Business Formation & Structuring Intake Form | Flourish Financial Group LLC
Welcome! Please provide the following details so we can determine the best legal structure for your new or existing business and guide you through a successful launch or restructuring.
SECTION 1:
Personal Information (Required)
Full Legal Name
*
Date of Birth (MM/DD/YYYY)
*
-
Month
-
Day
Year
Date Picker Icon
Phone Number
*
Email Address
*
Home Address (Street, City, State, Zip Code)
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Last 4 digits of SSN (Used for verification and IRS filings only)
*
Preferred contact method
*
Phone Call
Email
Text Message
SECTION 2:
Business Details & Goals
Are you starting a NEW business or restructuring an existing one?
*
Starting a NEW business
Restructuring an existing business
What stage are you currently in?
*
Idea phase (Just thinking about it)
Planning (Researching, budgeting)
Have a name (But haven't registered anything)
Have a service/product (Ready to sell/offer)
Ready to file today (Documents prepared or close)
Describe your business idea or the services/products you plan to offer. (Be specific about what you sell or do)
*
What is your primary goal for this business within the next 12 months? (e.g., Launch product, reach $X revenue, secure first client)
*
Do you plan to operate locally (physical location), online (website/e-commerce), or both?
*
Locally/Physical Presence
Online/E-commerce
Both Locally and Online
Do you expect to hire employees in the near future (not including yourself/owners)?
*
Yes
No
Do you want your business to be scalable in the future (meaning it can easily grow and expand)?
*
Yes
No
Not sure
SECTION 3:
Preferred Business Structure
What type of structure are you considering? (Select one or choose 'Not sure')
*
LLC (Limited Liability Company: Offers liability protection for owners.)
Sole Proprietor (Simplest form, high personal liability, income reported on personal tax.)
S-Corporation (Tax election that allows profits/losses to be passed through to owners' personal income.)
C-Corporation (Separate legal entity, may have 'double taxation', common for seeking venture capital.)
Partnership (Two or more owners sharing profits/losses.)
Nonprofit (For organizations with a mission other than making profits.)
Not sure — need guidance
Do you want liability protection? (Protects your personal assets from business debts/lawsuits)
*
Yes, absolutely
No, not concerned
Not sure
Do you prefer pass-through taxation? (Business income/loss is reported on your personal tax return, avoiding 'double taxation')
*
Yes
No
Not sure
Are you interested in electing S-Corp status later for potential tax savings?
*
Yes, that sounds helpful
No
Not sure
SECTION 4: Business Name & Branding
SECTION 4:
Business Name & Branding
Do you already have a business name?
*
Yes
No
If yes, what is the name?
Do you want me to check the name for availability in your state?
*
Yes
No
Do you need help choosing a name?
*
Yes
No
Do you need a DBA (Doing Business As) name?
*
Yes
No
Not sure (I need help understanding this)
SECTION 5:
Business Address & Location
Will you use your home address, a virtual office, or a commercial location for your business address?
*
My Home Address
A Virtual Office Address
A Commercial/Leased Location
I need help deciding
Do you need help obtaining a virtual business address?
*
Yes
No
What state do you plan to register your business in?
*
Will you operate in more than one state (physically or selling services/products consistently)?
*
Yes
No
Not sure
SECTION 6:
Ownership & Members
Are you the only owner (100% ownership)?
*
Yes (Single-Member)
No (Multi-Member)
If no, please list additional owners (Name, Email) and their ownership percentages.
Do you need an Operating Agreement (internal document defining owner duties/profit splits)?
*
Yes
No
Do you have a partnership agreement (if applicable)?
*
Yes, we have one
No
Need help drafting one
SECTION 7:
Licensing & Compliance
Do you already have an EIN (Employer Identification Number from the IRS)?
*
Yes
No
Do you need me to obtain an EIN for you?
*
Yes
No
Do you need help determining state or city licenses/permits required for your business type?
*
Yes, please help me with this
No, I have this covered
Does your business require special permits (e.g., food handler permits, professional licenses, environmental permits)?
*
Yes
No
Not sure
Is your business industry considered high-risk (e.g., cannabis, financial services, adult entertainment)?
*
Yes
No
Not sure
SECTION 8:
Business Banking & Finances
Do you need help choosing a business bank and opening a business account?
*
Yes
No
Do you want to set up business credit in the future?
*
Yes
No
What is your estimated startup budget? (e.g., $500, $5,000, $50,000)
*
Will you need funding (loans, investors, grants) within the next 12 months?
*
Yes
No
Not sure
SECTION 9:
Document Uploads (Please upload the following required documents)
Upload a valid photo ID
*
Browse Files
Drag and drop files here
Choose a file
(License or Passport)
Cancel
of
Proof of Address
*
Browse Files
Drag and drop files here
Choose a file
(Utility Bill, Bank Statement, or Lease Dated Within the Last 30 Days)
Cancel
of
Any Existing Business Documents
Browse Files
Drag and drop files here
Choose a file
(Articles of Organization, EIN, Proof of Account, etc)
Cancel
of
Licenses or Permits
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Any Logo Files or Branding Materials
Browse Files
Drag and drop files here
Choose a file
Cancel
of
SECTION 10:
Additional Information
What challenges, confusion, or concerns do you currently have about starting your business or the restructuring process?
*
What do you want to walk away with after your consultation with Flourish Financial Group LLC?
*
Is there anything else I should know to best help you with your business launch or restructuring?
*
My Products
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Business Entity Setup & Full Structure
Payment covers full legal business structure and setup.
$750.00
$
750.00
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