Name of Person requesting Information: 

Date of Birth:       Time of Birth:      Place of Birth:

Name of Business:

Date of Incorporation:

In what city and state was it legally incorporated?

If not incorporated, when did you open the doors for business or take the first dollar?

What is the date, time, and place of birth of the head of the company?  If you are not the head, written permission will be needed.

List all other dates, times and place of birth of all other major employees that have to do with the business.  A written permission will be requiered.

In what City or State is the  head office?

What date was the main office opened? 

Describe the major service(s) or product(s) of your company:

If you do not have a service or product business, what is your business?

Dates when these product were introduced?

Do you plan to  introduce new products? Yes No

Do you have the dates in which you plan to introduce new products? Yes No  When?

Do you have or estimate the dates in which you plan to introduce the products? Yes No  When?

Is there any recent or planned merger or collaboration ocurring in your company? Yes No When?

Please stress the major issues you would like to discuss in our initial consult:

 Company identity and morale, or stockholders perception of company.

 Revenue; Cash Flow; Spending; Profitability or Liquid Assets

 Contact with the Public, Employee Communication or Trade Volume

 Advertising; Promotion or Marketing

 Relationship with the Government; Audits; Public Relations

What are your three major concerns?

Tell us how to get in touch with you:

Name     
E-mail   
Tel      
FAX       

Please contact me as soon as possible regarding this matter.