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Resources for those Considering Employee Ownership

In partnership with the Employee Ownership Expansion Network (EOX)

Making the best possible decision for your business requires the objective, reliable, and credible information, as well as the resources and connections to take the next step.

The National Center for Employee Ownership (NCEO) is proud to partner with the Employee Ownership Expansion Network (EOX) to bring business owners the tools they need to succession plan with confidence.

Get the inside story from your peers

Who Should Own Your Business After You? is a brief introductory booklet that gives you a taste of both why and how business owners sold their business to their employees, in their own words. Looking at a variety of companies that have sold using an employee stock ownership plan (ESOP), worker cooperative, employee ownership trust (EOT), and direct share ownership, this booklet gives you real world examples of successful employee ownership transitions.

For more, see our virtual learning series, also called Who Should Own Your Business After You

Dive deeper into ESOPs with the Pre-Feasibility Toolkit

The Pre-Feasibility Toolkit, a collection of resources to help you determine if an ESOP is right for you and where to go next, includes readings, webinars, ready-to-use sample documents, resource lists, and research that draws on the NCEO’s decades-long history of talking with business owners, conducting research, and distilling common lessons and best practices into an easily usable format.

Going through this material will help you know if it makes sense to take the next steps in an ESOP. When you are done, you will know

  • If your situation meets the “tripwire” criteria for ESOP suitability
  • How well the benefits of ESOPs match your goals
  • The pros and cons of the major types of ESOP transactions
  • The steps in creating an ESOP
  • Your next steps

Use the Toolkit

Discover your ESOP advantage with the Tax Advantage Calculator

Both S and C Corp ESOPs carry significant tax advantages, either to the business, the selling owner, or, in some cases, to both. Designed by the Employee Benefits Law Group, the Tax Advantage Calculator is a no-cost way for you to discover just how impactful that tax benefit can be.

Use the Calculator

Reach out to us

We'd be glad to speak with you about your interest in ESOPs and recommend next steps. 

Where to go next