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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.
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.
Aspen Institute
A detailed Aspen Institute case study of Clegg Auto’s transition to an EOT, including employee perspectives, ownership culture, profit sharing, governance voice, and community preservation.
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.
U.S. Department of Labor
A U.S. Department of Labor resource comparing ESOPs, worker cooperatives, Employee Ownership Trusts, and equity compensation.
National Center for Employee Ownership
An NCEO comparison of EOTs and ESOPs as ownership transition tools, including structural differences, employee benefits, and transaction considerations.
National Center for Employee Ownership
An NCEO FAQ comparing ESOPs and Employee Ownership Trusts as business transition options.
Common Trust
A practical Common Trust guide to the financial mechanics of an EOT transaction, including financing, structuring, seller payment, and deal design.
Aspen Institute
An Aspen Institute article explaining the growth of EOTs in the United States, their relationship to perpetual trusts, and why the model is gaining attention.
Project Equity
A Project Equity comparison of ESOPs, worker cooperatives, and Employee Ownership Trusts.
National Center for Employee Ownership
A detailed NCEO publication on how EOTs work, how they compare to ESOPs, and how companies can structure, finance, govern, and operate after an EOT transition.