Referral Source

Before we get started, we first want to know how you discovered us!

How did you hear about us?

Please tell us the name of your friend who referred you to us so that we can thank them!

Please tell us the name of your family member who referred you so to us that we can thank them!

Please tell us the name of the attorney who referred you so to us that we can thank them!

Please tell us the name of your Financial Advisor who referred you to us so that we can thank them!

Please tell us the name of your CPA who referred you to us so that we can thank them!

Please tell us the name of your Insurance Agent who referred you to us so that we can thank them!

Please tell us which social media platform your discovered us on

Please tell us how you discovered us

PERSONAL INFORMATION

Please enter your full legal name and other personal information in this section.

Salutation

First Name

Middle Name

Last Name

Suffix

Date of Birth

Marital / Relationship Status

State of Primary Residence

CONTACT INFORMATION

Please enter your contact information in this section.

Personal Email

Phone/Mobile

BUSINESS INFORMATION

Please enter your business information in this section.

Give us a brief description of the type of business it will be. (i.e. consulting company, medical practice, construction company, online store, etc.)

Is this expected to be a full-time or a part-time business for you? Please answer by estimating the amount of time you expect to spend working in the business (Note: 2,000 hours per year is full-time with 40 hours worked per week and 2 weeks of vacation)

How many employees do you expect to hire? If none, answer 0 below. (Do not include yourself in this number)

Approximately how much capital (money and assets contributed), if any, do you anticipate investing in the business in the first year. (Note: We only need a general ballpark estimate)

Service or Non-Service Business

A "Service Business is a business that primarily provides a service, including consultants, lawyers, doctors, architects, home inspectors, construction contractors, etc.

A "Non-Service Business" is a business that does not primarily provide a service and instead sells products.

Will this business be a Service Business?

Yes

Trading or Non-Trading Business

A business that actively trades portfolio type investments such as stocks or bonds is a "Trading Business."

Will this business be a Trading Business?

Yes

Ownership

Will you have other partners who will be part-owners of this business?

Yes

What percentage of the business will you own?

Will any of the other owners be passive investors who are not actively involved in the business?

What percentage of the other owners will be passive investors who are not actively involved in the business?

Licensing Requirements

Are you required to be licensed to provide the business service?

Yes

Are you required to be licensed to be an owner of the business?

Yes

Does your spouse have (or will they have) such a license?

Yes

Other Information

What do you estimate the net income of this business to be in the first year of operation?

Do you own one or more other businesses?

Yes

CONCERNS

Please tell us about other matters that concern your business.

Business Sale

Do you anticipate selling this business within the next 5-10 years?

Yes

Please tell us about your expectations for selling this business

Additional Concerns

If you have any other desires or concerns that you have not already told us about that you think might be relevant to your business structuring and planning, please explain them in the text box below.

Do you have any other concerns?

Yes

QUESTIONS & MORE

Do you have any questions for us?

Yes

Please ask us your questions in this text box.

Questions

COMMENTS OR ADDITIONAL INFORMATION

Do you have any comments or additional information to give us?

Yes

Please type your comments or additional information that you want to give us into the box below.

Additional Information & Questions

FILES TO SEND US

Do you have any documents you want to send to us for our review, such as copies of existing business documentation or tax returns?

Yes

Upload your files below. For example, you can upload any existing business tax returns, business plans or entity formation documents that you think may be informative or helpful for us to review.

Select or Drag & Drop Documents Here

business tax structuring questionnaire