This process will involve a comprehensive review of your business, including financial documents, corporate structure and information about your business operations as well as personal information about the owner(s). This is to ensure the business is viable and the owner(s) meet the requirements for certification (minority status, personal net worth, etc.). Since each certifying agency is different, there may be unique information required for each type of certification.
The process starts with an initial consultation to ensure we understand your organization and its goals so you have the best chance for success. We’ll need some initial information about your company to get started on your application. This information will be critical for us to open your account so we’ll work with you to get that started as soon as possible. You will be given access to our Client Portal to provide this information securely.
As we complete your application, we may need additional information required by the certifying agency. Please make sure to complete all requests at your earliest convenience and as accurately as possible so we can proceed with the application.
Once completed, we will prepare the application and supporting documents for you to submit. Most agencies require the owners to do the actual submittal and require you to attest to the accuracy of the information.
After the application has been submitted, we will support you as the agency reviews your documents to provide any additional information, clarification or interpretation of the results, and prepare you for the interview through the final decision.