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.
Outside help for your kind of business
Explore the selected resources and services for each family, with their different purposes and access explained.
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.