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CONFIDENTIAL BUSINESS START-UP QUESTIONNAIRE
To make it a more efficient experience, before meeting with the Marzec Law Firm attorney, please fill out the Confidential Business Start-Up Information Questionnaire.
INFORMATION ABOUT YOU
Name __________________________________
Date of Birth____________________________
Home Address ____________________________
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Business Address ____________________________
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Home Phone Number ____________________________
Work Phone Number ____________________________
Other Phone Number ____________________________
Facsimile Number____________________________
E-mail Address____________________________
Web Site Address ____________________________
Have you ever declared bankruptcy, been accused, convicted or found liable for any violation of a federal or state securities law or regulation, or entered into a consent decree with, or had an injunction granted against you by, any federal or state enforcement agency or commerce department? __________(If yes, provide details)
INFORMATION ABOUT YOUR EMPLOYMENT
Present Employer____________________________
Employment Position ____________________________
How long have your worked there?__________
Do you intend to remain employed there? __________
If yes, for how long?__________
Did your current employer or any past employer require you to sign a noncompetition or confidentiality agreement? __________ (If yes, provide a copy of the agreement to your attorney)
Did you develop your business concept on company time or premises?__________
Did you use any company resources in developing your business concept?__________
If yes, what resources?______________________
Have you approached your employer with your business venture?__________
If yes, what was your employerÂ’s response?______________________
INFORMATION ABOUT YOUR BUSINESS PARTNER(S)
(Your business partners, if any, should provide the same information you have provided above)
INFORMATION ABOUT YOUR BUSINESS VENTURE
Have you taken any steps to incorporate your business? __________(If yes, provide details)
Who is expected to initially own the business, in what percentages, and for what contributions?
Percentage of
OwnerOwnershipContribution
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Which of the owners are expected to be employed by the business? __________________
In what capacities? ________________________________________________________
For what compensation? ___________________________________________________
Are there any written contracts between the owners?__________ (If yes, provide your attorney with a copy)
Do you have a written Business Plan?__________ (If yes, provide your attorney with a copy of it)
Have you offered to sell or sold any interests in your business to any investors?_________ (If yes, provide details)
Have you obtained or sought to obtain any loans for your business?__________ (If yes, provide details)
Have you retained any consultants, accountants, or tax professionals?__________ (If yes, provide details)
Have you promised an interest in the company to any consultants?__________(If yes, provide details)
What assets does the business own?__________
Do you, any of your partners, or the business own any inventions the business intends to exploit?__________ (If yes, provide details)
Is the business a party or potential party to any joint venture, license, or similar agreement?__________ (If yes, provide your attorney with a copy)
Does the business have any trademarks or logos you wish to protect?__________ (If yes, provide details or renderings)
Does the business own or lease any real estate?__________ (If yes, provide details)
Does the business have any written financial statements?__________ (If yes, provide your attorney with a copy)
OTHER QUESTIONS
(Make a list of other pertinent questions to ask your attorney)
MARZEC LAW FIRM
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The Marzec Law Firm, PC is conveniently located in downtown Manhattan, Williamsburg-Brooklyn and Clifton-New Jersey. The Firm currently serves clients in New York, New Jersey, Connecticut, Massachusetts, California, Florida, and Illinois. Click here for directions to the New York City office.
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