To start a new business is a big decision that you have already made. Now you need to setup this business and get going - but sometimes its not very straightforward to know how you want to set your business up.

Business in US can be setup as a sole proprietorship, partnership, limited liability company or a corporation. Whether it is for profit or not for profit or a charitable trust, we can guide you through the process. Setting the right legal entity can enable you to appropriately handle your business liabilities and balance tax across individual and business entity.

We can sit together with you to help you understand the pros and cons of each kind of business entity and have the expertise to handle the entire process of registration and approval for you.

If you are a small business / startup, unlike a family office or trust, you may be interested in getting funding for your business at some point when you are ready to scale. This could be early stage / seed round or angel funding or more complicated Series A,B or C with sophisticated investors involved. Regardless of the stage and size of funding, you would require to put your best foot forward.

Preparing a pitch book or a Confidential Information Memorandum (CIM) that can appropriately represent your business both in terms of numbers as well as quality of business is an essential first step in the process.

Being your virtual CFO, we have both the understanding of your business as well as access to all the financial data that we can slice and dice to present in the manner that makes most sense for investors. Its also a lot of work and distraction from every day running of business which you can minimize by relying on our experience and professional expertise.

After all, when you get funded and are able to grow - it helps us grow too.