Get a focused review of your existing entity structure, organizational records, and agreed compliance areas—with prioritized recommendations and a practical action roadmap.
For established businesses • Paid diagnostic advisory service • Implementation available separately
Your activities, ownership, or growth plans have evolved, but your structure has not been revisited.
You are unsure which recurring filings, registrations, or renewals are being tracked.
Formation records, ownership information, and company decisions are difficult to locate.
You need a clearer picture of how your companies, business names, and activities fit together.
No one has a consistent process for maintaining company records and monitoring deadlines.
YYou want to understand the gaps and questions to resolve before restructuring or correcting filings.
WHO THIS IS FOR
Get a clearer understanding of your records and bookkeeping needs before investing in catch-up, cleanup, or ongoing support.
Seeking a clearer understanding of their current entity setup and organizational needs.
Reviewing their setup after changes in activities, ownership, or expansion plans.
Seeking clarity on business relationships, records, and administrative responsibilities.
Not yet in business? Explore the ZATEGIC Startup Business Blueprint for startup planning and formation guidance.
Existing entities, stated ownership and management arrangements, business activities, and relationships between companies.
Available public records and client-provided information for the jurisdictions and filing categories agreed in scope.
Availability, organization, and apparent gaps in formation records, ownership records, and documented company decisions.
How deadlines, renewals, record maintenance, and administrative responsibilities are tracked and assigned.
Your engagement defines the entities, jurisdictions, records, and compliance categories covered. This is a business advisory evaluation, not a legal opinion or certification of compliance. Legal interpretation, document drafting, and specialized regulatory matters may require an attorney or other professional. Restructuring, filings, corrections, and tax planning are separately scoped.
Implementation services are quoted separately.
Select the engagement that fits your agreed scope.
Provide requested entity details, records, and relevant notices.
Discuss your concerns while we evaluate the agreed records and processes.
Get documented findings, priorities, and recommended next steps.
INVESTMENT & DELIVERY
One-time diagnostic advisory engagement
Consultation • Findings Report
Priority recommendations • Action roadmap
Full payment is required at purchase. Your findings report and action roadmap will be delivered within 10–25 business days after we receive your completed intake, all requested materials and any required access, and you complete your audit consultation.
Missing information or delays in receiving requested materials may extend delivery. Additional entities or jurisdictions may require a separate scope and fee. Implementation and outside professional or government fees are separate.
AFTER YOUR AUDIT
Use the recommendations to organize priorities and coordinate next steps with your team and professional advisors.
Request a separate proposal for business record organization, compliance tracking, administrative implementation, or ongoing advisory support. Matters requiring legal services are referred to qualified counsel.
Continue with ZATEGIC and receive a credit of up to 50% of your paid audit fee toward eligible implementation services arising from your report. The credit amount depends on the scope and value of your implementation engagement and will be stated in your proposal before you commit.
To qualify, sign your implementation agreement and pay the required deposit within 30 calendar days of receiving your final findings report. Your proposal will identify the eligible services and exact credit before you commit.
The credit applies once to the same business’ implementation engagement. It has no cash value and excludes government fees, software, subscriptions, third-party charges, and ongoing recurring services.
This audit is for businesses that are already formed and need a review of their existing setup. If you have not started your business, explore the ZATEGIC Startup Business Blueprint.
We identify business considerations and potential gaps and recommend next steps.
No. Findings are limited to the agreed scope and available information. The service does not provide a legal opinion, compliance certification, or exhaustive review of every requirement that may apply.
Depending on scope, we may request formation documents, ownership and management information, registrations, filing confirmations, organizational records, and relevant notices. Your intake instructions specify what is needed.
No. This engagement provides evaluation, findings, and recommendations. Filings, corrective work, restructuring, and government fees are separate.
The standard audit fee covers one primary entity. If that entity is connected to other businesses you own, we consider those relationships when evaluating its structure. This does not include a separate compliance and records review of every related entity.
If you want additional entities individually reviewed, we will confirm the additional scope and fee with you before proceeding.
Tell us before purchasing so we can determine whether the engagement fits your timing. Purchasing the audit does not extend or pause any filing or response deadline.
Delivery is within 10–25 business days after completed intake, all requested materials and required access are received, and your consultation is complete. Delays in receiving information may extend delivery.
Yes. Implementation and ongoing support can be proposed through a separate engagement.
Understand your structure, identify gaps, and prioritize what needs attention.
Not sure which service fits your needs?
Start Your Strategic Assessment.
