Customer problem, interviews, business model and personal financial readiness
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ACADEMY / BUSINESS ROADMAP
Eight stages connect finance, contracts, operations, people, sales, acquisitions, disputes, and exit. Choose a stage and level. The linked course is a working preview; the remaining topics are a production roadmap.
STAGE 01 / 08
Customer problem, interviews, business model and personal financial readiness
Market size, unit economics, competition and pilot design
Scenario analysis, capital allocation and multi-market validation
STAGE 02 / 08
Entity choices, registration, EIN, permits and contract basics
Ownership documents, supplier terms, tax setup and insurance
Multi-state operations, regulated products and governance
STAGE 03 / 08
Budgeting, cash flow, financial statements and recordkeeping
Margin, working capital, payroll and tax calendars
Financing structure, controls, audits and transaction modeling
STAGE 04 / 08
Orders, inventory, customer service and team roles
Wage and hour, worker classification, privacy and supplier risk
Multi-site controls, investigations and operational resilience
STAGE 05 / 08
Offer, pricing, customer discovery and truthful claims
Channel margins, advertising measurement and partnerships
Expansion economics, contracting and capital raising rules
STAGE 06 / 08
Acquisition vocabulary, target fit and reasons to buy
Diligence, contract transfer and post-close cash
Purchase agreement, adjustments, indemnity and transition
STAGE 07 / 08
Preserve records, understand complaints and deadlines
Contract remedies, negotiation and discovery
Litigation strategy, settlement economics and enforcement
STAGE 08 / 08
Succession goals, records and owner readiness
Valuation assumptions, buyer diligence and tax questions
Sale structure, negotiated transition and proceeds modeling
NORTH CAROLINA / SOURCE DESK
Start with the state guidance, then check requirements for your exact activity and location. These outside resources complement the practice courses; they do not certify a filing, license, grant, or funding eligibility.