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Setting Advisory Expectations

• Ownership Authorization
• Mutual Non-Disclosure
• Strategic Evaluation
• Know Your Client Intake
• Setting Expectations
• Client Goals & Outcomes
• Project Engagement
• I-9 Completion
• Compliance Verifcation
• Corporate Bio
Corporate Bio Please upload your bio / resume
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Maximum upload file size: 1 GB.
• Strategic Coaching Session
• Google Drive Folder
• Basic Documentation
Basic Documentation Please confirm you received all basic documents
• One Click Demo Import – log_file_2025-06-18__23-43-31
• Demo Membership Portal
  Individual Member Example
• Bylaw-Slider-3-Img
• Invoice Confrimation
• Project Assessment
• Credit Overview
• Personal Credit PDF's
Personal Credit PDF's Please confirm you downloaded all Personal Credit PDF's
• Services Dev. Advisory Services Flyer
• Strucutre Services Flyer
• Business Plan Services Flyer
• Ertc Audit
• Audit Services
• Audit Services
• Corporate Servcies
• Corporate Services
• 501c3 Exempt services
• Business Plan Services
• Business Credit PDF's
• Opt-In Pre-Screen
• Unfreeze Credit Reports
Unfreeze Credit Reports Please unfreeze equifax, transunion, experian, ChexSystems, and nexis lexis
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Maximum upload file size: 1 GB.
• Remove all fraud alerts
Remove all fraud alerts Please remove fraud alerts from: equifax, transunion, experian, ChexSystems, and nexis lexis
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Maximum upload file size: 1 GB.
• Public Filling Advisory
• Public Presence Advisory
• Q&A Strategy Session

Upload Needed Documents

• EIN Confirmation
EIN Confirmation Please upload your EIN Confirmation Page
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Maximum upload file size: 1 GB.
• Entity Registration
Entity Registration Please upload Active Entity Registration
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Maximum upload file size: 1 GB.
• Annual Report
Annual Report Please upload Company Annual Report
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Maximum upload file size: 1 GB.
• Personal 2 Paystubs'
Personal 2 Paystubs' Please upload your last two pay stubs
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Maximum upload file size: 1 GB.
• Personal W-2's/4's/1099's
Personal W-2's/4's/1099's Please Upload Personal w-2's/4's/1099's
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Maximum upload file size: 1 GB.
• Personal Tax Returns
Personal Tax Returns Please Upload 2 Years of Personal Tax Returns
Click or drop files here to add more
Maximum upload file size: 1 GB.
• Business 2 Paystubs'
Business 2 Paystubs' Please upload your last two business pay stubs
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Maximum upload file size: 1 GB.
• Business W-2's/4's/1099's
Business W-2's/4's/1099's Please Upload Business W-2's/4's/1099's
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Maximum upload file size: 1 GB.
• Business Tax Returns
Business Tax Returns Please Upload 2 Years of Business Tax Returns
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Maximum upload file size: 1 GB.
• Personal Bank Statement
Personal Bank Statement Please upload 3 - 6 months of personal bank statements
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Maximum upload file size: 1 GB.
• Business Bank Statements
Business Bank Statements Please upload 3 - 6 months of Business bank statements
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Maximum upload file size: 1 GB.
• Additional Income Upload
Additional Income Upload Please upload proof of other forms of income here
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Maximum upload file size: 1 GB.
• YTD Balance Sheet
YTD Balance Sheet Please upload requested verification doc here
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Maximum upload file size: 1 GB.
• YTD Profit & Loss
YTD Profit & Loss Please upload requested verification doc here
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Maximum upload file size: 1 GB.
• Contracts & Agreements
Contracts & Agreements Please upload requested verification doc here
Click or drop files here to add more
Maximum upload file size: 1 GB.
• Gov Issued ID
Gov Issued ID Please upload front and back of Driver's License
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Maximum upload file size: 1 GB.
• Personal Verification Upload
Personal Verification Upload Please upload requested verification doc here
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Maximum upload file size: 1 GB.
• Business Verification Upload
Business Verification Upload Please upload requested verification doc here
Click or drop files here to add more
Maximum upload file size: 1 GB.

Evaluation of Project

• Personal Budget Anal
• Projections
• History of Business
• Business Debt Schedule
• Management Resume
• Source of Capital
• Application for Business
• Proformas Example
• Upload Evaluation
Upload Evaluation Please upload all evaluation pdfs here
Click or drop files here to add more
Maximum upload file size: 1 GB.

Styles of Lending Financing

• Term Loans
• Lines of Credit
• Credit Cards
• Hard Money
• Cash Advance
• Secured Collateral

Upload Company Project Documents

• Business Plan
Business Plan Please complete this section to continue.
Click or drop files here to add more
Maximum upload file size: 1 GB.
• Certifications
Certifications Please complete this section to continue.
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Maximum upload file size: 1 GB.
• Use of Funds/Benefits
Use of Funds/Benefits Please complete this section to continue.
Click or drop files here to add more
Maximum upload file size: 1 GB.
• Purchase Orders or Invoice
Purchase Orders or Invoice Please complete this section to continue.
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Maximum upload file size: 1 GB.
• Franchise Agreement
Franchise Agreement Please complete this section to continue.
Click or drop files here to add more
Maximum upload file size: 1 GB.
• Lease(s)
Lease(s) Please complete this section to continue.
Click or drop files here to add more
Maximum upload file size: 1 GB.
• Buy-Sell Agreement
Buy-Sell Agreement Please complete this section to continue.
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Maximum upload file size: 1 GB.
• Any other files
Any other files Please complete this section to continue.
Click or drop files here to add more
Maximum upload file size: 1 GB.

Deliverables of Services

• Advisory Session
• Online Folder
• Client Portal Overview
• End of Services