Financial

Here are some financial resources for worker cooperatives.

Staff Picks
Title Format Source
Cooperative Equity and Ownership PDF University of Wisconsin Center for Cooperatives
A Learning and Training Tool for Understanding Worker Cooperative Finances Spreadsheet University of Wisconsin Center for Cooperatives
Financing Cooperatives: Strategies for Financing the Inclusive Economy PDF Democracy Collaborative
Internal Capital Accounts PDF ICA Group
Patronage Calculation Template Spreadsheet Democracy at Work Network
Pro Forma Template Spreadsheet Democracy at Work Institute
All
Title Format Source
Cooperative Equity and Ownership PDF University of Wisconsin Center for Cooperatives
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
Asset Protection for Entrepreneurs PDF Lawyers' Committee for Civil Rights
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
Ensuring Cannabis Equity Through Shared Ownership PDF Democracy at Work Institute
Financing Cooperatives: Strategies for Financing the Inclusive Economy PDF Democracy Collaborative
Forget Venture Capitalists—This Scrappy Composting Co-Op Found Another Way to Get Startup Money Yes! Magazine
Indivisible Reserves: unallocated equity as a way co-ops can help fortify their future PDF USDA Rural Development
Innovative Financial Models to Spur Worker to Owner Conversions Concerned Capital
Internal Capital Accounts PDF ICA Group
Investing in Worker Ownership PDF Democracy at Work Institute
Patronage Calculation Template Spreadsheet Democracy at Work Network
Percentage of Dollar Graphic Spreadsheet Democracy at Work Institute
Plantilla: "pro forma" Spreadsheet
Pro Forma Template Spreadsheet Democracy at Work Institute
Protección de Activos Para Empresari@s PDF Lawyers' Committee for Civil Rights
Small Business Resource Guide PDF
Worker Cooperative Chart of Accounts (COA) Sample Spreadsheet
Worker Cooperative Finances Presentation Cooperation Works!