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(CC) Organizational Structure
(CC) Organizational Structure
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Incorporation (L3C)

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Incorporation Checklist


Incorporation Checklist
Name
Steps
Tasks
Checkbox

Initial Planning and Research

6
Define Business Goals and Vision
2
Clarify short-term and long-term goals
Establish mission and vision statements
Market Research
2
Identify target market and client base
Analyze industry trends
Feasability Study
2
Assess financial viability
Evaluate operational requirements

Legal Entity Formation

14
Research Legal Entity Types
3
Evaluate factors for choosing the legal structure
Decide on the appropriate legal entity
Select The State of Incorporation
Name Registration
2
Choose a unique name for your collective
Check availability and register business name with appropriate state authority
Registar Collective & Obtain Documentation
3
Select Legal Entity Formation Registry Platform
Pay filing fees and obtain your official documents
Draft necessary legal documents (as required)
Tax Registration
2
Apply for an Employer Identification Number (EIN) either from Registry or with the IRS
Register for state and local taxes if you plan to have employees
Licenses and Permits
2
Obtain federal, state, and local business licenses
Apply for industry-specific permits as needed
Bank Accounts and Financing
2
Open a business bank account
Explore financing options (loans, investors, grants)
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