Business Forms

Before you purchase or invest in a privately held company, do your due diligence with this 5-page guide and checklist covering such items as:

• a review of the corporate documents,
• shareholders, shareholder loans, guarantees, options and warrants,
• financial review,
• corporate borrowing, credit facilities, and debt obligations,
• taxes and government compliance,
• operations management,
• products, competition, sales and marketing,
• employees and senior management,
• tangible and intellectual property,
• legal action by and against the business,
• overview of the company's insurance coverages,
• third party consents and approvals required.

Don't put your investment at risk by not doing your homework. Get the Investor / Purchaser Due Diligence Guide for private companies.

Raise the funds you need to finance a consulting business for online merchants with this easy-to-use E-Commerce Consultant Business Plan template.

• This Business Plan is ideal for a consultant who provides consulting services for online business clients, including the design, installation and maintenance of e-commerce solutions and Internet marketing strategies.
• The Plan is intended for a sole proprietorship, and can be used either by a new business which needs start-up funds or by an existing business looking for additional operating or expansion capital.
• The purpose of the Plan is to secure a bank loan.
• The Business Plan includes a market analysis and marketing strategy, a financial model, and a Confidentiality Agreement to protect against disclosure of your proprietary information.
• Each section of the document contains instructions to help you complete it.

Write a workplace policy governing how your employees use your electronic communications networks with this easy-to-use template.

• The policy governs the use of the company's electronic communications equipment, networks and services by employees and contractors during their work hours, including use of company networks with the employee's own devices.
• The employer has the right to monitor an employee's email and internet usage on company-owned equipment.
• The policy outlines acceptable uses and prohibited activities.
• Disciplinary action resulting from violations of the Policy may include termination of employment.
• Good practice guidelines to be followed by employees.
• The form is available in MS Word format and is fully editable so you can customize it to fit your business needs.

Protect documents, data and other sensitive information exchanged with other parties over a network with this Electronic Data Interchange Agreement for Canada.

• This form of contract is used by securities traders, financial advisors, legal counsel and other professional firms to protect the exchange of documents and files with clients.
• Each party is responsible for supplying and maintaining its own hardware, software, services and testing.
• Each party will pay its own costs.
• Each party must acknowledge receipt of documents from the other party, but failure to do so will not invalidate the legal effect of the transmitted document insofar as the sender is identifiable. This is particularly important for time-sensitive transmissions, such as notices.
• Each party will immediately inform the other of any transmission errors.
• Each party is responsible for following established security protocols and procedures.
• This legal contract template is available in MS Word format and is fully editable to meet your exact needs.
• Intended for use only in Canada.

Protect sensitive information being exchanged over a network with this Electronic Data Interchange Agreement for U.S. businesses.

• The Agreement contains provisions governing such matters as:
  • electronic data and document formats and standards,
  • procedures for determining receipt and transmission of files,
  • security and confidentiality issues.
• The template is available in MS Word format and is fully editable to fit your specific circumstances.
• Intended to be used only in the United States.

This Electronic Disclosures Agreement and Consent form can be used by websites that conduct interstate commerce and that take signatures and provide documents electronically.

• If your customers send you instructions or requests via online forms, or if they sign contracts or other documents online, that means they are signing electronically.
• The Agreement and Consent form is intended to be posted on the company's website to inform customers of the legality of their electronic signatures, in accordance with the U.S. Electronic Signatures in Global and National Commerce Act.
• The customer specifically consents to receiving notices and disclosures in an electronic form.
• The customer acknowledges that their electronic signature has the same legal validity as their handwritten signature.
• The customer has the right to withdraw consent at any time and to request paper copies of any document instead of receiving it in electronic form.

Prepare an Emergency Drills and Training Procedures Manual for a marine vessel with this downloadable template.

• The template includes sections for:
  • general information about the drills and training program;
  • abandon ship drills;
  • abandon ship procedures;
  • vessel emergency signals;
  • fire drills and training;
  • guidance for personnel in the event of fire;
  • fire prevention;
  • person overboard drills and training;
  • person overboard response.
• Available as a fully editable MS Word document template.

Prepare a General Emergency Procedures Policy for personnel onboard a commercial marine vessel with this easy-to-use MS Word template.

• Reporting and alerting requirements
• Roles and responsibilities of senior officers and crew
• Personal injury or illness
• Person overboard
• Hypothermia
• Epidemics
• Death
• Maritime incidents and disasters
• Distress
• Engine breakdown
• Fires and explosions
• Collisions
• Floods
• Loss of stability
• Hull damage
• Abandon ship
• Beaching and stranding
• Environmental incidents
• Extreme weather
• Boat drills

The template is available in MS Word format and is fully editable - easily customized to meet your exact needs.

Professional pet sitters must be prepared for any situation. Have your clients fill out this Emergency Veterinary Care Authorization & Release form for each of the pets that they leave in your care.

• The pet sitter is authorized to contact the specified veterinarian in the event that a pet requires medical attention, or to obtain alternate veterinary care if the client's veterinarian is not available.
• The client's veterinarian is authorized to diagnose and treat the animal as necessary, with an optional clause to set a limit on the cost of such treatment.
• The client acknowledges sole responsibility for payment of the costs and expenses, and certifies that the pet is up to date on its vaccinations.
• The client also releases the pet sitter from liability.
• This is a downloadable and reusable template in MS Word format which can be used anywhere.

Prepare an Employee Disciplinary Rules and Procedure Memorandum for your company with this easy-to-use template.

The memorandum sets out the following:

• rules of conduct to be followed by all employees,
• the company's equal opportunity and harassment policies,
• drug and alcohol use,
• use of company property and proprietary information,
• use of computing resources,
• the disciplinary process,
• the employee's right to appeal.

This Employee Disciplinary Rules and Procedure Memorandum is provided in MS Word format, and can be easily edited to fit your specific circumstances.