Business Services

Entity Formation Services

Corporations, LLC’s and Limited Partnerships include:

Entity Set Up
Corporate Record Book
Articles of Organization or Incorporation
EIN Number Filing

Incorporating is one of the best ways a business owner can protect his or her personal assets. Most people choose to incorporate solely for this reason, but there are other advantages as well. For example, the corporate business structure saves you money in taxes, provides greater business flexibility and lets you more easily raise capital. Limited liability companies, or LLC’s, are becoming more and more popular, and it's easy to see why. They combine the personal liability protection of a corporation with the tax benefits and simplicity of a partnership. In addition, they're more flexible and require less ongoing paperwork than corporations. We can help you quickly and easily set up a new Corporation or LLC.

Below is our simple 3-step process:

Complete the Entity Formation Questionnaire:
Fill out our easy-to-follow questionnaire
We Create and File Your Incorporation or Organizational Documents:
We review the answers you provide for completeness and other common mistakes, prepare your documents and file the Articles of Incorporation or Organization with the Secretary of State. We even create customized Articles of Incorporation or Organization.
Final Wrap-Up:
When we receive the filed Articles of Incorporation or Organization, we deliver them to you along with your custom corporate record book and EIN number. We then review all your documents with you and advise you on your remaining responsibilities. These may include filing state and local business licenses and various state tax forms.

Registered Agent Service

As your registered agent, Southwest Business Advisors, Inc. can put a layer of privacy between your business and the public. Penalties for not maintaining a registered agent generally will cause a jurisdiction to revoke a business's corporate or LLC legal status. A registered agent is an individual or entity designated by your corporation or LLC to accept official documents on behalf of your business. This could include—but is not limited to—documents such as franchise tax notices, annual reports, official legal notices such as a court summons and more.

Compliancy

Bylaws and Operating Agreement
Resolutions
Minutes of Meetings
Notices and Waivers

Southwest Business Advisors provides the key financial and compliancy knowledge needed to keep your business operating smoothly and in compliance with regulation while freeing you up to focus on and grow what you know best, your core business

When you sign your annual list of officers (or managers for LLCs), you are certifying that you are complying with the law. In the event of a court action brought against you and your company, it's important that your corporation has a paper trail of its important business activities. These records help ensure corporate integrity and document your corporation's key activities.

Failure to follow rules of compliance can result in the courts ignoring the separate entity you've created and you would be treated as a sole proprietor. Proper record-keeping is only one of several requirements to keep the corporate veil intact, and protect your personal assets.

Southwest Business Advisors helps you to maintain the full legal protection of the "corporate veil" simply and easily. “Corporate veil” is a phrase based on established legal theory used to describe a situation where the shareholders, officers, and directors of a corporation are held personally responsible for the acts of the corporation.

Minutes, Resolutions, Bylaws, and Notices of Meetings are the most important documents needed to maintain a legitimate separate entity and afford the greatest protection for your personal assets. By keeping your records current, you are proving that you've held regular board and/or stockholder's meetings. These meeting minutes are preserved by your record book. Failure to adequately document your business activities puts your personal assets at risk.

Corporate Resolutions maintained in proper form are vital to the continued existence of your corporation and to the protection of your directors and shareholders. Corporate Resolutions are exactly what the name implies - resolutions made by your directors and shareholders on behalf of the company. These resolutions can range anywhere from assigning a lease or authorizing a contract to selling real estate or terminating a certain lease.

Drafting and maintaining Corporate Resolutions while operating your corporation can sometimes be a tedious task. Although Southwest Business Advisors cannot provide legal advice - we are not lawyers - we can provide you with some very useful samples of Corporate Resolutions. Our focus is helping you keep more of your hard earned money.

Corporate Consulting

Business Plans
Educational Seminars and Workshops
Review Employee Benefit Plans
Recommendation of Appropriate Business Resources

Business Plans provided by Southwest Business Advisors are carefully crafted and developed from scratch for the distinct needs of each company. All plans include solid market research and 5-year Pro Forma Financial Statements. Our expert consultants create a comprehensive report describing your business, conducting market analysis, as well as defining marketing, managerial, and financial objectives. A comprehensive, professional business plan can make the difference in whether or not your business can obtain critical business credit.

Southwest Business Advisors has developed seminars and workshops to educate small business owners. Each one stands alone to provide comprehensive information and development of skills in a particular area. We believe that you are the expert in your industry. Our job is to educate you in the "business of doing business."

Outsourcing any function within your business not directly related to the generation of income can improve productivity and reduce costs. We provide your competitive edge.

Corporate Credit Development Program

The goal of our corporate credit program is to develop a credit profile using the corporate tax ID number rather than the owner's social security number. This separates the client's personal credit from their business credit. Developing a credit image for your business conserves cash and building a proper corporate credit profile can keep your company out of "no credit / high risk" and "high interest" categories - saving you money.

Southwest Business Advisors will do all of the compliancy checks BEFORE Dunn & Bradstreet. Thus, avoiding the "high risk" or "special events" ratings that can lead to paying higher interest rates or the inability to generate corporate credit without personal guarantees.

Our corporate credit program will establish your credit identiy with multiple reporting agencies. This allows for more and more credit to be achieved as your enterprise grows. We position your corporation for leases and other items you need to operate your business. All this eliminates the need for you, the business owner, to leverage your personal credit to run your business.

Strategic Planning