BUSINESS SUCCESS
PLATFORM™
A single platform built to power you through every stage of your business.
Get all the tools to start, manage, and grow your company plus ongoing support after formation.
Starting a business shouldn't feel like juggling paperwork, bank forms, and endless browser tabs.
Our Business Success Platform™ brings every essential step—research, setup, compliance, and growth—into one simple dashboard.
From your first business idea to your next big milestone, we've got you covered.
The Business Success Dashboard
Your all-in-one command center for managing every part of your business. An intuitive interface that brings guidance, tools, and automation together—so you always know what's next.
Start
Research the entity type that's right for you.
How We Help You
- Articles, webinars, and videos
- Company name generator
- Company name checker
- Speak to a Business Success Advisor
Formation
Make your business official.
How We Help You
- Anonymous LLC/Corp formation
- DBAs
- Holding Companies
- Operating Agreement
Setup
Get financial and legal essentials.
How We Help You
- Tax election
- Business bank account
- Legal docs
- Certificate of Good Standing
- EIN
Compliance
Track deadlines and maintain protection.
How We Help You
- Registered Agent services
- Mail scanning
- Annual report tracking
- Meeting minutes
- Document storage
Growth
Expand and scale your business.
How We Help You
- Complex business structures
- Shareholders
- On-demand attorneys
- Business loans
Build the Right Foundation
Every great business starts with the right structure.
Our platform helps entrepreneurs make confident choices from day one.
Research Entity Types.Understand whether an LLC, Corporation, or Sole Proprietorship fits your goals.- Name Your Business.Search for names and instantly check availability so you can lock in your brand identity.
- Decide on an LLC or Corporation.Get guided support on what makes the most sense for taxes and liability.
- Register DBAs.Add trade names to keep your brand flexible as you grow.
- Manage Company Ownership.Clearly define ownership percentages, add or remove members, and keep accurate records as your business evolves.
Get Set Up for Success
Once you've nailed your structure, we help you make it official, quickly and correctly.
- Get an Operating Agreement.Protect your business relationships with a compliant, attorney-vetted template.
- Choose Your Tax Election.Decide how your business will be taxed with clarity and confidence.
- Open a Business Bank Account.Keep finances clean and separate with vetted partners like Relay and Lili.
- Create Legal Documents.From NDAs to contractor agreements, generate what you need in minutes, no legal degree required.
- Access Expert Guidance.Learn from our content hub with articles, videos, and guides on business management, compliance, marketing, and tax strategies, all created to help you level up your business knowledge.
Stay Compliant and Organized
Your business's protection doesn't stop once you've filed your paperwork, it continues through good governance and ongoing maintenance.
- Mail Handling.Receive official mail directly to your business address; we scan and upload it to your dashboard within 48 hours.
- Track Annual Reports and Fees.Never miss a required state filing, report, or payment again. Automated reminders and checklists keep you compliant with every deadline.
- Meeting Minutes.Record and store your meeting minutes to preserve liability protection and stay audit-ready.
- Manage Ownership Changes.Seamlessly update members, officers, or shareholders within your dashboard, ensuring your records stay accurate and compliant.
- Secure Document Storage.Keep your essential documents safe, organized, and accessible whenever you need them.
Grow with Confidence
As your business evolves, new opportunities (and challenges) appear. Our platform grows right alongside you.
- Add Entities and Shareholders.Set up new businesses or holding companies directly through your dashboard.
- Meet with a Lawyer On-Demand.Get legal advice when you need it—no retainer required. Schedule one-time consultations with vetted professionals to get guidance before big decisions.
- Access Business Credit and Loans.Partner with Lendio to find funding options tailored to your business stage.
- Plan for Expansion.From restructuring to partnerships, we'll guide you through each step to keep your company strong and compliant.
Meet Our Products
Experience the Business Success Platform™ and see how it can transform your business journey from formation to growth.
Connect with a Business Success Advisor
