Business Formation and Start-Up Advisory
Starting a business is more than filing paperwork. Early decisions around structure, ownership, and financial systems shape your tax exposure, capital access, and exit options for years to come.
We guide entrepreneurs through the full start-up lifecycle, from entity selection and formation to financial infrastructure, equity structuring, and preparation for future growth or capital events.
Comprehensive Start-Up Services
We provide strategic guidance and execution support at each critical stage of business formation, ensuring your company is built on a solid and scalable foundation.
Entity Selection and Formation
Choosing the right entity affects taxation, liability protection, and how easily your business can raise capital. We evaluate your business model, growth plans, and personal objectives to recommend an appropriate structure.
We coordinate entity formation, EIN registration, and initial compliance requirements so your business is established correctly from day one.
- Entity type recommendation aligned to goals
- Formation coordination and filings support
- EIN registration and startup compliance
Financial Systems and Infrastructure
Strong businesses rely on accurate, timely financial information. We help implement accounting systems, establish bookkeeping processes, set up payroll, and design cash flow management frameworks that support growth.
From chart of accounts design to reporting cadence, we build financial infrastructure that supports informed decision-making and external credibility.
- Accounting setup and clean bookkeeping process
- Payroll setup and operating routines
- Cash flow framework and reporting rhythm
Equity Structure and Cap Table Oversight
Equity decisions made early affect every funding round, key hire, and potential exit. We advise on founder equity structure, vesting considerations, employee equity frameworks, and capitalization table organization.
Our role is to ensure your ownership structure remains clean, understandable, and aligned with long-term strategy.
- Founder equity and vesting considerations
- Employee equity framework guidance
- Cap table cleanliness and ongoing oversight
Capital Readiness Preparation
Preparing for outside capital requires discipline and organization. We assist with investor-ready financial statements, projections grounded in operational reality, and clean supporting documentation.
We do not solicit or place capital. We ensure your financial foundation meets investor and lender expectations when opportunities arise.
- Investor-ready financial statements
- Reality-based projections and assumptions
- Documentation organized for diligence
Entity types we commonly support
The right entity depends on your goals, cash flow, ownership structure, and growth plans. These are common structures we help clients evaluate.
LLC
Flexible pass-through taxation and liability protection. Common for closely held businesses and real estate operations.
S Corporation
Pass-through taxation with potential payroll tax efficiency for active owners. Often used by service-based businesses.
C Corporation
Standard structure for venture-backed companies and businesses planning equity issuance.
Partnerships (LP / LLP)
Used in professional practices and multi-owner ventures with defined profit-sharing arrangements.
Why structure matters
Formation choices shape how you operate, how you fund growth, and how you exit.
Tax efficiency
The right structure can change how income is taxed and what planning options are available.
Liability protection
Proper formation helps separate personal and business risk when supported by documentation and ongoing compliance.
Capital access
Some structures are a better fit for investors, equity incentives, and long-term growth plans.
Exit flexibility
Formation decisions influence transaction complexity and tax outcomes when it is time to sell.
Clean ownership records
A clear cap table helps during hiring, diligence, and any future capital event.
Our start-up advisory process
A simple process that gets your foundation right and keeps you ready for the next step.
Initial strategy review
We review your business concept, revenue model, and growth objectives to outline an approach aligned with your goals.
Entity formation and documentation coordination
We oversee entity setup and coordinate with legal counsel for operating agreements, bylaws, and equity documentation as needed.
Financial infrastructure setup
We implement accounting systems, establish reporting processes, and prepare the financial foundation for growth.
Forward planning
We assist with projections, capital readiness planning, and coordination with external advisors as your business scales.
Coordination with your advisory team
Business formation involves multiple disciplines. We collaborate with business attorneys, securities attorneys, commercial bankers, and insurance advisors to keep the plan aligned while staying within our scope.
Start-up advisory FAQs
Clear answers, no fluff.
When should I form my business entity?
Can I change my entity type later?
Do I need an attorney to form my business?
How much does business formation typically cost?
What does it mean to be capital ready?
Do you help raise capital?
Someone is sitting in the shade today because someone planted a tree a long time ago.