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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 14 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.
Sociocracy For All
A step-by-step Sociocracy For All guide for transitioning an existing organization into linked, nested circles.
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.
Employee Ownership Association
A UK research report on employee ownership, business performance, engagement, resilience, and organizational practices.
Employee Ownership Association
A UK report on the practices, governance, and cultural conditions that support effective employee ownership.
Democracy at Work Institute
A DAWI resource on the capital landscape for worker cooperatives and how finance institutions can support worker ownership.
Sociocracy For All
A Sociocracy For All article explaining why large groups should not try to make every decision together and how circles can support scale.
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.
Platform Cooperativism Consortium
A Platform Cooperativism Consortium article on cooperative identity in the digital economy, including scaling through replication, federation, social franchise, and protocols.