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An Owner's Guide to Business Succession Planning

Publication

Author: 
Stephen Clifford
Publication type: 
Report
Date of Publication: 
2008
Publisher: 
Ohio Employee Ownership Center, 2nd ed
Publisher Location: 
Kent, OH

Business Ownership Succession through Employee Ownership

Publication

Author: 
John Logue
Publication type: 
Report
Date of Publication: 
Sep 26 2008
Publisher: 
Ohio Employee Ownership Center
Publisher Location: 
Kent, OH

Legacy Business: Our opportunity to build wealth, economy, and culture

Publication

Author: 
National Urban League
Democracy at Work Institute
Citi Community Development
Publication type: 
Report
Date of Publication: 
Dec 2017
Publisher: 
Democracy at Work Institute

This new report from the National Urban League, the Democracy at Work Institute, and Citi Community Development discusses converting businesses to employee ownership as a critical strategy to sustain and scale black-owned or operated firms. Drawing from survey results and stakeholder convenings, the report highlights shared challenges and opportunities and found that an estimated 284,000 business owners of color are nearing retirement and that employee ownership conversion could help address challenges around access to capital and succession.

Successful Cooperative Ownership Transitions: Case Studies on the Conversion of Privately Held Businesses to Worker Cooperatives

Publication

Publication type: 
Report
Pages: 
1-65
Date of Publication: 
Mar 2015
Publisher: 
Democracy at Work Institute and the University of Wisconsin Center for Cooperatives
Publisher Location: 
Madison, WI

With 70 percent of privately held businesses expected to change hands over the next two decades and 10,000 baby boomers retiring each day (many of whom lack succession plans), the nation has the opportunity to preserve these businesses by converting them to worker cooperatives. This new report from the Democracy at Work Institute and the University of Wisconsin Center for Cooperatives provides case studies of successful cooperative ownership transitions for cafés in Washington and Oregon; an architecture, building, and energy business in Massachusetts; a natural conservation consultancy firm in Wisconsin; and a landscaping business in Massachusetts. The authors examine how owner involvement, financing, governance structure, and other critical factors affect the conversion process and highlight the need for greater technical assistance and peer support from the cooperative community. 

CLT Scale Capacity Building Report

Publication

Author: 
Tasha Harmon
Carri Munn
Publication type: 
Report
Parent Publication: 
report completed for CLTs in the Portland Metropolitan Region regarding "getting to scale"
Date of Publication: 
2007
Publisher: 
Tasha Harmon and Carri Munn
Publisher Location: 
Portland, OR

The Lending Opportunity of a Generation: FAQs and Case Studies for Investing in Businesses Converting to Worker Ownership

Publication

Author: 
Dorian Gregory
Micha Josephy
Camille Kerr
Alison Lingane
Publication type: 
Report
Pages: 
1-39
Date of Publication: 
Feb 2016
Publisher: 
Cooperative Fund of New England, Project Equity, and Democracy at Work Institute

Financing Social Enterprise: An Enterprise Perspective (working paper)

Publication

Author: 
Wanda Wuttunee
Martin Chicilo
Russ Rothney
Lois Gray
Publication type: 
Report
Date of Publication: 
Mar 2008
Publisher: 
Winnipeg Inner-City Research Alliance
Publisher Location: 
Winnipeg, MB, Canada

Community Revitalization in the United States and United Kingdom

Publication

Author: 
Harris Beider, et al.
Publication type: 
Report
Date of Publication: 
Jan 2009
Publisher: 
Institute of Community Cohesion and Urban Institute
Publisher Location: 
Coventry, UK and Washington, DC

Thinking globally, acting locally: Promoting employee ownership at the subnational level—Report on the COG Subnational Discussion

Publication

Author: 
John Logue, Moderator
Publication type: 
Report
Date of Publication: 
May 2001
Publisher: 
Capital Ownership Group and Ohio Employee Ownership Center
Publisher Location: 
Kent, OH
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The State of Green Business 2008

Publication

Author: 
Joel Makower
Editors of GreenBiz.com
Publication type: 
Report
Date of Publication: 
Jan 2008
Publisher: 
Greener World Media
Publisher Location: 
Oakland, CA