Ownership

How many owners will the company have at formation?

Do not include someone who might become an owner later unless that person or entity will have an ownership interest at formation. If more than 10, the exact count will be confirmed before engagement.

Select an option 1 2 3 4 5 6 7 8 9 10 More than 10

If there is more than one owner, can decisions be made by majority vote without the risk of deadlock?

If ownership or voting control will be evenly divided (for example, 50/50), there may be no majority when the owners disagree.

Yes

No — Ownership or voting control could be evenly divided or otherwise result in deadlock

N/A — There will only be one owner

Will any owner’s percentage or participation change under terms established at formation? (vesting, staged buy-ins, future partners)?

Select “Yes” for arrangements such as vesting, staged buy-ins, or ownership changes that will be defined in advance.

Do NOT select “Yes” merely because another owner might be added someday.

Yes

No

Do you want the company’s documents to include a predefined process for an owner’s departure, a buyout, or a serious dispute?

This includes arrangements such as buy-sell procedures, forced buyouts, or deadlock-resolution provisions. Without a predefined process, these issues may be left to applicable law or future negotiation.

Yes

No

Will the company have a board or similar governing body that makes decisions instead of the owners?

Select “Yes” only if a separate governing body will be part of the company’s formal structure at formation.

This does not refer to an informal advisory board.

Yes

No

Management & Governance

How should the company’s formal management authority be structured?

Member-Managed: owners keep general authority, even when delegating tasks. Manager-Managed: designated managers decide and act for the LLC; owners retain reserved major decisions. Managers may be owners; this is not employee supervision.

Select an option member-managed manager-managed

How many designated managers will NOT be owners?

Select 0 if there will be no designated managers or every designated manager will also be an owner. If more than 10, the exact count will be confirmed before engagement.

Select an option 0 1 2 3 4 5 6 7 8 9 10 More than 10

Professional Services

Are you forming an LLC for a general business or a PLLC for a licensed professional practice?

Choose PLLC for law or another service requiring a professional entity; every owner and manager must be eligible in New York. Choose LLC for other businesses, including licensed occupations like real estate, barbering, and security.

Select an option LLC PLLC

Which of the following professions will the PLLC practice?

Select “Not applicable” if the business will not require a PLLC. If the PLLC will practice more than one profession, please contact us before submitting.

Select an option N/A — the business will not require a PLLC Acupuncture Applied Behavior Analyst Applied Behavior Analysis Licensed Behavior Analyst Licensed Behavior Analysis Certified Behavior Analyst Assistant Architecture Athletic Training Audiology Chiropractic Creative Arts Therapy Dentistry Dental Hygiene Dietetics and Nutrition Professional Engineering Geology Interior Design Land Surveying Landscape Architecture Law Licensed Clinical Social Work Licensed Master Social Work Licensed Practical Nursing Marriage and Family Therapy Massage Therapy Medicine Mental Health Counseling Midwifery Nurse Practitioner in Adult Health Nurse Practitioner in Family Health Nurse Practitioner in Gerontology Nurse Practitioner in Women’s Health Nurse Practitioner in Acute Care Nurse Practitioner in Psychiatry Nurse Practitioner in College Health Nurse Practitioner in Community Health Nurse Practitioner in Neonatology Nurse Practitioner in Obstetrics/Gynecology Nurse Practitioner in Oncology Nurse Practitioner in Pediatrics Nurse Practitioner in Perinatology Nurse Practitioner in School Health Nurse Practitioner in Palliative Care Nurse Practitioner in Holistic Care Occupational Therapy Occupational Therapy Assistant Ophthalmic Dispensing Optometry Physician Assistant Perfusion Physical Therapy Physical Therapy Assistant Polysomnographic Technology Psychoanalysis Psychology Registered Professional Nursing Respiratory Therapy Speech Language Pathology Veterinary Medicine Veterinary Technician

If a PLLC is required, how will the required professional affidavits be notarized?

Not applicable — The company will not require a PLLC, or the PLLC will practice law.

Have Jackling Law arrange remote online notarization for the required professional filings — the current cost is $25 per notarial act (generally one per document per signer) and will be added to the quoted price.

The proposed owners and designated managers will arrange their own notarizations — No firm-arranged notarization cost will be included.

Publication County

In which New York county will the company’s principal office be located?

This determines the newspapers used for publication and the publication cost.

Select an option Albany Allegany Bronx Broome Cattaraugus Cayuga Chautauqua Chemung Chenango Clinton Columbia Cortland Delaware Dutchess Erie Essex Franklin Fulton Genesee Greene Hamilton Herkimer Jefferson Kings Lewis Livingston Madison Monroe Montgomery Nassau New York Niagara Oneida Onondaga Ontario Orange Orleans Oswego Otsego Putnam Queens Rensselaer Richmond Rockland St. Lawrence Saratoga Schenectady Schoharie Schuyler Seneca Steuben Suffolk Sullivan Tioga Tompkins Ulster Warren Washington Wayne Westchester Wyoming Yates

Confirmation

Are these answers based on the structure you intend to implement when the company is formed?

Yes

Thank You