Entity Structure Blueprint Form

To define a clear framework for the Parent Company and Operating Companies

General Information

First name

Last name

Phone

Email

Company name

Address

Are you currently operating under any registered business entities?

Yes

No

If yes, list them:

Parent Company Details

Primary Purpose of the Parent Company:

Do you want the Parent Company to:

Own equity in the Operating Companies

Centralize profits and/or liabilities

Hold IP or major assets

Manage brand/marketing or legal

Operating Companies Overview

Operating Company 1

Name (or proposed name):

Primary Function/Service:

Industry/Niche:

Is it client-facing?

Yes

No

Operating Company 2

Name (or proposed name):

Primary Function/Service:

Industry/Niche:

Is it client-facing?

Yes

No

Operating Company 3

Name (or proposed name):

Primary Function/Service:

Industry/Niche:

Is it client-facing?

Yes

No

Financial Relationships & Ownership

Will the Parent Company fully own each Operating Company?

Yes

No

Do you plan to centralize banking and accounting under the Parent Company?

Yes

No

How will profits be distributed (e.g., retained, shared, reinvested)?

Legal & Compliance Preferences

State of Incorporation for Parent Company:

State(s) of Incorporation for Operating Companies:

Brand & Marketing Structure

Will the Parent Company serve as a public-facing brand?

Yes

No

Will each Operating Company have its own brand identity?

Yes

No

Who will manage day-to-day operations for each company?

Long-Term Vision

What are your 1-3 year goals for this structure?

Do you plan to scale or add more companies in the future?

Is franchising, licensing, or resale part of your vision?

Additional Notes or Special Considerations

Include any relevant information about partners, investors, IP, licensing, or structure preferences.