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CoBuy Wizard Worksheet

Published
October 30, 2023
Updated
November 4, 2024

CoBuy Wizard Worksheet for Co-buy Planning

Use this worksheet to plan a co-buy home purchase effectively.

We built this badboy over many years.

In fact, it's a simplified version of our original co-buying platform that used to live at gocobuy.com. We've used the same methodology to help thousands of friends, relatives, loved ones, and groups get setup for a success joint home purchase. Now, we're sharing it with you for free.

Here's a video breakdown of what the sheet is about and how it works:


Make a copy of the worksheet below by clicking File >Make a Copy, or click here.

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Co-ownerOS™

The complete system for what you’re learning.

Plan and manage your co-ownership—intelligently.

  • Create legal agreements — Save $10,000 on lawyers
  • Define finances — Prevent money fights
  • Organize documents — Never lose critical paperwork
  • Plan your exit — Avoid getting trapped
  • Save 120 hours/year — Escape admin hell

Course knowledge + Co-ownerOS™ = Co-ownership that works.

Activate Co-ownerOS™ →
Matt Holmes and Pam Hughes are co-founders of CoBuy, Inc.
Course Authors

Matt Holmes (LinkedIn) is co-founder and CEO of CoBuy, formed in 2016 to unlock homeownership for everyone. Before hopping a flight to Seattle to start CoBuy with his mother, Matt worked in investment banking and financial markets in London for a decade. He holds degrees from University College London (BSc Economics) and ESCP Business School (Masters, London & Turin).

Pam Hughes (LinkedIn) is Co-founder and COO at CoBuy. She has over 40 years of experience across finance, real estate, insurance, and construction. Pam has committed to personal empowerment through financial education for decades, which inspired her to start CoBuy with her son in 2016. She's best friends with a small dog known as Francis.