Business Startup Information Form
Contact Information
Full Name (First, M.I, Last)
*
Email Address
*
Phone Number
*
City, State
*
Business Basics
Have You Chosen A Business Name?
Yes
No, I need assistance with this
If Yes, Enter Your Business Name
DBA (If Any)
Whats the Purpose of Your Business
Which State will your business be filed In?
Business Structure
LLC
Non-Profit
Corporation
I need assistance with this
Other
Do you have a EIN Already?
Yes, I'll leave it below
No
EIN Number
Do you have a business Bank Account?
Yes, I'll leave it below
No
Name of Bank
Business Location
Home
Office
Retail
Online
Other
Set Up Needs
Check all that apply
LLC Formation / Articles of Organization
EIN Registration
Business Bank Account Setup
Business Phone Number
Business Email & Domain
Business Address (Virtual/Physical)
Social Media Setup
Business Credit/D-U-N-S Number
Logo
Website
Marketing Strategy Outline
Employee Policies/Handbook
Contracts/Leases
Licensing related to specific business
Other
Funding Readiness
Have You Begin preparing for business credit & funding?
Yes
No
Are you interested in preparing for business credit & funding?
Yes
No
If Yes, What’s your largest funding goal?
Under $25,000
$25,000 – $50,000
$50,000+
If No, What are your Funding Sources
Savings
Loan
Investor
Grant
Other
Booking
Best Day/Time for Consultation:
Final Agreement
*
I understand that consultation fees and filing fees/third party fees are separate
I am ready to take the next steps toward business formation and funding.
Signature
Date
/
Month
/
Day
Year
Date
Preview PDF
Submit
Submit
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