ENTITY ROOTS CHECK

Plug Info into Form on This Page for an ENTITY ROOTS CHECK

The entity roots of your business entity include an active strategic plan, articles of incorporation / articles of organization (LLC), bylaws or operating agreement (LLC), branding graphic design, and more…

The ENTITY ROOTS CHECK FORM will guide you through…

Here are some key explanations of the relevance of your roots! It is recommended that you keep a corporate or company binder that holds your essential documents AND maintains a record of your entity functioning as an independent entity and NOT as an extension of your personal life, funds and activities.

A core portion of your entity roots gather in your binder. Some company owners keep a physical loose-leaf page type of binder with dividers, and some keep it electronically on a hard drive, in a cloud or on a flash drive. The Strong Company recommends keeping the physical 3 ring binder with a backup on a cloud server AND putting one backup flash drive in a fire-safe place such as a bank safe deposit box or a fire-proof safe on an alternate premises.

Intellectual Property Entity Roots

Your company’s intellectual property includes BRANDING GRAPHIC DESIGN. This is who the company is in the world. Branding graphic design can include logos, service marks, trademarks, trade names, mission statements, vision statements and descriptions and a lot more. If you are weak in this area – hit the gym! Time to beef up and shape up your bid for long-term balanced growth.

Your brand means a lot to you and your family. Above is a photo of a brand stamp iron being heated by propane torch as is common in cattle operations. The heat makes the burn, the burn leaves the mark. Your intellectual property is at the root of your power to operate successfully. The correct storage and maintenance of all entity root materials is essential to maximize your company’s success. When you make your brand mean a lot to your core employees and to your core market – then you have accomplished something strong.

Meeting Minutes and / or Consent Resolutions ARE Entity Roots

To leave a trail through time that your company or corporation is acting as an entity and NOT as an extension of the owners you must use MEETING MINUTES and/or CONSENT RESOLUTIONS. If you know all about this – just jump forward down the page. This is one of the most overlooked and mishandled areas in small business, so it is worth nailing it down hardcore and getting super-clear! What must be tracked for legal record is how the company is doing things. Opening a bank account, signing a shop or office lease, buying equipment. The right processes are very easy – you just need to understand what method to use for your situation. Consent Resolutions are the more difficult system to understand. In many companies, the right way to use these are to have an owner act as manager (officer for a corporation) and to execute (sign into action) what the company is RESOLVED to do. We can show you how!

Your Name (required)

Your Email (required)

As filed with Secretary of State - Entity Title

What services and/or goods does your company / corporation offer? (required)

On a scale of 1-10, 10 being awesome, what is the level of competence and quality of your Employee Handbook? Do you give them out to new hires? Do you maintain signed copies of a reception form in company employee files? The foremost reason to effectively use an Employee Handbook is to help educate your Personnel Package for the sake of sound operating. This is also an important legal protection. (required)

On a scale of 1-10, 10 being outstanding, what is the level of competence and quality of your Safety Manual (if relevant to your industry and operation)? Safety pays. Companies do better when they are PROACTIVE about safety management and understand the relevance safety has on profitability and sustainability. (required)

What is the status of your currency with filing PERIODIC REPORTS with the Secretary of State AND your articles (of organization or incorporation)? (required)

On a scale of 1-10, 10 being 'truly great', what is the status of your maintenance of your CORPORATE BOOK (Company Book for an LLC)? Do you have a physical binder, cloud storage, hard drive and/or flash drive? Storage of a backup off premises in a fireproof safe? Are your Meeting Minutes / Consent Resolutions properly documented and stored? (required)

On a scale of 1-10, 10 being awesome, what is the status of your company's focus on, production of and storage of BRANDING GRAPHIC DESIGN and all related IP - Intellectual Property? Do you registered trademarks through the USPTO or trademarks through the Secretary of State? Should the company have these?(required)

On a scale of 1-10, 10 being outstanding, what is the status of your company document that serves as the STRATEGIC PLAN? The Strong Company recommends that this includes your MARKETING PLAN, LEADERSHIP PRINCIPLE ENGAGEMENT PLAN, and your EMPLOYEE CULTURE DEVELOPMENT PLAN (for companies with ten or more employees). (required)

Well done MISSION and VISION statements help a company be strong. Please enter both in the box below. As a general rule of thumb, Mission is how you do it, Vision is what you are going to accomplish. (required)

Some organizations also maintain an ORGANIZATION VISION document. Aspects of the OV reflect in the Mission and Vision Statements, but then there is more expansion. For visionary leadership - an OV doc is very helpful. In what ways may your company benefit from an organization vision document? (required)

On a scale of 1-10, 10 being 'truly great,' what is the status, clarity and degree of utilization of your company command chart that illustrates reporting relationships and the structure of your Chain of Command? (required)

Please add here any comments that may be useful in understanding the status of your comopany's Entity Roots (required)

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