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Starting a Business: Sample Personal Financial Statement


When you are seeking financing for your business, most bankers and lenders will ask you to provide specific financial documents so they can evaluate your application.It is a good idea to provide your lender with as much information as possible when applying for a loan. Below is an example of a basic personal financing statement, which will show a snapshot of your finances at the particular time you prepare the statement.

 

Assets

Cash $__________

Checking $__________

Savings $__________

Securities $__________

Accounts/notes receivable $__________

Real Estate $__________

Cash value life insurance $__________

Other Assets $__________

TOTAL ASSETS $__________

Liabilities

Notes payable $__________

Accounts/bills due $__________

Unpaid taxes $__________

Real estate mortgages payable $__________

Land contracts payable $__________

Life insurance loans $__________

Other liabilities $__________

TOTAL LIABILITIES $__________

NET WORTH $__________

TOTAL LIABILITIES AND NET WORTH $__________

(Assets always equal Total Liabilities and Net Worth)


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