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Business Reorganization Client Intake
Confidential Attorney-Client Communication
Business Reorganization Client Information Form
Please complete this form as thoroughly as possible. Your answers will help us determine the best path forward for your business.
YOUR BUSINESS
WHAT YOUR BUSINESS DOES
YOUR DEBTS AND CREDITORS
Please estimate amounts owed to:
Does Your Business Owe Money To:
CURRENT FINANCIAL SITUATION
Are You Current On:
| Payroll to employees? |
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| Payroll taxes? |
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| Sales tax? |
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| Rent? |
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| Insurance? |
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ASSETS AND PROPERTY
Does Your Business Own: (Check all that apply)
Does Your Business Lease: (Check all that apply)
LEGAL MATTERS
Any Other Legal Issues? (Check all that apply)
OTHER BUSINESSES YOU OWN
If yes, please list:
YOUR IMMEDIATE CONCERNS
What Are Your Most Urgent Problems? (Check all that apply)
YOUR PROFESSIONAL TEAM
ANYTHING ELSE WE SHOULD KNOW?
Thank you for completing this form.
Please save this form as a PDF using the button below and email it to us along with:
- Your last 3 years of business tax returns
- Your most recent bank statements
- A list of your major creditors
- Your most recent financial statements (if available)
