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Employee Ownership Expansion Network

Full company profile

uuid002674k

Namestring
Employee Ownership Expansion Network
Legal namestring
Employee Ownership Expansion Network
Websiteurl
eoxnetwork.org
Company typeenum
Private
Founded yearint
2018
Descriptiontext

Employee Ownership Expansion Network (EOX) is a U.S. nonprofit organization headquartered in Arlington, Virginia, that operates a national network of 25 State Centers for Employee Ownership covering 78% of the U.S. population. EOX's mission is to expand all forms of employee ownership — ESOPs, worker cooperatives, employee ownership trusts, and direct employee ownership — by providing no-cost education, succession planning resources, and grassroots outreach to business owners approaching retirement who lack an exit plan. The organization delivers value through free online courses (an 8-part Intro to Business Succession Planning course authored with the Ohio Employee Ownership Center), webinars, downloadable guides, speaking engagements, and direct consultations coordinated by Executive Director Steve Storkan and a small central team that includes a Director of Operations and a Director of Marketing & Communications.

EOX's core "products" are educational and programmatic rather than commercial: the State Center Network itself, the State Center Grant Program (deploying capacity-building, project, and storytelling grants), the Sustaining Champion donation program, and the NCEOX Initiative partnership with the National Center for Employee Ownership that offers a 6-month free NCEO membership. The organization does not develop or sell technology products; its technology stack is a standard nonprofit website, CRM, and client-club course platform rather than proprietary infrastructure.

EOX's business model is donation- and grant-funded. Revenue streams include individual and organizational donations, the Sustaining Champion program (companies commit $500-$1,000 per closed employee ownership transaction), and grants deployed to State Centers — $2.08M deployed to date through a $6.9M State by State Capacity-Building Campaign that is 68% funded. Founding investors include the Ewing Marion Kauffman Foundation and the Great Game of Business, alongside several individual founding donors. EOX generates no revenue from product or service fees; all resources to business owners are provided at no cost.

Short descriptiontext

EOX is a U.S. nonprofit that runs a national network of 25 State Centers for Employee Ownership, providing free education, succession planning resources, and grassroots outreach to business owners considering employee ownership transitions across 78% of the U.S. population.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersArlington, United States
HQ citystring
Arlington
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
employee ownership education, business succession planning, ESOP awareness outreach, state center network, nonprofit advocacy services
SIC code1 code
  • Services-Membership Organizations8600
Product category
Employee Ownership Advocacy and Education
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model3 records
1Donations and Contributions
TypeAffiliate Referral
Description

EOX relies on donations from individuals and organizations to fund its operations and support State Centers. The organization has a sustaining champion program where companies make donations for each employee ownership transaction they participate in.

eoxnetwork.org
2Grants and Capacity Building Funding
TypeAffiliate Referral
Description

EOX deploys grants to State Centers for capacity building, project-specific initiatives, and storytelling efforts. $2.08 million has been deployed to State Centers to date.

eoxnetwork.org
3State by State Campaign
TypeAffiliate Referral
Description

A $6.9 million capacity-building campaign to fully staff and activate the EOX State Center network, with 68% of the goal already reached.

eoxnetwork.org
Marketing channels7 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels4 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Others
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

EOX is a nonprofit organization that expands employee ownership across the United States by developing, convening, and supporting a network of 25 State Centers for Employee Ownership. It provides free, unbiased education, outreach, and one-on-one consultations to business owners on succession planning via ESOPs, worker cooperatives, employee ownership trusts, and direct employee ownership models.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 4 values shown
  • 78% of U.S. population lives in states with State Centers for Employee Ownership
+3 more records
Product and service1 record
1Employee Ownership 101 Educational Resources
Scale indicator15 records

Each record includes

Type, Value, Description, Source

Partnership19 partners
Strategic tierCoreTypeStrategic or Co-development Partner
Description

The NCEOX Initiative is a collaboration between EOX and the National Center for Employee Ownership. It connects EOX's localized State Center employee ownership networks with the support and resources of NCEO. The partnership offers an EOX-exclusive 6-month no-cost NCEO membership for new members.

Strategic tierCoreTypeStrategic or Co-development Partner
Description

National organization for ESOP companies that partners with EOX to advance employee ownership across the United States.

Strategic tierCoreTypeStrategic or Co-development Partner
Description

Trade association for ESOP-owned S corporations that collaborates with EOX on promoting employee ownership.

