C. Flowers Law, PLLC
  • Home
  • About
  • Trusts
  • Wills
  • Asset Protection
  • Contact
Select Page

Contact information

Client's Name
MM slash DD slash YYYY
Client's Address

ENTITY INFORMATION

Entity Status

If first choice is not available.
Type of Entity

Who will initially sign the documents (e.g. filings) and open bank accounts on behalf of the business.

ENTITY ADDRESS

Business Address

ENTITY CONTACT INFORMATION

Is the business mailing address the same as above?
Business Mailing Address

BUSINESS INFORMATION

Please provide the names of those who will manage the day-to-day affairs of the business or; those whom you have agreed will be officers of the business (i.e. President, Vice-President). These individuals do not need to be owners of the business.
Please provide the information about Manager/Officer/Director
Name
Designation
Phone Number
Email
 

INTENDED BANK AND EMPLOYEES

Will you hire employees?

BUSINESS OWNER INFORMATION (Shareholders, etc.)

Please provide the information about business owner(s)
Name
Phone Number
Email
 

PROFESSIONAL ADVISORS (Accountants, Lawyers, etc.)

Please provide the information about Professional Advisors
Name
Specialization
Phone Number
Email
 

CAPITAL/FUNDING

Have you taken out any loans to pay for startup costs of the business?

ADDITIONAL INFORMATION

Do you have a business plan?
Do you have a business plan?
Will the business use trademarks or logos?
Do you own any real property related to the business?
Do you intend to offer employees/consultants equity-based compensation incentives?
For Example: stock options, profits interests, etc.
Will the business require any special licenses?
For Example: liquor, gambling, etc.
Does the company have a written or oral business succession plan?
Has the business ever been formally valued through a business evaluation?
E-ACKNOWLEDGEMENT AND ACCEPTANCE

THANK YOU

Thank you so much for completing this intake questionnaire. This information will be extremely helpful in evaluating your case. We will contact you as soon as possible with any updates. Please click the SUBMIT button below when you have finished answering all questions.
  • Follow
  • Follow
  • Follow
  • Follow

Copyright © 2025 – All Rights Reserved.

Privacy Policy