Worksheets for Managing Your Business

Sam Brownell conducted a recent  webinar for the NCBA CLUSA focused on concrete steps that business owners and cooperatives can take right now to strengthen their businesses. During the webinar, he used real-life examples drawn from the firm’s succession and business continuity planning work with purchasing co-ops. Below are links to download two spreadsheet templates he uses with clients along with a Business Continuity Plan Checklist.

Activities and Services Analysis Template.xlsx (For ease of use, when you open the document, go to “View” in the main navigation and select “Normal”)

UPDATED Cash Flow Analysis Template.xlsx (For ease of use, when you open the document, go to “View” in the main navigation and select “Normal”)

Business Continuity Plan Checklist - Stratus.pdf