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Working / Accumulation Phase, Life Events

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
Am I Eligible For A Qualified Business Income (QBI) Deduction?
Category: Working / Accumulation Phase, Tax Planning
What Issues Should I Consider If I Experience A Sudden Wealth Event?
Category: General, Working / Accumulation Phase, Estate Planning, Life Events
Should I Establish A SEP IRA Or A SIMPLE IRA Plan For My Small Business?
Category: Working / Accumulation Phase
Common Pension Plans For Small Business Owners
Category: Working / Accumulation Phase
What Issues Should I Consider As A Business Owner Or 1099 Worker?
Category: Working / Accumulation Phase, Tax Planning, Life Events
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business?
Category: Working / Accumulation Phase, Tax Planning, Life Events

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What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“I love your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
“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
“Your software and platform are awesome and super helpful to me and my clients”
— Clinton, an Advisor in New York
“fpPathfinder has been critical in my execution of financial planning. They provide well thought resources for when clients face specific problems, and I use them over and over again.”
— Roger Whitney, CFP®️, CIMA®️, CPWA®️
“I love these checklists and flowcharts! They are very useful and helpful in making sure I am covering all (or at least most) points regarding a specific topic.”
— Michael, an advisor in Pennsylvania
“Overall, I have really enjoyed the service as it makes teaching and educating people much simpler. ”
— Michael, an advisor in California
“We are delighted with the thoroughness of each chart in simplifying the complex questions and helping lead to an answer. These are indeed a helpful asset in our toolbox for work with clients.”
— Victoria L, an advisor in Massachusetts
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