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Ownership With a Purpose: A Case Study of Clegg Auto’s Employee Ownership Trust

A detailed Aspen Institute case study of Clegg Auto’s transition to an EOT, including employee perspectives, ownership culture, profit sharing, governance voice, and community preservation.

Source: Aspen InstituteAdded June 12, 2026Published 2025
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Why it matters

Case studies make EOTs concrete by showing how the model affects employees, governance, transparency, and business continuity after transition.

Best for

Founders and operators who want to understand what an EOT can look like inside a real operating company.

This case study is especially useful because it goes beyond the transaction and looks at how ownership is communicated and practiced. It shows why employee education, financial transparency, and governance design matter after an EOT is created.

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Heirloom Library entries are summaries and wayfinding notes. The original source is the best place to read the full resource.

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A 2025 toolkit explaining EOT definitions, comparisons with ESOPs and worker co-ops, ideal business profiles, best practices, policy context, funding sources, and a Clegg Auto case study.

Choosing or comparing ownershipEmployee Ownership Trust