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Working / Accumulation Phase, Life Events

What Issues Should I Consider When Starting A Business?

Updated 12/1/2023

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
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What Issues Should I Consider If I Experience A Sudden Wealth Event?
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