Business Formation Intake — Red Dahlia Financial

1

Your Information

How to reach you

First Name *

Last Name *

Email *

Phone *

State *

Preferred Contact

2

Your Business

Tell us about what you're building

Business Name *

This is the name you want to register. It doesn't have to be final yet.

Have you researched whether this name is available? *

Yes — I checked the state business registry

Yes — I checked for trademark conflicts (USPTO)

No — I haven't researched it yet

I need help with this — please advise

We can help you verify name availability and check for trademark conflicts before filing.

Describe what your business does in detail *

The more detail the better. This is one of the most important questions on this form.

What industry is your business in? *

3

Where You Are Today

What's already in place

As of today, what have you done to start this business? (select all that apply)

Nothing yet — I'm just getting started

I have a business name in mind

I have a domain name or website

I'm already making money but not officially formed

I have a separate business bank account

I have a written business plan

I already have clients or customers

Do you have an EIN (Employer Identification Number)? *

Yes — I already have an EIN

No — I need to get one

I'm not sure what an EIN is

An EIN is your business's tax ID number — required for banking, hiring, and most entity formations.

Have you been operating this business within the last year? *

Yes — I am actively generating revenue

Yes — operating but no revenue yet

No — I am planning to launch

Was operating, now paused — looking to restart properly

What structure are you currently operating under?

No structure — operating as myself (sole proprietor by default)

I already have an LLC

I already have a corporation

I'm not sure

4

Structure & Financing Goals

What you're looking to build and fund

What type of entity are you looking to form? *

LLC — Limited Liability Company

S-Corporation

Not sure — I need guidance on which is right for me

Already formed — I want to elect S-Corp status

Are you looking for business financing? *

Yes — I need funding to start or grow my business

Yes — I've already been turned down by a lender

Maybe — I want to understand my financing options

No — I just need the formation handled right now

What type of financing are you interested in? (select all that apply)

SBA Loan We help prepare all required documents

Microloan (SBA Microloans up to $50,000) Great for new and small businesses

Business line of credit

Equipment financing

Startup capital / seed funding

Not sure — I want to explore all my options

We connect clients with 6 trusted referral partners to explore funding options based on your business profile and goals. Approval decisions are made solely by the lender.

How much financing are you seeking? (if applicable)

Anything else we should know before your consultation? (optional)

Let's build your
business the right way.

Tell us about your business.

Business Operations Intake

Intake received. Let's build.

Let's build yourbusiness the right way.

Tell us about your business.

Business Operations Intake

Intake received. Let's build.

Let's build your
business the right way.