MOORE WEALTH CONSULTING | BUSINESS FOUNDATION CHECKLIST
Structure Before Scale.
[ ] Define actual business activity, customer, ownership, and state of operation.
[ ] Review entity and tax questions with qualified legal and accounting advisers.
[ ] Inventory governing documents, registrations, renewals, licenses, and insurance.
[ ] Use accurate and consistent business information and industry classifications.
[ ] Organize bookkeeping responsibilities and management reports.
[ ] Document contracts, approval authority, and record-retention responsibilities.
[ ] Define the use of funds and a realistic repayment plan before applying.
[ ] Compare cost, fees, security, guarantees, and repayment obligations.
[ ] Keep sensitive records out of public forms and AI conversations.
Educational preparation only. This checklist is not a legal or tax opinion or financing approval.