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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.