What is your name?*
Who can we thank for referring you to us?
What is your Company's Legal Name?*
Phone number?*
What is your email address?*
Date business started?
Industry?
What was the source of your startup financing? Personal InvestmentBank LoanFamily / Friend / InvestorRetirement Plan (ROB)
Brief description of your revenue mechanism (how you make money) / Any Notes.
Number of owners?*
Owner Salary?
Number of employees?*
What was your annual revenue for last year?
What is your estimated annual revenue for your current year?
How are you currently doing your accounting?*
Do you have business in any state other than Texas?* YesNo
Please list any important goals / challenges in near future for your company (if any).
Please list any significant elements impacting your business we should be aware of (contracts, competitors, regulations, debts, partners, etc.)
SECURE UPLOAD LINK: Please upload your prior year return this allows us to prepare for the meeting.