4Tandem Center for Shared Business Success
Strategic tierCoreTypeStrategic or Co-development Partner
Description

Partner organization focused on Direct Employee Ownership that works with EOX and State Centers to help companies explore and implement direct ownership models.

eoxnetwork.org
Strategic tierSecondaryTypeStrategic or Co-development Partner
Description

Initiative working to expand employee ownership that partners with EOX on research and awareness.

6United States Federation of Worker Cooperatives (USFWC)
Strategic tierCoreTypeStrategic or Co-development Partner
Description

National federation representing worker cooperatives that collaborates with EOX on promoting all forms of employee ownership.

eoxnetwork.org
Strategic tierSecondaryTypeStrategic or Co-development Partner
Description

Certification program for employee-owned companies that partners with EOX on promoting employee ownership best practices.

Strategic tierSecondaryTypeStrategic or Co-development Partner
Description

Organization focused on catalyzing employee ownership that collaborates with EOX on awareness and conversions.

Strategic tierSecondaryTypeStrategic or Co-development Partner
Description

Academic partner providing research and education on employee ownership through the Institute for the Study of Employee Ownership and Profit Sharing.

Strategic tierSecondaryTypeStrategic or Co-development Partner
Description

Organization promoting employee ownership that partners with EOX on expanding the EO movement.

Strategic tierCoreTypeStrategic or Co-development Partner
Description

Institute supporting worker cooperatives that works with EOX and State Centers on cooperative conversions and best practices.

Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

National service provider offering ESOP financing and advisory services. Listed as a National Service Provider partner for businesses considering employee ownership.

Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

Investment banking firm specializing in ESOP transactions. Listed as a National Service Provider partner for employee ownership transitions.

Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

ESOP strategies firm (Stevens & Lee company) providing ESOP design, transactions and compliance services. Listed as a National Service Provider.

Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

ESOP trustee services company providing ongoing and transactional trustee services for ESOPs. Listed as a National Service Provider.

Strategic tierSecondaryTypeChannel Partner/ Reseller/ Distributor
Description

Legal services provider for ESOP transactions. Listed as a National Service Provider partner.

Strategic tierSecondaryTypeChannel Partner/ Reseller/ Distributor
Description

Fiduciary services for ESOP companies. Listed as a National Service Provider partner.

Strategic tierSecondaryTypeChannel Partner/ Reseller/ Distributor
Description

ESOP services provider. Listed as a National Service Provider partner.

19Capital ESOP Group (UBS)
Strategic tierSecondaryTypeChannel Partner/ Reseller/ Distributor
Description

ESOP advisory group at UBS Financial Services. Listed as a National Service Provider partner.

eoxnetwork.org
Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight4 records

Each record includes

Type, Description

Peers10 records
1Rutgers Institute for the Study of Employee Ownership and Profit Sharing
TypeEmerging player
Description

Rutgers' Institute for the Study of Employee Ownership and Profit Sharing is an academic center producing research and education on employee ownership. It is comparable to EOX as an academic/research partner advancing EO evidence and is listed as a secondary EOX partner.

TypeDirect peer
Description

Democracy at Work Institute supports the growth of worker cooperatives through education, research, and conversion support. It is directly comparable to EOX as a nonprofit promoting employee ownership with which EOX partners closely on cooperative conversions.

3Ewing Marion Kauffman Foundation
TypeOthers
Description

The Kauffman Foundation is a major entrepreneurship-focused foundation and EOX's founding institutional investor. It is comparable as the funding parent and ecosystem supporter whose grant strategy directly drives EOX's growth and stability.

4Fifty by Fifty
TypeDirect peer
Description

Fifty by Fifty is an initiative working to expand employee ownership to 50 million people by 2050. It is directly comparable to EOX for its research and awareness-building work on employee ownership and is a secondary EOX partner.

TypeDirect peer
Description

Project Equity is a nonprofit that catalyzes employee ownership transitions through outreach, technical assistance, and policy advocacy. It is directly comparable to EOX for its mission of converting businesses to employee ownership, particularly via worker cooperatives and EO trusts.

TypeDirect peer
Description

NCEO is the premier national nonprofit providing research, education, and resources on employee ownership and ESOPs. NCEO is EOX's closest strategic partner via the NCEOX Initiative and is directly comparable as the leading national EO membership/education organization.

