New Partner Intake Form Template
Purpose of a new business partner intake form
A New Business Partner Intake Form serves as a crucial tool for gathering essential information about potential business partners. Its primary purposes include:
- Collecting comprehensive details about the prospective partner’s business, including their company structure, financial status, and operational history.
- Assessing the compatibility between the potential partner and your organization in terms of business goals, values, and working methods.
- Identifying potential risks or red flags early in the partnership consideration process.
- Streamlining the due diligence process by centralizing key information about the prospective partner.
- Facilitating informed decision-making by providing a standardized format for evaluating potential partners.
- Establishing clear communication channels and expectations from the outset of the partnership exploration.
By utilizing a well-designed intake form, businesses can ensure they have a solid foundation of information to build upon as they consider and potentially develop new partnerships. This proactive approach helps in fostering successful and mutually beneficial business relationships.
Example new business partner intake form
Here’s an example of a comprehensive New Business Partner Intake Form:
1. Company Information
- Company Name: (Short answer)
- Year Established: (Short answer)
- Company Website: (Short answer)
- Primary Business Address: (Short answer)
2. Contact Information
- Primary Contact Name: (Short answer)
- Position/Title: (Short answer)
- Email Address: (Short answer)
- Phone Number: (Short answer)
3. Business Structure
- Legal Structure: (Multiple choice)
– Sole Proprietorship
– Partnership
– Limited Liability Company (LLC)
– Corporation
– Other (please specify) - Number of Employees: (Short answer)
- Annual Revenue: (Multiple choice)
– Less than $100,000
– $100,000 – $500,000
– $500,001 – $1,000,000
– $1,000,001 – $5,000,000
– More than $5,000,000
4. Business Operations
- Describe your company’s primary products or services: (Long answer)
- Who are your target customers? (Long answer)
- What geographic areas do you serve? (Short answer)
- Do you have any existing partnerships or affiliations? (Yes/No)
- If yes, please provide details: (Long answer)
5. Financial Information
- Is your company currently profitable? (Yes/No)
- Has your company ever filed for bankruptcy? (Yes/No)
- Are there any pending legal actions against your company? (Yes/No)
- If yes, please explain: (Long answer)
6. Partnership Goals
- What are your primary objectives for this partnership? (Long answer)
- How do you envision this partnership benefiting both parties? (Long answer)
- What resources are you willing to commit to this partnership? (Long answer)
7. Compliance and Ethics
- Does your company have a formal code of ethics? (Yes/No)
- Has your company ever been involved in any ethical or legal controversies? (Yes/No)
- If yes, please explain: (Long answer)
- How does your company ensure compliance with relevant laws and regulations? (Long answer)
8. Required Documents
Please provide the following documents:
- Company registration certificate
- Last two years of financial statements
- Business plan or company overview
- Proof of insurance
- Any relevant certifications or licenses
9. Additional Information
- Is there any additional information you would like to share that may be relevant to our potential partnership? (Long answer)
Thank you for completing this intake form. We will review the information provided and contact you for any additional details or to discuss the next steps in our partnership consideration process.
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