Objective

Establish clean structure, separation, and compliance readiness to avoid future rework.

DELIVERABLES

1. Everything in Foundation Setup, plus:

2. Structure Mapping Document (PDF)

A visual + written breakdown of:

• Entities (existing and planned)
• Functional separation
• Operational flow (non-legal)
• Administrative boundaries

This creates mental and operational clarity.

3. Compliance Calendar & Tracking Setup

• Annual report timelines
• Renewal reminders
• BOI/administrative awareness
• Custom compliance checklist

This prevents silent failures.

4. Document Stack Organization

• Review of uploaded documents
• Reorganization guidance
• Missing document identification
• Clean internal record structure

5. Back-Office Readiness Checklist

Covers:

• Banking readiness (admin)
• Internal records
• Basic operational hygiene
• Tooling recommendations (optional)

6. Third-Party Coordination Support

Administrative coordination with:

• Registered agents
• Filing platforms
• Professional referrals (no commissions)

NOT INCLUDED

• Legal drafting or advice
• Tax planning

Ongoing monthly support (optional retainer available)