Financial

Here are some financial resources for worker cooperatives.

Staff picks

Title Format Source
Pro Forma Template Spreadsheet Democracy at Work Institute
A Learning and Training Tool for Understanding Worker Cooperative Finances Spreadsheet University of Wisconsin Center for Cooperatives
Patronage Calculation Template Spreadsheet Democracy at Work Network
Internal Capital Accounts PDF ICA Group
Cooperative Equity and Ownership PDF University of Wisconsin Center for Cooperatives
Financing Cooperatives: Strategies for Financing the Inclusive Economy PDF Democracy Collaborative

All

Title Format Source
Pro Forma Template Spreadsheet Democracy at Work Institute
Indivisible Reserves: unallocated equity as a way co-ops can help fortify their future PDF USDA Rural Development
Investing in Worker Ownership PDF Democracy at Work Institute
Worker Cooperative Finances Presentation Cooperation Works!
Enabling Policy Environments for Cooperative Development: A Comparative Experience PDF Centre for the Study of Co-operatives, University of Saskatchewan; Institute of Urban Studies, University of Winnipeg
A Layperson’s Guide to the Teamworks Cooperative Network’s Financial and Legal Structures PDF TeamWorks Cooperative Network
A Learning and Training Tool for Understanding Worker Cooperative Finances Spreadsheet University of Wisconsin Center for Cooperatives
Forget Venture Capitalists—This Scrappy Composting Co-Op Found Another Way to Get Startup Money Yes! Magazine
Patronage Calculation Template Spreadsheet Democracy at Work Network
Internal Capital Accounts PDF ICA Group
Cooperative Equity and Ownership PDF University of Wisconsin Center for Cooperatives
Financing Cooperatives: Strategies for Financing the Inclusive Economy PDF Democracy Collaborative
Percentage of Dollar Graphic Spreadsheet Democracy at Work Institute
Plantilla: "pro forma" Spreadsheet
Small Business Resource Guide PDF