Free Resources

Practical guides for Georgia entrepreneurs.

Tools we use with paying clients — now free. Drop your name and email, get the PDF instantly. No fluff, no spam.

New · RMS QuickStart™

RMS Trust Organization Checklist™

Organize your most important personal, family, legal, and financial information in about 30 minutes. A simple place to record emergency contacts, important documents, trusted advisors, financial information, and next steps.

Personal & family snapshot
Essential legal documents
Financial and asset snapshot
Trusted advisors directory
Legacy action plan & next steps

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4-page PDF

Georgia Business Startup Checklist

Step-by-step checklist for launching an LLC or Corporation in Georgia — filings, EIN, operating agreement, licenses, and the ongoing compliance most owners forget.

Entity selection & name reservation
Articles of Organization + EIN
Operating agreement & banking
Annual registration reminder system

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3-page PDF

Georgia Nonprofit Startup Guide

The full roadmap from idea to 501(c)(3) approval — Georgia incorporation, IRS Form 1023 vs 1023-EZ, charitable solicitation registration, and what trips most applicants up.

Articles of Incorporation with required 501(c)(3) language
Form 1023 vs 1023-EZ decision
Georgia charitable solicitation registration
Common IRS rejection reasons

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3-page worksheet

RMS Quick Growth Worksheet

A 5-minute, self-scored worksheet across five areas — Foundation, Financial Visibility, Sales & Marketing, Operations, and Growth. Get a clear read on your highest-leverage next move. Ready for the full 100-question executive report? Take the free RMS Business Success Index™.

20 honest questions, scored 1–5
Five focus areas, instant scoring rubric
90-day priority framework
Used with 100+ Georgia owners since 2012

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These guides cover the basics. When you're ready for a personalized plan, book a free 20-minute consultation.

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RMS Business Success Index™

Before hiring a consultant, discover your Business Success Score.

Take the free executive assessment — 100 questions across 10 categories, about 15 minutes. Get a personalized report on your strengths, growth opportunities, and funding readiness.

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