Morris + D'Angelo

Business Intake Form:
Please Proceed ONLY if you have completed our New Customer Intake Form.

We pride ourselves at providing the Best Customer Experience for all of our New Customers. Please allow us to provide that service by completing our new Customer Intake Form if you haven't done so already. Thank you
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Thank you. In order for Morris+D'Angelo to provide the Best Customer Experience for you, please complete our new Customer Intake Form if you haven't done so already. Thank you

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Important: You agree that you have completed the Basic New Customer Intake Form.

For Business Applicants:
Business/Organization Name (required)*
Business Email (Main Contact required)*
Business Information
Type of Business Year Established Annual Gross Sales Annual Owner Compensation Annual Profits
What are the 3 most important events impacting your business
Please add to the list by clicking the "Plus-Sign"
Website and Social Media (Your Internet Presence)
List of your Social Media and Websites
Social Media Platform (e.g. Facebook) URL
How many Owners or Shareholders are there outside the immediate family?
If holding loans, are you current with Financial Reporting and Lending Covenants?
Currently, how happy are you with your current banking options?

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Name of bank, Banker, Types of Deposit Accounts?
Please add to the list by clicking the "Plus-Sign"
Bank Banker's Name Types of Deposit Accounts
Legal Representation
Who is your Business Lawyer? What services does your Law Firm provide?
Please add to the list by clicking the "Plus-Sign" if you have more than one Business Lawyer
Name of your Business Lawyer Do you use more than one primary Business Law Firm? Do you use more than one primary Business Law Firm?

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Do you offer fringe benefits including Pension/401k, Medical/Dental/Vision, etc.?
Do you have an Independent Board of Directors? List Names, Expertise, and Business Affiliations
Board Member Name Expertise Business Affiliation
Do you have an active Advisory Board? If Yes please list names, business affiliations, and expertise.
Please add to the list by clicking the "Plus-Sign" to add Advisory board Members, Expertise and Business Affiliations
Advisory Board Member Name Expertise Business Affiliation
If not profitable, Explain how you cover your business costs
Do you have an exit plan?
What keeps you awake at night?
In the future, what will impact your Business the most?
Please provide any additional information you believe is important for us to know
Please rate your Expertise on the following: (Scale: 1Weak -5 Superior)
Overall Vision, Mission, and Strategy
Finance, Cash Flow, Banking
Sales and Marketing
Administration
Leadership Ability
Inter-Department Cooporation
Mentorship
Succession Planning / Exit Plan
Comments
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New Business Intake Form