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Specializing In Tax-Strategy Planning
BUSINESS SUCCESSION
QUOTE REQUEST
Development of a Business Succession Plan requires us to gather specific information about your business. Please answer as completely as possible. Call us if you have questions or concerns about this concept. You can add additional information through the “Feedback” page found on this site.
Name:
Phone Number:
E-Mail Address:
State:
State
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Colorado
Connecticut
Delaware
Dist. of Columbia
Florida
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Hawaii
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Illinois
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Rhode Island
South Carolina
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Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
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Zip Code:
Name of Business:
What does the business do?
Where is business located:
How Long in business:
Type of Business:
Business Type
Corporation
Partnership
Sole Proprietor
If Busines type is Corporation:
Corporation Type
C-Corp
S-Corp
LLC
If C-Corp, Please provide retained earnings:
If Partnership:
Number of Partners
Number of 'Silent' Partners
Business Valuation Method (If Known):
Business value:
Cost Basis:
When Established:
Idetify Owners/Parnters who own more than 5% of the company
Name or ID
Age / DOB
Gender
Tobacco User
Ownership % /Shares
Male
Female
Yes
No
Male
Female
Yes
No
Male
Female
Yes
No
Male
Female
Yes
No
Male
Female
Yes
No
Male
Female
Yes
No
Male
Female
Yes
No
Male
Female
Yes
No
Male
Female
Yes
No
Other Information we should know:
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