MAXWELL
LAW FIRM, PLLC
FORMATION
OF BUSINESS QUESTIONNAIRE
www.maxwelllegal.com
(Fill out and bring with
you to your appointment)
Client
Name:________________________________Telephone No.:_______________________
Intended Name of Company:
______________________________________________________
Purpose of
Business:____________________________________________________________
What services/goods do you provide? _______________________________________________
What is your target market? _______________________________________________________
Who is your competition? (List companies
names)______________________________________
Date Business is
intended to start:___________ Projected
end date:_____________________
Name Check Done through
Internet on N.C. Secretary of State Site re: name availability?
Y_____N_____ Date
Done:_________________
Do you intend to form
a non-profit Y____________ N______________
Address of
Company:____________________________________________________________
Telephone No. of the
Company:_______________________Fax No.:______________________
County where the
principal business office is to be located:_______________________________
Registered Agent for
Service of Process, and Address:
______________________________________________________________________________
______________________________________________________________________________
Names and addresses
and ownership interests of the intended members of the
company:______________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
Initial contribution
(e.g. cash amount, value and type of property, value and description of
services to be provided) to be provided by each Member:
Contribution (e.g. cash amount, value and
type of property, value and description of services to be provided) to be
provided by each Member?
Name _________________________________________________________________________
Contribution Type:
(Labor, Property, Cash, Credit)
Name _________________________________________________________________________
Contribution Type:
(Labor, Property, Cash, Credit)
Name _________________________________________________________________________
Contribution Type:
(Labor, Property, Cash, Credit)
How will losses
be shared among owners? Equally or Pro Rata their Share?
How will profits
be shared among owners? Equally or Pro Rata their Share? Or by revenue that
owner generates?
Would you like all
owner’s to have managerial ability? If No
Name of the person who will be the “Managing
Member/Partner/Shareholder”, responsible for the day-to-day management of the
Company:
____________________________________________________________________________________
Name of the person
who will be the “Administrative Member”, responsible for the day-to-day
management of the Company: _________________________________________________
Do you a partnership
Agreement in place? In Writing Y_________ N_________
If not would you like
one? Y_________ N___________
Employer Identification
No.:_______________________________________________________
Date Applied
For:______________
Date of Filing of
Articles of Organization________________________(file stamped copy should be
kept for the client file).
Selected Tax Year
(usually 12/31 unless specified otherwise by client):____________________
Social Security
Number of each
Member:______________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
Tradename (if any) to be used by the company in
conducting its business if other than the name of the company
itself:__________________________________________________________________
Description of nature
of services to be provided by the company:___________________________
______________________________________________________________________________
Date business is
intended to be started:_______________________________________________
Date company expects
to first have employees:________________________________________
Number
of Employees expected after 12 months:_______________________________________
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Maxwell Law Firm, PLLC is located in North Carolina and represents clients in the Following Regions: Mecklenburg County: Charlotte, Cornelius, Davidson, Huntersville, Matthews, and Mint Hill. | Union County: Hemby Bridge, Indian Trail, Lake Park, Marshville, Marvin, Mineral Springs, Monroe, Stallings, Unionville, Waxhaw, Weddington, Wesley Chapel, and Wingate. | Gaston County: Belmont, Bessemer City, Cherryville, Cramerton, Dallas, Gastonia, Lowell, and McAdenville. | Cabarrus County: Concord, Harrisburg, Kannapolis, and Midland. | Lincoln County: Denver, Iron Station, and Lincolnton. | Cleveland County: Archdale, Boiling Springs, Kings Mountain, Lawndale, Polkville, and Shelby. | Anson County: Ansonville, Burnsville, Mineral Springs, Polkton, and Wadesboro. | Stanly County: Albemarle and Locust. | Rowan County: China Grove, Landis, Rockwell, Salisbury 
