Entity Health Review™
Know where your U.S. company stands.
A paid, standalone administrative review that brings records, obligations, providers, and open questions into one current picture.
What you receive
Work you can see.
Responsibilities you can trace.
Deliverables and reporting are adapted to the scope agreed before work begins.
- 01Company-document inventory identifying sources and missing records
- 02Administrative gap register distinguishing confirmed facts from open questions
- 03Obligations calendar based on requirements confirmed by the relevant providers
- 04Provider and responsibility map identifying who handles each matter
- 05Prioritized next-action plan identifying the action and its next owner
What we need from you
The inputs that make
the work possible.
- Core company and ownership records
- Recent filings and relevant correspondence
- Current provider and access information
- A short account of the company’s activity
Scope & authority
A defined mandate.
This is an administrative review. Questions requiring legal, tax, accounting, or other professional judgment are routed to the relevant qualified provider.
Authority and access ↗Commercial structure
Fees agreed up front.
$950 USD. Fixed fee · one entity.
Working rhythm
A visible plan.
The proposal specifies the entities, review period, records, deliverables, and completion window. Missing inputs are identified explicitly.
What follows
The next useful step.
Use the findings independently, arrange focused remediation, or begin an ongoing administrative engagement.
Scope and completion
A defined commitment.
What the published scope covers
One U.S. entity, up to 30 supplied company records, and up to three existing provider relationships. Historical reconstruction and additional entities are scoped separately.
What completion looks like
Delivery of the five written outputs, followed by one written clarification round. Remediation is a separate engagement.
Separately identified costs
Government charges, registered-agent services, legal advice, bookkeeping, tax preparation, and other independent-provider fees are additional. Applicable taxes, additional entities, historical cleanup, and special projects are identified in the written proposal. All published fees are in USD.
Read billing, cancellation and refund terms ↗
What do I receive for the $950 Entity Health Review?
For one entity, you receive a document inventory, administrative gap register, confirmed-obligations calendar, provider/responsibility map, and prioritized next-action plan. The base scope covers up to 30 supplied company records, up to three provider relationships, and one written clarification round.
Does the review include fixing the identified gaps?
The review produces the administrative baseline and next-action plan. Cleanup, filings, access recovery, and other remediation are scoped and priced separately. You can use the findings independently or commission follow-through.
How long does the work take?
The proposal establishes a completion window or reporting cadence based on the scope and available inputs. Government processing, provider responses, identity checks, and banking decisions create external dependencies that are tracked separately.
Start in writing
First, establish
whether there is a fit.
Share the company context and the work you need covered. We review the brief and respond by email with questions, a recommended entry point, or a clear explanation of scope.
Request a written fit reviewNo call required to assess fit.
- 01
Describe the situation
Company stage, owner location, existing providers, and the administrative issue.
- 02
Clarify the right scope
We identify relevant work, missing information, and responsibilities.
- 03
Review a written proposal
If there is a fit, review deliverables, fees, dependencies, and working terms before deciding.