Contact RBI | Cooperative Financial Services Consultation

Schedule a Call

Tell us about your cooperative

Fill out the form below and we'll follow up within one business day to schedule your consultation. The more context you can share, the more useful the first call will be.

First Name *

Last Name *

Email Address *

Cooperative / Organization Name *

Type of Cooperative

Annual Revenue Range

Primary Interest

Tell us about your situation

We respond within one business day. No spam, no pressure.

What to Expect

We review your form

Within one business day we'll send you a Calendly link to schedule your call at a time that works for you.

30-minute consultation

A real conversation about your cooperative's financial situation — not a sales pitch. We'll ask about your current state and be direct about what would and wouldn't help.

Clear next steps

We'll follow up with a written summary of what we discussed and a specific recommendation — whether that's a proposal, a referral, or a resource that addresses your situation.

Good fit for RBI

✓ Cooperatives and employee-owned businesses

✓ Organizations between $500K and $20M in revenue

✓ Forming cooperatives that need to get the financial structure right from the start

✓ Projects seeking capital through RBIFunder

✓ Conventional businesses considering conversion to employee ownership

Phoenix, AZ — and serving cooperatives internationally via remote engagement.