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The roadmap

Your business.
One step at a time.

Adapted from our step-by-step business-building process. Start at the beginning or jump to the stage you are working on. Mark completed steps to keep your place.

50 practical steps · Start with the phase that fits your business.

Lay the foundation

Define your idea, choose a name, and prepare your business registration.

CHECKLIST / 01

Choose business type

Write down what you sell, who it serves, and how you will deliver it.

CHECKLIST / 02

Choose business name

Check business-name availability with your state and consider a trademark search before committing.

CHECKLIST / 03

Business domain for future website

Choose a domain that fits your name. A branded email can help you present your business professionally.

CHECKLIST / 04

Choose business entity

Compare business structures and discuss tax and liability questions with a qualified adviser.

CHECKLIST / 05

Register a trade name (DBA), if needed

Check whether your state or locality requires a trade name or DBA registration.

CHECKLIST / 06

Registered agent

For an entity that requires one, choose an eligible registered agent who can receive official documents.

CHECKLIST / 07

Assign owners and authorized representatives

Document who owns the business and who is authorized to act on its behalf.

CHECKLIST / 08

Trademarks & patents

Explore trademark or patent protection when relevant to your brand or invention.

CHECKLIST / 09

Certificate of good standing

After registration, obtain a certificate of status if a bank, processor, or other recipient requests one.

CHECKLIST / 10

Business license, permits, or registration

Use your state’s business portal for entity registration, then check industry, county, and local licensing separately.

CHECKLIST / 11

Identify your NAICS industry code

Identify the industry classification that best describes your primary business activity.

CHECKLIST / 12

Business ein number

Check whether you need an EIN. Apply directly with the IRS for free.