Zoho Forms

Have you made gifts to charity previously?

Yes

No

Do you believe that you will need to move to an assisted living facility?

Yes

No

Are you concerned about qualifying for Medicaid?

Yes

No

Have you taken steps to preserve and protect your assets?

Yes

No

Do you have a will or living trust?

Yes

No

Have you considered creating an irrevocable trust to protect your assets?

Yes

No

Where do you want to be in 5 years?

Retired

Working part-time

Working full-time

Do you have a successor in mind?

Yes

No

Are you the sole owner of the business?

Yes

No

Do you have a form of business in mind?

What type of matter are you seeking assistance for?

Internal contract or agreement review

Internal contract or agreement drafting

Third party contract or agreement review

USA-Canada cross-border transaction

Other

Have you developed your proposed organization’s mission statement?

Yes

No

Will your organization conduct fundraising activities?

Yes

No

What type of transaction do you need assistance with?

Acquisition

Sale

Merger

If the transaction is not a merger, are you selling business assets or ownership shares?

Selling Assets

Selling Shares

Buying Assets

Buying Shares

If an investor, which of the following describes your investment firm?

Individual accredited investor

Family office

Venture capital fund

Other

If a company, which round of investment are you looking to raise?

Friends and family round

Seed round

First institutional round

If an employer, what service(s) would you like assistance with?

Compensation / Incentive Structuring

Employment Agreement Drafting

Employee Separation Agreement Drafting

Multiple Services

If an executive, what service(s) would you like assistance with?

Employment Agreement Review

Separation Agreements

Preferred method of contact:

Email

Phone

Let's Talk

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