Heirloom Library

Find the right employee ownership resource

Explore trusted sources on employee ownership and democratic governance. Heirloom explains what each source is useful for, so you can follow a guide or look up exactly what you need.

Lookup results

Filtered resources

Refine this set without losing your search or current selections.

Prefer a guided path?

Narrow these results

Counts show each option across the full published Library.

Clear all filters

Format: Tool Difficulty: Advanced

Change filters2 selected

Ownership structure

The legal or member-ownership structure discussed.

Any ESOP (Employee Stock Ownership Plan)39 EOT (Employee Ownership Trust)17 Worker cooperative49 Other cooperative or member-owned3 Steward ownership9 Platform cooperative8

Topic / practical question

The question or work the resource helps with.

Any Choosing or comparing ownership9 Transition and succession22 Governance68 Sociocracy33 Participation and employee voice42 Ownership culture31 Legal34 Finance32 Valuation7 Education and training25 Scaling employee ownership30 Evidence and impact26 Organization design and self-management44

More filtersFormat, difficulty, jurisdiction

Format

What kind of resource you want to use.

Any Article20 Guide40 Tool17 Case study10 Research17 Book8 Video3 Template8 Framework7 Reference6 Resource hub2 Presentation1 Program1

Difficulty

How much context the resource assumes.

Any Intro53 Intermediate55 Advanced32

Jurisdiction / context

Where the source or guidance is situated; especially important for legal and financial material.

Any International / global36 United States83 California, United States1 United Kingdom12 Canada2 Netherlands2 New Zealand1 Spain1

Showing 5 of 140 published resources.

Reset search and filters

Tool·Advanced

Board Excellence Toolkit and Candidate Directory

National Center for Employee Ownership

An NCEO toolkit focused on improving ESOP company boards, especially through independent director recruitment and onboarding.

GovernanceESOP

Source

Why it fits

Tool·Advanced

Delegate Circle Pattern

Sociocracy 3.0

The S3 pattern page for delegate circles, which connect domains and bring multiple perspectives into governance decision-making.

Sociocracy

Source

Why it fits

Tool·Advanced·United States

ESOP Finance Toolkit and Lender Directory

National Center for Employee Ownership

An NCEO toolkit designed to help ESOP companies and prospective ESOP companies understand financing options and find experienced lenders.

FinanceESOP

Source

Why it fits

Tool·Advanced·United States

Repurchase Obligation Toolkit

National Center for Employee Ownership

An NCEO toolkit on planning for the ESOP repurchase obligation, the company’s responsibility to provide cash when participants cash out shares.

LegalESOP

Source

Why it fits

Tool·Advanced·United States

State Cooperative Statute Library

NCBA CLUSA

A state-by-state cooperative statute library hosted by NCBA CLUSA and curated with USDA Rural Business Cooperative Service.

LegalWorker cooperative

Source

Why it fits

Heirloom Library

Find the right employee ownership resource

Explore trusted sources on employee ownership and democratic governance. Heirloom explains what each source is useful for, so you can follow a guide or look up exactly what you need.

Lookup results