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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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Counts show each option across the full published Library.
Showing 12 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
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.
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 guide comparing two paths: creating an ESOP inside the company or selling the company to an existing ESOP-owned acquirer.
National Center for Employee Ownership
An NCEO comparison of EOTs and ESOPs as ownership transition tools, including structural differences, employee benefits, and transaction considerations.
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.
National Center for Employee Ownership
An NCEO FAQ comparing ESOPs and Employee Ownership Trusts as business transition options.
Project Equity
A Project Equity article using three employee ownership case studies to show how transitions can create value for owners, employees, and advisors.
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.