Checklist Overview


Our mission is to do everything we can to help business owners succeed.  When you hire our firm for an evaluation we go through the following checklist to ensure your business is set to succeed, which includes a review of the following:

  • Business entity
  • Operating agreement, bylaws or partnership agreement
  • Stock option plans and agreements
  • Buy-Sell agreement
  • Corporate minutes
  • Business license(s)
  • Employee handbook
  • Employment contracts
  • Employee hire documents
  • Employee sign-off sheets
  • Employee termination documents
  • Independent contract agreements
  • Building lease review
  • Equipment lease review
  • Website review
  • Trademarks