X-Clusive Financial Services - Business Intake Form

Welcome To X~Clusive Financial Services

Business Program

Please complete the following intake form. We will use this form to formulate a business plan for you

First Name*

Last Name*

Email*

What Type of Services Do You Need?

Business Formation

Business Credit

Business Funding

Business Tax Services

Business entity/structure type:

What State was your business formed in

Legal Business Name

Do you have business email

Business Address

Business City

Business State

Business Zip Code

Is you business address a home address

Business Phone

Is your business number listed on 411

Business Fax (If Available)

Do you have a website for your business

What is your website URL

Do you have a Business EIN Number

Do you have an EIN (Employer Identification Number) Federal Tax ID? If so what is the number?

Does your business have all required licenses and/or permit

Does you have a business bank account

Does you business have a merchant account

Personal Credit : Is your credit score over 680

How long have you been in business

What products / services do you offer

What is your business credit goal