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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 9 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.
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.
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.
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.
Project Equity
Project Equity’s capital initiative supporting U.S. businesses that need financing to transition to employee ownership.
Democracy at Work Institute
A DAWI resource on the capital landscape for worker cooperatives and how finance institutions can support worker ownership.
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.
Project Equity
A Project Equity article using three employee ownership case studies to show how transitions can create value for owners, employees, and advisors.