The Business Point Guard | Client Process

The Business Point Guard

Client Process • Business Identity • Funding • Investing

A Comprehensive Guide

The TBPG Client Process

Here’s the step-by-step pathway TBPG uses to help you establish your business identity, build business credit, secure lines of credit, and transition into strategic investments—so your business can grow with structure and funding.

✅ Business Identity Setup
✅ LLC Formation Guidance
✅ Business Credit Profile Build
✅ Funding + Investment Strategy

Client Process: 9-Step Roadmap

Follow this roadmap in order. Each step builds on the previous one so you establish credibility, qualify for funding, and deploy capital strategically.

1
Start

Pay the Retainer Fee ($250)

To initiate the process, a retainer fee of $250.00 is required. This investment secures your commitment to establishing and growing your business with TBPG guidance.

2
Foundation

Establish Your Business Identity

Name your business and build a professional presence: business email address, a listed phone number via the 411 Business Directory, and a professional website to showcase your services or products.

3
Legal

Form Your LLC

We recommend forming a Limited Liability Company (LLC) through Prime Corporate Services. This helps protect personal assets and establishes your business as a legal entity.

4
Credit

Establish a Business Credit Profile

Using the TBPG Business Funding Guide, start building your business credit profile by setting up credit accounts and documenting business operations to increase credibility and creditworthiness.

5
Capital

Secure Lines of Credit (Target: $15,000+)

Following the TBPG Business Funding Guide, aim to obtain at least $15,000 in lines of credit—providing flexibility for operating expenses and growth investments.

6
Scale

Enroll in Funding Programs (Target: $100,000+)

Consider enrolling in Prime Corporate Services or Fundable 360 business funding programs to help establish $100,000+ in lines of credit and loans.

7
Deploy

Choose Your Investments Wisely

Once funding is secured, identify investment opportunities aligned with your goals. Perform thorough research and analysis to select opportunities with strong return potential.

8
Track

Monitor Investment Returns

After investing, closely monitor performance: track returns, market conditions, and key factors impacting your gains so you can adjust strategy when needed.

9
Grow

Manage Profits Effectively

As returns come in, analyze profits and allocate wisely: take a portion as personal income, while reinvesting the remainder back into your business to fuel growth and expansion.

Quick Glance: The Journey

1 Retainer
2 Identity
3 LLC
4 Credit
5 $15K+
6 $100K+
7 Invest
8 Monitor
9 Reinvest

Start the Process

Use this form to request your funding assessment and initiate onboarding. (You can wire this form to email/CRM later.)

Review Steps
✅ Thanks! Your request has been captured. (Connect this to email/CRM for live delivery.)
⚠️ Please complete the required fields and try again.

By submitting, you acknowledge TBPG provides guidance and educational support. Funding approvals depend on lender requirements.

What Happens After You Submit?

You’ll receive next-step instructions to complete the retainer and begin onboarding. Then we’ll guide you through business identity setup, LLC formation guidance, business credit profile building, and funding milestones.

  • Retainer:$250 to initiate guidance and process support
  • Milestones: Identity → LLC → Credit Profile → Funding Targets
  • Strategy: Select investments aligned with your goals and risk tolerance
  • Growth: Track returns and reinvest to scale operations
Need the full ecosystem? Visit the main site to explore TBPG programs and resources.

Frequently Asked Questions

Clear expectations help you move faster. Here are the most common questions clients ask before starting.

Q
Retainer

What does the $250 retainer cover?

The retainer initiates your onboarding and secures your spot to begin the TBPG step-by-step guidance for business setup, credit-building, funding readiness, and investment strategy.

Q
Funding

Is funding guaranteed?

Funding outcomes depend on lender requirements and your profile. TBPG provides guidance, structure, and execution support to help you qualify and apply strategically.

Q
Investing

How do I choose the right investments?

You’ll align opportunities with your goals, timeline, and risk tolerance—then monitor performance and reinvest strategically to build long-term growth.

TBPG Business Funding Program | Funding Assessment

TBPG Business Funding Program

Request Your Funding Assessment

Complete the form below to begin your funding assessment and receive guidance on building a fundable business profile and accessing $100,000+ in 30–90 days.

Submission will open your email client and send your assessment directly to pbfinstitute@gmail.com.

What’s Included

  • Virtual Business Address
  • Phone Number w/ 411 Listing
  • LLC Entity Formation
  • Business Credit Profile Builder
  • $100,000+ Funding Strategy (30–90 Days)
  • Optional Investment in TBPG Local Housing Partnership