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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 12 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.
Rocky Mountain Employee Ownership Center
A 2025 toolkit explaining EOT definitions, comparisons with ESOPs and worker co-ops, ideal business profiles, best practices, policy context, funding sources, and a Clegg Auto case study.
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
An NCEO guide focused on how a sale to an ESOP can provide succession, liquidity, continuity, and employee ownership for closely held companies.
USDA Rural Development
A USDA guide explaining how to conduct a feasibility study for a cooperative business.
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
An NCEO guide comparing two paths: creating an ESOP inside the company or selling the company to an existing ESOP-owned acquirer.
ESOP.org / National Center for Employee Ownership
A broad ESOP basics resource covering plan mechanics, statistics, governance, employee rights, valuation, and common uses.
Common Trust
A practical Common Trust guide to the financial mechanics of an EOT transaction, including financing, structuring, seller payment, and deal design.
Sustainable Economies Law Center
A legal guide to converting an existing business to cooperative ownership, including entity formation, governance documents, asset transfer, financing, and transaction steps.
Sustainable Economies Law Center
A legal and practical manual from SELC, EBCLC, and the Green Collar Communities Clinic on starting and operating a worker-owned business.
Project Equity
A Project Equity comparison of ESOPs, worker cooperatives, and Employee Ownership Trusts.