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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 8 of 140 published resources.
Reset search and filtersAspen 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.
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 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.
National Center for Employee Ownership
An NCEO FAQ explaining minimum participation and coverage rules for ESOPs.