1980 Chatham Parkway
Suite 403


1219 Merchant Way
Suite 102


3344 Peachtree Road NE
Suite 800

Business Planning Questionnaire

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We will discuss these items at your initial business planning meeting:

  • Company ownership and management structure
  • Major business actions for update period
  • Governing document
  • Advisor information
  • Ownership transfer restrictions
  • Assets used in business operations
  • Current business litigation
  • Current personal litigation
  • Insurance issues
  • Employee issues

To address these items properly, we need to know a little about your company.  Therefore, please take a few minutes and complete all applicable information as completely as possible.

Step 1 of 5

  • Administrative Information

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