BUSINESS SETUP ASSESSMENT CALL

Your First Step to Setting Up or Structuring Your Business the Right Way

Whether you're starting a business, making structural changes, or reviewing your current setup, your journey begins with a Business Setup Assessment Call.

This professional Zoom session is designed to evaluate your current situation and determine exactly what your business needs, including whether options like an S-Corp election make sense for you.

This assessment is also ideal for business owners who have already formed their business but may not be sure if everything was set up correctly. Many entrepreneurs launch their businesses without realizing that certain parts of their structure may be incomplete, incorrectly set up, or missing key elements.

During this call, we will review your current setup, identify any gaps or potential issues, and determine what adjustments may be needed, so your business is properly structured, legally protected, and confidently growing.

This is your opportunity to gain clarity, eliminate confusion, and receive expert, personalized guidance aligned with your goals.

BOOK YOUR 45 MINUTE ASSESSMENT CALL

Why Should You Start With an Assessment?

As a Business Setup Strategist, I assess first and recommend second, so every move you make is intentional, compliant, and aligned with your goals.

This assessment helps you determine the right next step for your business, whether that’s starting, restructuring, or staying put without wasting time or money on unnecessary services. This is a clarity session, not a sales call.

What Happens During Your Zoom Assessment

In this 1:1 session, we will:

✔ Review your current business setup and goals
✔ Identify gaps or risks in your structure or compliance
✔ Determine the most appropriate next step for your business
✔ Get clear, personalized guidance
✔ Leave with a simple action plan

You'll walk away with clarity, confidence, and direction.

How Your Assessment Becomes FREE

Investment: $147

Here's what makes this risk-free:

If you move forward with a recommended next step within 30 days of your assessment, your $147 assessment fee is fully credited toward that service.

This means:

• Enroll in the Business Setup Blueprint™ → your $147 is applied
• Move forward with a 1:1 Business Setup or S-Corp service → your $147 is applied
• You never pay twice; your assessment fee is applied to your next step.

You receive professional, personalized guidance first, then decide how to move forward with confidence.

YES, I WANT MY $147 CREDIT — BOOK NOW

How the Zoom Call Works

Step 1: Book Your Assessment (45 minutes)
Choose the date and time that fits your schedule and pay the $147 assessment fee.

Step 2: Receive Your Zoom Link
Your confirmation email will include a secure Zoom link for your session.

Step 3: Meet With Tessa Perry on Zoom
We'll walk through your business needs and complete your assessment.

Step 4: Choose Your Path & Get Your Credit
Enroll in the Blueprint or book your 1:1 consultation within 30 days, and your $147 is instantly credited, making your assessment FREE.

I'M READY — BOOK MY CALL

Who This Call Is For

This session is ideal if you:

• Feel unsure about your next step — whether starting or restructuring
• Want to ensure your business is set up legally and correctly
• Need clarity on business structure, registration, EINs, or bank accounts
• Are considering options like an S-Corp, but want to confirm what makes sense
• Are ready to take action with a clear, guided plan

THIS IS ME — BOOK MY ASSESSMENT

Your Next Step Starts Here

If you're serious about starting your business the right way, this is your first step.

Investment: $147 (becomes FREE when you enroll in the Blueprint or 1:1 Consultation within 30 days)

Frequently Asked Questions About the Business Setup Assessment

Q: What exactly is the Business Setup Assessment Call?

A: The Business Setup Assessment is a one-hour professional Zoom session where we review your business needs, identify what you need to get legally and financially set up, and determine whether the Business Setup Blueprint™ course, a 1:1 consultation package, or both is the right fit for you. You'll walk away with a clear, personalized action plan.

Q: How long is the assessment session?

A: The session is 45 minutes. We keep it focused and strategic so you get maximum value in minimum time.

Q: How much does the assessment cost?

A: The assessment is $147. However, when you enroll in either the Business Setup Blueprint™ course or a 1:1 Business Setup Consultation package within 30 days, your entire $147 is credited back, making the assessment completely free.

Q: What if I don't enroll in the Blueprint or a consultation after the assessment?

A: That's completely fine. You'll still walk away with valuable insights, a personalized action plan, and clarity on your next steps. The $147 fee covers the professional strategy session you receive. However, to receive the credit and make your assessment free, you'll need to enroll within 30 days from the date of your assessment call — not from when you booked the session.

Q: Is this a sales call?

A: No. This is a professional assessment designed to help you understand what your business actually needs. I'm not here to pressure you into anything. I'm here to give you honest, expert guidance so you can make the best decision for your business.

Q: What happens during the assessment?

A: During your session, we'll:

Review where you are in the business formation process
Identify any gaps in your legal, financial, or administrative setup
Discuss your business goals and timeline
Determine whether you need the Blueprint course, 1:1 support, or both
Create a personalized action plan for your next steps

Q: Do I need to prepare anything before the call?

A: Yes! You'll receive a "What to Bring" checklist when you book. Generally, you should come prepared with:

Your business idea or current business name
Any questions about business structure, registration, or setup
Information about what you've already completed (if anything)
Your goals and timeline for getting started

Q: How do I book my assessment?

A: Click the "Book Your Business Setup Assessment Call" button on this page, select your preferred date and time, and complete payment. You'll receive a confirmation email with your Zoom link and preparation instructions.

Q: What if I need to reschedule?

A: You can reschedule at no additional charge if you request it at least 48 hours before your scheduled session. Requests made within 48 hours will be accommodated based on availability. Email hello@tshereeco.com to reschedule.

Q: Are cancellations refundable?

A: No, cancellations are non-refundable. However, you can reschedule your session following the rescheduling policy above.

Q: How quickly will I receive my credit if I enroll?

A: Your discount code is sent instantly after your assessment call. When you enroll, enter your code at checkout, and your $147 is deducted immediately. You'll see the discounted price before you pay.

Q: Can I use the credit toward anything else?

A: The credit can only be applied toward the Business Setup Blueprint™ course or a 1:1 Business Setup Consultation package. It cannot be transferred, exchanged for cash, or applied to other products or services.

Q: What if I'm not sure which option is right for me?

A: That's exactly why the assessment exists! During our session, I'll help you determine which path makes the most sense based on your specific situation, learning style, budget, and timeline.

Q: Is the assessment call done over Zoom?

A: Yes, all assessment calls are conducted via Zoom. You'll receive a secure Zoom link in your confirmation email after booking.

Q: What if I've already started setting up my business?

A: Perfect! We can review what you've already done, identify any gaps or mistakes, and create a plan to get you fully compliant and properly set up. Many clients come to me after they've already started and need help correcting or completing their setup.

Q: Will you tell me exactly what business structure to choose?

A: I'll explain the pros and cons of each business structure (LLC, S-Corp, Sole Proprietorship, etc.) based on your specific situation, but the final decision is always yours. I'll give you the information you need to make an informed choice.

Q: Can I bring my business partner to the assessment?

A: Absolutely! If you have a business partner or co-founder, they're welcome to join the call. Just let me know when you book so I can plan accordingly.

BOOK YOUR BUSINESS SETUP ASSESSMENT Investment: $147 (FREE when you enroll within 30 days)