The Entity Structuring process is outlined below:

Step 1. We will set up an appointment for an initial phone consultation with the  to determine what the best structure will be for your business strategy.

Step 2.  Once the structure is determined, we will send you the Business Registration and Credit Card Forms which contains the name of the LLC, the address of the LLC, Resident Agent name and address, State of Registration and the Fling Fee Schedule. Once we receive the forms, we will get the Articles of Organization ready and submit to the appropriate Formation State's Department for processing.

Step 3.  Once we receive an acknowledgement of filing from the State Department, we will obtain an EIN number from the IRS.

Step 4. With the EIN number and acceptance of filing, you would open up a business bank account.

Step 5.  An operating agreement will be drafted and reviewed with the Soteria Services.

Step 6.  Cash Sweep (All income and expenses incurred prior to the establishment of the bank account are moved onto the books of the business - if applicable). We will need a list of your business expenses to do this.

Step 7.  Bookkeeping process will be discussed

Step 8.  Happy Investing!