Connecting retiring owners with buyers wanting to grow an established business

Personal Financial Statement

Name

First Name

Last Name

US Citizen?

Yes

Employer

Title

Years at company

Salary / Earnings (Annual)

Assets: Cash in Bank

Stock/Securities

Real Estate

Vehicles

Other

TOTAL ASSETS:

Liabilities: Bank Loans

Credit Cards

Mortgage(s)

Other debts

TOTAL LIABILITIES

TOTAL NET WORTH:

Checkbox

Do you have any pending legal actions:?

Are you a guarantor for any debts?

Have you ever declared bankruptcy?

CREDIT SCORE

Source : Credit Bureau (TransUnion, Experian, Equifax, etc)

PFS