Financial Statements

You may also be required to provide projected financial statements, either as part of or separate from your business plan. It’s good to have financial statements prepared and ready to go, in case you need to submit these documents individually. The following forms may be used to prepare your projected financial statements:

Many loan programs require one year of personal and business bank statements to be submitted as part of a loan package. If you have business partners with more than a 20 percent stake in your business, they may be asked to submit signed personal financial statements.