Loading the next page…
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.
Lookup results
Refine this set without losing your search or current selections.
Counts show each option across the full published Library.
Showing 11 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.
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
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.
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.
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.
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.