Business Planning Questionnaire

Administrative Information

Business Name

Doing business as:

Date Formed or Filed

State filed:

Primary business activity:

Business Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Business Phone

Business Fax

Primary Contact Name

First Last

Please enter the email of where a copy of this filled out form should be sent.*

Primary Contact Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Primary Contact Phone Number

Alternate Contact Name

First Last

Alternate Contact Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Alternate Contact Phone Number

List Any Additional Business Locations Below

Add as many rows as needed.

Street Address

Address Line 2

City

State

Zip

Country

Accountant Name

First Last

Accountant Phone Number

Insurance Agent Name

First Last

Insurance Agent Phone Number

Other Business Advisor Name

First Last

Other Business Advisor Phone Number

Approximate net worth of the business

Gross receipts for last calendar year

Expected gross receipts for current calendar year

Ownership Information

List of current owners and ownership interest

Add as many rows as needed.

Owner Name

Ownership Interest

Business Administration

What is the date of your last written minutes of business meetings?

Who regularly updates your business records and files your periodic reports?

First Last

Current liabilities against business assets:

Legal form of existing business:

Corporation

LLC

Partnership

Sole Proprietorship

Tax structure of existing business:

S Corporation

C Corporation

Partnership

Subchapter K

Disregarded Entity

Business Operations

Number of employees, subcontractors, etc.

Who are your key employees?

What major contracts do you have in place?

Business Documents

Please bring all of the following that you have to the meeting, or upload them below.

Operating Agreement
Member or Shareholder Agreements
Minutes of Manager, Member, Shareholder meetings for last three years
Manager or Member Resolutions for the last three years
Asset list
Tax returns for last two years
Most current profit and loss statement and balance sheet
List of current members or shareholders and percentage ownership

Operating Agreement

Max. file size: 300 MB.

Member or Shareholder Agreements

Max. file size: 300 MB.

Minutes of Manager, Member, Shareholder meetings for last three years

Max. file size: 300 MB.

Asset list

Max. file size: 300 MB.

Tax returns for last two years

Max. file size: 300 MB.

Most current profit and loss statement and balance sheet

Max. file size: 300 MB.

List of current members or shareholders and percentage ownership

Max. file size: 300 MB.

Comments

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SAVANNAH

STATESBORO

Atlanta

Administrative Information

Ownership Information

Business Administration

Business Operations

Business Documents

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Implementation

SAVANNAH

STATESBORO

Atlanta

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