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Business Formation Intake Form
Welcome!
Thank you for contacting Richardson Business Law. Please complete this form and schedule a consultation so we can better understand your needs and goals.
Privacy Policy
All client information is kept strictly confidential and used solely to evaluate your legal
needs. Sensitive information, such as Social Security numbers, will only be requested if
necessary for filings or documentation.
Contact & Business Information
Full Name
*
Date of Birth
*
Email Address
*
Phone Number
*
Mailing Address
*
How You Found Us
How did you hear about Richardson Business Law?
*
Have you worked with an attorney before?
*
Have you worked with an attorney before?
Yes
No
Business Details
What is the status of your business?
*
Proposed Business Name:
*
Alternate Name(s), if any:
Primary Business Activity / Industry:
*
Preferred Entity Type:
*
State of Formation:
*
Registered Agent Name (if known):
Are there any current or potential legal concerns (e.g., disputes, contracts, compliance)?
*
Do you currently have any business-related contracts or agreements?
*
Business Location & Contact
Business Physical Address:
*
Is your mailing address the same as your business address?
*
Business Phone Number:
*
Business Email Address:
*
Business Website (if applicable):
*
Management & Team
Please list the individuals who will help manage or operate the business. (These do not need
to be owners.)
*
Please include full name, title, and their role for each. If no other individuals will be helping run the business, please put N/A.
Ownership Information
Please list each business owner, member, or shareholder.
*
For each owner, please include:
- Full Name
- Email Address
- Ownership Percentage
- Role or Involvement in the Business
Optional: if more than 5 owners, please upload a list here.
Click to choose a file or drag here
Size limit: 10 MB
Advisors
List any professionals currently advising your business (optional)
Examples include: Attorney / Law Firm, Accountant / Tax Advisor, Business Consultant or Other
Banking & Hiring
Intended Bank or Credit Union (if known):
Do you plan to hire employees within the next 12 months?
*
Financial Details
Estimated Initial Capital or Assets:
*
Have you secured any loans or outside funding?
*
Additional Information
Do you have a written business plan?
*
Will your business use any trademarks, logos, or branding assets?
*
Does your business own or lease any property or equipment?
*
Do you plan to offer equity to employees or consultants?
*
Will your business require any special licenses or permits (e.g., alcohol, cannabis)?
*
Do you have a succession plan in place?
*
Has your business ever been professionally valued?
*
Estimated current value (if known):
Timeline
Is there a deadline or event we should be aware of?
*
How urgent is your legal need?
*
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