LLC/CORPORATION FORMATION QUESTIONNAIRE

LLC/CORPORATION FORMATION QUESTIONNAIRE
Completion of this form to the best of your ability prior to your initial meeting will better prepare your attorney to efficiently address your specific needs. You may not know the answers to many of the questions below, and some questions will not apply to your circumstances. This document will serve as an outline for discussion in your initial meeting with a Rudman Winchell attorney and for the attorney to prepare your LLC agreement or corporation bylaws.
Please indicate the primary purpose for wanting to form a business entity:

Starting a new businessAcquiring an existing businessChanging the legal form of a business you currently own/operateOther
If “Acquiring” is checked, please indicate if the acquisition is of:

Business AssetsReal EstateBoth
If other please describe:
Please briefly describe your business.
Do you know what type of entity you want to form?

YesNo
If “Yes” is checked, please select one of the following:

Corporation (C corporation)Corporation(S corporation)Corporation(nonprofit)Limited Liability CompanyLimited Liability Company (low-profit LLC)General PartnershipLimited PartnershipOther
If Other please describe.
What is the proposed name of your entity?
If your first choice of name is unavailable, what is an alternate name choice?
Type of business and/or principal activity of the entity:
Please provide contact information for the new entity/business:
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number

Area CodePhone Number
Email
example@example.com
Fax
If a P.O. Box is to be used as the address, please providean alternate address that includes a street address:
Have you registered any website domain names in anticipation of launching the business?

YesNo
If “Yes” is checked, please list the URLs
Would you like for us to serve as your Registered Agent/Clerk?

YesNoDo not know
If “No” is checked, please provide the name and address of the Registered Agent/Clerk you would like to use (please provide a physical street address):
For each initial equity owner (e.g. initial investor), please list the name(s) of partners
Does the business have an accountant?

YesNo
If “Yes” is checked, please provide the name and contact information of the accountant:
If “No” is checked, would you like Rudman Winchell to provide a referral?

YesNo
Have you considered your business insurance needs (Casualty, Commercial General Liability, Accounts Receivable Insurance)?

YesNo
"If Yes" Please provide the name and contact information of the insurance broker.
If “No” is checked, would you like Rudman Winchell to provide a referral?

YesNo
Would you like Rudman Winchell to provide a referral?

YesNo
Are there other referrals you would like to receive for the business (e.g., bankers, payroll companies, estate planning attorneys, financial advisors, etc.)?

YesNo
If “Yes,” please list the referrals the business would like to receive:
Please indicate how you were referred to Rudman Winchell.

Word of mouthAn eventThe internetBig gigTop gunUnion River Center for InnovationFoster Center for Student Innovation - University of MaineUpstart CenterHussonBNIBy current clientOther
If you were referred by a current client/other please indicate here.
Please verify that you are human*
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