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: Transition and succession 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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Format

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Any Article20 Guide40 Tool17 Case study10 Research17 Book8 Video3 Template8 Framework7 Reference6 Resource hub2 Presentation1 Program1

Difficulty

How much context the resource assumes.

Any Intro53 Intermediate55 Advanced32

Jurisdiction / context

Where the source or guidance is situated; especially important for legal and financial material.

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

The Emergence of Employee Ownership Trusts in the US

Aspen Institute

An Aspen Institute article explaining the growth of EOTs in the United States, their relationship to perpetual trusts, and why the model is gaining attention.

Transition and successionEmployee Ownership Trust

Source

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.

Transition and successionEmployee Ownership Trust

Source

Why it fits

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.

Lookup results

Filtered resources

Refine this set without losing your search or current selections.

Prefer a guided path?

Narrow these results

Counts show each option across the full published Library.

Clear all filters

Topic: Transition and succession Format: Article Difficulty: Intro

Change filters3 selected

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.

More filtersFormat, difficulty, jurisdiction

Format

What kind of resource you want to use.

Any Article20 Guide40 Tool17 Case study10 Research17 Book8 Video3 Template8 Framework7 Reference6 Resource hub2 Presentation1 Program1

Difficulty

How much context the resource assumes.

Any Intro53 Intermediate55 Advanced32

Jurisdiction / context

Where the source or guidance is situated; especially important for legal and financial material.

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

Showing 2 of 140 published resources.

Reset search and filters

Article·Intro

The Emergence of Employee Ownership Trusts in the US

Aspen Institute

An Aspen Institute article explaining the growth of EOTs in the United States, their relationship to perpetual trusts, and why the model is gaining attention.

Transition and successionEmployee Ownership Trust

Source

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.

Transition and successionEmployee Ownership Trust

Source

Why it fits