Education | Resources
Employee Ownership, ESOPs, Research & Education
The following organizations and resources help business owners, families, professional advisors and others explore employee ownership, succession planning, research and practical implementation.
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ESOP 101
How an ESOP works, its costs and benefits, and when it may not fit.
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FAQs
An Introductory Guide to Employee Ownership and ESOPs
Heard Something About ESOPs?
Common Misconceptions
Separating Assumptions From the Facts About ESOPs
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Is an ESOP the Right Fit?
Some signals suggest an ESOP may be worth exploring; others suggest a different path may serve the owner better.
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Articles & Market Intelligence
This week's ESOP news, Washington Watch and Boston / New England items.
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Outside Organizations & Resources
Featured
Research & Practical Guidance
Featured Resource ↗
Project Equity
Project Equity is a nonprofit organization working to make employee ownership a more accessible succession option for business owners and a pathway to wealth-building for workers. Its website brings together practical guidance, research, publications, advisor education and real-world examples of businesses that have transitioned to employee ownership.
Particularly useful resources include:
Ownership Stories and Case Studies — examples of businesses that became employee-owned, including their motivations, transition experiences and perspectives from owners and employees.
Research and Publications — reports and analysis on employee ownership, succession, job quality, worker wealth and the impact on businesses and communities.
Education for Advisors — the Certified Employee Ownership Advisor (CEOA) program and related courses covering ownership models, transition considerations and case-study analysis.
Particularly useful resources include:
Ownership Stories and Case Studies — examples of businesses that became employee-owned, including their motivations, transition experiences and perspectives from owners and employees.
Research and Publications — reports and analysis on employee ownership, succession, job quality, worker wealth and the impact on businesses and communities.
Education for Advisors — the Certified Employee Ownership Advisor (CEOA) program and related courses covering ownership models, transition considerations and case-study analysis.
Rutgers University ↗
Rutgers Institute for the Study of Employee Ownership and Profit Sharing
A leading academic research institute at Rutgers University focused on employee ownership, profit sharing and broad-based employee participation. Its research, publications, conferences and educational resources explore the economic, financial and organizational impact of employee ownership.
Rutgers University ↗
Employee Ownership Research-to-Practice Hub (EOHub) — Rutgers University
A resource designed to translate academic research on employee ownership into practical knowledge for business owners, professional advisors, educators and policymakers. It offers research-based guidance, tools and insights for understanding employee ownership and applying what is learned.
Employee Ownership & ESOP Organizations
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National Center for Employee Ownership (NCEO)
A nonprofit organization dedicated to advancing employee ownership through research, education and practical resources. Its website offers articles, publications, webinars, data, case studies and guidance on ESOPs and other forms of employee ownership.
NCEO.
ORG ↗ (opens in a new tab) -
The ESOP Association (TEA)
The national trade association representing companies with employee stock ownership plans and professionals serving the ESOP community. It offers educational programs, conferences, legislative updates and opportunities to connect with ESOP companies and advisors.
ESOPASSOCIATION.
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The ESOP Association — New England Chapter
The regional chapter serving ESOP companies, business owners and professional advisors throughout New England. It offers educational events, networking opportunities and access to regional ESOP expertise.
ESOPASSOCIATION.
ORG ↗ (opens in a new tab) -
Employee-Owned S Corporations of America (ESCA)
An advocacy organization representing S corporations owned by employees through ESOPs. Its resources cover public policy, tax legislation and regulatory developments affecting employee-owned S corporations.
ESCA.
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Certified Employee-Owned (Certified EO)
An organization that certifies employee-owned businesses and promotes awareness of employee ownership. Visitors can learn about certified companies and the benefits and practice of broad-based employee ownership.
CERTIFIEDEO.
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Employee Ownership Foundation (EOF)
A nonprofit foundation supporting research, education and public awareness of employee ownership. Its work helps expand understanding of the role employee ownership can play in business and employee wealth-building.
EMPLOYEEOWNERSHIPFOUNDATION.
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Employee Ownership Expansion Network (EOX)
A national network supporting the development and growth of state-level employee ownership centers. It connects organizations working to expand awareness of employee ownership, particularly among small and midsize businesses.
EOXNETWORK.
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Ownership Works
A nonprofit initiative focused on expanding broad-based employee ownership and helping workers build wealth. Its resources offer perspectives on employee ownership programs and employee financial participation.
OWNERSHIPWORKS.
ORG ↗ (opens in a new tab)
Research, Academic & Practical Education Resources
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The Aspen Institute — Economic Opportunities Program (EOP)
An initiative focused on expanding economic opportunity and improving the quality of work. Its research and policy work includes employee ownership, business ownership and strategies for broadening access to wealth creation.
ASPENINSTITUTE.
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National Center for the Middle Market (NCMM) — The Ohio State University, Fisher College of Business
A research and education initiative focused on the U.S. middle market. It provides data, analysis and industry insights into the performance, growth, challenges and opportunities of midsize businesses, offering context for owners considering succession and ownership transitions.
MIDDLEMARKETCENTER.
ORG ↗ (opens in a new tab)
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