The forms library

Templates you can put to work

Ready-to-use forms and checklists with plain-language instructions and notes on where state law changes the answer. Opening soon.

Free

The Business Launch Checklist

A step-by-step path from idea to open doors, and the first form we will release. It will be free.

Launch Kit

For first-time founders

  • Business launch checklist

    Step-by-step path from idea to open doors

    Free

  • Entity comparison worksheet

    Walks through LLC, S-Corp and C-Corp trade-offs

  • LLC operating agreement

    Single-member and multi-member versions

  • First-year budget and cash runway

    Spreadsheet showing how long the money lasts

  • Founder and partner agreement

    Roles, ownership, and what happens if someone leaves

  • Mutual non-disclosure agreement

    Protects early conversations with partners and vendors

  • Independent contractor agreement

    Scope, payment, and ownership of work product

Momentum Kit

For existing businesses

  • Standard operating procedure template

    A repeatable format for documenting how work gets done

  • Offer letter and employment agreement

    Clean paperwork for key hires

  • Employee handbook outline

    The policies a growing team needs in writing

  • Client services agreement

    Scope, payment terms, and limits on liability

  • Weekly scorecard

    The handful of numbers an owner should review every week

  • Investor and buyer readiness checklist

    What due diligence will ask for

  • Owner meeting minutes and resolutions

    Keeps corporate records in order

Information, not legal advice

These forms are general templates for education and a starting point. Laws differ by state and every business is different, so have an attorney licensed in your state review anything important before you sign it.