Business Consultation Services
Kindly respond to the following questions. Your responses will help us properly assess your business needs and determine how we can help. If you have multiple businesses, please complete a separate form for each business.
PERSONAL INFORMATION
Name
First Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
-
Area Code
Phone Number
Email
example@example.com
Are you currently employed?
Yes
No
Employer's Name and Address
Employer Name
Street Address
City
State / Province
Postal / Zip Code
Marital Status
Married
Single
Divorced
Widowed
Spouse's Name
First Name
Last Name
Are you currently working with an attorney on the matter(s) that you are referring to this office?
Yes
No
Attorney Information
Attorney's Name
Attorney's Address
City
State / Province
Postal / Zip Code
GETTING STARTED
What is the current status of your business
My business is up and running
I am just starting the process
What is your business mission or objective?
What is your business' product or service?
How will/does your business make money?
Is your business currently generating a profit?
Yes
No
Have you done a break-even analysis to see when and how your business can generate a profit?
Yes
No
Would you like help completing a break-even analysis, or would you rather do it on your own?
I would like help
I will do it on my own
Do you have a business plan?
Yes
No
Would you like help creating a business plan?
Yes
No
Do you have a sales/marketing plan?
Yes
No
Would you like help creating a sales/marketing plan?
Yes
No
Do you plan to seek outside financing for your business?
Yes
No
Not sure
Would you like help seeking outside financing for your business?
Yes
No
Not sure
YOUR BUSINESS NAME
Do you have a business name?
Yes
No
What is your business name?
Do you have any ideas for names?
What are some names that you have considered for your business?
Have you registered your name in your state?
Yes
No
Have you registered a DBA in your county?
Yes
No
Have you reserved a domain (www)?
Yes
No
Would you like help with reserving a domain for your business?
Yes
No
Are you aware of any similar names in your state?
Yes
No
What are the similar names?
Do you know if there are any federal or state trademarks of the name or a logo with a similar name?
Yes
No
What are the names of the similar trademarks or names?
Do you have a slogan and/or logo?
Slogan
Logo
Neither
Upload drawings of your slogan or logo.
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LEGAL STRUCTURE
Have you considered the type of formation for your business?
Yes
No
Are you familiar with the different types of business formations?
Yes
No
How many owners will your business have?
1
2
3
4
5
What is the split among the owners of the business?
Identify each owner and his/her respective ownership interest.
What is the revenue split among the owners of the business?
Identify each owner and his/her respective share of business revenue.
What will be your primary business activities?
FORMATION DOCUMENTS
Will you need help creating your business formation documents?
Yes
No
BUSINESS LOCATION
Have you entered a lease for your business operations?
Yes
No
What is your business address?
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Would you like help finding a space for your business?
Yes
No
What type of business space will you need?
What is the maximum monthly rent you can pay?
Have you looked at potential locations?
Yes
No
Which geographic locations do you prefer?
If you are operating you business from home, are you aware of any HOA or zoning restrictions that may apply to your business?
Yes
No
If Yes, what are the HOA or zoning restrictions that may apply to your business.
INSURANCE
Do you have any business insurance?
Yes
No
Are you aware of the various types of insurances that you may need?
Yes
No
Would you like help procuring insurance?
Yes
No
Will your business use vehicles?
Yes
No
Will you hire employees?
Yes
No
Will customers/clients visit your business location?
Yes
No
Will you manufacture goods or products?
Yes
No
Will your goods or products be considered dangerous?
Yes
No
PERMITS and LICENSES
Does your business have an Employer Identification Number (EIN)?
Yes
No
If you will be selling retail goods, have you secured a seller's permit in your state?
N/A. I will not be selling retail goods
Yes. I have a seller's permit
No. I do not have a seller's permit.
Do you have a business license for your state or county?
Yes
No
Are you aware of the various license requirements for your state or county?
Yes
No
ACCOUNTING/TAXES
Will you rely upon software or an individual to maintain your financial records and taxes?
Software
Individual
Have you consulted (or currently working with) an accountant or bookkeeper regarding your business?
Yes. I have consulted with an accountant or bookkeper
No. I have not.
Would you like a referral for a trusted accounting/bookkeping service?
Yes
No
What will be your business' fiscal year?
Jan-Dec
July-Jun
Other
How will you monitor accounts payables and accounts receivables?
Do you understand the different types of taxes that will apply to your business?
Yes
No
BUSINESS OPERATIONS
Do you have any sales agreements that you plan to use or currently use?
Yes
No
If you are selling software, do you have any Software as a Service (Saas) Agreements?
Yes
No
Do you have any service Agreements?
Yes
No
Do you have a lease agreement?
Yes
No
Do you have someone to represent you in court if you are sued?
Yes
No
Do you have in place a system to handle your bad debts (collections)?
Yes
No
PERSONNEL
Will you rely upon the work of employees or independent contractors?
Employees
Independent Contractors
Other
Do you have a Personnel Manual?
Not needed. I will be using contractors
Yes
No
Do you have independent contractor agreements to use?
Yes
No
TECHNOLOGY
Do you have a website?
Yes
No
Will your business sell goods and services online?
Yes
No
Do you have terms and conditions for your website?
Yes
No
Do you have a privacy policy for your business relative to the collection of personally identifiable information from customers?
Yes
No
Would you like a referral to a trusted website developer?
Yes
No
INTELLECTUAL PROPERTY
Do you have a business name, logo or tagline
Business name
Logo
Tagline
Neither
Which have you registered with the state and/or federal government?
Business name
Logo
Tagline
Neither
Will your business create any artistic or literary material(s)?
Yes
No
Maybe
For example: songs, lyrics, artwork.
Will you business invent any new products or services?
Yes
No
Maybe
MISC QUESTIONS
Have you offered or sold any interests in your business to any investors?
Yes
No
Have you obtained or sought to obtain any loans for your business?
Yes
No
Does your business own or lease any real estate?
Yes
No
Have you retained any consultants, accounts or tax professionals?
Consultants
Accountants
Tax Professionals
None
Have you promised any interest in the business to any consultants?
NOTES
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