Forming a new entity? 


Let’s get started! 


We designed this questionnaire to obtain information relevant to the organization of a new company. Please note that this questionnaire is a tool to elicit relevant information and does not, by itself, create any legal rights, representation or client status. We will use the information that you provide to prepare the documents that a new company would typically need to incorporate and begin operations.

Please provide as much information as you have available and leave any additional circumstances or comments you would like to include at the end of the questionnaire. While it is not necessary for you to answer every item before returning the questionnaire, you should understand that you will likely need to provide the requested information at some point during the start-up process. We expect that you will have questions about several of the items addressed in this questionnaire. In certain respects, we will use this questionnaire to form the basis for a dialogue on the issues relevant to organizing a new company. Please do not hesitate to contact us if you have any questions at all.

Thank you, for allowing us the opportunity to potentially work with you.

Organization Questionnaire

It is not necessary for you to answer every item before returning the questionnaire. Please provide as much information as you have available.

Step 1 of 7 - General Information


  • If you do not know in advance the type of entity for the company (i.e. LLC, corporation, partnership, etc.) then please discuss with your attorney

  • *Please let us know if this is different from the company's registered office.
  • *Registered Agent: Pursuant to the Virginia Code, as amended, a company is required to continuously maintain a registered agent and a registered office. Consideration should be given when appointing this individual in that the appointment is more than just a statutory requirement. The person the corporation designates will receive official state correspondence which will assist the corporation in maintaining good standing, and this person receives notice if the corporation is "served" with a lawsuit, therefore it is essential to avoid default judgments. If the entity is a LLC, other parties may serve as a Registered Agent. Please ask for details. The person must be a member of the Virginia State Bar or the person must be a resident of Virginia. We provide this service to our clients if you choose to appoint Jeffery K. Mitchell as your registered agent. Please list us above if you would like to appoint us as your Registered Agent.
  • (Must be a physical address in the state of formation -- no post office boxes)
  • If no required date, please include a reasonable estimation. Certain fees are required for expedited service.

Our Disclaimer.  As a law firm, we have to be careful that we do not inadvertently create an attorney-client relationship. So, to be clear, the information provided in this checklist is not intended to and does not constitute legal advice, recommendations, or legal counseling. This information is for your general review and consideration. Your visit to our website or your use of this checklist does not create an attorney-client relationship. We do not guarantee or warrant the completeness, accurateness or usefulness of this checklist.  You use the information in this checklist at your own risk. You should not rely upon the information without seeking the advice of a competent attorney licensed in your jurisdiction.
Using Our Documents.  The documents, like this checklist, that we make available on our website are provided on a non-exclusive license basis. In other words, they are intended for your personal use – not for commercial purposes. You do not have the right to re-license, subsidence, distribute, assign or transfer such limited license. We make no representations about the documents we provide regarding their suitability, legal effect, completeness, accuracy, appropriateness or reflectiveness of current law or business practices. The documents are provided “AS IS” and we expressly disclaim any other warranties actually made or implied. The documents may not work for your purposes or for your particular circumstances. You should consult your own attorney, as the documents we provide are only samples.
Contact Us.  If you would like to discuss the information in this checklist, please contact us at (540)443-9272 or
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