Making it Official

Officially registering the business and obtaining necessary licenses establishes a strong legal and financial foundation for growth. It builds credibility with customers, funders, and partners while unlocking access to capital, contracts, and support programs. Formalizing the business also helps protect the owner legally and financially, paving the way for long-term success.

Navigate this page to access presentations, templates, and resources designed to help entrepreneurs officially open for business.

Making it Official

Making it Official Training Deck

This presentation provides practical knowledge as to how to officially start a business – that is, form and register a business in California, understand what type of entity to choose…

business registration
certification
legal entity
licenses
permits
starting a business
training deck
Making it Official

Business Start Up Checklist

The Business Start Up Checklist provides aspiring business owners with a list of the necessary steps they'll need to take in order to begin doing business in the state of…

business registration
insurance
licenses
tools & templates
Making it Official

Making it Official Summary Video

The Making it Official summary video offers an overview of how to officially start a business in California. It covers the process of forming and registering a business, selecting the…

business registration
certification
legal entity
licenses
permits
starting a business
summary video
Making it Official

Making it Official External Resources

Leverage these links to access supplemental trainings, templates & guides from trusted sources.

external resources
making it official
Making it Official

Business Certification Providers

A business certification helps small business owners gain credibility, making their companies more attractive to potential clients and partners. It can also provide access to exclusive contracting opportunities, funding, and…

certification

Summary Video

Special Considerations for Formalizing SEDI Businesses

Understanding Legal Structures
Many SEDI entrepreneurs may not be familiar with different business structures (e.g., LLC, sole proprietorship, corporation). Advisors should guide clients in choosing the right structure based on their business needs, liability concerns, and tax implications, ensuring the decision aligns with long-term goals.

Navigating Certifications and Permits
Certain businesses, especially in regulated industries or those seeking government contracts, may require specific certifications or permits. Advisors should assist clients in identifying necessary certifications—such as minority-owned, women-owned, or veteran-owned business designations—and help them understand the application process.

Affordability of Legal Services
SEDI entrepreneurs may face financial constraints in accessing legal services. Advisors should help identify affordable options like legal aid organizations, pro bono services, or low-cost clinics that provide essential support for business registration and contracts.

Building Trust with Legal Professionals
Due to historical inequities, SEDI entrepreneurs may be hesitant to engage attorneys or legal professionals. Advisors should facilitate introductions to trustworthy, culturally competent legal professionals who are familiar with the unique challenges faced by underserved communities.

Looking for more business registration/certification tools or access to attorneys?

We've assembled a curated list of links to trusted resources that help entrepreneurs officially begin business operations.

Teach entrepreneurs the basics of contracting, and how to leverage legal agreements to do business effectively.

Educate your entrepreneurs on employee stock ownership plans and the role they play in building wealth and stronger retention with their employees.

Looking for more ways to support business owners?

Try our Interactive Business Advisor tool to provide targeted guidance at any stage of business growth.

Using our three-step framework, you can quickly find the right resources and training materials for your client's specific needs.