The Satterwhite Law Firm, PLLC

Section 01

Client Information

Tell us about the individual(s) engaging us for this formation. This is the person(s) we will communicate with, not necessarily the LLC members (though often the same).

This intake is confidential and protected by attorney-client privilege. It does not create an attorney-client relationship until a formal engagement letter is signed.

First Name *

Middle Name

Last Name *

Email *

Phone *

Mailing / Home Address

Preferred Contact Method

How Did You Hear About Us?

Are You Also a Member of the LLC Being Formed?

Yes — I am a member No — forming on behalf of others Yes — one of several members

Notes / Background (optional)

Section 02

Entity Basics

Core information about the LLC itself — what we file with the state.

Entity Name & Type

Proposed LLC Name *

Virginia requires the name to include "Limited Liability Company," "LLC," or "L.L.C." The name must be distinguishable from all existing entities on record with the SCC. We will run a name availability check before filing.

Alternate Name #1

Alternate Name #2

Entity Type *

State of Organization *

The LLC will operate under a trade name / DBA (doing business as)

Principal Office & Business Address

Virginia requires a physical principal office address — no P.O. boxes. This address will appear on public record.

Principal Office Street Address *

City

State

ZIP

Registered Agent

Every Virginia LLC must designate a Registered Agent with a physical Virginia address to accept legal process and official notices during business hours.

Registered Agent

Registered Agent — Virginia Address

Business Purpose

Primary Business Activity *

Describe the Business in Detail *

States Where Business Will Be Conducted

Expected Start Date of Operations

Section 03

Members & Ownership

List all members of the LLC and their ownership interests. Ownership percentages must total 100%.

Virginia does not require member names in the Articles of Organization (they remain private from the public record). Member information IS required for the Operating Agreement.

Number of Members *

Ownership Allocation Method

Member 1

Full Legal Name *

Member Type

Title / Role

Address

Email / Phone

Ownership % *

Capital Contribution ($)

SSN / EIN (last 4 only)

Date of Birth (Individual)

U.S. Citizen / Resident?

One or more members is an entity (LLC, corporation, trust, etc.) rather than an individual

Section 04

Management Structure

How will the LLC be managed day-to-day? Virginia law allows two structures.

Management Type

Member-Managed — All members participate in management. Best for small LLCs where all owners are active in the business.

Manager-Managed — One or more designated managers run the LLC. Members are passive investors. Best for LLCs with silent investors or outside management.

Primary Manager / Managing Member

Full Name *

Title

Email

Authority Level

Term of Management

Voting & Decision-Making

Routine Business Decisions Require

Major Decisions (sale, merger, new debt) Require

The LLC will have officers (President, Secretary, Treasurer, etc.) in addition to managers/members

Section 05

Finance & Tax

Financial structure, capital contributions, and tax elections for the LLC.

Initial Capital & Banking

Total Initial Capital Contributions

Fiscal Year End

Will the LLC Have a Dedicated Business Bank Account?

Preferred Bank (if known)

Tax Classification

Tax elections have significant long-term implications. We strongly recommend consulting with a CPA before making a final election. We can provide referrals.

Desired Federal Tax Treatment

Default LLC treatment (disregarded entity for SMLLC; partnership for multi-member) S-Corporation election (Form 2553) — potential payroll tax savings C-Corporation election (Form 8832) — less common, specific use cases Not sure — need guidance from CPA

Does the LLC Need an EIN?

Will the LLC Have Employees?

Distributions & Profit Sharing

Distribution Frequency

Distribution Method

Section 06

Operations, Transfers & Agreements

Transfer restrictions, buy-sell provisions, non-compete clauses, and additional services needed.

Transfer Restrictions

Can Members Transfer Their Interest?

Right of First Refusal

Buy-Sell Agreement

Include a buy-sell agreement / buyout provisions in the Operating Agreement

Non-Compete & Confidentiality

Include non-compete provisions restricting members from competing during membership

Include confidentiality / non-disclosure provisions for proprietary business information

Additional Services Needed

EIN application assistance Virginia business license / local license guidance Foreign LLC registration (register in MD, DC, or other state) Annual SCC registration compliance / reminders Initial resolutions / organizational minutes Membership interest certificates Referral to CPA for tax election / planning advice Transfer of existing assets into LLC (deeds, assignment agreements)

Section 07

Review & Submit

Review your key information before submitting. Use the Back button to correct any section.

Client

Name

—

Email

—

Phone

—

Entity

LLC Name

—

Entity Type

—

State of Formation

—

Principal Address

—

Key Structure

Number of Members

—

Primary Manager

—

Notes for the Attorney

Anything else we should know before your consultation?

Preferred Consultation Method

In-person Video call Phone

Preferred Days / Times

Acknowledgment: By submitting this intake form, you confirm that the information provided is accurate to the best of your knowledge. This form does not create an attorney-client relationship. Our office will contact you to confirm receipt, schedule a consultation, and provide an engagement letter.