ESOP Pre-Feasibility Toolkit and Tax Advantage Calculator
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.
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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 13 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.
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
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.
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.
National Center for Employee Ownership
An NCEO FAQ comparing ESOPs and Employee Ownership Trusts as business transition options.
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 article describing participant rights, including voting rights, disclosure, diversification, distributions, and benefit protections.
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 FAQ explaining minimum participation and coverage rules for ESOPs.