New Client Application - Finch Exit Strategies PLLC
Business Name
Website Address
Business Purpose
Is this a Texas business?
Business Inception Date
/
Month
/
Day
Year
Date
Business Taxed as a
C-CORP
S-CORP
PARTNERSHIP
SOLE PROPRIETORSHIP
Prior Year Gross Sales
Est. Value of your Company
Current Owners: Name and Percentage of Ownership
Name
Name
Name
Name
Services Needed
I have an LOI (offer to buy) and need deal support
I have potential buyers and need an exit plan
I have family members who I want to succeed me
I have management or employees who want to buy
I sold already and need tax planning
I plan to leave in the next 1 - 10 years and need a basic plan
Other
Who is your CPA firm now?
Who is your attorney?
Who is your broker, if any?
Do you have a retirement and/or 401k plan?
Who will be our main point of contact with your business?
Email address of main contact
Phone number of main contact
Who may we thank for referring you to our practice?
Submit
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