Account
Get our app
Account Sign up Sign in

Make your Free
Business Entity Planning Worksheet

Making the right decision about your business entity sets you up for success. Use the Business Entity Planning Worksheet to compile all the necessary information, whether you're starting a new new... Read More

Make document
Sample Business Entity Planning Worksheet Template
How It Works About Document Related Documents

How It Works

Create your document

Create your document

Answer a few simple questions to make your document in minutes

Save, print & share

Save, print & share

Save progress and finish on any device; download & print anytime

Sign & make it legal

Sign & make it legal

Securely sign online and invite others to sign

Making a Business Entity Planning Worksheet

  • What is a Business Entity Planning Worksheet?

    Making the right decision about your business entity sets you up for success. Use the Business Entity Planning Worksheet to compile all the necessary information, whether you're starting a new new business entity, or changing an existing one. Need to provide some information to an attorney or tax professional so they can help? The Business Entity Planning Worksheet is a great start.


    Use the Business Entity Planning Worksheet document if:

    • You are considering forming a new business, or changing the structure of an existing business.
    • You need to identify basic information needed to form a new business.
    • You want to prepare the information to be provided to a lawyer, accountant, or other tax expert for their assistance in determining the appropriate type of organization for a new business.
    • You want to review the characteristics of various forms of business structures.

    If you're seeking to establish a sole proprietorship, partnership (general), limited partnership, "C" corporation (regular), "S" corporation, or limited liability company, the Business Entity Planning Worksheet will help you list the most important details, particularly with relation to liability and income tax considerations. You can include information about the business property, where the business will operate, management structure and employees, and employee benefits. You can also determine what liabilities your business entity may have, and what will be done with the business' income.

    Starting a business? Our Guide to Starting a Business can help you get underway.

    Other names for this document: Business Structure and Entity Planning Worksheet, Business Entity Planning

Related Documents

Ask a lawyer

Our On Call attorneys are here for you.
Characters remaining: 600
Rocket Lawyer On Call® Attorneys

WHY ROCKET LAWYER?

Easy legal documents at your fingertips

Answer a few simple questions to make your document in minutes

Easily customizable
Make unlimited revisions and copies. Sign digitally. Share and print anytime.
Legal and reliable
Our documents are vetted by lawyers and legal staff, so you can use them with confidence.
Document Defense Shield
Added protection with Document Defense®
If there's a dispute, an On Call attorney can respond on your behalf. Included in your Premium plan.
Try Rocket Lawyer free for 7 days
Make your Premium document today and get back to doing what you love.

Looking for something else?