{"ok":true,"canonical_url":"https://dealroom.so/glossary/interim-financial-statements","api_url":"https://dealroom.so/api/public/glossary/interim-financial-statements","data_freshness":{"sba_records_through":"2026-05-31","fdic_records_through":"2026-03-31","dealroom_last_updated":"2026-06-15","timezone":"America/Chicago"},"source_summary":["Public SBA 7(a) loan records","FDIC institution data","DealRoom lender and franchise enrichment"],"term":{"slug":"interim-financial-statements","term":"Interim financial statements","group":"Reading the business","definition":"These are financial reports covering periods shorter than a full fiscal year, such as monthly or quarterly statements. They provide a current snapshot of performance.","what_it_means":"Always request the most recent interim financial statements to see how the business is performing now, especially during the due diligence period. Compare these to historical tax returns and annual statements to identify trends or recent changes. This helps you assess current cash flow and value.","url":"https://dealroom.so/glossary/interim-financial-statements","official_sources":[],"related":[{"slug":"audited-financial-statements","term":"Audited financial statements","url":"https://dealroom.so/glossary/audited-financial-statements"},{"slug":"tax-returns","term":"Tax returns","url":"https://dealroom.so/glossary/tax-returns"},{"slug":"profit-and-loss-statement","term":"Profit and Loss Statement","url":"https://dealroom.so/glossary/profit-and-loss-statement"},{"slug":"due-diligence","term":"Due diligence","url":"https://dealroom.so/glossary/due-diligence"}],"related_questions":[{"question":"Do I need to provide personal financial statements for an SBA 7(a) loan?","url":"https://dealroom.so/sba-loans/basics/do-i-need-to-provide-personal-financial-statements-for-an-sba-7-a-loan"},{"question":"What types of personal financial statements are required for an SBA 7(a) loan?","url":"https://dealroom.so/sba-loans/basics/what-types-of-personal-financial-statements-are-required-for-an-sba-7-a-loan"},{"question":"What types of personal financial statements are typically required for an SBA 7(a) loan application?","url":"https://dealroom.so/sba-7a/questions/what-types-of-personal-financial-statements-are-typically-required-for-an-sba-7-a-loan-app"},{"question":"Can unverified or inconsistent financial statements from the seller cause my SBA loan to be denied?","url":"https://dealroom.so/sba-7a/questions/can-unverified-or-inconsistent-financial-statements-from-the-seller-cause-my-sba-loan-to-b"},{"question":"What kind of financial statements does the SBA 7(a) loan application require from my business?","url":"https://dealroom.so/sba-loans/basics/what-kind-of-financial-statements-does-the-sba-7-a-loan-application-require-from-my-busine"},{"question":"What specific due diligence does the lender perform on the target business's financial statements for an acquisition?","url":"https://dealroom.so/sba-7a/questions/what-specific-due-diligence-does-the-lender-perform-on-the-target-business-s-financial-sta"}]},"caveats":["Definitions represent DealRoom's plain-English interpretation for buyers; verify regulatory terms against the official SBA and eCFR sources listed.","Not legal, tax, or financial advice, and not an SBA eligibility determination."],"citation":{"label":"DealRoom.so Glossary — Interim financial statements","url":"https://dealroom.so/glossary/interim-financial-statements","source_type":"DealRoom Data"}}