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Explore EO Resources

Find the knowledge and tools you need to explore, evaluate and advance employee ownership, including case studies, timely news and events, data and analysis, videos and practical guides and online tools.

Case Studies

See the real impact of employee ownership. Learn how businesses, employees, and communities have thrived through the power of shared ownership.

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Videos

Dive into this collection to discover insights and stories that showcase the benefits of EO in action.

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Market Opportunity Analysis

As the Silver Tsunami of retirements continues to unfold, we are seeing a massive changeover in the ownership of locally held businesses. The vast majority of those business owners do not have a succession plan in place, and increasingly, many are finding it hard to find a buyer when they are ready to sell. Employee Ownership offers an opportunity to keep many of these businesses locally owned for the long term and to deepen their positive impact on our local economy. Use the interactive map to see the scale of the opportunity in your area.

Downloadable Resources

Use these tools to help you take action and become informed about the benefits of EO.

Secure Your Legacy & Your Retirement

EO Succession Planning Guide

Download
Build a Loyal and Motivated Workforce with EO

EO Recruitment & Retention Guide

Download

Exploring EO Opportunities

Download

Small Business Owner EO Survey

Download

News & Insights

The latest opportunities, developments and stories of progress from the employee ownership industry's leaders.


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Build EO expertise & put it to use immediately
with EO Advantage courses & AI-Driven Tools from Zolidar*

EO Advantage Business Advisor Courses

EO Advantage courses are designed to deepen advisors’ expertise and expand their service offerings—while meeting growing demand for advisors who understand EO. Build practical expertise, earn CE credits, and stand out with a Certified Employee Ownership Advisor (CEOA) credential.

Enroll Today!
Zolidar logo

Zolidar enables advisors to collaborate with clients in real time, generate business valuations, and compare exit strategies. Its AI-powered models help advisors demonstrate how EO options stack up against third-party sales, giving clients clarity and confidence as they plan their future.

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*Zolidar provides educational info, not professional financial, tax, or legal advice. User discretion advised. 

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Activate Your EO Knowledge with AI-Driven Tools from Zolidar

Assess Your Exit Readiness

Even if you’ve never considered employee ownership, you should consider all of your exit options. Day Zero Guide evaluates three major exit paths—EO, strategic sale, and financial sale—and shows which options best fit your business.

What you get:

  • Complete exit comparison. Not just EO, but all of your options side-by-side
  • Personalized insights. Tailored recommendations based on your actual business metrics
  • Interactive scenarios. See how different choices impact your exit viability
Take the assessment now
Zolidary Exit Planning Guide

Connect with EO Experts

Looking to connect with business owners, EO experts, and advisors?

The Grid is a free community platform where you can find trusted advisors, get clear answers to your EO questions and learn more about EO concepts. 

Go to The Grid now
The Grid by Zolidar

Advanced Exit Analysis

With EO Advantage courses and Zolidar’s AI-powered exit planning tools, you can build EO expertise and immediately apply it with real clients. Expand your exit planning toolkit, deepen long-term client relationships, earn CE credits, and differentiate your practice with purpose—while meeting growing demand for advisors who know employee ownership.

See how it works
EO Advantage courses for business advisors