Is your business properly structured for growth, investment, and compliance? We evaluate whether your company is organized under the most appropriate legal entity for its operations, goals, and risk profile, whether an LLC, corporation, partnership, or other structure. We also review your corporate governance framework, confirm that required organizational documents are in place, and verify that state registrations, annual filings, and other corporate compliance obligations are current and in good standing.

Are you up to date on all required licenses and permits for your industry? Whether you’re in construction, food service, technology, or retail, we verify that your business holds the proper industry-specific licenses and permits to operate legally.

Have you filed your state and federal taxes correctly? Are your sales tax practices compliant? Tax regulations can vary significantly based on your industry, and we ensure that your business follows the appropriate rules for income tax, sales tax, and more.

Are your workers classified properly (W-2 vs. 1099) to avoid misclassification penalties? In industries like construction, healthcare, or the gig economy, worker classification is critical. We help you ensure that your employees or contractors are classified according to state and federal employment laws. Are you complying with wage & labor laws? We'll help you determine your status.

Are you protecting customer data and complying with relevant privacy laws (e.g., GDPR, CCPA)? For industries handling sensitive information, such as healthcare or e-commerce, adhering to data privacy and cybersecurity regulations is essential. We ensure your business complies with global privacy laws and industry standards.

Do your marketing practices comply with advertising standards? Are your return and refund policies transparent and fair? We examine your customer-facing practices to ensure compliance with consumer protection laws that are crucial in industries like retail, beauty, and online services.

Have you identified, secured or protected your key IP assets (e.g., trademarks, proprietary technology, and content), which is critical for both valuation and investor confidence?

Are your contracts, NDAs, and other legal documents up to date and enforceable? We review your agreements to ensure they protect your business while complying with industry-specific standards for legal documentation, including those in technology, professional services, and manufacturing.

Are you adequately insured against common business risks? Every industry faces unique risks, whether you're in healthcare, manufacturing, or professional services. We ensure your business carries the proper insurance to protect against industry-specific liabilities.

Is your business meeting all state and federal regulatory requirements specific to your industry? We evaluate your adherence to regulations that govern your sector, whether you’re in financial services, healthcare, or retail.

Are you operating efficiently and ethically according to industry standards? We assess your business against industry best practices to ensure you’re staying competitive while maintaining operational integrity.