You've defined your offer and set your business up on a legitimate legal and financial foundation
Your Offer
Named Your Offer
Defined what you're delivering, who it's for, and what makes it valuable
Set Boundaries
Clarified what's included, excluded, and saved for later
Explored Value Levels
Understood functional, emotional, social, and identity value
Acknowledged Responsibility
Recognized the time, money, and energy commitments required
Legal & Financial Foundation
Confirmed Your Entity Type
Identified your business structure — sole proprietor, LLC, nonprofit, or partnership
Addressed Your EIN & Business Banking
Assessed your federal tax ID status and business bank account setup
Reviewed Philadelphia Licensing (CAL)
Confirmed your Commercial Activity License status — required to operate legally in Philadelphia
Understood BIRT Tax Obligations
Learned about Philadelphia's Business Income & Receipts Tax and your annual filing requirement
Set a 30-Day Compliance Commitment
Identified the single most important structural action to complete in the next 30 days
You've done the hard work of defining your offer and establishing your business legitimately. Your coach will review your foundation summary — including any areas flagged for action — and help you prioritize your 30-day compliance commitment.
Module 5 will help you translate your offer and foundation into an operational plan with actionable next steps and timelines.