Give the discussion a useful beginning.

You can prepare without knowing the answer to every formation question. Describe the business in plain words and mark the areas where you need qualified advice.

Your founder folio

These sample choices follow from the study in this tab. Add your own words to the form below. No private writing has been carried between pages.

One founder, new idea
Provider responsibilities
No broad notes marked

Keep this first note broad.

Use a description of the people and business rather than private identifiers. Do not put passport numbers, bank details, tax identifiers or document scans into this local preview. The provider should explain how sensitive information is requested and handled through their actual process.

Your starting folio.

This draft prepares a conversation. It does not submit an application or appoint a provider.

What to ask after the draft.

Scope: Which services would the provider supply and which need another adviser?
Costs: What is included, what is additional and which ongoing charges should be discussed?
Process: What information is needed next, through which channel and who reviews it?

Understand the conversation stages.

The process page sets out the decisions to discuss.

Read the process