Interactive Business Checklists
Scored, interactive checklists with progress tracking. Your progress saves automatically in your browser — bookmark any checklist and work through it over time.
Exit Readiness Assessment
Score your readiness to sell across 33 factors: financial, operational, legal, personal, and market. Know your gaps before going to market.
Partnership Agreement Review
35 critical provisions that prevent disputes, protect against deadlock, and define exit paths. Find out what your agreement is missing.
Due Diligence Document Preparation
Every document a buyer will request, organized by category. Assemble your data room before the LOI and close faster with fewer surprises.
California Entity Formation Checklist
Every step from Secretary of State filing to EIN to bank account to first tax return. LLC, S-Corp, C-Corp, and nonprofit paths covered.
Nonprofit Board Governance Checklist
Board obligations, financial oversight, California AG compliance, conflict of interest policies, and fiduciary duties.
Business Turnaround Assessment
Score your recovery potential across cash flow, operations, market position, team, and restructuring options.
Succession Readiness Checklist
Assess readiness for a family or internal succession: next-gen capability, estate planning, governance, and timeline.