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13Phases
40Steps
12Month rollout
Establish the Firm and Professional Entities Step 4 of 40

Establish the Firm and Professional Entities · Step 4

Define the firm entity

Search engines and AI systems need a consistent understanding of the firm. This information should remain consistent across the website and major external sources. Document the official version of:

  • Firm name
  • Legal name
  • Common name
  • Founding date
  • Headquarters
  • Office locations
  • Service areas
  • Phone number
  • Website
  • Primary category
  • Secondary categories
  • Industries served
  • Leadership
  • Key professionals
  • Professional memberships
  • Awards
  • Publications
  • Social profiles
  • Review profiles
  • Directory profiles

Firm entity statement

Create a standard one-paragraph description. This statement can be adapted by platform, but the essential facts should remain stable.

Example:

*Smith Advisory Group is a Los Angeles-based healthcare consulting firm that helps medical practices improve compliance, operations and profitability. The firm works with physician groups, specialty practices and healthcare entrepreneurs throughout California.*

Deliverable

Create a master firm entity document.

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