Everything You Need to Launch Your Business
This checklist covers every legal step from entity selection through compliance setup. For personalized guidance, schedule a consultation.
Pre-Formation
Choose entity type (LLC, S-Corp, C-Corp) — see flowchart
Name availability search with Secretary of State
Determine registered agent
Draft operating agreement or bylaws
Formation Filing
File Articles of Organization/Incorporation
Obtain EIN from IRS
Open business bank account
File S-Corp election (Form 2553) if applicable
Post-Formation
Obtain business licenses and permits
Set up payroll and tax accounts
Secure business insurance
Create initial contract templates
Establish compliance calendar
See Entity Selection Guide and Business Formation practice.
Ready to Talk Strategy?
Schedule a complimentary consultation with one of our co-founders.
Schedule Your Consultation
Lee Clark
Licensed ID & CA. Arbitrator, Judge Pro Tem, mediator since 2008.
Conor Meyers
CEO/GC of ACE Building Envelope Design. CLO of ZEA Biosciences.