Is the Business Plan and Cash Flow Analysis complete?
  • How can I obtain the least expensive financing? Is it through investors, personal money, bank financing, home mortgage or a small business administration (SBA) loan?
  • Am I properly coordinating my personal and business income taxes to pay the lowest taxes possible?
  • Do I know the basic Federal and State income tax rules that apply to my business?
  • What employee benefit programs should I implement currently and which ones would I like in the future?
  • Does the business have a good employee manual? What should be in the manual?
  • If I have partners, what provisions should be in the operating or shareholder agreements?
  • Should the partners enter into a buy-sell agreement and what provisions should be in the agreement?
  • Does my personal estate plan properly consider the business?