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sales question

sales question

tax return question

tax return question

First name:

Middle initial:

Last name:

Are you the business owner?

Position/Title:

Work phone:

Home phone:

Web site address:

E-mail address:

Fax number:

How did you hear about the SBDC?

Business name:

Mailing street address 1:

Mailing street address 2:

Apartment/Suite:

City:

State:

Zip code:

Are you currently in business?

If yes, please indicate business start date:

Have you filed a DBA (Doing Business As)?

Month/Year of DBA file (MM/YY):

Description of the business:

Business is involved in:

Manufacturing
Retail
Construction
Service
Wholesale
Other

Does the business import or export?

Legal structure of the business:

Is the business family-owned?

Number of full-time employees:

Number of part-time employees:

Number of contract employees:

Does the business have an EIN (Employer Identification Number)?

What is the size of the business?

Is the business home-based?

Do you have a business plan?

Is the business plan written down?

Does the business require a special license?

Do you have this license or certification?

Internal support team consists of:

Sales
Bookkeeping/Accounting
Human Resources
Management Information Services

External support team consists of:

Attorney
Accountant
Banker
Insurance Agent
Financial Advisor
Mentor/Counselor

Do you understand the elements of a contract? (Identification of parties, effective dates, duties, warranties, etc.)

What types of contracts will you be needing in the next year?

Employee contract
Providing services or products
Non-compete agreement
Lease for a rented location

Do you need intellectual property protection? (Trademark, copyright, etc.)

If yes, have you obtained it?

Does your business meet the zoning regulations for the area?

Does the location of the business meet state and local business codes?

Does the business meet barrier-free design regulations?

Does the business have a certificate of occupancy?

What type of insurance have you obtained for your business?

Property and liability
Health
Life

Do you need help obtaining insurance for your business?

Who do you sell to? (Check all that apply)

Large Businesses
Small Businesses
Government
Non-Profit Organizations
International Customers
Consumer Market
Other

What methods of advertising does your business use? (Check all that apply)

Brochure
Word-of-mouth
Newspaper
Magazine
Radio
Internet
Outdoor
Trade Show
Direct Mail
Television

How are sales in your business?

How are sales trends in your industry?

Who do you plan to sell to? (Check all that apply)

Large Businesses
Small Businesses
Government
Non-Profit Organizations
International Customers
Consumer Market
Other

What methods of advertising do you plan to use? (Check all that apply)

Brochure
Word-of-mouth
Newspaper
Magazine
Radio
Internet
Outdoor
Trade Show
Direct Mail
Television

How are sales trends in your industry?

What makes your business special and sets it apart from its competitors?

How much do you know about:

Your competitors?

Government regulations/legislation?

Market trends?

Industry trends?

Technology trends?

Have you reviewed the tax/financial implications of your business with your CPA in the last year?

Are you comfortable that all your requirements for tax reporting are being met?

Does your business have a payroll?

If yes, how is the payroll done?

Does your business run financial statements on a regular basis?

If yes, how often are these statements run?

Monthly
Quarterly
Yearly

The following statements are run:

Balance Sheet
Income Statement
Cash Flow History
Cash Flow Projection
Aging Report (Accounts Payable)
Aging Report (Accounts Receivable)

Does your business prepare a written budget?

If yes, how often is the budget reviewed?

Monthly
Quarterly
Yearly

Does the business require additional financing?

Do you have a written collections plan?

Is the business required to pay sales tax?

What is the source of your startup funds?

Personal Savings
Regulated Financial Institutions
Venture Capitalists
Family and Friends
Government Programs
Investors

What is the total amount you will need to launch your business?

Do you have collateral to back your financing?

Do you have a one year cash-flow projection drawn up for your business?

Do you know the break-even point of your business?

Do you understand the tax requirements for your business?

How will your business handle the bookkeeping?

List three tangible goals for the business to attain in the next year. Some examples:

• Stay home-based
• Change locations
• Purchase a building
• Franchise
• Add products or services

1.
2.
3.

List three tangible goals for the business to attain in the next three years:

1.
2.
3.

I would like help in the following areas:

The Business

Filing my business name as a DBA
Setting up my employee handbook
Determining the legal structure of my business
Proposing my business plan
Determining how to file as a minority-owned business
Licensing or certification I may need

Product Service & Marketing

Determining the sales in my industry
Determining the sales trends in my industry
Evaluating my current or future methods of advertising
Becoming aware of the factors that affect my business (technology, industry, marketing, etc.)

Legal and Insurance

Obtaining support people for my business
Determining if my business is properly zoned and meets local and state building codes
Obtaining intellectual property protection
Creating contracts for my business

Business Financial/Accounting

Identifying the startup cost of my business
Identifying potential sources of startup funds for my business
Determining how much collateral I may possess
Projecting a one-year cash flow
Determining a break-even point
Understanding the tax requirements