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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Format: Research Jurisdiction / context: United States 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

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.

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Research·Intermediate

2025 Worker Cooperative State of the Sector

U.S. Federation of Worker Cooperatives / Democracy at Work Institute

A sector report on worker cooperatives and democratic workplaces in the United States based on fiscal year 2024 data.

Scaling employee ownershipWorker cooperative

Source

Why it fits

Research·Intermediate

Employee Ownership and ESOPs: What We Know from Recent Research

Aspen Institute

A Rutgers and Aspen Institute research brief summarizing recent evidence on employee ownership, ESOP participation, wealth, job quality, and firm outcomes.

Ownership cultureESOP

Source

Why it fits

Research·Intermediate

Employee Ownership by the Numbers

National Center for Employee Ownership

NCEO’s data page summarizing ESOP prevalence, participants, assets, leverage, and other employee ownership statistics.

Education and trainingESOP

Source

Why it fits

Research·Intermediate·United States

Investing in Worker Ownership

Democracy at Work Institute

A DAWI resource on the capital landscape for worker cooperatives and how finance institutions can support worker ownership.

FinanceWorker cooperative

Source

Why it fits

Research·Intermediate

What the Research Says: The Impact of Employee Ownership

National Center for Employee Ownership

An NCEO research summary covering findings on firm performance, employment stability, worker wealth, and employee outcomes.

Ownership cultureESOP

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

Format: Research Jurisdiction / context: United States 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 5 of 140 published resources.

Reset search and filters

Research·Intermediate

2025 Worker Cooperative State of the Sector

U.S. Federation of Worker Cooperatives / Democracy at Work Institute

A sector report on worker cooperatives and democratic workplaces in the United States based on fiscal year 2024 data.

Scaling employee ownershipWorker cooperative

Source

Why it fits

Research·Intermediate

Employee Ownership and ESOPs: What We Know from Recent Research

Aspen Institute

A Rutgers and Aspen Institute research brief summarizing recent evidence on employee ownership, ESOP participation, wealth, job quality, and firm outcomes.

Ownership cultureESOP

Source

Why it fits

Research·Intermediate