Business Startup Checklist
Following is a new business startup checklist assembled by Pacific Business Advisors to assist in developing a new business. Not all items listed apply to every business. There may be items you will want to consider that are not listed.
- ADA Compliance (Americans with Disabilities) Act
- Advertising Materials
- Advertising Promotional Items
- Alcoholic Beverage Permit
- Select Agent for Service of Process
- Bank Account
- Barter Exchange Membership
- Budget for 12 Months
- Building Permit
- Business Credit Card
- Business Directories - Listings
- Business / Marketing Plan
- Chamber of Commerce Membership, Open House
- Cleaning Service
- Computer Backup System
- Computers, Printers
- Confidentiality Agreement
- Contracts - Standard Forms
- Copier/Scanner
- Coupons
- Credit Card Merchant Account
- Design Business Cards, Letterhead, Envelopes, Brochure
- Determine Advisory Board
- Determine Board of Directors
- Determine Location of Business
- Employee Handbook
- Employment Agreement
- Equipment - Lease
- Equipment - Purchase
- Establish Prices For All Products/Services
- File Fictitious Business Name Statement (DBA)
- Fire Department Permits
- Fixtures - Purchase
- Forms - Approved For Use
- Franchise Compliance Checklist
- Furniture - Purchase or Lease
- Grand Opening
- Health Permit
- Hire Employees and / or Independent Contractors
- Independent Contractor Agreement
- Insurance - Directors and Officers (D&O)
- Insurance - Health
- Insurance - Liability
- Insurance - Property
- Insurance - Workers' Compensation
- Job Descriptions - Written
- Kitchen Supplies
- License - City or County
- License - Professional
- Line of Credit
- Mail Announcements
- Merchants Association
- Name of Business
- Neighborhood Watch
- Non-Compete Agreement
- Obtain Federal Tax ID Number
- Obtain State Resale Sale Permit
- Office/Retail Lease
- Operations Manual
- Office Supplies
- Order Business Cards, Letterhead, Envelopes, Brochures
- Payroll Service
- Phone Equipment - Purchase or Lease
- Phone Lines
- Point of Sale System (POS)
- Policies and Procedures Manual
- Postage Machine
- Press Release
- Professional Associations
- Purchase Inventory
- Research - Competitors
- Safe, Cash Register
- SBA Loan
- Security Guard - Gash Pickups
- Select Accountant
- Select Attorney
- Select Commercial Bank
- Select Form of Business Entity - Form It
- Security Alarm/Monitoring
- Set up Accounting System, Billing System
- Shareholders Agreement (Buy - Sell)
- Sign Permits
- Signs
- Small Claims Filing Service
- Start-up Capital
- Surveillance Cameras
- Tenant Leasing Agent
- Trademark Registrations
- Trade Organizations
- Train Employees
- Website Design and Construction
- Zoning Limitations
PacificBusinessAdvisors.net
Office: 818-991-5200
Direct: 818-991-9019