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First Partner

First Partner Information

Entity Type Individual Person Corporation Limited Liability Company (LLC) Partnership Sole Proprietorship Trust Non-Profit Organization Government Entity

Select the type of entity

Full Legal Name

As it should appear on the document

Doing Business As (DBA)

Optional trade name

State of Formation Select state... Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming District of Columbia

Where the entity was formed

Authorized Representative

Person authorized to sign

Representative Title

Title or position

Address

Street Address

Full street address including suite or unit number.

City

City of first partner residence or business.

State Select... Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming District of Columbia

State where this address is located.

ZIP Code

5-digit ZIP code.

Email Address

Used for correspondence and notices.

Phone Number

Best number for direct contact.

Second Partner

Second Partner Information

Entity Type Individual Person Corporation Limited Liability Company (LLC) Partnership Sole Proprietorship Trust Non-Profit Organization Government Entity

Select the type of entity

Full Legal Name

As it should appear on the document

Doing Business As (DBA)

Optional trade name

State of Formation Select state... Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming District of Columbia

Where the entity was formed

Authorized Representative

Person authorized to sign

Representative Title

Title or position

Address

Street Address

Full street address including suite or unit number.

City

City of second partner residence or business.

State Select... Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming District of Columbia

State where this address is located.

ZIP Code

5-digit ZIP code.

Email Address

Used for correspondence and notices.

Phone Number

Best number for direct contact.

Key Personnel

CEO / President Name

The individual with final executive authority. May be one of the partners or an appointed officer.

CEO Email

Used for official correspondence and legal notices.

CFO / Financial Officer Name

The person responsible for financial reporting, tax filings, and managing partnership accounts.

CFO Email

Used for financial notices and official correspondence directed to the CFO.

COO / Operations Manager Name

Oversees day-to-day operations. Defining this role prevents overlap and confusion between partners.

Legal Counsel / Attorney Name

Designating legal counsel in the agreement streamlines responses to legal matters.

Law Firm Name

Name of the law firm representing the partnership for legal matters.

Registered Agent Name

Required for formal partnerships and LLPs. Accepts legal documents on behalf of the partnership. Must have a physical address in the state.

Registered Agent Address

Must be a physical address (not a P.O. Box) in the state of formation. Some states require a licensed registered agent service.

Business Details

Company Mission Statement

A clear mission statement aligns partners on business purpose and helps resolve disputes about strategic direction.

Company Vision Statement

The long-term aspiration for the business. Helps partners evaluate decisions against a shared future goal.

Core Business Values

Documented values guide decision-making when partners disagree on approach.

Primary Products/Services Offered *

Be specific. This defines the scope of partnership activities. Actions outside this scope may require a formal amendment.

Target Market / Customer Demographics

Defines who the business serves. Helps partners evaluate marketing decisions and expansion opportunities consistently.

Unique Value Proposition / Competitive Advantage

Documents what makes the business defensible in the market. Useful for investor conversations and strategic planning.

Number of Employees Select… 1 (sole owner) 2–5 6–10 11–25 26–50 51–100 101–250 251–500 500+

Current or projected headcount. Affects payroll tax obligations, benefit requirements, and management structure.

Projected/Current Annual Revenue Select… Under $100K $100K–$500K $500K–$1M $1M–$5M $5M–$10M $10M–$50M $50M+

Used to set context for profit sharing, capital contribution requirements, and financing thresholds in the agreement.

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Not Legal Advice: This automated form assistance tool provides general information and document templates. It is not a substitute for legal advice from a qualified attorney. Laws vary by jurisdiction and change over time. Consult with a licensed attorney for advice specific to your situation.
Last updated: January 2026