SoloAgentReadiness Assessment
Exit
Legal foundation
(current)
Financial runway
Credentialing
Compliance
Clinical identity
Client acquisition
Dimension 01 of 06

Legal & Business Foundation

The entity, the accounts, and the paperwork that make your practice a real business.

Entity type decided
LLC, PLLC, S-corp, or sole prop: chosen and filed, not just researched.
EIN obtained
Your federal tax ID is issued by the IRS.
Business bank account opened
Practice income runs separate from your personal money.
Foundational legal setup complete
Operating agreement, state registration, and any required local licenses on file.
Intro
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