U.S. Small Business Administration
  Counseling Information Form
    OMB Approval No.:3245-0324
    Expiration Date: 09/30/2006

Part I: Client Request for Counseling

1. Client Name (Name of the person completing the form/representative of the business)
(Last, First, MI)


2. Email

3. Telephone Cell Phone 4. Fax


5. Street Address/PO Box(give business address if currently in business)
6. City 7. State 8. Zip

9. I request business counseling service from the Small Business Administration (SBA) or an SBA Resource Partner. I agree to cooperate should I be selected to participate in surveys designed to evaluate SBA services. I permit SBA or its agent the use of my name and address for SBA surveys and information mailings regarding SBA products and services (Yes No ). I understand that any information disclosed will be held in strict confidence. (SBA will not provide your personal information to commercial entities.) I authorize SBA to furnish relevant information to the assigned management counselor(s). I further understand that the counselor(s) agrees not to: 1) recommend goods or services from sources in which he/she has an interest, and 2) accept fees or commissions developing from this counseling relationship. In consideration of the counselor(s) furnishing management or technical assistance, I waive all claims against SBA personnel, and that of its Resource Partners and host organizations, arising from this assistance. Please note: The estimated burden for completing this form is 3 minutes. You are not required to respond to any collection information unless it displays a currently valid OMB approval number. Comments on the burden should be sent to: U.S. Small Business Administration, 409 3rd Street, SW, Washington, DC 20416, and to: Desk Officer SBA, Office of Management and Budget, New Executive Office Building, Room 10202, Washington, D.C., 20503. OMB Approval (3245-0324). PLEASE DO NOT SEND FORMS TO OMB.

10. Preferred date & time for appointment
11. Client Signature (type name here to accept terms) 11a. Date

Part II: Client Intake (to be completed by all Clients)

12. Race (mark one or more) 13. Ethnicity 14. Gender 15. Do you consider yourself a person with a disability ?
Asian Black or African American Hispanic Origin Male Yes
Native American or Alaska Native Not of Hispanic Origin Female No
Native Hawaiian or other Pacific Islander
White

16. Military StatusNon-Veteran Veteran Member of Reserve or National Guard On Active Duty
Service-Disabled Veteran

17. How did you hear of us ?(mark all that apply)
SBA Other Client Chamber of Commerce Other (specify)
Bank Magazine Educational Institution
Business Owner Internet Local Economic Development Official
Television/Radio Newspaper Word of Mouth

18. Client Business Status
Currently in Business (over 1 year) Start-up (in business less than 1 year)
Nascent/considering starting a small business (skip to 28)
19. Name of Company

20. Type of Business (choose primary category) Professional, Scientific & Technical Services
Mining Manufacturing Real Estate & Rental Leasing Management of Companies & Enterprises
Utilities Finance & Insurance Health Care & Social Assistance Agriculture, Forestry, Fishing & Hunting
Information Wholesale Trade Accommodation & Food Services Administrative & Support
Construction Public Administration Arts, Entertainment & Recreation Waste Management & Remediation Services
Retail Trade Educational Services Transportation & Warehousing Other Services (except Public Administration)

21. Business Ownership - What part of your business is male
or female ownership ? %Male %Female

22. Month & Year Business Started ?

23. Do you conduct business online ?(Yes No ) 24. Is this a home based business ?(Yes No )

25. Total No. of
Employees (full & part time)

26. For your most recent full business year,
what were your:
Gross Revenues/Sales $
+Profits/-Loses $

27. What is the legal entity of your business ?
Sole Proprietorship Corporation LLC
S-Corporation Partnership
Other (specify)

28. What is the nature of counseling you are seeking ? (choose primary category)
Start-up Assistance (How do I start a small business ?) Human Resources/Managing Employees Technology/Computers
Marketing/Sales (promotion, market research, pricing, etc.) Business Plan Customer Relations International Trade
eCommerce (using the Internet to do business) Government Contracting (including certifications) Tax Planning
Financing/Capital (such as applying for a loan, building equity capital) Business Accounting/Budget Franchising
Legal Issues (such as, Should I incorporate ?) Managing a Business Buy/Sell Business Cash Flow Management

Describe specific assistance requested in the space provided.

This form sends an E-mail to the SBA New Jersey District Office.

SBA Form 641 (5/04) Previous Editions are Obsolete