TBG Consulting Academy
Eight Consulting Modules
The Academy is your educational center. Each module teaches the core topics of business readiness, ends with a short mastery quiz, and recommends the right TBG service to take action. The separate Business Readiness Assessment™ remains your diagnostic scorecard.
Featured Module
The 150-Point Fundability Framework
Learn how lenders evaluate your business before approving financing. Four pillars — Entity & Identity, Credit Bureau, Banking & Financial, and Personal Guarantee — each presented as a lesson with a knowledge check. Master all four to earn your completion badge.
Start the FrameworkAI Powered
TBG Business Advisor
Ask anything about starting or structuring your business. Available right here in the Academy.
Module 1
Business Foundation
Establish your legal entity, identity, and verified business presence.
- Legal business name verification
- DBA verification
- Entity structure review
- Secretary of State standing
- EIN verification
- IRS documentation review
- Operating agreement / bylaws review
- Registered Agent review
- Business licenses and permits
- NAICS code validation
- Business address review
- Commercial phone verification
- Website audit
- Professional email verification
- Digital trust indicators
Module 2
Compliance Readiness
Stay current with state filings, licenses, and regulatory requirements.
- Annual report compliance
- State registrations
- Sales tax obligations
- Industry licensing
- Recordkeeping
- Internal policies
- Business insurance review
- Compliance calendar
- Regulatory requirements
Module 3
Financial Health
Build consistent cash flow, accurate books, and disciplined budgeting.
- Business bank account review
- Average balances
- Revenue consistency
- Cash flow
- Profitability
- Financial statements
- Budgeting
- Expense management
- Tax filing history
- Accounting software review
- Financial forecasting
Module 4
Business Credit Readiness
Establish, build, and monitor a business credit profile separate from personal credit.
- D-U-N-S review
- Experian Business
- Equifax Business
- Tradelines
- Vendor accounts
- Payment history
- Credit utilization
- Public records
- UCC filings
- Inquiry activity
Module 5
Operational Readiness
Professionalize your website, CRM, workflows, and security.
- Website functionality
- CRM
- Business email
- Workflow automation
- SOPs
- Cybersecurity
- Client onboarding
- Document management
- AI integration
- Internal workflows
Module 6
Growth Readiness
Define strategy, branding, sales systems, and hiring readiness.
- Business strategy
- Marketing
- Branding
- Sales systems
- Customer acquisition
- Partnerships
- Hiring readiness
- Expansion planning
- Government contracting readiness
- Certification readiness
Module 7
Capital Readiness
Prepare loan-ready documentation and a clear capital strategy.
- Funding goals
- Debt capacity
- Financial documentation
- Loan readiness
- SBA readiness
- Alternative financing
- Equipment financing
- Investor readiness
- Capital strategy
Module 8
Technology Readiness
Adopt AI, automate workflows, and integrate your tech stack.
- AI adoption
- Automation
- Digital security
- Cloud systems
- Technology stack
- Business software
- Integration opportunities
- Digital efficiency
Free Assessment
What Business Is Right For You?
Not sure what business to start? Answer six questions about your skills, interests, and resources — our AI advisor will suggest three business ideas tailored to you.
AI Powered
TBG Business Advisor
Ask anything about starting or structuring your business. Get instant, expert guidance.
Ask me anything about starting or structuring your business.
TBG Business Advisor provides general guidance. For legal and tax advice, consult a licensed professional.