BUSINESS STARTUP CHECKLIST TEMPLATE

X ITEM DESCRIPTION
RESEARCH Identify and Assess Financial Risks

Review Business Codes - Local + State Develop Business Goals

Complete a Comprehensive Competitive Analysis Develop Personal Goals

Identify Top Competitors Identify Strengths

Identify Customers Identify Weaknesses

Define Customer Base Research Ideal Locations

RELATIONSHIPS Hire an Accountant

Join a Professional Organization Select a Banker

Hire a Lawyer Select an Insurance Rep

FINANCE Establish a Business Checking Account

Determine Startup Costs Establish a Line of Credit

Review Financial Resources Research and Apply for a Business Loan

Select an Organization Form/Structure

DEVELOPMENT Register Business Name

Create a Marketing Plan Incorporate Business

Create a Business Plan Identify Suppliers and Create Accounts

GETTING STARTED Obtain Supplies

Designate a Date of Launch Obtain Any Required Licenses and Permits

Secure a Location; Obtain Lease Obtain Federal Employer ID Number

Obtain Business Cards Obtain State Employer ID Number

Obtain Necessary Furnishings Obtain Required State, Federal, and Local Tax Forms
Obtain Required Equipment Obtain Business Insurance
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