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Phase 1 — Intake & Consultation
Tell us about your business — we're listening
● In Progress ▼
0 of 6 questions answered
✦ Your questions ⟳ Shared 🔒 Advisor
Your email address ✦ Your questions
So we can send you portal updates and important formation news.
What are you building? ✦ Your questions
Tell us about your business in your own words — what do you do, who do you serve, and where are you at right now?
What made you decide to do this now? ✦ Your questions
Was there a moment, a conversation, or a situation that pushed you to take this step?
Where do you see this going? ✦ Your questions
Dream big — what does success look like for you in the next 1-3 years?
What's keeping you up at night about this? ✦ Your questions
What worries, fears, or blockers do you have? There are no wrong answers here.
What questions do you have for us? ✦ Your questions
Anything on your mind — no question is too basic. Write them all down.
About Your Business Structure
What state will your business operate in? ⟳ Shared
This is typically where you live and work, but it may differ — we'll talk through it together.
Will anyone else be part of this business? ⟳ Shared
A co-founder, business partner, or spouse who will have ownership in the LLC.
✓  Your intake has been submitted! We'll be in touch shortly to schedule your consultation.
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Phase 2 — Formation Filing
Articles of Organization & state registration
● In Progress ▼
✓
Business name search completed
✓
Articles of Organization prepared
⏳
AofO submitted to state — awaiting confirmation
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State approval received
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Registered agent confirmed
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Phase 3 — EIN Registration
Federal Employer Identification Number
Pending ▼

Once your Articles of Organization are approved, we'll need your SSN to file for your EIN with the IRS. You'll receive a secure link to submit this information safely.

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Secure SSN collection (sent when AofO approved)
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EIN filed with IRS
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EIN confirmation delivered
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Phase 4 — Your Documents
Formation docs & official records
Pending ▼

Your official formation documents will appear here as they become available. Once uploaded by your advisor, you can download them anytime — they'll always be here when you need them.

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No documents yet
Your advisor will upload your formation documents here once they're ready.
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Phase 5 — Next Steps & Compliance
After formation — what to do next and stay compliant
Unlocks Soon ▼

These action items are waiting for you once your LLC is officially formed.

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Operating Agreement
Customize your LLC governance with our interactive tool
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Banking Resolution
Template to open your business bank account
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Capital Contributions
Document your initial investment into the LLC
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Tax Basics
Understand how your LLC is taxed — questions to ask your CPA
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