Instructions for Completing the Business Planning Intake Form

General Guidelines:

1. Provide Accurate Information – Complete all applicable sections. If a question does not apply, write "N/A" (Not Applicable).
2. Be Detailed – The more information you provide, the better we can assist in structuring and protecting your business.
3. Use Additional Pages If Necessary – If you need more space, attach additional pages.
4. Gather Relevant Documents– If available, please provide copies of:
   • Existing business formation documents (LLC, Corporation, etc.)
   • Business contracts and agreements
   • Financial statements or tax records
   • Any relevant licenses or permits
5. Confidentiality – All information provided is strictly confidential and will be used only for legal consultation and representation.

Section-Specific Instructions:

• Client Information: Provide your full legal name, business name (if applicable), and accurate contact details. This ensures we can reach you for follow-ups.
• Business Overview: If you currently own a business, include details such as structure (LLC, Corporation, etc.), ownership percentage, and industry. If starting a new business, indicate the desired structure and any plans you already have in place.
• Business Formation Needs: Select all the legal services you need help with, such as forming a business entity, drafting contracts, or obtaining necessary permits.
• Business Operations & Compliance: Indicate any business agreements, employee policies, or compliance concerns you need assistance with. This helps us tailor legal protections for your business.
• Financial & Tax Considerations: If applicable, provide information on business funding, loans, and taxation concerns. If you already work with an accountant or tax professional, mention this.
• Business Succession Planning: If you have a plan for business continuity, ownership transfer, or retirement, provide details. If you need assistance creating a succession plan, indicate that as well.
• Additional Information & Legal Considerations: List any other legal concerns, ongoing disputes, or special requests not covered in other sections.

Final Steps:

• Review your responses for completeness and accuracy.
• Sign and date the form where indicated.
• Submit the completed form via email, fax, or in person. If you have any questions or need assistance, please call 833-529-2287.