A clear brief is the quickest way to an accurate quotation. When the basic facts are ready, your adviser can spend the first conversation on your actual decisions instead of chasing details. Here is what to prepare.
The basics
- Two or three company names, in order of preference. Names must be available and meet each registry's rules.
- The jurisdiction you are considering, or a note that you would like guidance. For a US LLC, add your preferred state if you have one.
- The business activity in one or two sentences: what you sell, to whom and where.
The people
- The full names and countries of residence of each owner, director or manager.
- The ownership split, for example 60/40.
- Anyone else who will control the company or benefit from it.
Each registry has its own rules. In the UK, for example, directors and people with significant control must verify their identity with Companies House. In Hong Kong, the company secretary must meet local residence or registration requirements. Your adviser will explain what applies.
Addresses and local roles
Most companies need an official address in their jurisdiction: a registered agent in the US state, a registered office in the UK, or a registered office in Hong Kong. Note whether you already have these, or whether you would like them included in the quotation.
What comes after formation
Think about what you will need straight afterwards, such as an EIN, a business address, a bank or payment account, a website or a trademark. These are usually separate services, so listing them early gives you a complete picture of cost and timing.
What not to send through a web form
Do not upload passports, ID cards, bank statements or other sensitive documents through an initial enquiry form. Once a quotation is agreed, your service provider should give you a secure way to share what is genuinely needed.
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About the author
Zoya Shahbaz is Managing Director of ECom Seller Core and writes about company formation. Meet our team.
This article is general information, not legal or tax advice. Rules and procedures change; check current official sources or ask a licensed professional about your situation.