MORE LLC

U.S Small Business Administration
Counseling Information Form


STONY BROOK SMALL BUSINESS DEVELOPMENT CENTER
Client Request for Counseling

Buisness Name:
First Name: Last Name:
Partner First Name: Last Name:
Partner Phone #:
Address:
City: State: Zipcode:
Work Phone: Home Phone:
Fax: Cell:
E-Mail:
Type of Client: Face to Face Online Telephone
Website:
Type of Business:
  • Retail
  • Service
  • Wholesale
  • Manufacturing
  • Construction
  • Not in Business Yet
Business Ownership:
  • Female
  • Female/Female Partnership
  • Male
  • Male/Female Partnership
  • Male/Male Partnership
Ethnic Group:
  • American Indian
  • Asian
  • Black
  • Eskimo/Aleutian
  • Hispanic
  • Mexican American
  • Native Hawaiian or Pacific Islander
  • Puerto Rican
  • Undetermined
  • White
Veteran Status:
  • Non-Veteran
  • Veteran
  • Service-Disabled Veteran
  • On Active Duty
  • Member of Reserve of National Guard
Handicapped: Yes
Month & Year Business Started? Home Based Business Conduct Business Online?
Total No. of Employees (full & part time)
For your most recent full business year, what were your:
Gross Revenues/Sales $
+Profits/-Losses: $
What is the legal entity of your business?
  • Sole Proprietorship
  • Corporation
  • LLC
  • S-Corporation
  • Partnership
  • Other (Sepecify)
Type of Business (choose primary category)
  • Professional
  • Scientific & Technical Services
  • Mining
  • Manufacturing
  • Real Estate & Rental & Leasing
  • Management of Companies & Enterprises
  • Utilities
  • Finance & Insurance
  • Health Care & Social Assistance
  • Agriculture
  • Forestry
  • Fishing & Hunting
  • Information
  • Wholesale Trade
  • Accommodation & Food Services
  • Administrative & Support
  • Construction
  • Public Administration
  • Arts
  • Entertainment & Recreation
  • Waste Management & Remediation Services
  • Retail Trade
  • Educational Services
  • Transportation & Warehousing
  • Other Services (except Public Administration)
Interested in:
  • Import Only
  • Export Only
  • Both Import/Export
  • Neither Import/Export
Referred to SBDC by:
I request business counseling service from the Small Business Administration (SBA) or an SBA Resource Partner. I agree to cooperate should I be selected to participate in surveys designed to evaluate SBA services. I permit SBA or its agent the use of my name and address for SBA surveys and information mailings regarding SBA products and services (Yes No ). I understand that any information disclosed will be held in strict confidence. (SBA will not provide your personal information to commercial entities.) I authorize SBA to furnish relevant information to the assigned management counselor(s). I further understand that the counselor(s) agrees not to: 1) recommend goods or services from sources in which he/she has an interest, and 2) accept fees or commissions developing from this counseling relationship. In consideration of the counselor(s) furnishing management or technical assistance, I waive all claims against SBA personnel, and that of its Resource Partners and host organizations, arising from this assistance. Please note: The estimated burden for completing this form is 3 minutes. You are not required to respond to any collection information unless it displays a currently valid OMB approval number. Comments on the burden should be sent to: U.S. Small Business Administration, 409 3rd Street, SW, Washington, DC 20416, and to: Desk Officer SBA, Office of Management and Budget, New Executive Office Building, Room 10202, Washington, D.C., 20503. OMB Approval (3245-0324). PLEASE DO NOT SEND FORMS TO OMB.