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
Business Name
Doing business as:
Date Formed or Filed
MM slash DD slash YYYY
State filed:
MM slash DD slash YYYY
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

SAVANNAH

STATESBORO

Atlanta

Business Planning Questionnaire

Step 1 of 5

Administrative Information

Ownership Information

Business Administration

Business Operations

Business Documents

CALL US TO GET STARTED

Consultation

Implementation

SAVANNAH

STATESBORO

Atlanta

PRACTICE AREAS

Street Address	Address Line 2	City	State	Zip	Country

Owner Name	Ownership Interest