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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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Counts show each option across the full published Library.
Showing 14 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.
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.
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.
National Center for Employee Ownership
An NCEO comparison of EOTs and ESOPs as ownership transition tools, including structural differences, employee benefits, and transaction considerations.
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.
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.
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.
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.