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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 37 of 140 published resources.
Reset search and filtersRocky 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.
National Center for Employee Ownership
A structured NCEO toolkit and calculator designed to help companies assess whether an ESOP may be a realistic next step.
Aspen Institute
A detailed Aspen Institute case study of Clegg Auto’s transition to an EOT, including employee perspectives, ownership culture, profit sharing, governance voice, and community preservation.
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.
USDA Rural Development
A USDA guide explaining how to conduct a feasibility study for a cooperative business.
Ohio Employee Ownership Center
A guide for small and medium-sized business owners planning ownership and management succession, including goals, stakeholders, valuation, and transition planning.
National Center for Employee Ownership
A toolkit for leaders considering selling their business to an already employee-owned company.
Project Equity
Project Equity case studies of businesses that converted to worker cooperatives, including examples such as Big Timberworks, Namaste Solar, Pattycake Bakery, and Real Pickles.
Democracy at Work Institute
A DAWI-hosted AORTA resource outlining a conflict-resolution process that can be used by cooperatives.
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.
Democracy at Work Institute
A DAWI guide to democratic management practices organized around power, information, people, and money, with tools and examples for worker co-ops and democratic workplaces.
Democracy at Work Network
A handbook for creating accountability and evaluation systems in small and medium-sized worker cooperatives.
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.
Project Equity
Project Equity’s capital initiative supporting U.S. businesses that need financing to transition to employee ownership.
National Center for Employee Ownership
An NCEO comparison of EOTs and ESOPs as ownership transition tools, including structural differences, employee benefits, and transaction considerations.
Sustainable Economies Law Center
A SELC article explaining key tradeoffs between forming a worker cooperative as an LLC or as a cooperative corporation.
Democracy at Work Institute
A DAWI guide explaining how governing documents can codify democratic ownership, governance structure, growth, and conflict-resolution pathways.
Sociocracy.info
A case study of Hertzler Systems’ adoption of sociocratic meeting process, consent decision-making, and circle structure dynamics.
National Center for Employee Ownership
An NCEO FAQ comparing ESOPs and Employee Ownership Trusts as business transition options.
Common Trust
A practical Common Trust guide to the financial mechanics of an EOT transaction, including financing, structuring, seller payment, and deal design.
Democracy at Work Institute
A DAWI resource on the capital landscape for worker cooperatives and how finance institutions can support worker ownership.
The Morning Star Company
Morning Star’s own description of its self-management model, built around personal missions, peer commitments, and human respect.
National Center for Employee Ownership
NCEO’s survey tool for measuring how well employees understand and experience ownership culture.
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.
USDA Rural Development
A USDA circular with sample cooperative legal documents, including bylaws and related governance provisions.
Democracy at Work Institute
An editable sample bylaws document for worker cooperatives that can help groups avoid starting their governance documents from scratch.
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.
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.
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.
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.
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.
Democracy at Work Institute
A sample employee and worker-owner handbook template for existing worker cooperatives.