Heirloom Library

Find the right employee ownership resource

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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Topic: Scaling employee ownership Format: Tool

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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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Format

What kind of resource you want to use.

Any Article20 Guide40 Tool17 Case study10 Research17 Book8 Video3 Template8 Framework7 Reference6 Resource hub2 Presentation1 Program1

Difficulty

How much context the resource assumes.

Any Intro53 Intermediate55 Advanced32

Jurisdiction / context

Where the source or guidance is situated; especially important for legal and financial material.

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

Showing 5 of 140 published resources.

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Tool·Intermediate·United States

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.

Transition and successionESOP

Source

Why it fits

Tool·Intermediate·United States

Being Acquired by an ESOP Company Toolkit

National Center for Employee Ownership

A toolkit for leaders considering selling their business to an already employee-owned company.

Transition and successionESOP

Source

Why it fits

Tool·Advanced

Delegate Circle Pattern

Sociocracy 3.0

The S3 pattern page for delegate circles, which connect domains and bring multiple perspectives into governance decision-making.

Sociocracy

Source

Why it fits

Tool·Advanced·United States

Repurchase Obligation Toolkit

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.

LegalESOP

Source

Why it fits

Tool·Intro

Scale and Impact Resource Guide

Democracy at Work Institute

A DAWI resource collection focused on scale, impact, cooperative growth, economic recovery, and worker cooperative sector data.

Scaling employee ownershipWorker cooperative

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Heirloom Library

Find the right employee ownership resource

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