Heirloom Library

Find the right employee ownership resource

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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Topic: Finance Format: Article Difficulty: Intro

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Ownership structure

The legal or member-ownership structure discussed.

Any ESOP (Employee Stock Ownership Plan)39 EOT (Employee Ownership Trust)17 Worker cooperative49 Other cooperative or member-owned3 Steward ownership9 Platform cooperative8

Topic / practical question

The question or work the resource helps with.

Any Choosing or comparing ownership9 Transition and succession22 Governance68 Sociocracy33 Participation and employee voice42 Ownership culture31 Legal34 Finance32 Valuation7 Education and training25 Scaling employee ownership30 Evidence and impact26 Organization design and self-management44

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How much context the resource assumes.

Any Intro53 Intermediate55 Advanced32

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Any International / global36 United States83 California, United States1 United Kingdom12 Canada2 Netherlands2 New Zealand1 Spain1

Showing 2 of 140 published resources.

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Article·Intro·United States

How Small Is Too Small for an ESOP?

National Center for Employee Ownership

An NCEO FAQ addressing the practical size and cost considerations that may make an ESOP a poor fit for very small companies.

FinanceESOP

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Why it fits

Article·Intro

What Is an Employee Ownership Trust (EOT)?

Common Trust

A Common Trust guide to EOT ownership, business succession, employee benefit, governance, and comparison with ESOPs and worker cooperatives.