“None of us get to where we are alone.”

Our average deal size is


Our largest investment has been


Our investment fund is valued at over


Since 1984 we’ve made $35.5M in nominal investments, and made over 710 equity, loan and guarantee deals.

Book An Advisory Session Today!

The CFOS Financing Process

 01 Meet An Advisor

 02 Present Your Application

 03 Receive Support

or appeals process

Financial Resources

Business Plan Template

Business plan template
(service based or manufacturing) (BP resources)

* Please contact us to gain access to these documents.

CFOS Loan Application

Financial Projections Template – Monthly

Co-op business planning

The Legal Steps to Buying a Business

Debt to Income Ratio Calculator

Contact Us

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