Business Formation Pre-Consultation Intake Form

Business Formation Pre-Consultation Intake Form

Please fill out this form to help us understand your business needs and preferences.
Full Name*

First NameLast Name
Email Address*
example@example.com
Phone Number*
Please enter a valid phone number.
Mailing Address*

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Preferred Method of Contact*
What inspired you to start this business?*
Describe the type of business you plan to build.*
What product, service, or solution will you offer?*
Do you already have a name for your business?*

YesNo
Preferred Business Name
Two Backup Name Options
Would you like help choosing or verifying availability?*

YesNo
What type of entity do you want to form?*

LLCCorporation (S Corp or C Corp)Sole ProprietorshipNot sure
Where will the business be registered?*
Business Address*

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Do you have an EIN yet?*

YesNoApplied
If yes state EIN below:
Do you already have a DUNS Number?*

YesNo
If yes state DUNS below:
Do you currently have a logo or brand design?*

YesNo
Would you like help creating a logo, website, or brand kit?*

YesNo
Do you have a business website or domain name?*

YesNoNeed help
Please share your website link.
Are you interested in business funding after formation?*

YesNoNot sure yet
Would you like to be set up for business credit building after formation?*

YesNoNot sure yet
Do you currently have personal or business credit established?*

YesNo
What is your approximate personal credit score range?*

400-560560-680680-750750-850
Would you like to be pre-qualified for business funding after formation?*

YesNo
Preferred Day/Time for Consultation*
How would you like to meet?*
Additional Notes or Requests.
Please confirm that the information provided is accurate and will be used to prepare your business formation documents prior to your consultation.*

I confirm that the information provided is accurate and complete.
Signature*

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