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Aertker Legal, LLC
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Business Law – Transactions Intake Questionnaire

Help us understand your business law needs so we can provide tailored counsel.

985-612-7220 | stephen@aertkerlegal.com | www.aertkerlegal.com | 229 N. Vermont St., Covington, LA 70433
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PLEASE READ FIRST. Submitting this questionnaire does not create an attorney-client relationship and does not by itself make you a client or prospective client of the firm. No representation begins until the firm has checked for conflicts of interest and you and the firm have signed a written engagement agreement. Please do not include confidential strategy, settlement positions, or other sensitive details until the firm has confirmed it can represent you. Please be sure to identify the opposing party or parties so the firm can check for conflicts of interest. Information you submit is handled confidentially consistent with Louisiana Rule of Professional Conduct 1.18.
Thank you! Your intake questionnaire has been submitted. We will review your information and be in touch shortly.
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Client Information
Louisiana is a community property state. If community assets or a community business interest will be contributed to or affected by this matter, your spouse's written concurrence may be required (La. Civ. Code art. 2347). If you are married, we may need your spouse's name and signature.
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Existing Entity Status
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What Transaction Types Apply?

Select all that apply. Additional sections will appear for each type you choose.

4
LLC Formation & Entity Organization

Include at least 2 alternative names as backup.

List each member's details including name, ownership percentage, and role.

Member 1 *

Member 2

Member 3

Member 4

Operating Agreement Preferences

These questions help us draft your Operating Agreement. If you have multiple members, these provisions are critical to protecting each member's interests. Answer to the best of your current thinking — we will discuss all options during your consultation.

📊 Tax Classification — Decision Guide

This guide helps you think through the tax classification decision for your new LLC. This is not tax advice — the final decision should be made with your CPA or tax advisor. We will coordinate with your tax professional before filing.

Answer the questions below and a preliminary recommendation will appear. You can also skip this section and select "Unsure" if you prefer to discuss with your CPA first.

Select your preference based on the recommendation above, your CPA's advice, or your own research.

5
Business Purchase/Sale
Letter of Intent / Term Sheet Status

Check each category that has been completed. Leave unchecked items you still need.

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Commercial Contracts & Agreements
Negotiation Context

These questions help us understand the dynamics of the negotiation and tailor our approach.

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Corporate Governance & Compliance

Governing documents can be uploaded later if available.

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Non-Compete, NDA & Non-Solicitation Agreements

Louisiana strictly construes non-competes. These questions help determine enforceability.

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Additional Information
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Conflicts Check

We must check for conflicts against all parties before evaluating your matter.

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Consent & Submission

Privacy Acknowledgment: We will use the information you provide in this questionnaire to understand your legal needs and determine whether Aertker Legal, LLC is a good fit for your matter. Your information will be kept confidential under Louisiana Rules of Professional Conduct Rule 1.18, which protects prospective client communications, and applicable privacy laws.

Important Disclaimer: Submitting this form does not create an attorney-client relationship between you and Aertker Legal, LLC. A formal attorney-client relationship is established only upon execution of a written engagement agreement signed by an attorney of this firm. Your communications remain confidential under LRPC Rule 1.18 throughout the prospective client consultation process. We reserve the right to decline representation if there are conflicts of interest or other factors that make representation inadvisable.

Confidentiality: Any information you provide will be treated as confidential and subject to professional responsibility rules.

Attach up to three documents relevant to your matter — for example an existing will, deed, contract, police report, or correspondence. PDF, Word, or image. You may bring or email additional documents to your consultation.

Maximum ~10 MB. For larger or highly sensitive files, please bring them to your appointment.