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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.
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Showing 6 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
An NCEO article explaining the ESOP committee’s role in plan administration, fiduciary decision-making, and employee communications.
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.
National Center for Employee Ownership
An NCEO article describing participant rights, including voting rights, disclosure, diversification, distributions, and benefit protections.
National Center for Employee Ownership
An NCEO FAQ explaining minimum participation and coverage rules for ESOPs.