Meeting with a Lawyer: Selling Your Business
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Being thoroughly prepared before meeting with your attorneyin all instances will save you time and money. If you are selling your business, the following is a list ofquestions you should answer prior to meeting with your attorney. This list is not meant to beexhaustive; you should always provide your attorney with any additionalinformation 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 IdentificationNumber: | ________________________ |
| State Tax Identification Number: | ________________________ |
| If your Company is a corporation,list: | |
| Number of sharesof preferred stock: | ________________________ |
| Numberof shares of common stock: | ________________________ |
| Is your Company publicly held? | ________________________ |
| If publicly held, what is your | |
| SEC File number? | ________________________ |
| Name, address, account number offinancial institution(s) where your companymaintains accounts: | ________________________ |
| ________________________ | |
| ________________________ | |
| ________________________ | |
| ________________________ | |
| ________________________ | |
| ________________________ | |
| ________________________ | |
| List the amount of insurance onany real property owned by yourcompany: | ________________________ |
| Name of applicable agent: | ________________________ |
| List the amount of insurance onany personal property owned by yourcompany: | ________________________ |
| Name of applicable agent: | ________________________ |
| Give a brief description of yourCompany’s business: | ________________________ |
| ________________________ | |
| ________________________ | |
| ________________________ | |
| ________________________ | |
| ________________________ | |
| ________________________ | |
| Name, address, state, zip, phonenumber for Company accountant: | ________________________ |
| ________________________ | |
| ________________________ | |
| ________________________ | |
| ________________________ |
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