Book
Another Way
Dave Whorton (Author) · Bo Burlingham (Co-author)
A book about building enduring privately held companies.
- Reading · At my own pace · One-time purchase
Keep in mind: Reading does not include individual advice or implementation.
THE COMMON TABLE
Explore help.
Find a useful resource, a different perspective, or the right kind of outside help.
BanyanGlobal (Service provider)
Advising on family ownership, governance and generational transitions.
- Professional engagement · Cost not confirmed
Keep in mind: Confirm the engagement team, scope and fees; advice is not a financial product.
Book
Built to Sell
John Warrillow (Author)
A book about building a company that can operate without depending entirely on its owner.
- Reading · At my own pace · One-time purchase
Keep in mind: Reading does not include individual advice or implementation.
Cambridge Family Enterprise Group (Service provider)
Advising on family ownership, governance and generational transition.
- Professional engagement · Cost not confirmed
Keep in mind: Confirm the advisory team, fees and scope; an institutional affiliation does not promise personal access to Davis.
Cooperative Development Institute (Service provider)
Help assessing and implementing a transition to worker ownership.
- Professional engagement · Cost not confirmed
Keep in mind: Confirm region, scope, fees and separate financing arrangements; no loan commitment is implied.
Continuity Family Business Consulting (Service provider)
Succession consulting that addresses family expectations, leadership development, ownership transitions, and the conversations between generations.
- Professional engagement · Price not published
Keep in mind: You only need to document a routine handover or find a buyer outside the family.
Allan R. Cohen (Co-author) · Pramodita Sharma (Co-author)
A book about developing entrepreneurial leadership across family-business generations.
- Reading · At my own pace · One-time purchase
Keep in mind: Reading does not include individual advice or implementation.
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.
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
Founder to Exit
Pam Prior (Author)
Pam Prior’s book about finances across the ownership journey.
- Reading · At my own pace · One-time purchase
Keep in mind: It is not transaction-specific exit 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.