7United States Federation of Worker Cooperatives (USFWC)
TypeDirect peer
Description

USFWC is the national federation representing worker cooperatives in the U.S. It is directly comparable to EOX as a national membership organization promoting alternative ownership models, and is a core EOX partner.

TypeEmerging player
Description

Certified EO is a certification program for employee-owned companies that partners with EOX on promoting EO best practices. It is comparable as an emerging player in the EO ecosystem, complementing EOX's awareness work with credibility certification.

TypeDirect peer
Description

The ESOP Association is a national trade association for ESOP companies that advocates for employee ownership and supports member companies. It is directly comparable to EOX as a national nonprofit advancing the ESOP movement through education, advocacy, and networking.

TypeBroad incumbent
Description

SCORE is a long-established national nonprofit providing free business mentoring and education to small business owners, including on succession planning. It is comparable to EOX as a broader incumbent that overlaps in the SMB education and succession-planning space and reaches a much larger audience.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment4 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles3 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Employee Ownership Expansion Network

Employee Ownership Advocacy and Educationeoxnetwork.org

EOX is a U.S. nonprofit that runs a national network of 25 State Centers for Employee Ownership, providing free education, succession planning resources, and grassroots outreach to business owners considering employee ownership transitions across 78% of the U.S. population.

What Employee Ownership Expansion Network does

Employee Ownership Expansion Network (EOX) is a U.S. nonprofit organization headquartered in Arlington, Virginia, that operates a national network of 25 State Centers for Employee Ownership covering 78% of the U.S. population. EOX's mission is to expand all forms of employee ownership — ESOPs, worker cooperatives, employee ownership trusts, and direct employee ownership — by providing no-cost education, succession planning resources, and grassroots outreach to business owners approaching retirement who lack an exit plan. The organization delivers value through free online courses (an 8-part Intro to Business Succession Planning course authored with the Ohio Employee Ownership Center), webinars, downloadable guides, speaking engagements, and direct consultations coordinated by Executive Director Steve Storkan and a small central team that includes a Director of Operations and a Director of Marketing & Communications.

EOX's core "products" are educational and programmatic rather than commercial: the State Center Network itself, the State Center Grant Program (deploying capacity-building, project, and storytelling grants), the Sustaining Champion donation program, and the NCEOX Initiative partnership with the National Center for Employee Ownership that offers a 6-month free NCEO membership. The organization does not develop or sell technology products; its technology stack is a standard nonprofit website, CRM, and client-club course platform rather than proprietary infrastructure.

EOX's business model is donation- and grant-funded. Revenue streams include individual and organizational donations, the Sustaining Champion program (companies commit $500-$1,000 per closed employee ownership transaction), and grants deployed to State Centers — $2.08M deployed to date through a $6.9M State by State Capacity-Building Campaign that is 68% funded. Founding investors include the Ewing Marion Kauffman Foundation and the Great Game of Business, alongside several individual founding donors. EOX generates no revenue from product or service fees; all resources to business owners are provided at no cost.

Employee Ownership Expansion Network firmographics

Firmographics
Name
Employee Ownership Expansion Network
Legal name
Employee Ownership Expansion Network
Website
https://eoxnetwork.org
Company type
Private
Founded year
2018
Operating status
Operating
Headcount range
1–10 employees
Short description
EOX is a U.S. nonprofit that runs a national network of 25 State Centers for Employee Ownership, providing free education, succession planning resources, and grassroots outreach to business owners considering employee ownership transitions across 78% of the U.S. population.
Ownership category
akta.pro rank

Where Employee Ownership Expansion Network is headquartered

Location

Headquarters

HQ city
Arlington
HQ country
United States
HQ region
North America

Offices1 record

Markets served

Employee Ownership Expansion Network business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

  1. Donations and Contributions: EOX relies on donations from individuals and organizations to fund its operations and support State Centers. The organization has a sustaining champion program where companies make donations for each employee ownership transaction they participate in.
  2. Grants and Capacity Building Funding: EOX deploys grants to State Centers for capacity building, project-specific initiatives, and storytelling efforts. $2.08 million has been deployed to State Centers to date.
  3. State by State Campaign: A $6.9 million capacity-building campaign to fully staff and activate the EOX State Center network, with 68% of the goal already reached.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels7 records

Employee Ownership Expansion Network product offering

Product offering

Core offering

EOX is a nonprofit organization that expands employee ownership across the United States by developing, convening, and supporting a network of 25 State Centers for Employee Ownership. It provides free, unbiased education, outreach, and one-on-one consultations to business owners on succession planning via ESOPs, worker cooperatives, employee ownership trusts, and direct employee ownership models.

