An Introduction to Employee Ownership Trusts (EOTs)
National Center for Employee Ownership
A clear NCEO overview explaining what an EOT is, how it works, why owners choose the model, and how EOTs differ from ESOPs and worker cooperatives.
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Heirloom Library
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Showing 23 of 140 published resources.
Reset search and filtersNational Center for Employee Ownership
A clear NCEO overview explaining what an EOT is, how it works, why owners choose the model, and how EOTs differ from ESOPs and worker cooperatives.
Sociocracy For All
An introduction to circle structures, domains, operational roles, linking, and how sociocracy distributes governance across an organization.
Sociocracy For All
A practical explanation of consent decision-making, including the difference between preference, tolerance, and objection.
Project Equity
Project Equity’s overview of EOTs, including how the model works, why it is flexible, and how it can provide employees with profit sharing and a voice in governance.
National Center for Employee Ownership
A clear NCEO primer explaining how ESOPs are structured, how the trust works, how shares are allocated, and why ESOPs are commonly used for business succession.
National Center for Employee Ownership
NCEO’s ownership culture hub explaining why employee ownership performs best when paired with information-sharing, employee voice, and owner-like thinking.
Co-operatives UK
A Co-operatives UK guide explaining sociocracy for co-ops, including consent decision-making, circle working, double-linking, open elections, benefits, drawbacks, and templates.
Sociocracy For All
A clear introductory overview of sociocracy as a governance system based on consent, circles, roles, linking, rounds, and continuous improvement.
National Center for Employee Ownership
An NCEO guide focused on how a sale to an ESOP can provide succession, liquidity, continuity, and employee ownership for closely held companies.
National Center for Employee Ownership
An NCEO booklet landing page introducing employee ownership for business succession, including owner stories, FAQs, sale process basics, and research findings.
National Center for Employee Ownership
An NCEO guide for companies under about 20 employees that want employee ownership but may not be good ESOP candidates.
U.S. Federation of Worker Cooperatives
A USFWC Co-op Clinic mini guide on the role, composition, and accountability of worker co-op boards.
Sociocracy For All
A practical guide to sociocratic process roles, including leader, delegate, secretary, facilitator, and logbook keeper.
Co-operatives UK
A Co-operatives UK guide to semi-autonomous circles, domains, rounds, membership, and linking for cooperative organizations.
Canadian Worker Co-operative Federation
A CWCF guide to decision-making in worker co-ops, including member meetings, board roles, management accountability, and the need for clear authority.
ESOP.org / National Center for Employee Ownership
A broad ESOP basics resource covering plan mechanics, statistics, governance, employee rights, valuation, and common uses.
Project Equity
Project Equity’s ESOP overview explaining the model, common use cases, ownership transfer mechanics, and how ESOPs compare to other employee ownership forms.
Democracy at Work Institute / South Mountain Company
A practical resource from South Mountain Company with tips for effective meetings and consensus decision-making in worker cooperatives.
Sociocracy for All
A Sociocracy for All resource explaining why sociocracy can fit cooperative governance and how consent, circles, and peer learning can support co-ops.
Canadian Worker Co-operative Federation
A Canadian Worker Co-operative Federation starting point with links to a handbook and sections on incorporation, decision-making, business planning, and co-op principles.
workers.coop
A worker-co-op-specific code explaining how cooperative principles apply to worker-owned businesses, including governance, membership, work, capital, and participation.
Project Equity
A Project Equity comparison of ESOPs, worker cooperatives, and Employee Ownership Trusts.
Democracy at Work Institute
A plain-language DAWI overview of what worker cooperatives are, how they differ from other models, and how ownership and voting typically work.