fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

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Category:
Working/Accumulation

Starting A Business

What Issues Should I Consider When Starting A Business?

When a client is starting a business, it is important to ask the right questions up front and to identify issues that are likely to arise. First-time entrepreneurs and seasoned business owners alike can benefit from preliminary discussions to spot planning opportunities, minimize complications, and get started down the right path. This checklist helps guide the conversation regarding common factors relevant to prospective business owners.

This checklist covers:

  • Personal and business cash flow issues
  • Legal and business formation issues
  • Tax issues
  • Other planning considerations
Related Guides
Business Owner & 1099 Worker Issues
Category: Working/Accumulation
Business Sale Issues
Category: Working/Accumulation

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“Our team has really liked the charts and were particularly pleased with the traditional IRA vs. 401k for a business and the QBI chart.”
— Scott, an advisor in Oregon
“My clients and COIs love these. I’ve shown the medicare IRMAA flowchart to a Medicare consultant I work with and she loved it”
— Steve, an advisor in Ohio
“The white-label feature in Deluxe is really fantastic. It is really powerful to talk through the decision tree with a client with our logo & color options on the chart, frankly, because it makes us look smarter!”
— Bill, an advisor in New York
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“Your software and platform are awesome and super helpful to me and my clients”
— Clinton, an Advisor in New York
“I had my own internal set of workflows, but by piggybacking fpPathfinder, I've saved who knows how many hours. It's a great product and I'll be a subscriber for years.”
— An advisor in Texas
“I really love the concept of fpPathfinder because I spend so much time reinventing the wheel when communicating planning concepts to clients. Moreover, the flowchart format can be used time and time again to produce consistent results.”
— Kevin P, an advisor in Illinois
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