Publications

We are committed to increasing the understanding of employee ownership and its benefits

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October 2026

Client Impact Report

Building Stronger Companies, Better Jobs, and Shared Prosperity

What happens when workers gain a stake in the business? Our 2026 report reveals powerful wage and revenue growth. Download the findings today!

What happens when workers gain a stake in the business? Our 2026 report reveals powerful wage and revenue growth. Download the findings today!

August 2026

This guide explores Employee Ownership Trusts (EOTs), a customizable, low-cost exit strategy for business owners. EOTs preserve legacy by transferring ownership into a trust benefiting all employees, serving as a flexible alternative to ESOPs and worker cooperatives for broad-based employee ownership.

This guide explores Employee Ownership Trusts (EOTs), a customizable, low-cost exit strategy for business owners. EOTs preserve legacy by transferring ownership into a trust benefiting all employees, serving as a flexible alternative to ESOPs and worker cooperatives for broad-based employee ownership.

June 2026

Succession Planning Toolkit for Business Owners

Secure Your Legacy and Retirment

Looking to exit your business? Download our Succession Planning Toolkit for checklists, timelines, and financing strategies for a smooth transition.

Looking to exit your business? Download our Succession Planning Toolkit for checklists, timelines, and financing strategies for a smooth transition.

February 2026

Black Employee Ownership: A Pathway to Wealth Building and Economic Opportunity is the culmination of a multi-year research project exploring the potential of employee ownership (EO) to advance economic prosperity in Black communities and help close the racial wealth gap.

Developed through a unique partnership with scholars at Morehouse College and the University of California, Riverside, the report examines how historical inequities, structural barriers, and contemporary policy environments shape access to EO for Black workers and entrepreneurs.

Through longitudinal data analysis, interviews and surveys of Black workers and entrepreneurs, a comprehensive policy audit, and case studies of Black-led employee-owned businesses, the report illuminates both the promise of EO as a tool for shared prosperity and the barriers that limit Black participation in EO.

To ensure EO is a viable pathway to economic mobility in Black communities, the report recommends a series of actionable policy solutions aimed at scaling EO into an economy-wide norm while ensuring Black communities can fully share in its benefits—from culturally relevant education and outreach, to robust incentives and wraparound supports that center racial equity, to investments in the leadership of Black-led EO support organizations and trusted intermediaries.

Together, these findings and recommendations offer a roadmap for policymakers, practitioners, and advocates seeking to build a more inclusive economy through EO.

Support for this research was provided by the Robert Wood Johnson Foundation’s Policies for Action program, and by the Urban Institute and WorkRise Network. The views expressed should not be attributed to the Foundation or to the Urban Institute, its trustees, or its funders. We are deeply grateful to both organizations for their partnership throughout this project.

Download the report

Black Employee Ownership: A Pathway to Wealth Building and Economic Opportunity is the culmination of a multi-year research project exploring the potential of employee ownership (EO) to advance economic prosperity in Black communities and help close the racial wealth gap. Developed through a unique partnership with scholars at Morehouse College

June 2024

Unlocking Economic Opportunity Through Ownership

A Project Equity Client Impact Report

Discover how employee ownership (EO) is delivering real economic benefits for working people in Project Equity’s first Client Impact Report, “Unlocking Economic Opportunity Through Ownership.” In this report, we present key data from our Impact Measurement & Management (IMM) program, offering insights into the economic well-being of workers at 10 client businesses that Project Equity has helped transition to EO. Importantly, our findings highlight how employee-owned businesses can strategically combine distinct aspects of job quality—pay, profit sharing and benefits—to enhance workers’ financial security and overall well-being. While drawn from a limited sample of Project Equity’s clients, our data demonstrates how transitioning businesses to EO can be a catalyst for wealth creation and economic mobility.

Discover how employee ownership (EO) is delivering real economic benefits for working people in Project Equity’s first Client Impact Report, “Unlocking Economic Opportunity Through Ownership.” In this report, we present key data from our Impact Measurement & Management (IMM) program, offering insights into the economic well-being of workers at 10

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