Community Ownership Transition Pledge Form

Transform Your Business with Community Ownership

Transitioning to employee or community ownership is one of the most meaningful steps a business owner can take—preserving legacy, empowering teams, and building wealth within your community. Our Community Ownership Transition Pledge Form makes it simple for business owners to formally commit to this transformation, map out their employee stock ownership plan (ESOP) timeline, define governance structures, and outline training commitments for new stakeholders.

Whether you're a small business owner planning for succession, a founder looking to democratise ownership, or a social enterprise formalising your commitment to stakeholder capitalism, this template helps you capture the essential details and public pledges that drive accountability and momentum.

Why Paperform is perfect for ownership transition pledges

Paperform is built for SMBs and professional services firms that need flexible, on-brand forms for complex commitments and client-facing workflows. This template demonstrates exactly that—combining conditional logic, multi-page organisation, and a doc-style editor to create a pledge experience that feels as intentional as the ownership transition itself.

• Flexible timeline planning: Use dropdown and date fields to capture ESOP rollout phases, training schedules, and governance milestones. Conditional logic ensures you only see the fields relevant to your chosen transition model.
• Professional presentation: Format your pledge form to match your brand, embed it on your site, or share it as a standalone landing page. Add your logo, mission statement, and even a background image to make the commitment feel ceremonial.
• Instant follow-up workflows: Use Stepper (stepper.io) to automate what happens next—send a welcome email to pledging business owners, log commitments in Airtable or Notion, notify your transition advisory team, or trigger a series of onboarding steps for governance training and legal review.
• Capture signatures with Papersign: Once a pledge is submitted, you can route it through Papersign (papersign.com) to collect legally binding eSignatures on formal commitment documents, shareholder agreements, or governance charters—keeping everything linked to the original submission.

Who this template is for

This form is ideal for:

• Business owners and founders planning employee ownership transitions, worker cooperatives, or community ownership models
• Social enterprises and B Corps formalising their commitment to stakeholder governance and shared ownership
• Economic development organisations and nonprofits running ownership transition programs, ESOP education campaigns, or cooperative incubators
• Consultants and advisors specialising in employee ownership, succession planning, and democratic business models
• Community wealth-building initiatives tracking pledges from local businesses committing to ownership transitions

What makes this template work

This isn't a one-size-fits-all sign-up form. It's designed to capture the nuance of ownership transitions:

• Business and ownership details: Collect company name, industry, current ownership structure, number of employees, and annual revenue range to understand the transition context.
• Transition model selection: Let pledgers choose their intended model—ESOP, worker cooperative, community ownership trust, or hybrid—with conditional questions tailored to each path.
• Timeline and milestones: Capture target transition dates, key phases (feasibility study, legal structuring, employee education, share distribution), and anticipated completion dates.
• Governance commitments: Ask about board structure, employee representation, decision-making processes, and stakeholder engagement plans.
• Training and education plans: Document commitments to financial literacy training, cooperative governance education, and ongoing support for new employee-owners.
• Public pledge and motivation: Include an open-ended field for business owners to share why they're making this commitment and what they hope to achieve—powerful for storytelling and community accountability.

Automate the journey with Stepper and Papersign

Once a business owner submits their pledge, you can use Stepper to:

• Send a personalised confirmation email with next steps and resources on ESOP structures, legal requirements, and financing options
• Add the pledge to a CRM or project management tool like HubSpot, Airtable, or Monday.com
• Notify your advisory team, legal partners, or program coordinators to initiate outreach
• Schedule a series of check-in emails tied to the pledged milestones (e.g., "How's your feasibility study going?")
• Trigger a Slack or Teams message to your internal team when a high-revenue business commits

And with Papersign, you can follow up by sending formal commitment agreements, shareholder resolutions, or governance charters for secure eSignature, creating a seamless handoff from pledge to legal documentation.

Designed for conversion, built for trust

This template uses Paperform's one-question-at-a-time Guided Mode to make the pledge process feel personal and manageable, or you can switch to a classic multi-page layout for a more traditional flow. Either way, you're giving business owners a professional, thoughtful experience that matches the gravity of their commitment.

Because ownership transitions are built on trust and transparency, Paperform's SOC 2 Type II compliance, data residency controls, and enterprise-grade security ensure that sensitive business details are handled with care. And if you're managing pledges across multiple programs or regions, Agency+ features let you manage everything under one roof with shared templates and team permissions.

Get started in minutes

You can launch this form as-is, or customise it in Paperform's doc-style editor—no code required. Add conditional logic to hide or show fields based on transition model, embed it on your campaign landing page, or connect it to your CRM and project tools to keep your ownership transition pipeline moving.

Whether you're running a grassroots cooperative movement, a regional ESOP campaign, or a national initiative to democratise business ownership, this template gives you the foundation to turn pledges into action—and businesses into community wealth engines.

Start collecting ownership transition pledges today with Paperform—trusted by over 500,000 teams worldwide, SOC 2 Type II compliant, and designed for businesses that care about brand, impact, and getting things done without developers.