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Business Startup Checklist

We are here to assist you.

Schedule an appointment with our Business Resources Coordinator for personalized guidance.

Write a Business Plan

Regardless of where you’re located, a Business Plan is the foundation for a successful launch! You can start with one of our great tools: SBA Build Your Business Plan creator tool

Secure Funding: https://cresercapital.org

It takes money to make money and all businesses need capital to start and grow. Typically, this capital will come from savings, home equity, or friends and family. You should have at least enough capital investment for start-up costs and at least six months of operations.

The next most frequent source of funding is a business loan. If you are considering a business loan, we recommend contacting the SBDC to help you prepare projections, a business plan, and help you understand how to qualify for a business loan.

Determine your Business Structure:

Determine if one of these types is the best entity for you: LLC, S-Corp, LLP, Sole Proprietor

https://www.sos.ca.gov/business-programs/business-entities/forms

Register a Fictitious Business Name:

https://crarecords.sonomacounty.ca.gov/Web/user/disclaimer

Choose a location and check local zoning regulations

https://permitsonoma.org/divisions/planning

Obtain a Business License and Permits:

https://www.calgold.ca.gov

Obtain a EIN Number:

https://www.irs.gov/businesses/small-businesses-self-employed/apply-for-an- employer-identification-number-ein-online

Obtain Workers Compensation Policy & Business Insurance

Obtain a Seller’s Permit- If selling goods:

https://www.cdtfa.ca.gov/services/

Get an advisor:

https://www.sonomasbdc.org/join/