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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.
Case studies make EOTs concrete by showing how the model affects employees, governance, transparency, and business continuity after transition.
Founders and operators who want to understand what an EOT can look like inside a real operating company.
Heirloom Library entries are summaries and wayfinding notes. The original source is the best place to read the full resource.
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National Center for Employee Ownership
A clear NCEO overview explaining what an EOT is, how it works, why owners choose the model, and how EOTs differ from ESOPs and worker cooperatives.
National Center for Employee Ownership
A detailed NCEO publication on how EOTs work, how they compare to ESOPs, and how companies can structure, finance, govern, and operate after an EOT transition.
Rocky Mountain Employee Ownership Center
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.
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.