- New Client Form (PDF)
- Business Assessment (PDF)
- Business Assessment (DOC)
- Twelve Month Cash Flow Assessment (XLS)
- Budget Template (XLS)
The Business Assessment form is a good tool to convey your new or existing business information to your LCBD counselor. It can be filled out on-line then saved to your computer as a Word Document. You can then e-mail it as an attachment to firstname.lastname@example.org. Or simply print out the form, hand-write the information and bring it with you to your your initial appointment.