Business Document - Model/Template

Pro Forma Template

Joe Marraffino

This pro forma template is intended to aid cooperative entrepreneurs (and the developers who serve them) in making a preliminary financial assessment of their worker cooperative startup.  Many worker cooperative startups are learning business finances for the first time. This tool offers a framework to think about their business and some labor-saving, pre-built Excel formulas.

Decisions in the Process of Business Transition (Who Decides What?)


Before a cooperative transition process can get started, the selling owner needs to make some decisions about how to structure the process, specifically she needs to clearly define who has decision-making power in the process: herself, the transition committee, the likely coop members, and the whole group. This chart outlines who decides what.  


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