Your Business Setup Consultation Checklist
You do not need to have every answer before your first conversation. A few prepared details will help your advisor understand your plans.
Describe your business
Explain what you will sell, the services you will provide and who your customers will be. Include any activities you may add later.
Outline your ownership and team
Note the proposed shareholders and managers, your residency situation and the number of people who may need visa support. Share sensitive identity documents only through an agreed secure process.
Think about your workspace
Explain whether you need an office, shop, warehouse or another type of premises. Ask which requirements apply to your proposed route.
Set a practical timeline
Share when you would like to start operating and any important deadlines. Ask which steps are within your control and which depend on external processing.
List your support needs
Consider banking application preparation, bookkeeping, compliance coordination, renewals and other corporate services. Confirm each item in your agreed scope.
This checklist provides general planning information. Confirm requirements for your circumstances and chosen authority.