Banks and other lenders will require much of the same information when you apply for financing. Even though you are a business entity seeking financing, they will almost certainly look to your personal financial position and history as an important part of any lending decision, and will also almost always ask you to personally guaranty any business debt. The following worksheet is typical of the personal financial statements you may be asked to complete. The wisdom is to be prepared.

Instructions: Use the Personal Financial Analysis form to organize your personal and financial information in a similar way as may be required by a financial institution when applying for a business loan. Use the following link to a PDF version that you can print out and have available when asked by lenders to provide this information: Go to www.buzgate.org/content/pdf/financial_statement.pdf.