Differentiator

Problem solved

Functional benefit

Products and services

  • Employee Ownership 101 Educational Resources

Quantifiable outcome

  • 78% of U.S. population lives in states with State Centers for Employee Ownership
  • +3 more outcomes

Companies that use Employee Ownership Expansion Network

Customer profile

Segments4 records

Ideal customer profiles2 records

Employee Ownership Expansion Network technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Employee Ownership Expansion Network partnerships and signals

Strategic signal

Partnerships

19 partnerships are on record, tiered core and secondary.

  • National Center for Employee Ownership (NCEO)coreStrategic or Co-development PartnerThe NCEOX Initiative is a collaboration between EOX and the National Center for Employee Ownership. It connects EOX's localized State Center employee ownership networks with the support and resources of NCEO. The partnership offers an EOX-exclusive 6-month no-cost NCEO membership for new members.
  • ESOP AssociationcoreStrategic or Co-development PartnerNational organization for ESOP companies that partners with EOX to advance employee ownership across the United States.
  • Employee Owned S Corporations of America (ESCA)coreStrategic or Co-development PartnerTrade association for ESOP-owned S corporations that collaborates with EOX on promoting employee ownership.
  • Tandem Center for Shared Business SuccesscoreStrategic or Co-development PartnerPartner organization focused on Direct Employee Ownership that works with EOX and State Centers to help companies explore and implement direct ownership models.
  • Fifty by FiftysecondaryStrategic or Co-development PartnerInitiative working to expand employee ownership that partners with EOX on research and awareness.
  • United States Federation of Worker Cooperatives (USFWC)coreStrategic or Co-development PartnerNational federation representing worker cooperatives that collaborates with EOX on promoting all forms of employee ownership.
  • Certified EOsecondaryStrategic or Co-development PartnerCertification program for employee-owned companies that partners with EOX on promoting employee ownership best practices.
  • Project EquitysecondaryStrategic or Co-development PartnerOrganization focused on catalyzing employee ownership that collaborates with EOX on awareness and conversions.
  • Rutgers School of Management and Labor RelationssecondaryStrategic or Co-development PartnerAcademic partner providing research and education on employee ownership through the Institute for the Study of Employee Ownership and Profit Sharing.
  • Employee Ownership Equals (EOE)secondaryStrategic or Co-development PartnerOrganization promoting employee ownership that partners with EOX on expanding the EO movement.
  • Democracy at Work InstitutecoreStrategic or Co-development PartnerInstitute supporting worker cooperatives that works with EOX and State Centers on cooperative conversions and best practices.
  • JPMorgan ChasecoreChannel Partner/ Reseller/ DistributorNational service provider offering ESOP financing and advisory services. Listed as a National Service Provider partner for businesses considering employee ownership.
  • Prairie Capital AdvisorscoreChannel Partner/ Reseller/ DistributorInvestment banking firm specializing in ESOP transactions. Listed as a National Service Provider partner for employee ownership transitions.
  • SES ESOP StrategiescoreChannel Partner/ Reseller/ DistributorESOP strategies firm (Stevens & Lee company) providing ESOP design, transactions and compliance services. Listed as a National Service Provider.
  • Ventura TrustcoreChannel Partner/ Reseller/ DistributorESOP trustee services company providing ongoing and transactional trustee services for ESOPs. Listed as a National Service Provider.
  • LPL LegalsecondaryChannel Partner/ Reseller/ DistributorLegal services provider for ESOP transactions. Listed as a National Service Provider partner.
  • Prudent Fiduciary ServicessecondaryChannel Partner/ Reseller/ DistributorFiduciary services for ESOP companies. Listed as a National Service Provider partner.
  • SCJ ESOPsecondaryChannel Partner/ Reseller/ DistributorESOP services provider. Listed as a National Service Provider partner.
  • Capital ESOP Group (UBS)secondaryChannel Partner/ Reseller/ DistributorESOP advisory group at UBS Financial Services. Listed as a National Service Provider partner.

