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.

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Ownership structure: EOT (Employee Ownership Trust)Format: Guide Difficulty: Intermediate

Change filters3 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 3 of 140 published resources.

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Guide·Intermediate·United States

Employee Ownership Trust Toolkit

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.

Choosing or comparing ownershipEmployee Ownership Trust

Source

Why it fits

Guide·Intermediate·United Kingdom

Guide to Structuring Employee Ownership

Employee Ownership Association

A UK Employee Ownership Association and Postlethwaite guide explaining direct, indirect, and hybrid employee ownership structures, including EOTs and employee share ownership.

Choosing or comparing ownershipEmployee Ownership Trust

Source

Why it fits

Guide·Intermediate·United States

How the Money Works in an Employee Ownership Trust (EOT)

Common Trust

A practical Common Trust guide to the financial mechanics of an EOT transaction, including financing, structuring, seller payment, and deal design.

Transition and successionEmployee Ownership Trust

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

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

Ownership structure: EOT (Employee Ownership Trust)Format: Guide Difficulty: Intermediate

Change filters3 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.

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 3 of 140 published resources.

Reset search and filters

Guide·Intermediate·United States

Employee Ownership Trust Toolkit

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.

Choosing or comparing ownershipEmployee Ownership Trust

Source

Why it fits

Guide·Intermediate·United Kingdom

Guide to Structuring Employee Ownership

Employee Ownership Association

A UK Employee Ownership Association and Postlethwaite guide explaining direct, indirect, and hybrid employee ownership structures, including EOTs and employee share ownership.

Choosing or comparing ownershipEmployee Ownership Trust

Source

Why it fits

Guide·Intermediate·United States

How the Money Works in an Employee Ownership Trust (EOT)

Common Trust

A practical Common Trust guide to the financial mechanics of an EOT transaction, including financing, structuring, seller payment, and deal design.

Transition and successionEmployee Ownership Trust

Source

Why it fits