Business Formation Intake

PERSONAL INFORMATION

Full Legal Name:(Required)

First Last

Address:

Home Address

Home Telephone:

Cellphone:

Email Address:

MEMBERS

Name:

Social Security Number:

Address:

Phone Number:

Email:

Membership Interest:

Initial Contribution:

Name:

Social Security Number:

Address:

Phone Number:

Email:

Membership Interest:

Initial Contribution:

Name:

Social Security Number:

Address:

Phone Number:

Email:

Membership Interest:

Initial Contribution:

Name:

Social Security Number:

Address:

Phone Number:

Email:

Membership Interest:

Initial Contribution:

OWNERSHIP QUESTIONS

1. Do you want the business to be manager-managed or member-managed? If manager-manages, list the managers and their initial term of office:

2. Do you want to restrict transfers or sales of ownership interests?:

Yes

If yes, please describe.

Description:

3. Will profits and loses be shared equally amongst the owners?:

Yes

If no, please describe.

Explanation:

General Questions

4. What are your general goals for the business and its primary purpose?:

5. What type of entity would you like to create?:

Sole Proprietorship

Limited Liability Company (LLC)

Professional Limited Liability Company (PLLC)

Partnership

Limited Liability Partnership (LLP)

Corporation

S Corporation

Not Sure

6. List your preferred name for the business and two alternates in case your first choice is not available:

7. List the business address and indicate whether this will be the primary place of business:

8. List the state where the business will operate:

9. Does the business currently have an office in another state?:

Yes

If yes, list the location.

Location List:

10. Registered Agent. List the name and address of the registered agent.

ex. John Doe - 123 Memorial City WayHouston, TX 77024

11. Will all owners/members/partners manage the business, or will a single member perform this duty?

12. Who will be responsible for signing documents on behalf of the business?

Management Questions

13. Will a single member be able to enter contracts, open and close accounts, deposit or withdraw funds, and engage in the services or other professions or will all owners/members/partner have these powers? If a single member, please identify.

All owners/members/partners will have these powers

A single member will have these powers (please identify below)

Name of authorized member

14. If forming a corporation, who will the initial officers (President, Secretary, Treasury, etc.) be?

15. Operating Agreement. What voting percentage will be required to ratify the Operating Agreement?

16. Amendments. Detail the method to amend the operating agreement. Agreement by Managers/Members.

FINANCIAL QUESTIONS

17. Will the business have its own bank account(s)? If yes, identify the type of accounts and the name of the institution where the accounts will be located (if known).

Yes

identify the type of account(s) and the name of the institution (if known)

ex. Checking and Savings accounts at Bank of America

18. Have you taken out any loans to pay for the startup costs of the business? If yes, please describe the nature of the loan and identify the institution that holds the loan.

Yes

If yes, please describe the nature of the loan and identify the institution that holds the loan

ex. $20,000 SBA loan for equipment purchase - held by Bank of America

19. Accountant. Does the business have an accountant? If yes, provide the accountant’s name and contact information.

Yes

If yes, provide the accountant's name and contact information

ex. Jane Smith, Smith & Co. CPA - (555) 123-4567, jane@smithcpa.com

I agree to the privacy policy.(Required)

I hereby represent to Carr & Cole, PLLC, that the information contained in this intake form is accurate and complete, and I understand the law firm will rely on this information. I understand if the information contained herein is inaccurate or incomplete, the recommendations made by the law firm may not be appropriate.