Formation Questionnaire

To assist in the preparation of your business formation, we request that you review and complete this questionnaire. The personal and business information questions are designed to obtain information concerning goals and use of the planned business and those individuals which will be owners or managers of the business. Also, listed in the questionnaire are some considerations as to dealing with ownership decisions and structure that you should consider.

I. Business Information

Information about yourself:

Full Legal Name

Date of Birth +

Address

City

County

Zip Code

Home Telephone

Work Telephone

Mobile Telephone

Do we have permission to text this mobile number?

Yes

No

Email

Preferred Method of Contact

Preferred Meeting Location

Favorite Food/Drink

Hobbies

What type of services will your company be providing?

Type of Business:

For Profit

Non-Profit

Will your business be providing services outside of North Carolina?

Yes

No

Please indicate which states and if the type of services will be different:

What is your intent for the business?

Grow to sell

Income Only

Income first with sale potential in near future

Do you have a Business Plan, Franchise Agreement, or other documents currently in place?

Yes

No

If so, please submit to us for review: (max 10 files, max 20 MB file size)

Type of Business Entity Desired (Reference the Business Entity Comparison Chart for more information) 🛈

Limited Liability Company (LLC) *Typical choice for Small Business Owner

C Corporation

S Corporation (this can be for both a corporation and an LLC)

Professional Entity

Should your professional entity be an LLC or Corporation?

LLC

Corporation

Please indicate what type of professional services will be offered so we can contact the appropriate Board for approval:

Professional License No:

Do you own other professional practices?

Yes

No

What are the names of each practice entity?

Preferred Name of Company:

(Please provide an alternate name if this choice is not available):

If requiring a DBA (“doing business as”), please provide name(s) to be filed: 🛈

Physical Address of the Company 🛈

City

County

Zip Code

Is the mailing address the same as the physical address?

Yes

No

Mailing Address of the Company 🛈

City

County

Zip Code

When do you want to have the company formed? 🛈

What date would you like the formation effective? +

Each company in North Carolina is required to have a Registered Agent and Registered Office which is a physical address located within the state. You can list your physical address above if desired or request NC Planning to serve as your Registered Agent. (Please note, we charge an annual fee of $450.00 for this service, if you are not on our ongoing platform)

List my personal address above

List my company address above

I want NC Planning to serve as my Registered Agent

I have another person & address I'd like to serve as my Registered Agent

Full Name of your Individual Agent

Physical Address of the Individual Agent

City

County

Zip Code

Business Tax Year Desired

Calendar Year (Jan-Dec)

Other Other

For an LLC or Corporation – would you like to make the S-Corp election? (Please confirm with your CPA. If yes, we can prepare and file the form for your signature to be filed with the IRS). 🛈

Yes

No

Save & Return

Use an account to return to saved work.