Podcast
Duct Tape Marketing podcast
Duct Tape Marketing (Publisher)
Conversations about small-business marketing.
- Audio · At my own pace · Cost not confirmed
Keep in mind: An interview is not an assessment of your own marketing.
THE COMMON TABLE
Explore help.
Find a useful resource, a different perspective, or the right kind of outside help.
Duct Tape Marketing (Service provider)
Work with a business team on marketing direction and an operating system.
- Professional engagement · Cost not confirmed
Keep in mind: Confirm what execution is included and who will deliver it.
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)
Work on communication and disputes in family-owned businesses.
- Professional engagement · Cost not confirmed
Keep in mind: Confirm team, process and fees; this is distinct from an introductory assessment.
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.
Introductory call
Financial Blueprint introductory call
Pam Prior (Service provider)
A separately advertised free introductory finance conversation.
- Interactive · One-to-one · Free
Keep in mind: A free conversation does not make subsequent services free.
Ruth King (instructor)
Financial training linked from Ruth King’s official site.
- Delivery not confirmed · Cost not confirmed
Keep in mind: Confirm the curriculum, delivery, current intake and full fees before joining.
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.