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Check the background of this financial professional on FINRA's BrokerCheck. CRS Form (Client Relationship Summary)
Business Worksheet
Please fill out the form below to the full extent of your abilities. The more information we obtain from you, the more we will be able to help going forward!
Do you have a business plan?
Do you have an entity in place (LLC, S-Corp, etc.)?
Do you have an accountant?
Do you use Quickbooks?
Do you have a current profit loss statement?
Are your taxes up to date?
Do you do your own payroll?
Do you have key person insurance?
Do you provide benefits to your employees?
Do you have employee retention issues?
Do you wish to retain a higher percentage of all qualified retirement contributions?
Do you have a buy-sell agreement in place?
Are you currently profitable?
Please describe any other business concerns below:
Full Name
Preferred Contact Method
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