In addtion to the information on this sheet, please bring the following to our intial meeting:
(1) If an existing business is to be purchased or transferred to the LLC, a copy of the most recent income statement, balance sheet, and federal income tax return for the business and a detailed list of the assests and liabilities of the business.
(2) If the LLC is to purchase any other business, a copy of any information you have about the purchase (e.g. copy of any purchase agreement or financial statement).
(3) All state and federal tax identification numbers for existing business which are being transferred into the LLC.
(4) If an existing entity is being converted, a copy of all organizational, partner and shareholder agreements.
LLC Name Choices (Note: The name must include a reference to the LLC and not to exceed 80 characters)
Owner 1 Information
Owner 2 Information
Owner 3 Information
Owner 4 Information
Assests: The following assests will be transferred to the LLC:
Liabilities: The following liabilities will be assumed by the LLC or are secured by any of the assests being transferred to the LLC:
Contracts: The following contracts will be transferred to the LLC: