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Gender- and Race-Based Inequalities in Democratic Worker-Owned Firms: Evidence from the First National Survey of the Sector (Working Paper #1)

Laura Hanson Schlachter, Sarah Reibstein | February, 2022

Worker cooperative practitioners and developers often claim that democratic worker ownership advances egalitarianism within and beyond the workplace, but most of the empirical evidence in the U.S. is based on ethnographic case studies or small-scale surveys. We leverage the first national survey about individuals’ experiences in these unique firms to ask if claims that co-ops … Read More

Implementing Universal Capital Accounts in the U.S.: Fixing Our Broken Income Distribution System (Working Paper #2)

Roland M. Attenborough | February, 2022

The concentration of ownership by the very wealthy is supported by a financial system that enables them to acquire income-producing capital basically on credit whereas no such financing strategy is available to the mass of the population. A solution lies in creating a system whereby every individual has the right and opportunity to acquire income-producing … Read More

An Introduction to Lean Co-op

Start.coop | January, 2022

This free online course from Start.coop is for entrepreneurs building cooperatively owned businesses. Modules include: Lean Co-op: The Basics Defining the Problem Designing the Solution Designing Your Business Model Designing Your Ownership Model Next Steps

Worker-Owner Workbook: A Guide to Embracing the Worker-Owner Culture

Co-op Cincy | January, 2022

The Worker-Owner Workbook can help teams develop cooperative businesses and worker-ownership culture.  The book teaches the nuts and bolts of running a co-op business, from business financials to conflict management to team building. It also contains essential information about the co-op movement, labor movement, and the Mondragon cooperative network of Spain. The Worker-Owner Workbook is … Read More

Inter-Collegiate Seminar on Teaching Inclusive Capitalism

Robert Ashford | December, 2021

This two day seminar will examine a new form of Inclusive Capitalism founded on a broader distribution of capital acquisition and fuller employment.  This two-day virtual event brought together professors of economics and other disciplines from numerous universities to discuss the creation of a teaching and research agenda centered around Inclusive Capitalism.

Shifting Power, Meeting the Moment: Worker Ownership as a Strategy Tool for the Labor Movement

Camille Kerr, Ra Criscitiello, Sanjay Pinto | December, 2021

This primer focuses on one set of tools the labor movement can utilize to build power, expand wealth, and deepen member engagement in the years ahead: worker ownership. It explores: How Unions and Worker Ownership Work Together How Worker Ownership Can Build Power for Workers The Good, The Bad & The Ugly: Overcoming Challenges Looking … Read More

Understanding the Opportunities for Employee Ownership Among Minority Veteran-Owned Businesses

Kyra Sutton, Oyindamola Daramola, William Castellano | December, 2021

The United States business sector is dominated by small businesses that create new jobs at a rate considered faster than that of their larger competitors. Remarkably, military veterans own nearly 13 percent of small businesses. However, only eight percent of all veteran-owned firms are minority owned. The low percentage of minority-owned veteran businesses is perplexing … Read More

A Social Enterprise’s Hybridising Journey to Reconcile Goals and Structure with Identity

Nancy Kurland, William D. Schneper | November, 2021

This study highlights how a mismatch between an organisation’s goals and its legal form and structure can develop over time, and how a hybrid model may present a solution. This longitudinal qualitative study details the hybridising process by which a traditional for-profit company transformed into an employee-owned benefit corporation: the company implemented ownership and control … Read More

Company Profile: S&C Electric Company

Adria Scharf | November, 2021

This mini-case study examines S&C Electric Company, the storied Chicago-based employee-owned company that was founded in 1911.  The mini-case study introduces the company’s history and describes how employee ownership preserved the company and its jobs during a key generational transition.

Mini-Case Study: National Van Lines

Adria Scharf | November, 2021

This mini-case study examines employee share ownership at National Van Lines, where an Employee Stock Ownership Plan (ESOP) provided a family-run business a succession plan that ensured the continuation of the company and protected employee jobs. Just one-third of family businesses successfully transition from the first to the second generation of ownership and only 12% … Read More

Mini-Case Study: ComSonics, Inc.

Adria Scharf | November, 2021

This mini-case study examines ComSonics, which first adopted an Employee Stock Ownership Plan (ESOP) in 1975, introducing its culture and its unusual Employee Advisory Committee.

Company Profile: Max Auto Supply

Adria Scharf | November, 2021

At Max Auto Supply Co., a Toledo-based chain of 113 automotive repair stores, CEO Randy Katz’s main motivation for adopting an ESOP was “to cash out family owners and avoid estate tax.”   It also “felt like the right thing to do” for the company’s employees, most of whom are mechanics and technicians.

Cooperative Enterprise at Scale: Comparative Capitalisms and the Political Economy of Ownership

Jason Spicer | October, 2021

Under what conditions do cooperatively owned enterprises scale to stand alongside investor-owned firms? This article measures and attempts to explain large cooperatives’ variable prevalence across high-income capitalist democracies. Controlling for other known social, economic and geographic factors, statistical models confirm that state-mediated institutional arrangements, as operationalized through two comparative capitalism frameworks (Varieties of Capitalism and … Read More

“Here, You Earn It”: Employee Ownership at Parksite, Inc.

Adria Scharf | October, 2021

This case study examines employee share ownership at Parksite, Inc., where the employee stock ownership plan (ESOP) is paired with a strong company culture and high job quality. For the company’s co-founders, the ESOP provided a solution to a major transition challenge. The company’s long-term employees accumulate considerable stock wealth through the ESOP. Discussion questions … Read More

Case Study: North State Grocery

Adria Scharf | October, 2021

This case study examines employee share ownership at North State Grocery, where the Employee Stock Ownership Plan (ESOP) solved a transition challenge in a company owned by two siblings. Thanks to the ESOP, long-term employees, including frontline staff such as cashiers and bakery workers, build a larger cushion of retirement savings than is typical in … Read More

Case Study: Central States Manufacturing, Inc.

Adria Scharf | October, 2021

This case study examines employee share ownership at Central States Manufacturing, where the employee stock ownership plan (ESOP) shares stunning sums of wealth with employees. Central States designs its ESOP to allow participants to access a portion of their ownership wealth while they are still employed at the company, through hardship and service withdrawals. This … Read More

Anne-Claire Broughton Presentation on Employee Ownership for Speakers Bureau

Anne Claire Broughton | October, 2021

In this presentation to a business school class, Anne-Claire Broughton, Founder of the North Carolina Employee Ownership Center and Broughton Consulting, presents about employee ownership and pay fairness to Dr. Lynn Bowes-Sperry’s Business Ethics Course. Dr. Bowes-Sperry is Associate Professor of Management & Jack and Susan Acosta Endowed Chair at the California State East Bay … Read More

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