Executive Services
CRO intake

Client intake — CRO

The risk seat, matter by matter.

Choose what the matter is about and only the questions that apply will appear.

Before you begin. Executive Services is not a law firm or an accounting firm, and it is not your attorney or your accountant. Where it prepares documents, they may need to be reviewed by your own attorney before you sign or rely on them. It does not represent anyone in court.

Do not include confidential or privileged information in this form. Documents are exchanged only after an engagement is in place.

About you and the company

Fields marked * are required.

Leave blank if no entity exists yet.

What is the matter about?

The questions that follow depend on this answer.

Real estate

What is happening
Is a title company involved
Is there financing
Do you have a survey or title commitment

Entity formation

Is the ownership split agreed among the owners
Are there existing entities to be restructured or rolled in
Is a registered agent already arranged

Trust, estate, or succession

What is needed
Asset types involved
Has anyone involved died or become incapacitated

If a probate or guardianship proceeding is open or needed, that is a court matter and requires your own attorney.

Contracts and commercial agreements

Document type
Whose document is it

Business purchase or sale

Which side
Structure
Is a letter of intent signed
Is financing involved
Has diligence begun

Licensing or permits

Insurance coverage

Coverage in question
Does the company use an insurance broker
Is there an open or recent claim

Executive Services reviews coverage against exposure. It does not sell, solicit, or bind insurance.

Something else

Counsel and court

These two answers apply to every matter type.

Does the company have an attorney who can review documents before they are signed

Documents Executive Services prepares may need to be reviewed by your own attorney before you sign or rely on them.

Is any part of this matter in litigation, or likely to be

Executive Services does not represent anyone in court. Any part of a matter that is, or becomes, a court proceeding needs your own attorney.

Acknowledgments

Each statement must be checked before the intake can be submitted.