ESOP Pre-Feasibility Toolkit and Tax Advantage Calculator
National Center for Employee Ownership
A structured NCEO toolkit and calculator designed to help companies assess whether an ESOP may be a realistic next step.
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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 17 of 140 published resources.
Reset search and filtersNational Center for Employee Ownership
A structured NCEO toolkit and calculator designed to help companies assess whether an ESOP may be a realistic next step.
National Center for Employee Ownership
An NCEO toolkit hub for companies in the first years after becoming employee-owned, with resources on governance, finance, communications, and culture.
National Center for Employee Ownership
A toolkit for leaders considering selling their business to an already employee-owned company.
National Center for Employee Ownership
An NCEO toolkit focused on improving ESOP company boards, especially through independent director recruitment and onboarding.
Sociocracy 3.0
The S3 pattern page defining a circle as a self-governing and semi-autonomous team that collaborates around a domain.
U.S. Federation of Worker Cooperatives
A USFWC collection of short guides and tools on worker co-op fundamentals, including member engagement, boards, structure, decision-making, onboarding, member removal, and meeting templates.
Co-operatives UK
A Co-operatives UK guide to consent-based decision-making, domains, review dates, decision records, and iterative governance.
Sociocracy 3.0
The S3 pattern page for consent decision-making, describing a facilitated group process that invites objections and improves proposals.
Sociocracy 3.0
The S3 pattern page for delegate circles, which connect domains and bring multiple perspectives into governance decision-making.
National Center for Employee Ownership
An NCEO toolkit designed to help ESOP companies and prospective ESOP companies understand financing options and find experienced lenders.
Loomio
A practical guide for using Loomio to support transparent board, committee, and collaborative governance processes.
National Center for Employee Ownership
NCEO’s survey tool for measuring how well employees understand and experience ownership culture.
Platform Co-op Directory
A searchable directory of platform cooperatives, cooperative ecosystem organizations, and people working in the field.
National Center for Employee Ownership
An NCEO toolkit on planning for the ESOP repurchase obligation, the company’s responsibility to provide cash when participants cash out shares.
Democracy at Work Institute
A DAWI resource collection focused on scale, impact, cooperative growth, economic recovery, and worker cooperative sector data.
NCBA CLUSA
A state-by-state cooperative statute library hosted by NCBA CLUSA and curated with USDA Rural Business Cooperative Service.
Aspen Institute
An Aspen Institute Job Quality Tools Library entry highlighting tools that help business owners understand ESOPs, worker co-ops, transition financing, and ownership culture.