Scale indicators15 records

Recent moves6 records

Expansion highlights4 records

Employee Ownership Expansion Network competitors and assessment

Company assessment

Emerging players

  • Rutgers Institute for the Study of Employee Ownership and Profit Sharing: Rutgers' Institute for the Study of Employee Ownership and Profit Sharing is an academic center producing research and education on employee ownership. It is comparable to EOX as an academic/research partner advancing EO evidence and is listed as a secondary EOX partner.
  • Certified EO: Certified EO is a certification program for employee-owned companies that partners with EOX on promoting EO best practices. It is comparable as an emerging player in the EO ecosystem, complementing EOX's awareness work with credibility certification.

Direct peers

  • Democracy at Work Institute: Democracy at Work Institute supports the growth of worker cooperatives through education, research, and conversion support. It is directly comparable to EOX as a nonprofit promoting employee ownership with which EOX partners closely on cooperative conversions.
  • Fifty by Fifty: Fifty by Fifty is an initiative working to expand employee ownership to 50 million people by 2050. It is directly comparable to EOX for its research and awareness-building work on employee ownership and is a secondary EOX partner.
  • Project Equity: Project Equity is a nonprofit that catalyzes employee ownership transitions through outreach, technical assistance, and policy advocacy. It is directly comparable to EOX for its mission of converting businesses to employee ownership, particularly via worker cooperatives and EO trusts.
  • National Center for Employee Ownership (NCEO): NCEO is the premier national nonprofit providing research, education, and resources on employee ownership and ESOPs. NCEO is EOX's closest strategic partner via the NCEOX Initiative and is directly comparable as the leading national EO membership/education organization.
  • United States Federation of Worker Cooperatives (USFWC): USFWC is the national federation representing worker cooperatives in the U.S. It is directly comparable to EOX as a national membership organization promoting alternative ownership models, and is a core EOX partner.
  • ESOP Association: The ESOP Association is a national trade association for ESOP companies that advocates for employee ownership and supports member companies. It is directly comparable to EOX as a national nonprofit advancing the ESOP movement through education, advocacy, and networking.

Others

  • Ewing Marion Kauffman Foundation: The Kauffman Foundation is a major entrepreneurship-focused foundation and EOX's founding institutional investor. It is comparable as the funding parent and ecosystem supporter whose grant strategy directly drives EOX's growth and stability.

Broad incumbents

  • SCORE Association: SCORE is a long-established national nonprofit providing free business mentoring and education to small business owners, including on succession planning. It is comparable to EOX as a broader incumbent that overlaps in the SMB education and succession-planning space and reaches a much larger audience.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

Employee Ownership Expansion Network social profiles

Digital presence

Employee Ownership Expansion Network financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Employee Ownership Expansion Network leadership team

Management profile

Number of profiles

Profiles3 records

Employee Ownership Expansion Network funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Employee Ownership Expansion Network M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Employee Ownership Expansion Network

What does Employee Ownership Expansion Network do?

EOX is a nonprofit organization that expands employee ownership across the United States by developing, convening, and supporting a network of 25 State Centers for Employee Ownership. It provides free, unbiased education, outreach, and one-on-one consultations to business owners on succession planning via ESOPs, worker cooperatives, employee ownership trusts, and direct employee ownership models.

Is Employee Ownership Expansion Network a public or private company?

Employee Ownership Expansion Network is a private company. It is classified as nonprofit foundation owned and is currently operating.

When was Employee Ownership Expansion Network founded?

Employee Ownership Expansion Network was founded in 2018. It employs 1 to 10 people.

Where is Employee Ownership Expansion Network based?

Employee Ownership Expansion Network is headquartered in Arlington, United States, in the North America region.

How does Employee Ownership Expansion Network make money?

Three revenue lines are on record. Donations and Contributions are the primary driver. The others are grants and Capacity Building Funding and state by State Campaign.

Who are Employee Ownership Expansion Network's main competitors?

Emerging players on record are Rutgers Institute for the Study of Employee Ownership and Profit Sharing and Certified EO. Direct peers are Democracy at Work Institute, Fifty by Fifty, Project Equity, National Center for Employee Ownership (NCEO), United States Federation of Worker Cooperatives (USFWC) and ESOP Association. Ewing Marion Kauffman Foundation is listed as an others. SCORE Association is listed as a broad incumbent.

Does Employee Ownership Expansion Network have an API?

No public API is recorded for Employee Ownership Expansion Network.

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