OMBAPPROVALNO.3245-0188EXPIRATIONDATE:8/31/2011PERSONALFINANCIALSTATEMENTU.S.SMALLBUSINESSADMINISTRATIONAsof,Completethisformfor:(1)eachproprietor,or(2)eachlimitedpartnerwhoowns20%ormoreinterestandeachgeneralpartner,or(3)eachstockholderowning 20%ormoreofvotingstock,or(4)anypersonorentityprovidingaguarantyon...
31 vii A01_MADU9969_07_SE_FM.indd 7 01/12/2018 01:54 viii Contents PART 1 TOOLS FOR FINANCIAL PLANNING Chapter 2 Planning with Personal Financial Statements... 34 Personal Cash Flow Statement... 35 Cash Inflows...
A personal financial statement (PFS) is a document that credit applicants must prepare and submit to prospective lenders, investors, partners, and other entities. The personal financial statement provides a snapshot of an individual’s financial position andnet worthat a particular point; it is als...
The Coronavirus Aid, Relief and Economic Security Act (CARES Act) creates a new type of loan for the United States Small Business Administration (SBA) to administer. Unlike the disaster loans currently available through the SBA, these loans are potentially forgivable up to 100% of the principal...
SBA PFS Form (PDF) at www.sba.gov - This is an example PFS used when applying for an Small Business Association (SBA) loan. Cash Flow and Budgets at utah.edu - Explains how the cash flow statement and budget are related. SCORE PFS (Excel) at www.score.org - This is a fairly ...