The Business Baseline™

The Essential Legal Health Check for Small Businesses.

Many small business owners are flying blind when it comes to legal protection. You’ve filed your LLC and you’re off to the races—but is your foundation actually secure?

The Business Baseline™ is a fixed-fee, 360-degree diagnostic designed to find the "hidden fuses" in your business before they get lit. We review the four pillars of your legal health in one streamlined process.

  • We ensure your "Personal Asset Shield" is actually working. If you were sued tomorrow, could a creditor "pierce the veil" and go after your home or savings?

    • Audit of Entity Standing: Ensuring you are "Active" and compliant with the Utah Division of Corporations.

    • The Operating Agreement Review: Verifying you have a signed, Utah-specific agreement (not just a generic template).

    • Formalities Test: A quick check of your "business-vs-personal" habits to ensure your liability protection is airtight.

  • The federal and state landscape for small business has changed significantly in the last two years. We make sure you aren't on the government’s "naughty list."

    • BOI/CTA Verification: Ensuring your Mandatory Beneficial Ownership Information is correctly filed with FinCEN to avoid $500/day federal fines.

    • Utah SB 86 (2025) Alignment: Checking that your basic workplace policies meet 2026 Utah requirements for harassment and discrimination protection.

  • We take your #1 revenue-generating document (your client agreement or estimate form) and put it under the microscope.

    • The "Leak" Detection: Identifying missing late-fee clauses, weak "Limitation of Liability" terms, or outdated refund policies.

    • IP Ownership: Confirming that you—not your freelancers—actually own your logo, website, and content.

  • Other lawyers and online resources do not know your neighborhood. We do.

    • Municipal Licensing: Verification that your Bountiful, Layton, or Farmington business licenses are current and categorized correctly.

    • Zoning & Home-Office Compliance: Ensuring your "kitchen table" startup isn't violating city-specific home-occupation ordinances.

What You Get:

  • The Baseline Report Card: A clear, color-coded "Traffic Light" PDF showing what’s Safe (Green), what’s Outdated (Yellow), and what’s Urgent (Red).

  • The Strategy Session: A 20-minute in-person or online meeting to walk through the findings and prioritize your next steps.

  • Fixed-Fee Pricing: No "billable hour" surprises. Just one transparent price for the entire diagnostic.

Why the Baseline?

Because you didn’t start a business to spend your time reading the Utah Code. You started it to build something. We provide the Baseline so you can focus on the Growth.

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