Confidential Net Worth Statement

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Fields marked with an * are required

First Name *

Last Name *

Email *

Phone *

ASSETS

Liquid assets available for cash down payment and operating capital: *

401Ks; IRAs; marketable securities: *

Real Estate market value: *

Auto, home furnishings, other assets: *

Notes receivable: *

Business Holdings: *

TOTAL ASSETS: *

LIABILITIES

Notes payable *

Accounts payable / credit card debt *

Auto loans *

Real estate mortgage balance *

Other liabilities *

TOTAL LIABILITIES *

NET WORTH *

By checking this box: *

I certify as a basis of exchanging confidential financial information for prospective business purchases, obtaining owner financing, bank or SBA funding, that the above information is true and correct.

Digital Signature (Type Full Name) *

Today's Date *

Online Forms & Helpful Information

Confidential Net Worth Statement Form

Confidentiality Agreement Form

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