
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.
Optimax’s leaders chose employee ownership to preserve its people-first culture while securing the company’s future, giving employees a stake in success and customers confidence in the road ahead.Read More
Happy Earth Cleaning: They Didn’t Just Sell the Business. They Shared It.
When Marion and Jesse Dunbar sold Happy Earth Cleaning, they chose employee ownership to protect its people-first culture. The transition ensured business continuity, empowered employees, and upheld the company's environmental…Read More
Delta Pipeline: What Happens When Everyone Has a Stake
From day one, Delta Pipeline prioritized its employees’ growth and success. Transitioning to employee ownership cemented that commitment—giving workers a stake in the company’s future. Now 100% employee-owned, Delta Pipeline…Read More
Videos
Dive into this collection to discover insights and stories that showcase the benefits of EO in action.
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.
News & Insights
The latest opportunities, developments and stories of progress from the employee ownership industry's leaders.

In the U.S., Employee-Owned Trusts Enter the Exit Space
By Evan Edwards, Chief Executive Officer, Project Equity Originally published in Forbes, this article explores ideas and trends shaping the future of employee ownership. We are sharing it here…Read More
The Next Chapter of Business Succession: Why More Companies are Exploring Employee Ownership Earlier
By Regina Carls, Head of ESOP Advisory Group, J.P. Morgan Commercial Banking Millions of business owners across the country are approaching a major inflection point as they step away…Read More
Generation ESOP: 10.8 Million and Growing
By Evan Edwards, Chief Executive Officer, Project Equity Originally published in Forbes, this article explores ideas and trends shaping the future of employee ownership. We are sharing it here…Read More
Build EO expertise & put it to use immediately
with EO Advantage courses & AI-Driven Tools from Zolidar*

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.

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.
Get EO Expertise. Put it to use
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
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.
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.










