Confidential Financial Profile

Date *

First Name *

Last Name *

Email *

Phone *

Personal Financial Statement

If you have an updated PFS, please upload here for review. Otherwise, please continue and complete the rest of the Confidential Buyer Profile.

Assets

Cash Accounts *

Accounts Receivable *

Cash Life Insurance *

IRA or Accessible Retirement Accounts (not your current employer) *

Money Market Accounts *

Combined Value of Businesses you Own *

Describe other businesses you own *

Real Estate (Personal Residence) *

Real Estate (Investment) *

Automobiles *

Household Furnishings & Personal Property *

Other Assets *

Describe Other Assets *

TOTAL ASSETS *

Liabilities

Accounts Payable *

Unpaid Taxes *

Loan on cash value life insurance *

Loans on businesses you own *

Loans payable on personal residence *

Loans payable on investment properties *

Loans Payable on Automobiles *

Loans on Household Furnishings & Personal Property *

Loans on other assets listed above *

Total Liabilities *

Net Worth

Net Worth *

Total Income (use annual figures)

Your Salary *

Your Commissions and Bonuses *

Spouse Salary *

Spouse Commissions and Bonuses *

Real Estate Income *

Other Income 1 *

Please Describe Other Income 1 *

Other Income 2 *

Please Describe Other Income 2 *

Total Annual Income *

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