Loading the next page…
Heirloom Library
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
Refine this set without losing your search or current selections.
Counts show each option across the full published Library.
Showing 16 of 140 published resources.
Reset search and filtersNational Center for Employee Ownership
A structured NCEO toolkit and calculator designed to help companies assess whether an ESOP may be a realistic next step.
National Center for Employee Ownership
A toolkit for leaders considering selling their business to an already employee-owned company.
National Center for Employee Ownership
An NCEO guide comparing two paths: creating an ESOP inside the company or selling the company to an existing ESOP-owned acquirer.
National Center for Employee Ownership
An NCEO article explaining the ESOP committee’s role in plan administration, fiduciary decision-making, and employee communications.
Aspen Institute
A Rutgers and Aspen Institute research brief summarizing recent evidence on employee ownership, ESOP participation, wealth, job quality, and firm outcomes.
National Center for Employee Ownership
NCEO’s data page summarizing ESOP prevalence, participants, assets, leverage, and other employee ownership statistics.
National Center for Employee Ownership
An NCEO comparison of EOTs and ESOPs as ownership transition tools, including structural differences, employee benefits, and transaction considerations.
National Center for Employee Ownership
An NCEO FAQ comparing ESOPs and Employee Ownership Trusts as business transition options.
Rutgers Curriculum Library for Employee Ownership
A benchmark guide summarized by Rutgers CLEO comparing employee-owned company practices across engagement, reward, governance, ownership culture, and social responsibility.
National Center for Employee Ownership
NCEO’s survey tool for measuring how well employees understand and experience ownership culture.
National Center for Employee Ownership
An NCEO guide to developing and improving ESOP communication committees, with practical advice and case examples.
National Center for Employee Ownership
An NCEO communications resource with templates, sample materials, and guidance for explaining ESOPs and financial concepts to employee-owners.
National Center for Employee Ownership
An NCEO article describing participant rights, including voting rights, disclosure, diversification, distributions, and benefit protections.
Project Equity
A Project Equity article using three employee ownership case studies to show how transitions can create value for owners, employees, and advisors.
National Center for Employee Ownership
An NCEO research summary covering findings on firm performance, employment stability, worker wealth, and employee outcomes.
National Center for Employee Ownership
An NCEO FAQ explaining minimum participation and coverage rules for ESOPs.