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Writing an application

Pre-Client Checklist & Application

Before your consultation, we want to ensure you're fully prepared to make the most of your time with us. Please review the checklist below and complete the client application to help us better understand your needs.

Pre-Client Checklist

Valid photo ID
EIN and formation documents (if registered)
List of current debts or financial concerns
Three recent business bank statements
Most recent credit report (or be prepared to authorize a pull)
Proof of income (pay stubs, benefits, or tax documents)
A summary of your business needs (startup, funding, restructuring, etc.
​Previous funding or loan documentation (if applicable)
Stay Ready Consulting, LLC

PRE-CLIENT APPLICATION

Preferred Contact Method:
Phone
Email
Text
Do you currently own a business?
Yes
No
Type of Service You're Requesting:
Is your business actively operating?
Yes
No
What stage is your business in?
Idea phase
Startup (0–1 yr)
Established (1–3 yrs)
Growing (3+ yrs)
Are you seeking funding?
Yes
No
Do you currently have business credit established?
Yes
No
Preferred payment method:
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Stay Ready Consulting, LLC
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contact us

1500 S Dairy Ashford, Suite 325I

Houston, Texas 77077

 

E-Mail: readyconsulting1@gmail.com

Tel: 281-744-3095

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© 2025 by Stay Ready Consulting, LLC. | Created by Lady Shay Kreations

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