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Jul 2026

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Podcasts, Webinars, and Videos on Employee Ownership & Exit Planning

The Grid Wiki offers summaries of podcasts, webinars, and videos on employee ownership, exit planning, M&A, accounting, and SMB transactions.

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The Evergreen Cooperatives Story

The Evergreen Cooperatives Story

Category type: Case Study, EO Story

Exit options: Worker Coop

Session 23: Private Company Valuation

Session 23: Private Company Valuation

Category type: Course, Learning Material

Exit options: ESOP, EOT, Worker Coop, Financial, Strategic

Employee Ownership and the Company of the Future

Employee Ownership and the Company of the Future

Category type: Course, Learning Material

Exit options: ESOP, EOT, Worker Coop

Session 3: The Real World Strikes Back - Corporate Governance

Session 3: The Real World Strikes Back - Corporate Governance

Category type: Course, Learning Material

Exit options: ESOP, EOT, Worker Coop, Financial, Strategic

Growing Economic Freedom and Prosperity: The Case for Employee Ownership

Growing Economic Freedom and Prosperity: The Case for Employee Ownership

Category type: Course, Learning Material

Exit options: ESOP, EOT, Worker Coop

Unions use worker ownership to protect jobs & organize new members

Category type: Course, Learning Material

Exit options: ESOP

Direct Employee Ownership: Building a Culture & Legacy of Shared Success

Category type: Print Book, E Book

Exit options: Direct EO

The Origin and History of the ESOP and Its Future Role as a Business Succession Tool

Category type: Research Publication, Case Study

Exit options: ESOP

The Relative Survival of Worker Cooperatives and Barriers to Their Creation

Category type: Research Publication, Survey Report, Advocacy Article or Report

Exit options: —

The Impact of Mergers and Acquisitions on Company Culture: A Case Study of Disney and Pixar Animation Studios

Category type: Case Study, EO Story

Exit options: Strategic

Worker Cooperatives: Pathways to Scale

Category type: Research Publication, Survey Report, Advocacy Article or Report

Exit options: —

A visual guide to understanding Employee Ownership Structures

Category type: Course, Learning Material

Exit options: ESOP

The Oregon Stewardship Trust: A New Type of Purpose Trust that Enables Steward-Ownership of a Business

Category type: Course, Learning Material

Exit options: EOT

Risk and Lack of Diversification under Employee Ownership and Shared Capitalism

Category type: Course, Learning Material

Exit options: ESOP

The IBBA and M&A Source Market Pulse Q4 2019

Category type: Research Publication

Exit options: Financial

Employee Ownership Benefits Study 2017: Higher Wages, Wealth, and Job Stability Data

Category type: Course, Learning Material

Exit options: ESOP

Seven Policy Recommendations to Expand the Ownership Economy in the US

Category type: Research Publication, Survey Report, Advocacy Article or Report

Exit options: ESOP, EOT

Employee Ownership & Economic Well-Being

Category type: Course, Learning Material

Exit options: ESOP

The Psychology of Ownership and Worker-Owner Productivity

Category type: Research Publication, Survey Report, Advocacy Article or Report

Exit options: ESOP, EOT

The Economics of Organization Structure Changes: A US Perspective on Demutualization

Category type: Research Publication, Survey Report, Advocacy Article or Report

Exit options: —

Building a Global Employee Ownership Culture: A Case Study

Category type: Course, Learning Material

Exit options: ESOP

Using ESOP, Family Foundation and Family Ownership to Successfully Transition a Family-Owned Business

Category type: Course, Learning Material

Exit options: ESOP, EOT

An Employee Stock Ownership Plan With A Union Partner

Category type: Course, Learning Material

Exit options: ESOP

Investing the § 1042 Rollover

Category type: Course, Learning Material

Exit options: ESOP

ESOPs By The Numbers

Category type: Course, Learning Material

Exit options: ESOP

Public Companies with Broad-Based Stock Options: Corporate Performance from 1992-1997

Category type: Course, Learning Material

Exit options: ESOP, EOT

The 1042 roll-over cooperative in practice: A case study of how Select Machine became a co-op

Category type: Case Study, EO Story

Exit options: —

Employee-owned firms in the COVID-19 Pandemic: How Majority-Owned ESOP & Other Companies Have Responded to the Covid-19 Health and Economic Crises

Category type: Research Publication, Survey Report, Advocacy Article or Report

Exit options: ESOP

2013 Northeast Ohio Chapter of the Exit Planning Institute “State of Owner Readiness” Survey Full Report

Category type: Research Publication, Survey Report, Advocacy Article or Report

Exit options: ESOP, EOT

The Framework for Democratic Control: An Introduction to Articles of Incorporation & By-Laws for Democratic Firms

Category type: Research Publication, Survey Report, Advocacy Article or Report

Exit options: —

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