New Client Application - Finch Exit Strategies PLLC
Business Name
Website Address
Business Purpose
Is this a Texas business?
Business Inception Date
/
Month
/
Day
Year
2 digit month, 2 digit day, 4 digit 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
Format: (000) 000-0000.
Who may we thank for referring you to our practice?
Submit
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