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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
*
1
Under $150k
2
$150k – $250k
3
$250k – $500k
4
$500k – $1M
5
Over $1M
How many years has the business been operating?
*
What is your primary business entity structure?
*
1
Single-member LLC
2
Multi-member LLC
3
S Corporation
4
C Corporation
5
Partnership
How many legal entities currently exist within your business structure?
*
1
1
2
2
3
3
4
4 or More
Are your operating activities separated from asset ownership (trust, operating Co., holding company, subsidiary)?
*
1
No separation
2
Partial separation
3
Fully separated
Where are most business assets currently held?
*
1
Inside the operating company
2
Split between multiple entities
3
Primarily held in separate holding entity
Where is your intellectual property (brand, software, trademarks, etc.) owned?
*
1
Operating company
2
Separate entity
3
Personally owned
4
Not applicable
Do any business debts require your personal guarantee?
*
1
Yes
2
No
3
Not Sure
Are business liabilities isolated from personal assets through structural design?
*
1
Yes
2
Partially
3
No
When were your operating agreements or corporate documents last updated?
*
1
Never updated since formation
2
More than 3 years ago
3
Within the last 3 years
4
Within the last 12 months
What concerns you most about the current structure of your business or personal exposure?
EMAIL ADDRESS
*
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