EOT Advisors (Service provider)
Work on employee ownership trust structure and transaction design.
- Professional engagement · Cost not confirmed
Keep in mind: Confirm deliverables, compensation and independent legal and tax representation.
THE COMMON TABLE
Explore help.
Find a useful resource, a different perspective, or the right kind of outside help.
Introductory call
Family Business USA introductory consultation
Family Business USA (Service provider)
A free first consultation advertised by Family Business USA.
- Interactive · One-to-one · Free
Keep in mind: It does not make subsequent consulting free.
Family Business USA (Service provider)
Help preparing leadership and ownership transitions in a family business.
- Professional engagement · Cost not confirmed
Keep in mind: Confirm scope and which legal or tax professionals must also be involved.
Finder
Find a CEPA adviser
Exit Planning Institute (Matching network)
A directory of advisers holding the institute’s exit-planning credential.
- At my own pace · Free
Keep in mind: Check background, scope, fees and relevant professional licenses separately.
Book
Finish Big
Bo Burlingham (Author)
Owner stories about preparing to leave a business, the experience of the transition, and what comes afterward.
- Reading · At my own pace · One-time purchase
Keep in mind: You need a current valuation, a buyer, or instructions for completing a particular transaction.
Publication
Finish Big — public excerpt
Bo Burlingham (Author)
A public excerpt from Finish Big, the 2014 book about owners’ experiences of leaving a business.
- Reading · At my own pace · Free
Keep in mind: This is an excerpt, not the complete book or current transaction advice.
John A. Davis (instructor) · MIT Sloan (Program / community provider)
Executive education on the future of family enterprise.
- Delivery not confirmed · Cost not confirmed
Keep in mind: Confirm admission, cohort, format, tuition and required time with MIT.
Josh Baron (Co-author) · Rob Lachenauer (Co-author)
A book about family ownership, governance and working through generational change.
- Reading · At my own pace · One-time purchase
Keep in mind: Reading does not include individual advice or implementation.
International Business Brokers Association (Matching network)
A directory of business brokers in the IBBA network.
- At my own pace · Free
Keep in mind: Directory access does not include brokerage. Confirm licensing, client side, fees and fit with each broker.
Publication
IRS: choosing a tax return preparer
Internal Revenue Service (Publisher)
Questions and checks to use when selecting tax preparation help.
- Reading · At my own pace · Free
Keep in mind: This is guidance, not a promise of free preparation or endorsement of a particular professional.
Publication
IRS closing a business overview
Internal Revenue Service (Publisher)
The IRS overview brings together final-return, employee, account, and recordkeeping topics involved in closing a business.
- Reading · At my own pace · Free
Keep in mind: You need state-specific instructions, help with contracts, or a complete plan for closing the business.
LGA (Service provider)
Advisory work on family-enterprise governance and continuity.
- Professional engagement · Cost not confirmed
Keep in mind: Confirm which service and team apply; an adviser biography is not a fixed-price package.