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Intermediate Business Launch Package
Best for: Entrepreneurs who already know their business idea and want more than just registration—they want a solid plan, structure, and protection in place.
What’s Included
Everything in the Business Registration Start-Up Service Package
EIN registration (Form SS-4)
State registration & formation (LLC/corp/etc.)
Business address recommendations
Business banking institution recommendations
PLUS:
1. Custom Business Plan (Investor- & Lender-Ready)
A structured, written business plan tailored to the client’s industry and goals, including:
Executive Summary
Company Description & Mission
Products/Services Overview
Target Market & Ideal Client Profile
Market & Competitor Snapshot
Marketing & Sales Strategy
Operations & Staffing Overview
Basic 12–24 Month Financial Projection (revenue, expenses, profit estimate)
Start-Up Cost Outline & Funding Needs
Delivered as an editable Word/Google Doc and PDF.
2. LLC Operating Agreement (or Equivalent)
A customized operating agreement aligned with the client’s ownership structure, including:
Member roles, rights, and responsibilities
Ownership percentages and capital contributions
Profit, loss, and distribution terms
Decision-making and voting procedures
Management structure (member-managed or manager-managed)
Procedures for adding/removing members and resolving disputes
Dissolution and exit provisions
Provided as a legal-style template customized with client details (not legal advice—client can review with their attorney).
3. Implementation & Review Session
One 60–90 minute virtual session to review the business plan and operating agreement, answer questions, and map out the next 90 days of action steps.
Suggested Pricing & Service Details
Investment Range: $997 – $1,497 (one-time fee)
Service Duration:
Typically 2–4 weeks from intake to final documents (depending on client responsiveness).
Key Benefits to Highlight:
Level-Up Support: Takes clients beyond “just registered” into “structured, fundable, and ready to operate.”
Clarity & Direction: A written business plan gives a clear roadmap for marketing, operations, and financial goals.
Professional Structure & Protection: Operating agreement reduces confusion, conflict, and risk as the business grows.
Banking & Funding Ready: Stronger positioning for bank accounts, credit lines, grants, and loans.
Saves Time & Stress: Clients don’t have to figure out documents and structure on their own—you guide and do the heavy lifting.
Action-Oriented: The review session turns the plan into a concrete 90-day action strategy.
Intermediate Business Launch Package
Best for: Entrepreneurs who already know their business idea and want more than just registration—they want a solid plan, structure, and protection in place.
What’s Included
Everything in the Business Registration Start-Up Service Package
EIN registration (Form SS-4)
State registration & formation (LLC/corp/etc.)
Business address recommendations
Business banking institution recommendations
PLUS:
1. Custom Business Plan (Investor- & Lender-Ready)
A structured, written business plan tailored to the client’s industry and goals, including:
Executive Summary
Company Description & Mission
Products/Services Overview
Target Market & Ideal Client Profile
Market & Competitor Snapshot
Marketing & Sales Strategy
Operations & Staffing Overview
Basic 12–24 Month Financial Projection (revenue, expenses, profit estimate)
Start-Up Cost Outline & Funding Needs
Delivered as an editable Word/Google Doc and PDF.
2. LLC Operating Agreement (or Equivalent)
A customized operating agreement aligned with the client’s ownership structure, including:
Member roles, rights, and responsibilities
Ownership percentages and capital contributions
Profit, loss, and distribution terms
Decision-making and voting procedures
Management structure (member-managed or manager-managed)
Procedures for adding/removing members and resolving disputes
Dissolution and exit provisions
Provided as a legal-style template customized with client details (not legal advice—client can review with their attorney).
3. Implementation & Review Session
One 60–90 minute virtual session to review the business plan and operating agreement, answer questions, and map out the next 90 days of action steps.
Suggested Pricing & Service Details
Investment Range: $997 – $1,497 (one-time fee)
Service Duration:
Typically 2–4 weeks from intake to final documents (depending on client responsiveness).
Key Benefits to Highlight:
Level-Up Support: Takes clients beyond “just registered” into “structured, fundable, and ready to operate.”
Clarity & Direction: A written business plan gives a clear roadmap for marketing, operations, and financial goals.
Professional Structure & Protection: Operating agreement reduces confusion, conflict, and risk as the business grows.
Banking & Funding Ready: Stronger positioning for bank accounts, credit lines, grants, and loans.
Saves Time & Stress: Clients don’t have to figure out documents and structure on their own—you guide and do the heavy lifting.
Action-Oriented: The review session turns the plan into a concrete 90-day action strategy.
