The CEPI provides unbiased guidance and resources for issuers, service providers and auditors. This combined 4-in-1 volume covers Employee Stock Purchase Plans, Restricted Stock and Restricted Stock Units, Performance Awards, and Global Equity Plans. This volume is designed to help prepare people for examinations necessary to achieve the Certified Equity Professional designation from the Certified … Read More
Carta’s Equity 101 is a free, interactive course designed to help everyone learn the fundamentals of equity. The course breaks down the basics of equity into 10 interactive lessons, covering the fundamentals including receiving a grant, selling shares, and taxation. In about an hour, users can learn basic terms and useful information, beginning from the … Read More
Employee ownership has attracted growing attention for its potential to improve economic outcomes for companies, workers, and the economy in general, and help reduce inequality. Over 100 studies across many countries indicate that employee ownership is generally linked to better productivity, pay, job stability, and firm survival—though the effects are dispersed and causation is difficult … Read More
How does a business go about transitioning —“converting”— to a worker-owned cooperative? This report provides illustrations with case studies of businesses that have converted and highlights key lessons from those companies’ experiences. The report categorizes conversions into four types: Type I: Owner sells to existing employees with the intention of remaining with the company; Type … Read More
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
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
CoopGateway is the world’s largest digital library on cooperatives and mutuals. Created by the Alphonse and Dorimène Desjardins International Institute for Cooperatives of HEC Montréal, CoopGateway aims to promote access, development and sharing of knowledge on cooperatives and mutuals in the digital age.
Studies show that when people are intrinsically motivated and engaged in a healthy environment, innovation and productivity thrive―yet many business leaders stick with “command and control” organizational structures, using extrinsic reward frameworks that fail to inspire others. How can we do better? We believe the solution starts with values-based individuals dedicated to improving the lives … Read More
This free video-based educational program is designed to help minority business owners learn about employee ownership strategies for business succession planning. Developed by the Rutgers University NJ/NY Center for Employee Ownership, with the support of the Kellogg Foundation, this program will help business owners assess the relevance of establishing one of two employee ownership models, based … Read More
This interactive course introduces the seven cooperative principles: voluntary and open membership; democratic member control; member economic participation; autonomy and independence; education, training and information; cooperation among cooperatives; and concern for community.
Isthmus Engineering is an example of a highly democratic worker-owned firm operating in an industrial sector that one might not think of as fertile ground for participatory democratic governance—the design and manufacture of highly technical custom automation machinery. From the beginning, membership in the cooperative has been open to any worker, regardless of role or … Read More
Pallak Seth, Group CEO of PDS Multinational Fashions, is contemplating options to bring better collaboration across his global apparel supply chain platform. PDS, a group of 50-plus subsidiary companies, each led by its own CEO and with different apparel industry specialties, has grown rapidly over the past decade, yet the industry is increasingly competitive and … Read More
Congress designed ESOPs to be the most cost-effective means for both owners and companies to provide for business transition. One of the most difficult problems for owners of closely-held businesses is finding a way to turn their equity in a business into cash for retirement or other purposes. The decision to sell is more than … Read More
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.
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.
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
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
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
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
As KKR, a private equity firm, prepared to take Gardner-Denver, one of its portfolio companies, public in mid-2017, a discussion arose on the Gardner-Denver board about the implications of granting approximately $110 million in equity to its global employee base as part of its innovative “broad-based employee ownership program.” KKR (formerly known as Kohlberg Kravis … Read More
We the Owners: Employees Expanding the American Dream is a documentary from the Foundation for Enterprise Development that follows three companies of different sizes in different industries and regions (New Belgium Brewing, Namaste Solar, and DPR Construction) that use employee ownership in diverse ways (an ESOP, a worker cooperative, and a phantom stock plan respectively). … Read More
In this video about North State Grocery, the 100% employee owned chain of grocery stores operating as Holiday Market and Sav-Mor-Foods in Northern California and Oregon, employees describe what employee ownership means to them.
This Fortune Magazine video describes employee ownership at Publix Super Markets, the largest employee-owned company operating in the United States.
SRC employee-owners share how they impact the company’s bottom line – from idea sharing to cost savings. SRC Holdings is an open book employee owned company based in Springfield, Missouri.
The Colorado Employee Ownership Office (EOO) in collaboration with the Colorado Office of Film, Television and Media (COFTM) has developed a documentary following the employee ownership journeys of five Colorado companies. “Own It: A Colorado Story” follows five Colorado-based companies that have transformed the fabric of their communities – and the lives of their workers … Read More