Business Formation

To get started with forming your business smoothly and efficiently, please complete this intake form with as much detail as possible. The information you provide will help us tailor our services to meet your specific needs and ensure a seamless process. If you have any questions while filling it out, don’t hesitate to reach out—we’re here to help every step of the way!

Do you know what type of Entity/ Business you want to form?

Yes

No

If you selected Corporation, do you know whether you want to establish an S-Corporation or a C-Corporation?

S Corp

C Corp

Do not Know

In which state do you wish to legally form your business entity?

Please select the primary reason for forming your business entity:

If you selected "Other," please specify:

What is the proposed name of your business/entity?

Please provide alternative business name(s) if your first choice is unavailable:

Will you operate under a name different from the legal business name (e.g., DBA or subsidiary)?

Yes

No

Alternate name:

Name of primary contact person:

If using a P.O. Box as the address, please provide an alternative street address:

Business Address

City

State

Country

Postal code

Phone *

Email *

Please provide Website Address information:

Type of Business and or principal activity:

In which countries and states will your business actively sell products or provide services?

Who are the primary customers for your products or services? (e.g., general public, businesses, other)

What is the primary business address for the new entity, and do you expect this location to change within the first few years?

If known, please provide the name and address of the initial registered agent for service of process:

Please list the names of all initial equity holders (owners, founders, or investors):

Please provide the following contact details for the initial management team: Name(s) of Director(s) (for a Corporation), Manager(s) (for an LLC), or General Partner(s) (for a Partnership):

Please list the intended initial officers (optional for LLCs or Partnerships):

Who will be authorized to sign official documents and open bank accounts for the business?:

Will any intellectual property created or owned by the initial owners be contributed to or owned by the business?

Yes

No

Please provide a general description (e.g., business plan, trademarks, software) and indicate who will be contributing each item:

Are there any trademarks (e.g., logos, designs, names, slogans, sounds) the business plans to use for branding its products or services?

Yes

No

File Upload: If you have any documents you'd like our professionals to review, please upload them here.

Date

Signature *

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