Financial Tools

Sources & Uses Template March 2016 update
How much will it cost to start your co-op? Where will the money come from? Bill Gessner's Sources & Uses Template will help you to understand and create this essential start-up budget.

Member Loan Toolbox (doc)
Member Loan Toolbox (pdf)
Information you need to plan a member loan campaign, organize the timeline, calculate goals, etc. Available in Word format with customizable templates for your loan documents, or PDF for ease of downloading and reading.

Webinars

Intro to Food Co-op Finance By: Mel Braverman

Developing A Budget For A Food Cooperative By: Stuart Reid, Food Co-op Initiative

Capitalizing your co-op - By: Tami Bauers & Bill Gessner, CDS Consulting Co-op

Planning your member loan campaign - By: Bill Gessner, CDS Consulting Co-op

Capitalization - Panel Discussion