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Meeting with a Lawyer: Selling Your Business
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Being thoroughly prepared before meeting with your attorney in all instances will save you time and money. If you are selling your business, the following is a list of questions you should answer prior to meeting with your attorney. This list is not meant to be exhaustive; you should always provide your attorney with any additional information you think is relevant.
| Legal Name of Company: | ________________________ |
| Location of Company Headquarters: | ________________________ |
| ________________________ | |
| ________________________ | |
| Mailing Address (if different): | ________________________ |
| ________________________ | |
| ________________________ | |
| Addresses for Other Locations: | ________________________ |
| ________________________ | |
| ________________________ | |
| ________________________ | |
| ________________________ | |
| ________________________ | |
| Telephone Number: | ________________________ |
| E-mail Address: | ________________________ |
| Date Started Business: | ________________________ |
| Legal Status of Your Company (corporation, partnership, sole proprietor, other): | ________________________ |
| Number of Partners (if partnership): | ________________________ |
| Number of shareholders (if corporation): | ________________________ |
| Number of members (if limited liability): | ________________________ |
| Trade or Assumed Name: | ________________________ |
| Federal Tax Identification Number: | ________________________ |
| State Tax Identification Number: | ________________________ |
| If your Company is a corporation, list: | |
| Number of shares of preferred stock: | ________________________ |
| Number of shares of common stock: | ________________________ |
| Is your Company publicly held? | ________________________ |
| If publicly held, what is your | |
| SEC File number? | ________________________ |
| Name, address, account number of financial institution(s) where your company maintains accounts: | ________________________ |
| ________________________ | |
| ________________________ | |
| ________________________ | |
| ________________________ | |
| ________________________ | |
| ________________________ | |
| ________________________ | |
| List the amount of insurance on any real property owned by your company: | ________________________ |
| Name of applicable agent: | ________________________ |
| List the amount of insurance on any personal property owned by your company: | ________________________ |
| Name of applicable agent: | ________________________ |
| Give a brief description of your Company's business: | ________________________ |
| ________________________ | |
| ________________________ | |
| ________________________ | |
| ________________________ | |
| ________________________ | |
| ________________________ | |
| Name, address, state, zip, phone number for Company accountant: | ________________________ |
| ________________________ | |
| ________________________ | |
| ________________________ | |
| ________________________ |
FAQs
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