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Project Equity’s capital initiative supporting U.S. businesses that need financing to transition to employee ownership.
Access to capital is a major barrier to employee ownership transitions, especially for smaller businesses that may not fit conventional lending.
Owners, advisors, and ecosystem builders looking for financing pathways for employee ownership transitions.
Heirloom Library entries are summaries and wayfinding notes. The original source is the best place to read the full resource.
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Ohio Employee Ownership Center
A guide for small and medium-sized business owners planning ownership and management succession, including goals, stakeholders, valuation, and transition planning.
National Center for Employee Ownership
A toolkit for leaders considering selling their business to an already employee-owned company.
National Center for Employee Ownership
An NCEO guide comparing two paths: creating an ESOP inside the company or selling the company to an existing ESOP-owned acquirer.
This is not a general guide, but it is important because employee ownership depends on available transition capital. It helps readers see that financing infrastructure is part of the ecosystem, not a side issue.