

MODULE ONE WORKSHEET
(BACKGROUND INFORMATION)
1. What is the overall purpose of your business? _______________________________________________________________________________________
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2. What is your legal structure? (Proprietorship, partnership, corporation?) Who are the key owners, officers,
employees, etc?
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3. What is your location?___________________________________________________________________
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4. What is your business concept? _______________________________________________________________________________________
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5. What is your mission statement? _______________________________________________________________________________________
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6. What is your business image? ______________________________________________________________
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7. What are your requirements for tax, licensing, etc.? _______________________________________________________________________________________
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8. Who will your consultants be?
General_________________________________________________________________________________
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Banker__________________________________________________________________________________
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Attorney________________________________________________________________________________
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Accountant______________________________________________________________________________
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Other___________________________________________________________________________________
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