CLINTON, OK
(580) 323-1516
OKLAHOMA CITY, OK
(405) 253-6444
HOME
Who
We Are
Meet Our Attorneys
Chaille G. Walraven
C.B. Graft
Mark Walraven
Andy R. Carruth
Colby L. Robertson
Jennifer L. Holland
Austin Meyer
Staci Masquelier-Sweeden
Meet Our Support Team
Breck Babbs
Kyle Beecher
Alicia Carpenter
Kristi Gleave
Lacy Hamburger
Carole Hatcher
What
WE DO
Oil and Gas Law and Litigation
Oil and Gas Lease Cancellation
Royalty Deductions
Oil and Gas Lease and Sale Negotiations
Real Estate
Real Property Sales
Farm and Rental Leases
Pipeline Right-of-Way
Well Sites—Surface Use Agreement
Elder Law/Medicaid Planning
Estate Planning
Asset Protection
Special Needs Planning
Guardianship & Conservatorship
Charitable Planning
Probate & Trust Administration
Business Planning and Consulting
Business Entity Formation
Business Succession
Farm & Ranch Planning
Educational
RESOURCES
The Five Essential Estate Planning Tools
What Every Mineral Owner Should Know
Blogs
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RESOURCES
Client Portal
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CLIENTS
Business Planning and Development
Civil Litigation
Probate
Recent
CASES
How to
CONTACT US
Business Planning Worksheet
Business Planning Worksheet
Step 1 of 6
16%
Business Information
Primary Contact Name
*
First
Last
Phone
*
Email
*
Current or Proposed Business Name
Type
*
To be discussed
Limited liability company
C Corporation
S-Corporation
General Partnership
Limited Partnership/LLP/LLLP
Nonprofit
Sole proprietorship
Formation State
*
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
Street Address
Street Address
Address Line 2
City
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Telephone
E-mail Address
Primary Business Activities
*
Number of owners/members of business
Are all owners/members family members?
Yes
No
New or Existing Client?
*
New
Existing
Reason for Business Planning Inquiry
Party Information
Full Name
First
Last
Type
Individual
Business or organization
Street Address
Street Address
Address Line 2
City
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Telephone
E-mail Address
Role
Owner
Manager/Director
Officer
Member
Percentage of ownership
Full Name
First
Last
Type
Individual
Business or organization
Street Address
Street Address
Address Line 2
City
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Telephone
E-mail Address
Role
Owner
Manager/Director
Officer
Member
Percentage of ownership
Full Name
First
Last
Type
Individual
Business or organization
Street Address
Street Address
Address Line 2
City
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Telephone
E-mail Address
Role
Owner
Manager/Director
Officer
Member
Percentage of ownership
Full Name
First
Last
Type
Individual
Business or organization
Street Address
Street Address
Address Line 2
City
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Telephone
E-mail Address
Role
Owner
Manager/Director
Officer
Member
Percentage of ownership
Full Name
First
Last
Type
Individual
Business or organization
Street Address
Street Address
Address Line 2
City
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Telephone
E-mail Address
Role
Owner
Manager/Director
Officer
Member
Percentage of ownership
About the Business
Tell me a little bit about the business? What goods and/or services does it provide?
What is the business's mission? What are your goals for the business?
Are you contemplating selling, issuing, or redeeming interests or stock in your company now?
Yes
No
Is there a shareholders’ agreement or buy-sell agreement in effect?
Yes
No
Are there any restrictions or special rights relating to equity transfer?
Yes
No
Don't know
If the equity owners work in the business, please describe their respective roles:
How has the business been funded up to this point?
Growth and Exit
Please describe your short terms plans for the business:
Please describe your long terms plans for the business:
Please describe your plans for exiting the business and if your Estate Plan contemplates this:
Important Questions
Please check "Yes" or "No" for your answer
Should business activities be limited to specified business purpose, such as provision of professional services?
Yes
No
Describe
Does or will this business conduct activities in states other than the state in which it is formed?
Yes
No
List
Do you know of any actual or potential litigation against the company or any of its owners?
Yes
No
Describe
Do you know of any actual or potential tax, bankruptcy, or administrative proceedings against the company or any of its owners?
Yes
No
Describe
Does or will this business have different classes of equity that entitle the owners to different voting or economic rights?
Yes
No
Corporate Maintenance
Please check "Yes" or "No" for your answer
Do you have a governance document (Bylaws, Operating Agreement, Partnership Agreement)?
Yes
No
Have you been holding annual meetings in accordance with your governance documents?
Yes
No
Have you kept minutes and resolutions of your meetings and decisions?
Yes
No
Have all of your Statements of Information been filed appropriately with the Secretary of State?
Yes
No
Do you have an active city/county/state business license?
Yes
No
Have all equity transfers been documented internally?
Yes
No
Have all tax returns for the company been filed?
Yes
No
Has the Franchise Tax Board (FTB) minimum tax been paid every year?
Yes
No
Has the business ever been suspended by the FTB?
Yes
No
Employees and Other Workers
Please check "Yes" or "No" for your answer
Do you pay other people to work in your business?
Yes
No
If yes, please note how many are employees and how many are independent contractors:
How are your workers paid?
check all that apply
Salary
Hourly
Piece Rate
Are all of your workers properly registered?
Yes
No
Don't know
Have all of your workers signed contracts?
Yes
No
Do you have an employee manual?
Yes
No
Do you conduct regular period reviews?
Yes
No
Do you keep accurate timesheets?
Yes
No
Do you have a safety policy in place?
Yes
No
Are all of your personnel files organized and accessible?
Yes
No
Do you have someone, whether internal or external, tasked to handle HR queries?
Yes
No
Intellectual Property
Please check "Yes" or "No" for your answer
Do you have intellectual property?
Yes
No
If yes, please describe:
Do you have a trade secret policy?
Yes
No
Do you have a website?
Yes
No
If yes, do you have up-to-date terms, conditions, and disclaimers?
Yes
No
Business Contracts
Please check "Yes" or "No" for your answer
Do you use a customer contract?
Yes
No
Does your customer contract comply with your licensing board’s requirements?
Yes
No
Don't know
Do you have any undocumented agreements with customers?
Yes
No
Do you have signed written contracts with all of your vendors?
Yes
No
Do you have any undocumented agreements with vendors?
Yes
No
Do you lease or own the space where you are operating your business?
Yes
No
If leased, do you have a written lease covering the space?
Yes
No
Phone
This field is for validation purposes and should be left unchanged.
