Commercial Loan Personal Financial Statement
Creating a basic personal financial statement in Excel is as easy as following three easy steps described below. First, prepare a list of all your assets and liabilities along with their values. Second, launch Microsoft Excel and create.
Financial statements (or financial reports) are formal records of the financial activities and position of a business, person, or other entity. Relevant financial information is presented in a structured manner and in a form which is easy to understand.
For a traditional business loan from a bank or credit union, you should expect to be asked for the following financial statements and documents: Credit report Personal and business bank account statements Personal and business tax returns Income statement Balance sheet Cash flow statement Accounts receivable and payable aging Debt schedule
PERSONAL FINANCIAL STATEMENT TO: Servion Commercial Loan Resources, Inc., 500 Main Street, Ste. 130, New Brighton, MN 55112 Phone: 651-631-3111 Fax: 651-746-6401 IMPORTANT: Read these directions before completing. This statement and any applicable supporting schedules may be used to apply for an extension of credit individually