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CONFIDENTIAL PERSONAL FINANCIAL STATEMENTAssets:
Cash on hand and in Banks$______________________________
$______________________________Saving Accounts $______________________________
$______________________________Publicly Traded Securities $______________________________
$______________________________Accounts, loans and Notes Receivable $______________________________
$______________________________Cash Surrender Value of Life Insurance $______________________________
$______________________________Value of Businesses Owned $______________________________
$______________________________Automobiles – Number ( ) $______________________________
$______________________________Value of Real Estate Owned $______________________________
$______________________________Household Furnishings and Personal Effects $______________________________
IRA’s and 401K’s $______________________________
$______________________________Other Assets (Itemize): $_______________________________________________
____________________________________________________________________
Total Assets: $______________________________________
$______________________________________ Liabilities:
Notes Payable $______________________________
Liens on Real Estate $______________________________
$______________________________Other Liabilities
(Itemize): $_______________________________________________
$___________________________________________________________________________________________________________________
Total Liabilities: $______________________________________
Net Worth: (Total Assets minus Total Liabilities) $____________________________
Sources of Income: $____________________________
$____________________________Annual Salary $____________________________
$____________________________Dividends and Interest Income $____________________________
$____________________________Bonuses and Commissions $____________________________ Real Estate Income $____________________________ Other Income (Itemize): $_______________________________________________
Real Estate Income $____________________________ Other Income (Itemize): $___________________________________________________________________________________________________________________
Total Income: $_______________________________________
$_______________________________________ Affiliated Business Brokers, Inc.
2864 South Circle Drive Ste 540 info@bizsalenow.com 719-527-0858 Office
Colorado Springs, CO 80906 719-540-9666 Fax
719-540-9666 FaxFINANCIAL STATEMENT
