Starting a business is exciting — but most new business owners don’t realize how easy it is to be legally exposed while still looking “official.”
You can have a business name, a logo, a website, and even an LLC… and still be missing the very things that protect you when something goes wrong.
That’s why I created the Business Check Up & Audit — a lawyer-created self-assessment designed specifically for business owners in their first 0–3 years. It helps you identify the legal, financial, and operational gaps that can cost you time, money, and peace of mind if they’re ignored.
Why a Business Legal Checkup Matter
Most business owners don’t skip protection because they’re careless. They skip it because they’re:
- overwhelmed,
- trying to do everything alone,
- and unaware of what they should be asking.
Unfortunately, many people don’t discover the missing pieces until they’re dealing with:
- a contract dispute,
- a partner conflict,
- tax problems,
- employee issues,
- or someone else claiming rights to their business name.
A business checkup helps you catch problems early — when they’re easier and less expensive to fix.
What the Business Check Up and Audit Covers
This audit is organized around the key areas that every business needs to review if it wants to grow safely and confidently. It includes structured questions about:
1) Business Foundation & Planning
Before legal issues, the audit starts with the basics:
- mission and vision,
- 3-year and 5-year plans,
- and core values.
These aren’t “feel-good” questions — they help you build clarity and make better decisions as your business grows.
2) Legal Structure & Compliance
This section helps you confirm whether your business entity is properly formed and maintained:
- Is your LLC or corporation formed correctly?
- Do you have an operating agreement, bylaws, or partnership agreement?
- Is your business registered in the jurisdictions where it operates?
- Are annual meetings, minutes, resolutions, and records being kept properly?
- Have loans and capital contributions been documented correctly?
If you have business partners, the audit also addresses key protections like buy-sell agreements, deadlock planning, and ownership rights to the business name and intellectual property.
3) Contracts & Agreements
Contracts protect your revenue and reduce misunderstandings. The audit asks whether you have:
- customized client/customer contracts,
- written vendor agreements,
- website terms and conditions, disclaimers, and end-use licenses,
- and a lease reviewed by an attorney if you’re renting space.
4) Trademark & Intellectual Property Protection
One of the biggest mistakes new business owners make is assuming their business name is protected just because they’re using it.
The audit helps you evaluate:
- whether you’ve trademarked your business name, logo, or phrase,
- whether you monitor and enforce your trademarks,
- whether there are conflicts with other businesses,
- and whether your copyrights and trade secrets are properly documented and protected.
5) Taxes, Insurance, and Employee Risk
This section addresses the areas that can create major problems for businesses if ignored:
- S corporation elections and deadlines,
- estimated taxes,
- bookkeeping and accounting systems,
- liability and professional insurance,
- cyber security coverage,
- and employee/contractor compliance (including proper classification and onboarding documents).
Who This Audit is For
The Business Check Up & Audit is ideal if you:
- are starting a business,
- have been in business less than three years,
- or want to make sure your foundation is solid before you scale.
If you’ve ever wondered, “I formed the LLC… now what?” this audit is your next best step.
Bottom Line
This audit helps you spot gaps across your business foundation — legal structure, contracts, brand protection, taxes, insurance, and employees — so you can protect what you’re building and move forward with confidence.
Click HERE to access the Audit for just $47.
