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Name of Business
   
 
 
Contact Information
* First Name : 
* Last Name : 
Address 1 : 
Address 2 : 
City : 
State : 
Zip : 
Phone : 
Email Address : 
 
 
 
Title
   
 
 
 
Type of Business
   
 
 
 
Form of Business
 
"C" Corporation
 
"S" Corporation
 
Sole Proprietor
 
Partnership
 
Ltd Partnership
 
Ltd Corporation
 
 
 
Annual Sales/Income
   
 
 
 
Number of Employees
   
 
 
 
Total payroll
   
 
 
 
Do you have the following?
 
Business plan
 
Employee manual
 
Mission Statement
 
Exit Plan
 
Annual Budget

 
 
 
Are other family members involved in the business? Please describe.
   
 
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