Heirloom Library

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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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Ownership structure: ESOP (Employee Stock Ownership Plan)Topic: Scaling employee ownership Format: Guide

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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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Difficulty

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Any Intro53 Intermediate55 Advanced32

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

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Guide·Intro·United States

Using an ESOP to Buy Out Owners

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.

Transition and successionESOP

Source

Why it fits

Guide·Intermediate·United States

Creating a New ESOP vs. Selling to an Existing ESOP