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: Worker cooperative Topic: Finance 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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Guide·Intermediate·United States

A Cooperative Feasibility Study Guide

USDA Rural Development

A USDA guide explaining how to conduct a feasibility study for a cooperative business.

LegalWorker cooperative

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

Template·Intermediate·United States

Pro Forma Template

Democracy at Work Institute

A DAWI spreadsheet template that helps worker cooperative entrepreneurs make a preliminary financial assessment of a startup or early-stage business.

FinanceWorker cooperative

Source

Why it fits

Case study·Intermediate·United States

The Lending Opportunity of a Generation

Cooperative Fund of New England, Project Equity, Democracy at Work Institute

A financing FAQ and case study report for investing in businesses converting to worker ownership.

FinanceWorker cooperative

Source

Why it fits

Guide·Intermediate·United States

Think Outside the Boss: How to Create a Worker-Owned Business, 7th Ed.

Sustainable Economies Law Center

A legal and practical manual from SELC, EBCLC, and the Green Collar Communities Clinic on starting and operating a worker-owned business.

GovernanceWorker cooperative

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