Business Entity Checklist

BUSINESS ENTITY CHECKLIST AND ENGAGEMENT AGREEMENT

Parties

Recitals

WHEREAS, Client Name: seeks to organize, form, or otherwise structure a business entity for active operation; and

WHEREAS, Advisor Name: has the expertise to advise on entity selection, formation requirements, and initial compliance matters; and

WHEREAS, the parties desire to document the scope of advisory services and to record a checklist of entity formation items to be completed and delivered pursuant to the terms below.

Business Entity Checklist

Proposed Entity Name:

Scope of Work

Advisor will provide the following services to Client, as applicable and agreed:

Payment Terms

Total Fee:

Late Fee: (applies to past due balances)

Client will reimburse Advisor for reasonable out-of-pocket expenses incurred in the performance of services, provided such expenses are pre-approved in writing where practicable.

Term and Termination

Commencement Date: Month Day Year

Termination Date (if any): Month Day Year

Either party may terminate this engagement for any reason upon days' prior written notice to the other party. Termination will not relieve Client of the obligation to pay for services performed and expenses incurred through the effective date of termination.

Confidentiality

Each party acknowledges that, in the course of the engagement, it may receive confidential, proprietary or trade-secret information of the other party. The receiving party agrees to maintain the confidentiality of such information using at least the same degree of care that it uses for its own confidential information, but in no event less than reasonable care. Confidential information does not include information that: (a) is or becomes publicly available through no fault of the receiving party; (b) is lawfully received from a third party without restriction; or (c) is independently developed without use of the other party's confidential information.

Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the state specified below, without regard to conflict of law principles.

Entire Agreement; Amendments

This document, together with any attachments or exhibits executed by the parties, constitutes the entire agreement between the parties with respect to the subject matter hereof, and supersedes all prior and contemporaneous agreements, representations and understandings, whether oral or written. Any amendment or modification must be in writing and signed by authorized representatives of both parties.

Certifications and Acknowledgments

Client acknowledges that Advisor is not providing tax or accounting advice except as expressly described in the Scope of Work. Client certifies that it will provide accurate information necessary for formation and compliance and will notify Advisor promptly of any material changes.

Deliverables & Timing

Estimated deliverables and target dates (to be completed by Advisor subject to Client cooperation):

Acknowledgment of Receipt

By signing below, the parties acknowledge that they have read, understood, and agree to be bound by the terms set forth in this Business Entity Checklist and Engagement Agreement.

Sign Now