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Don Moffitt

Don Moffitt

Don Moffitt

Pro formas, Feasibility & Project Development
Inside the Numbers LLC

donmoffitt@columinate.coop
919-812-3474

Areas of Expertise:

  • Creating pro formas
  • Analyzing financial feasibility
  • Developing financial understanding
  • Mentoring on project management
  • Advising on new store development: real estate, design, construction, and equipment
  • Improving gross margins

When you’re looking for help on financial feasibility and project development, you need someone who provides both spreadsheets and guidance. I bring experience, education and knowledge to help you plan your project so that your co-op thrives.

— Don Moffitt

Experience:

  • Pro forma for multiple clients, including startups and operating co-ops
  • Guidance for leasing or purchasing a site
  • Conference workshops for project development, finance, real estate and management
  • Financial literacy webinar series for National Co+op Grocers, produced with colleague Brittany Baird
  • On-site organizational readiness workshops for large capital projects with Bill Gessner
  • Durham Co-op Market: Project Manager for startup
  • Whole Foods Market: VP Store Development, Store Manager, Regional President
  • B.Architecture (professional degree), University of Texas, Austin
  • MBA, University of North Carolina, Chapel Hill

Don combined extensive experience in natural-food-store design, site selection, operations and management with excellent financial skills. He built strong relationships with key stakeholders through careful listening and close collaboration. He played a key role in site acquisition, pro forma development, community fundraising, lender relationships and equipment selection.

Leila Wolfrum, General Manager, Durham Co-op Market, Durham, N.C.

Working with Don has exceeded all my expectations for hiring a consultant to put together our pro forma. I knew I would receive a detailed and thorough pro forma for our project, but I had no idea that Don would accompany that document with consulting sessions focused on defining and refining the financial feasibility of the project. Because of his years of experience – both in corporate natural foods and co-op development – Don is able to speak to store build and operations, the role of the GM, co-op fundraising, and a multitude of other considerations that ultimately impact the cost and viability of any start-up food cooperative.

Aside from Don’s vast technical acumen, he has a rare gift in being skilled at walking groups of non-CPA types through his thinking; He is able to make the spreadsheets come alive for us, translating numbers into real-life features of our project and the decisions that lie ahead in pursuit of a site and funds. Don has made our Board feel comfortable as we build our financial muscles and has also walked with us as we refine our vision for the store, ask ourselves tough questions about feasibility, and grapple with an industry that features razor-thin margins and stiff competition. Don works well with others in his industry who are involved in our project, speaking with confidence on his views and being able to alter assumptions when confronted with new information.

I can’t recommend his services highly enough!

Jillian Jason, Board President, Wild Onion Market

I had the pleasure of working with Don Moffitt over the course of several months as he provided us with an extensive review of our existing pro forma, as well as strategic planning for our long-term debt. Don is kind, thorough and has the depth of knowledge necessary to turn financial chaos into a workable plan. He approached each interaction with the air of a patient professor/mentor and I was immediately at ease working with him. Don encouraged honesty and openness as he got to know our situation and the key players. This approach enabled him to get a fully accurate picture of our store, our predicament and the resources available for working through our challenges. Don’s compassionate, nonjudgmental attitude engendered a level of trust that was essential to the work at hand. He fully grasped our financial situation and partnered with me to find workable long-term solutions.

Jessica Armbrust, General Manager, East Aurora Co-op Market

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