOT INCLUDED)

For founders preparing to launch a nonprofit organization.

• Articles of Incorporation preparation

• EIN guidance (support + step-by-step instructions)

• Initial board compliance checklist

• Mission/vision refinement

• 45‑minute virtual consultation for structure, strategy and next steps