LLC
A Limited Liability Company is one of the most commonly selected structures for small businesses and entrepreneurs.
ADR Wealth.
Advisors LLC
Build your business on the right foundation
Before you pursue business funding, banking relationships, or long-term growth, your business needs a solid foundation.
ADR Wealth Advisors LLC connects entrepreneurs with resources designed to help them properly establish, organize, and grow their businesses. Through Bizee, entrepreneurs can access business formation and ongoing business services in one place.
Affiliate Disclosure: ADR Wealth Advisors LLC may receive compensation if you purchase a product or service through links on this page. This does not increase the price you pay.
Foundation checklist
Formation → Banking → Funding
One organized path, in the right order.
Starting a business shouldn't feel complicated
Bizee provides services for entrepreneurs who are starting, maintaining, or expanding a business. Instead of trying to figure out every filing and requirement on your own, you can use Bizee to help handle many of the administrative steps involved in establishing and maintaining your business.
Explore Bizee business services →Why ADR Wealth Advisors recommends business structure first
At ADR Wealth Advisors LLC, we believe entrepreneurs should think beyond simply opening a company. You want to build a business that is organized and prepared for future opportunities.
Business Formation
Establishing the legal entity that will operate your business.
Business Documentation
Keeping important company records and filings organized.
EIN & Tax Identification
Establishing the federal identification your business may need for banking, taxes, employees, and other business activities.
Compliance
Keeping up with applicable reports, registrations, and business requirements.
Business Banking Prep
Having your company information organized before approaching financial institutions.
Funding Preparation
Building the foundation before pursuing financing and other capital opportunities.
Bizee provides business formation and compliance-related services that can help entrepreneurs handle many of these foundational steps.
Business formation options
Bizee supports the formation of several common business entity types.
A Limited Liability Company is one of the most commonly selected structures for small businesses and entrepreneurs.
Eligible businesses may elect or organize around an S Corporation structure depending on their circumstances and professional tax guidance.
A corporation may be appropriate for businesses planning for a different ownership, investment, or growth structure.
Entrepreneurs building organizations around charitable or qualifying nonprofit purposes can also explore nonprofit formation.
Not sure which structure is appropriate for you?
Consider speaking with a qualified attorney, CPA, or tax professional before making an entity or tax election decision.
More than business formation
Forming the company is only the beginning. Bizee also offers services designed to support businesses after formation.
EIN / Tax ID
An Employer Identification Number can be used for business tax administration and is commonly needed for activities such as opening business bank accounts and managing payroll.
Registered Agent
Businesses may be required to maintain a registered agent in their state of formation. Bizee provides registered agent services across the United States.
Annual Reports
Depending on your state and entity, periodic filings may be required to maintain your company's status.
DBA / Assumed Name
Operating under a name different from your company's legal name may require a DBA or assumed-name filing.
Licenses & Permits
Requirements can vary based on your state, city, industry, and business activity.
Virtual Business Address
Business address services can provide entrepreneurs with an alternative to using a personal residential address for certain business purposes.
Company Changes
Growing businesses may eventually need amendments, foreign qualification, reinstatement, certificates, or other corporate filings.
A simple way to get started
Step 1
Determine the type of company you want to establish and the state where you intend to form it.
Step 2
Review the available Bizee formation and business services and select the options appropriate for your situation.
Step 3
Provide the information required for the applicable filings and services.
Step 4
Once your business is established, continue developing your banking, financial, operational, and growth strategy.
Who is this for?
Whether you're starting your first company or adding another business to your portfolio, having your business foundation organized is an important part of building for the long term.
Your business idea deserves more than a name. It needs structure. It needs organization. It needs a foundation you can continue building on.
ADR Wealth Advisors LLC helps entrepreneurs identify resources that can support their journey from business formation to banking, funding preparation, and growth. When you're ready to establish or organize your company, explore the business services available through Bizee.
Start with Bizee →