JTPS Advisory Co.Tools & Resources

JTPS Small Business Setup Interactive Workbook

Starting a Business—or Already Started? Let's Talk Structure.

HELP! I NEED TO STRUCTURE MY BUSINESS!

JTPS Small Business Setup Interactive Workbook

JTPS Advisory Co. HELP! I NEED TO STRUCTURE MY BUSINESS! Small Business Setup Interactive Workbook promotional artwork

Starting a business brings questions about structure, registration, finances, and more.

Work through those questions at your own pace, with plain-language explanations and resources to help you consider what applies to your business.

Don't just start a business. Understand what you're building.

Introductory Offer: $39

Get the Interactive Workbook

Who this workbook is for

Planning Your Start—or Reviewing Your Setup?

  • Aspiring entrepreneurs preparing to start.
  • New owners reviewing what is already in place.
  • Self-employed individuals organizing their business.
  • Anyone considering an LLC and weighing the next steps.

You don't have to know all the answers before you begin.

What you'll get

A Workbook You Can Work Through.

Read, reflect, and record your answers as you move through each section.

Guided Questions

Consider your business idea, current setup, and decisions ahead.

Plain-Language Explanations

Understand common setup concepts before deciding your next steps.

Clickable Resources

Visit relevant websites for requirements, applications, and additional information.

Answers Along the Way

Find helpful explanations for common business setup questions.

Your Personalized Action Plan

Bring your responses together into a practical reference for your next steps.

Your take-away

Leave With a Plan You Can Refer To.

See what you've addressed and what may need attention. Your responses shape a personalized Action Plan you can print or save as a PDF.

Watch the demonstration to see the workbook in action.

Workbook Demonstration

What you'll explore

The Pieces of Your Business Setup.

  • Business names and name searches
  • Sole proprietorships and LLCs
  • EINs and business banking
  • Sales tax, licenses, and permits
  • Business insurance and operating agreements
  • Priorities and next steps
  • Texas and nationwide veteran business resources

Educational guidance and resource links. Requirements vary by business and location.

How it works

Start. Work Through. Take Your Plan With You.

  1. Step 1

    Get Access

    Purchase, then use the email instructions to sign in.

  2. Step 2

    Work at Your Pace

    Answer the questions, review the resources, and save your progress.

  3. Step 3

    Save Your Action Plan

    Print or save your personalized plan as a PDF to use as a reference.

Before you begin

A Few Helpful Details.

How do I access my purchase?

Use the link in your access email. Enter the email used at checkout, select Send Sign-In Code, and enter the code sent to that address.

Can I leave and come back?

Yes. Wait for “Saved to your account” before closing. Return with the same purchase email to continue.

Can I download the workbook?

The interactive workbook stays online. You can print or save your personalized Action Plan as a PDF.

Will this complete my business registrations?

No. The workbook helps you understand the considerations and plan your next steps. You complete any applications or registrations separately.

Ready to Work Through Your Business Setup?

Don't just start a business. Understand what you're building.

Introductory Offer: $39

Get the Interactive Workbook