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Work through the stages in order — Start → Finance → Legal → Market → Sell. Be sure to tap the ^ to learn more and write down details about the step. Tap Save to Priorities to add it to your My Priorities/Steps list.

Stage 2

Finance

Fund and manage your money

0/10 done

Checklist Steps

1. Establish Business Credit

Build strong personal and business credit profiles to qualify for better financing.

Not Started
2. Apply for Business Loans

Research and apply for SBA loans, term loans, and lines of credit.

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3. Prepare Investor Pitch Deck

Prepare a compelling pitch deck and financial projections for investors.

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4. Explore Equity Financing

Explore angel investors, venture capital, and equity crowdfunding options.

Not Started
5. Research Business Grants

Apply for business grants from government and private organizations.

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6. Set Up Business Credit Cards

Use business credit cards strategically for short-term financing and rewards.

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7. Create Cash Flow Projections

Implement cash flow forecasting to manage income and expenses proactively.

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8. Set Up Payroll System

Set up payroll system for employees with proper tax withholding.

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9. Optimize Tax Strategy

Work with a CPA to optimize tax strategy and ensure compliance.

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10. Explore Equipment Financing

Consider equipment financing or leasing for vehicles, machinery, and technology.

Not Started

Resources for This Stage

Get a loan or convert your data into an asset!Contact Ron Pedersen at +1 (618) 491-2809, or visit this site
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