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Build Your Business the Right Way with Kobra Financial

Starting a business can be hard. With Kobra Financial business formation consulting we can help you setup your business the right way

BUSINESS FORMATION INTAKE FORM

BUSINESS FORMATION FORM

Please fill out this Form with as much detail as you can. If you are unsure about a question asked please indicate in the text box and we will go everything during our consultation.

First Name

Middle Name

Last Name

Address

City

State

Zip Code

Ownership

Owner Name	Ownership Interest(%)

Are all of the initial investor/owners U.S. citizens?

Yes

No

Do you want there to be any restrictions on transfers or sales of owner’s interests?

Will profits and losses be shared equally amongst the owners?

Yes

No

Place a check next to the type of business entity that you would like to create:

Sole Proprietorship

Limited Liability Company (LLC)

General Partnership

Limited Liability Partnership (LLP)

Professional Limited Liability Company (PLLC)

S Corporation

Other

Not Sure – Would like to discuss at initial consultation

Place a check next to any issues that are important to you in choosing a business entity:

Personal Liability and Asset Protection

Simplicity

Tax Implications

Ability to sell or transfer your interest in the business

Have you chosen a name for your business? Do you have an alternate name in case your first choice is not available? If yes please list name(s) exactly as you would like.

What is the business address and will this be the principle place of business?

What is the primary purpose of the business?

In what state(s) will the business operate?

Who will serve as the registered agent for the business?

Will the business use trademarks or logos? If yes, please describe.

Will the business require any special licenses (i.e. liquor, gambling, etc.)? If yes, please describe.

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

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

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

Does the business have an accountant? If yes, please provide the name and contact information for the accountant.

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

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

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

If forming a corporation, do you know who the initial officers will be (President, Secretary, Treasurer, etc.)? If yes, please identify.