New Client Assessment Form

    First Name

    Last Name

    Company Name (if applicable)

    Phone Number


    Website Address (if any)

    Are you in business now?

    Your role in the company:
    N/APre-venture - Visionary/FounderPre-venture - Founding Team MemberOwnerLLC Member or LLC ManagerCorporate Board MemberManager/ManagementOther Staff/Employee

    Note: SBA/SBDC Policy requires initial meeting and paperwork be with and completed by company owner/principal.

    The SBA has specific criteria it uses in the definition of "in business".
    Please choose any or all of the criteria that your business meets:
    N/ADocumented transaction from product sale or serviceIncurred business expense in the operation of a businessContracted or compensated employees (or independent contractors)Filed required registrations (DBA)Acquired debt or equity capital for the business (ie: purchase inventory, equipment, building or business)

    If in business, how long?
    N/ALess than 6 monthLess than 1 yearLess than 2 years to 5 yearsOver 5 years or more

    Is your home located in Dallas County?

    Is, or will your business be located in Dallas County?

    If no, what county?

    If you are in business now, what were your annual sales for the past year?

    If you are in business now, what was your net profit for the past year?

    Describe the business you have.
    Describe the business you are considering starting.

    Describe the kind of help you need.

    Which of our locations do you prefer to visit for your counseling session?

    Do you need financial resources, such as a loan to start your business or expand?

    If yes, how much money do you need to start or grow your business?
    N/A$0 - $1,000$1,001 - $5,000$5,001 - $10,000$10,001 - $25,000$25,001 - $50,000$50,001 - $100,000$100,001 - $250,000More than $250,000Unknown

    How would you rate your personal credit history?

    Do you know your credit score?

    If yes, what is your score?

    Do you have savings or other financial resources that you will invest towards starting or growing your business?

    If yes, what is the total dollar amount?

    How did you hear about the Dallas Metropolitan SBDC?
    N/ABank/LenderChamberClient/Word of MouthCollege/UniversityCounty/CityGovernmentInternet SearchLocal Economic DevelopmentSBASBDCTraining SeminarSCORESocial Media/Blog PostOther

    If OTHER, who?

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