If you’re thinking of starting a business, the following is a step-by-step checklist to help get your business off the ground:

Research and validate your business idea.

  • Define your unique value proposition.
  • Identify potential customers and market demand.
  • Conduct a competitive analysis.

Form a legal business entity.

  • Choose a business structure (LLC, S-Corp, etc.).
  • Register your business name.
  • Obtain necessary licenses and permits.

Prepare a business plan to include:

  • Executive summary.
  • Company description.
  • Market analysis.
  • Financial projections.
  • Funding requirements.

Fund your business.

  • Bootstrap financing.
  • Seek investments from friends and family.
  • Apply for small business loans or grants.
  • Crowdfund capital.

Find a location.

  • Home-based or rented office/retail space.
  • Buy or lease equipment.
  • Set up utilities, computers, phones, etc.

Build your team.

  • Define roles and responsibilities.
  • Develop processes and reporting structures.
  • Hire employees or outsource contractors.

Marketing launch.

  • Create brand identity and assets.
  • Build a website and online presence.
  • Network and form partnerships.
  • Promote the launch on social media.

Track your progress.

  • Set goals and track the metrics.
  • Solicit customer feedback.
  • Refine products and marketing.


Need assistance with your marketing? Schedule a call or email Lori Berson at lberson@BersonDeanStevens.com.

BersonDeanStevens has been a recognized brand strategy and marketing leader for over 25 years. We work in partnership with you to differentiate your brand and achieve your business goals. Client list.