Expand & Grow Co-ops


External Capitalization

External Capitalization

Any expansion project will require capital, both internal to the cooperative and external.

In addition to helping plan for owner capitalization, we can assist you in developing a financing plan and strategy for bank debt and other sources of external capital. We can help by:

  • Reviewing capital needs based on a financial pro forma
  • Developing a strategy to pursue multiple and preferred sources of capital
  • Planning an approach for initial exploratory contacts with lenders
  • Ongoing coaching and support

Associated Consultants

Bill Gessner

Expansion Planning, Business Development, Financial Pro Forma, Capital Campaigns

Associated Case Studies

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