Jan 7, 2026 8:24pm

What Really Happens When You Form Your Business.   Beyond the Paperwork.

Educational Resource - Not Legal Advice

You just submitted your Articles of Organization online. Congratulations—your LLC is officially formed!

 

Now you're a legitimate business owner. You can open a bank account, sign contracts under your company name, and tell everyone you're official.

 

Except... what actually just happened? What did you create? What are you now required to do? And what are all these terms people keep throwing around: registered agent, operating agreement, EIN, business license, foreign entity registration?

20%

Filing formation documents represents about 20% of actually "forming" a business properly. The other 80% is a web of documentation, registrations, tax setups, compliance requirements, and operational systems.

This article walks through what actually happens when you form your business—and more importantly, what typically happens AFTER that filing goes through.

What Actually Happened When You Filed?

When you submitted your formation documents (Articles of Organization for an LLC, Articles of Incorporation for a Corporation), you:

What You Got:

Created a new legal entity - Your business is now a separate "person" in the eyes of the law. It can own property, sign contracts, sue and be sued, completely separate from you personally.

Registered with your state - Your state now has you on record as an active business entity. They know you exist, and they'll expect annual reports and fees.

Got a filing date - This is your business's "birthday" and affects things like tax year, annual report due dates, and anniversary dates for various filings.

Established your legal name - Your business now has an official name that's registered and (theoretically) protected in your state.

What You DIDN'T Automatically Get:

Tax ID number (EIN) - must apply separately

Business bank account - must open separately

Business licenses or permits - must apply separately

Operating agreement or bylaws - must create separately

Liability protection (not yet, not completely) - must maintain properly

Tax election status - must choose separately

Trademark protection - state filing ≠ trademark rights

Key Insight: Your formation filing is the foundation, but there's typically significant building left to do.

The Document You Just Filed (And What It Actually Says)

Basic LLC Articles typically include:

Business name - Your official legal name 

Principal address - Where your business operates

Registered agent - Person/company to receive legal documents (required in every state)

Management structure - Member-managed or manager-managed

Organizer information - Who filed the documents

Purpose - Usually generic "any lawful purpose"

What they DON'T include:

  • Who owns what percentage
  • How decisions get made
  • How profits get distributed
  • What happens if an owner leaves
  • Voting rights
  • Day-to-day operations rules

That's all in your operating agreement, which we'll discuss shortly.

The 30 Days After Filing: Common Post-Formation Tasks

Once your formation is approved, many founders begin addressing the following items. Here's what commonly happens:

 Week 1: Essential Setup 

1. Get Your EIN (Employer Identification Number)

This is your business's Social Security number. It's typically needed to:

  • Open a business bank account
  • Hire employees
  • File business tax returns
  • Apply for business licenses
  • Apply for business credit
How to get it: Apply online at IRS.gov (free, takes approximately 15 minutes)
Single-member LLCs: Even without plans for employees, many founders get an EIN. Using a personal SSN for business purposes creates identity theft risk and mixes personal/business identities.

2. Create Your Operating Agreement (LLC) or Bylaws (Corporation)

This is where the real governance of your business lives. Yet many founders either:

  • Skip it entirely ("we trust each other")
  • Download a template and never read it
  • Get it from their formation service and assume it's customized

Why this document is widely considered more important than your Articles:

Operating agreements typically establish ownership percentages, capital contributions, profit/loss allocation, voting rights, management structure, transfer restrictions, buy-sell provisions, deadlock provisions, and dissolution terms.

Co-Founder Scenario Without Operating Agreement

Two founders start 50/50. Six months in, one stops working but won't give up equity. Without an operating agreement with vesting:

  • The departed founder keeps 50%
  • They can block major decisions
  • The remaining founder can't remove them without consent
  • Investors typically won't invest with this complicated cap table

What vesting solves: If equity vests over 4 years, the departed founder only keeps the portion they earned (perhaps 12.5% after 6 months), and the rest stays with the company.

3. Open a Business Bank Account

Separate business finances from day one is commonly viewed as essential for maintaining liability protection.

What you'll typically need:

 EIN

 Articles of Organization/Incorporation

 Operating agreement (many banks require this)

 Personal identification

Critical principle: Mixing personal and business expenses is widely considered the #1 way to "pierce the corporate veil" and lose liability protection.

 Week 2: Compliance and Registrations 

4. Research and Obtain Business Licenses and Permits

State formation doesn't automatically authorize business operations. Depending on your business, you may need:

Federal level:

Certain regulated industries (alcohol, firearms, aviation, etc.)

 

State level:

Professional licenses

Sales tax permit

Industry-specific permits

County level:

General business license

Zoning permits

Health permits

 

City level:

Business operation permits

Home-based business permits

Signage permits

5. Register for State Taxes

Depending on your state and business type, registration may be needed for:

 Sales tax - If selling tangible goods or certain services

 Employer withholding tax - If you'll have employees

 Unemployment insurance - For employees

 Franchise tax - Some states charge annual franchise taxes

6. Consider Foreign Entity Registration

"Foreign" doesn't mean international—it means doing business in a state OTHER than where you formed.

Foreign registration may be needed if:

  • You have a physical office in another state
  • You have employees working in another state
  • You're conducting substantial ongoing business in another state
  • You own property in another state

Potential consequences of not registering when required:

  • Fines and penalties
  • Back taxes
  • Inability to sue in that state's courts
  • Contracts might be unenforceable

 Week 3-4: Operational Setup 

7. Set Up Business Banking and Accounting Systems

Beyond just opening an account, many founders establish:

 Accounting software - QuickBooks, Xero, FreshBooks

 Payment processing - Stripe, Square, PayPal Business

 Bookkeeping system - Methods to track income and expenses

 Receipt management - Digital system for expense documentation

8. Get Business Insurance

LLC formation doesn't provide complete protection. Many businesses also obtain:

General Liability Insurance - Covers customer injuries, property damage, accidents

Professional Liability / E&O - Covers mistakes in professional services

Property Insurance - Covers business equipment and inventory

Workers Compensation - Required in most states if you have employees

Cyber Liability - If you handle customer data

 

9. Set Up Payroll (If Needed)

If you'll pay yourself a salary (required for S-Corps, optional for LLCs), or have employees:

 Choose payroll service (Gusto, ADP, Paychex)

 Register for unemployment insurance

 Register for workers comp (if required)

 Set up state tax withholding

 Establish payroll schedule

 Determine classification (employee vs. contractor)

10. Make Tax Elections

Depending on your entity and goals, founders may consider:

S-Corp Election - File Form 2553 (typically must file by March 15 for current year)

83(b) Election - If you receive restricted stock with vesting, file within 30 days

Fiscal Year Election - Most businesses default to calendar year

Important note: Deadlines, eligibility requirements, and tax consequences vary based on individual circumstances and should be confirmed with a qualified tax professional.

Continue Reading

 Maintaining Your Business & Common Post‑Formation Mistakes - This article explains ongoing compliance requirements and common post‑formation mistakes that founders often overlook after formation.

Learn more about Business Formation for startups.

To ensure you complete every required step, see Registering Your Business: A Step-by-Step Checklist (Free).

Your choice affects what happens after formation — review Should Your Startup Be an LLC or Corporation?

Be sure to avoid common mistakes outlined in 5 Business Structure Mistakes Founders Make.


Operating Agreements. Why Your LLC Needs More Than a Template.

5 Business Structure Mistakes Founders Make (And How to Avoid Them)