Financial Statement Only

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PERSONAL INFORMATION:
Name
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First Last
Preferred Email
N/A
Cell Phone Number
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FINANCIAL INFORMATION:

Why is this needed? Every franchise/business opportunity has minimum net worth and liquidity requirements to qualify to be an owner in their system. You will need a minimum of 25% of the total investment amount (liquid capital) plus the ability to qualify for additional funding. The liquid capital funds typically come from savings, home equity lines of credit, credit cards, loans from family members, etc. The balance of the investment can be financed through 3rd party lenders that we can help connect you with. Minimum FICO score of 650.

Would you like information on a service that offers an IRS approved option for using all or part of your 401k/IRA to fund your new business with no penalty for early withdrawal, and that would shield you from capital gains taxes?
Would you like 401k/IRA Funding Info?
N/A
Assets
Cash in Checking Account USD
N/A
Cash in Savings Account USD
N/A
Stocks and Bonds USD
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Enter total value of stocks and bonds not in retirement/IRA/401K.
401ks, IRAs, etc. USD
N/A

Include value of all retirement funds with an employer as well as personally held.
Cash Value of Whole Life Insurance USD
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Cash value of whole life insurance, not death benefit or term life insurance.
Total Value of Real Estate, Home USD
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Total value of your property in current market.
Total Value of Real Estate, other USD
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Total value of secondary property owned (vacation, second home, rental properties owned).
Automobile(s) Value USD
N/A
Value of Your Own Business USD
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Total value of any business you own in today's market.
Appraised Collectibles USD
N/A
Money Due to You USD
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Value of Any Other Assets USD
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Total Assets
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Liabilities
Notes Payable to Banks USD
N/A
Notes Payable to Others USD
N/A
Real Estate Mortgage(s) USD
N/A

Enter the total amount you still owe on your properties in today's market. Do not list your mortgage payment amount.
Automobile Loan(s) Total Owed USD
N/A
Owing on Borrowed Whole Life Insurance USD
N/A

If you have borrowed against your whole life insurance policy, include the balance owed,
Charge Accounts USD
N/A
Credit Card Balance(s) Total Owed USD
N/A
Taxes Payable USD
N/A
Other Liabilities USD
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Total Liabilities
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Net Worth
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Liquid Capital on Hand USD
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Liquid capital you have ready, or easily accessible, for investment.
Amount You Will Need to Finance USD
N/A
Total Investment Range
N/A

Enter the total investment range you are comfortable with.
Approximate FICO Credit Score
N/A
Do you have any other sources of income (retirement income, rental income, working spouse, recurring benefits)?
N/A

Assets

Liabilities

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