Core Services

The foundation: finance, equity, and bookkeeping

Equity Strategy & Management

Cooperatives are founded on the promise of creating wealth for membership. We build and execute the equity strategy that fulfills that promise — from initial capitalization through patronage distribution and long-term equity management.

Key deliverables

Equity structure design · Patronage allocation · Revolving fund management · Member equity tracking · Dilution analysis

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Fractional CFO Services

Senior financial leadership at a sustainable cost. Strategic planning, cash flow management, board reporting, and lender relationships — through a specialist who understands the cooperative model from the inside.

Pricing

$3,000–$8,000/month retainer · $150–$250/hr project · Free 30-min consultation

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Bookkeeping & Accounting

GAAP-compliant bookkeeping built for cooperative accounting mechanics — patronage records, member equity accounts, and the reporting your board and auditors actually need.

Pricing

$600–$2,500/month based on revenue · Includes patronage records and member equity accounts

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Additional Services

Capitalization, governance, and development

Capitalization Strategies

Securing investment in a cooperative requires a fundamentally different approach than conventional capital-raising. We design and execute capitalization strategies built around member equity, community investment, and the cooperative capital stack — including positioning projects for the RBIFunder platform.

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Governance & Board Support

Strong cooperative governance requires boards that understand their fiduciary obligations. We provide financial training, board reporting frameworks, and governance documentation that builds real organizational accountability — not just compliance checkboxes.

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Ownership Transition

Retiring owners increasingly choose employee ownership as an alternative to sale. We structure and execute ownership transitions that work financially and cooperatively — from initial feasibility through closing and post-conversion governance setup.

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RBIFunder Platform

A Regulation CF investment platform designed for cooperative projects — where investors are members, not just funders. Join the waitlist to be among the first to invest in cooperative development through the only platform built around cooperative ownership principles.

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Ready to take your cooperative's finances seriously?

A 30-minute consultation costs nothing. Finding out your cap table has been wrong for three years costs much more.

Schedule a Free Consultation