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Ownership structure: ESOP (Employee Stock Ownership Plan)Format: Case study Difficulty: Intermediate

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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

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Any Intro53 Intermediate55 Advanced32

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

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Case study·Intermediate

The ROI of Employee Ownership: Insights from Three Case Studies

Project Equity

A Project Equity article using three employee ownership case studies to show how transitions can create value for owners, employees, and advisors.

Transition and successionESOP

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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