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Structural Exposure Audit™ Intake

This intake form gathers structural and financial information required to perform a Structural Exposure Audit™. The information provided will be used solely for diagnostic analysis of entity architecture, asset insulation, and liability exposure.

Business Name

Owner / Primary Contact Name

Annual Revenue Range

Annual Revenue Range
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How many years has the business been operating?.

What is your primary business entity structure?

What is your primary business entity structure?
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How many legal entities currently exist within your business structure?

How many legal entities currently exist within your business structure?
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Are your operating activities separated from asset ownership (for example, operating company and holding company)?

Are your operating activities separated from asset ownership (for example, operating company and holding company)?
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Where are most business assets currently held?

Where are most business assets currently held?
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Where is your intellectual property (brand, software, trademarks, etc.) owned?

Where is your intellectual property (brand, software, trademarks, etc.) owned?
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Do any business debts require your personal guarantee?

Do any business debts require your personal guarantee?
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Are business liabilities isolated from personal assets through structural design?.

Are business liabilities isolated from personal assets through structural design?.
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When were your operating agreements or corporate documents last updated?

When were your operating agreements or corporate documents last updated?
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What concerns you most about the current structure of your business or personal exposure?.

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