Please complete and
email consultant@slbassociates.biz
or
fax to (866) 438-2609.
BUSINESS PROFILE
Date:
____________________
Company Name:
_______________________________________________________________
Contact:
__________________________________ Title: ______________________________
Business Phone:
__________________________ Fax: _________________________________
Home Phone:
____________________________ Cell Phone: ____________________________
Business Address:
______________________________________________________________
City: ________________________
State: _______________________ Zip: ________________
County in which the business
is located: ____________________________________________
Email address:
_____________________ Website address: _____________________________
1. Is this business less than
a year old? Yes _____ No _____
2. If No, indicate what year
you started this business. _________
3. Type of Business? Product
_______ or Service _______
4. Business Model, i.e.
Storefront (brick and mortar) ______ Web-Based _______ Both _______
Give a brief description of
the product or service: _____________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________.
5. Have you registered with
the U.S. Patent and Trademark Office? Yes _____ No _____
6. Business Structure? Sole
Proprietor ______ Corporation (S or C) ______
Partnership
______ LLC _______
7. If a corporation, State of
Incorporation? ___________________________________________
8. If a Sole Proprietor, have
you filed a DBA? Yes _____ No _____
9. Do you have a Federal Tax
ID or Employer Identification Number (EIN)? Yes ____ No ____
10. Number of Employees? _____
11. Is your business home-based or do you have an office outside of your home?
Home-Based business ________ Office ________
12. If you have an office outside of your home, where is it located and why did you choose this
location? ________________________________________________________________
13. Do you have a business license? Yes _____ No _____
14. Do you have a business plan? Yes _____ No _____
15. Do you have a marketing plan? Yes _____ No _____
16. Have you identified your target market? Yes _____ No _____
If Yes, give a brief description, i.e. gender, age, profession, income, ethnicity, etc.:
17. If Yes, does your current marketing strategy include any of the following:
Networking _____ Newspaper or Magazine Ads _____
Radio Ads _____ TV Commercials _____ (prime time or cable)
Email Marketing _____ Newsletters ________
_________________________________________________________________
18. Do you have business or liability insurance? Yes _____ No _____
19. Do you have health insurance? Yes _____ No _____
20. Do you have life insurance? Yes _____ No _____
21. Do you have a retirement plan? Yes _____ No _____
22. Is this business your sole source of income? Yes _____ No _____
23. Do you have a website? Yes _____ No _____
24. Do you have a Dun & Bradstreet Number? Yes _____ No _____
25. Do you have trade (business credit) references? Yes _____ No _____
26. If you have trade (business credit) references, approximately how many? _________
27. Do you know how they rate you? Good ____ Fair ____ Poor ____ Not Sure _____
28. Are you seeking financing for your business? Yes _____ No _____
29. If yes, how much funding are you seeking? $____________.00
30. What is the purpose of the funding? Give a brief explanation: _____________________________
31. How much income do you estimate you’re losing (monthly) because of your lack of
financing? $__________.00
32. Have you tried to obtain financing or business credit? Yes _____ No _____
33. Do you have any lines of credit with banks in your business name? Yes _____ No _____
34. Do you have a business checking account? Yes _____ No _____
35. Does your business currently lease equipment? Yes _____ No _____
36. Do you have an attorney on staff or retainer? Yes _____ No _____
37. Do you have a bookkeeper, accountant or CPA on staff or retainer? Yes _____ No ______
38. In what area(s) do you need the most assistance?
Organizing _____ Planning ______ Marketing ______ Financing _____ All _______