My current location: Los Angeles, CA | Change location
Featured Attorneys
BUSINESS ATTORNEY WITH CORPORATE AND SMALL BUSINESS EXPERIENCE. PRACTICAL
(818) 920-2113

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)


Featured Attorneys
Oswald & Yap Serving Los Angeles and Orange Counties www.oswald-yap.com
Experienced & Effective Representation: Business Law, Securities, Commercial Real Estate, Intellectual Property.
(949) 788-8900
Providing Exceptional Representation for Businesses. Call Today to Speak with Our Attorneys. 1-888-WHGCLaw (944-2529)
1-888-WHGCLaw
Business and Corporate Law. Reasonable Rates. The Next Best Thing to Having Your Own Corporate Counsel. Call Now,
(310) 203-2249
Sponsored Services
Create, manage or incorporate your business with easy to use forms.
Get the forms you need to properly maintain your business today
More Sponsored Services
Incorporate Online - Legalzoom:
Form a corporation or LLC quickly and easily. From LegalZoom, the #1 legal document service.
Incorporate/Form LLC Online:
- Order LLCs or Corporation, Registered Agent, Trademark, or Dissolution Service or buy Corporate Kits & Seals. One stop shopping!
Incorporate Online:
LLCs, Corporations, Corporate Dissolutions, Aged Shelf Corporations. We will beat any competitor's price on Registered Agent or Incorporation services!
Form a Corporation
Legal Ace.com has the turn key online system to make starting a corporation easy and affordable.