Business Templates
Personal Financial Statement
As a business owner you will want to provide INOVA with a snapshot of your personal financial status, including all personal assets, liabilities and net worth.
Personal Financial Statement
Business Start-up Expenses
Provide detail of all Sources and Uses of funds to start-up your business. This includes your personal investment, requested loans and specifically what you will need to get your business up and running. This template can also be used for any business expansion plans or new loan request.
Business Start-up Expenses
Business Plan for a Start-up Business
A template that will provide the necessary pieces to your business plan that you will need to present to INOVA when requesting business financing.
Business Plan for a Start-up Business
12-month Profit & Loss Projections
Be able to project your income and expenses by month for the next 12-months. This will allow you to adjust for seasonality throughout the year.
12 Month Profit & Loss Projections
2-year Comparative Income Statement
This template can be used to project the next 24-months of your business’ income and expenses. Use for either a business start-up or an existing business. You can also use to analyze your business’ historical performance.
2-year Comparative Income Statement
"I have found banking with INOVA FCU to be a hassle-free experience."
Fishers, IN









