Personal Financial Statement

Lenders—and most equity investors—want to know about the financial position of your business and the personal financial profile of the business owners. We're pleased to provide you with the personal financial statement form used by First Interstate Bank.

This form outlines all the information that conventional lenders will want to know about your personal finances, from a description of your assets and liabilities to identification of your sources of income. With this form, you can get a good idea of what lenders are looking for, how your financial profile will appear to them, and the importance of carefully completing such a form before submitting it to a lender.

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