How Our Credit-Ready
Shelf Corporation
Process Works
This page explains, step-by-step, how we help you go from “stuck and not even getting applications reviewed” to having a properly structured Credit-Ready Shelf Corporation and a clear funding strategy. We keep the process simple, transparent, and highly structured.
Step 1
Watch the Short Video and Book Your Strategy Call
Understand the Strategy
Understand the Strategy
Start by watching our Short 2–3 Minute Video. It explains why Time-In-Business, structure, and execution all matter if you want meaningful unsecured business funding. If the approach makes sense to you, book your Strategy Call. There is no cost and no pressure — the purpose is clarity and structure
Step 2
Answer Qualifying Questions When You Book
Tell Us What You’re Trying to Achieve
Tell Us What You’re Trying to Achieve
When you book your Strategy Call, you’ll answer a few simple qualifying questions:
- Your funding goals
- Your approximate personal credit profile
- Your timeline
- Your business experience
- Preferred industries or restrictions
- Whether you are interested in the Funding Program in addition to the corporation
We use these answers to identify three corporations from our private inventory that align with
your objectives.
Step 3
Receive 3 Best-Fit Corporations From Our Private Inventory
You Receive 3 Best-Fit Options
You Receive 3 Best-Fit Options
After booking, we send you an email with your three best-fit Credit-Ready Shelf Corporations.
Each option includes:
- Corporation name
- State of incorporation
- Age of the corporation
- Time-In-Business advantage
- Approximate funding potential
These corporations are temporarily taken out of wider circulation for a short evaluation window. Other qualified buyers may also be viewing the same options, which is why acting within the proposal period is important.
Step 4
Strategy Call With Your Advisor
Clarify, Refine, and Choose
Clarify, Refine, and Choose
During your Strategy Call, your advisor will:
- Review your goals in detail
- Explain the differences between the three corporations
- Recommend the best-fit option for your situation
- Outline a suggested funding sequence
- Discuss whether the Funding Program is a good fit for you, and which configuration (80 Paydex, funding only, or both) makes the most sense
- Answer your questions about the process
This call is designed to ensure you understand how to use the corporation as a strategic funding tool.
Step 5
Written Proposal With Pricing and Purchase Link
Clear Proposal, Clear Next Steps
Clear Proposal, Clear Next Steps
After your Strategy Call, your advisor sends a written proposal It includes:
- The recommended corporation
- Any alternative option, if discussed
- Pricing for the corporation
- Any available discounts or special packages
- Funding Program pricing options (if applicable to you)
- A secure purchase link
- An expiration date for the terms offered
If you decide to move forward, you complete the purchase directly from the proposal.
Step 6
Transfer, Setup & Guidance
Transfer, Setup, and Strategic Funding Guidance
Transfer, Setup, and Strategic Funding Guidance
Once your purchase is complete, we:
- Transfer the corporation into your name
- Provide the necessary corporate documents
- Ensure your Credit-Ready Features are correctly aligned
- Guide you through corporate credit-building steps
- Implement the funding strategy discussed (and, if you enrolled in the Funding Program, begin the structured Paydex building and funding sequence)
From there, our goal is to help you unlock the funding potential of your new Credit-Ready Shelf Corporation as intelligently and efficiently as possible.
Frequently Asked Questions
Understanding Our Process
1. What is the first step to getting started?
It’s very simple. First, watch our short 2-3 minute video to understand why time-in-business and structure matter for funding. If the approach makes sense for your goals, you can book a free Strategy Call right after. There’s no pressure—just clarity.
2. Why do I need to answer questions when I book the call?
Those few quick questions (about your funding goals, credit profile, and timeline) help us prepare for you. We use your answers to search our private inventory and identify three specific corporations that are the best fit for your situation before we even get on the phone.
3. What happens after I book the call?
You will receive an email from us containing your three best-fit corporations. For each one, you’ll see the age, the state of incorporation, and its estimated funding potential. This gives you a chance to review your options before we speak.
4. What will we actually talk about on the Strategy Call?
Your advisor will review your goals, explain the differences between your three options, and recommend the one that fits you best. We’ll also outline a suggested funding strategy and discuss whether our separate Funding Program makes sense for you. It’s a conversation designed to give you total clarity.
5. How do I purchase the corporation, and what happens next?
After the call, your advisor sends you a written proposal with your chosen corporation, the final pricing, and a secure purchase link. Once you complete the purchase, we handle the rest: we transfer the corporation to you, provide all your documents, and begin guiding you through the credit-building or funding steps we discussed.
Frequently Asked Questions
Understanding Our Process
1. What is the first step to getting started?
It’s very simple. First, watch our short 2-3 minute video to understand why time-in-business and structure matter for funding. If the approach makes sense for your goals, you can book a free Strategy Call right after. There’s no pressure—just clarity.
2. Why do I need to answer questions when I book the call?
Those few quick questions (about your funding goals, credit profile, and timeline) help us prepare for you. We use your answers to search our private inventory and identify three specific corporations that are the best fit for your situation before we even get on the phone.
3. What happens after I book the call?
You will receive an email from us containing your three best-fit corporations. For each one, you’ll see the age, the state of incorporation, and its estimated funding potential. This gives you a chance to review your options before we speak.
4. What will we actually talk about on the Strategy Call?
Your advisor will review your goals, explain the differences between your three options, and recommend the one that fits you best. We’ll also outline a suggested funding strategy and discuss whether our separate Funding Program makes sense for you. It’s a conversation designed to give you total clarity.
5. How do I purchase the corporation, and what happens next?
After the call, your advisor sends you a written proposal with your chosen corporation, the final pricing, and a secure purchase link. Once you complete the purchase, we handle the rest: we transfer the corporation to you, provide all your documents, and begin guiding you through the credit-building or funding steps we discussed.