Collections
Ready-made sets for the situations that come up most often. Each one is arranged in the order a mentor would work through it, so it doubles as a plan for the next few sessions.
You do not have to send the whole set. Add a collection to your list, take out anything that does not fit this client, then send what is left.
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6 resources 3 steps
Starting a nonprofit
For: Founders setting up a charity rather than a for-profit business.
A nonprofit still needs a plan and a budget, but the legal setup, the board and the funding model all work differently.
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7 resources 4 steps
Starting a business
For: A client with an idea who has not registered anything yet.
The path from an idea to open for business. Work through one step per session rather than sending all of it at once.
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5 resources 3 steps
Opening a food business
For: Food trucks, caterers and mobile eating places.
Food businesses fail on licensing more often than on the food. The licensing question comes first here on purpose, because it often changes what is possible.
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7 resources 3 steps
Farm and agriculture businesses
For: Farm clients, from a first conversation through to projections.
Maine farm businesses have their own planning and tax shapes. Start with the assessment checklist in the session itself.
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3 resources 3 steps
Finding money
For: A client heading into a bank, credit union or grant application.
Loans and grants side by side, so a client can see which route fits before spending weeks on paperwork.
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4 resources 2 steps
Home care: MaineCare enrollment
For: Home care businesses enrolling or revalidating as a MaineCare provider.
Enrollment is the gate a Maine home care business has to get through. These documents cover it end to end.
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3 resources 2 steps
Setting up an LLC
For: A client who has decided on an LLC and needs to file it properly.
Structure first, then the operating agreement.
Something we should add?
If you keep assembling the same set of documents for a certain kind of client, that set should be a collection here. Send the chapter a note about which resources belong in it and what to call it.