Recommended Resources

This is a great book to read in preparation for your exit.  It outlines the financial and mental readiness to access as well as the optimal method of exiting based on where you are in terms of readiness.

It goes on to outline the seven methods of an Exit:   Family Succession, Sale to Outside Party, Going Public, Employee Stock Ownership Plan, Management Buyout  or Gift of the Business to Family or Charity.

Exit Planning – how you, the owner, will successfully retire from your business and generate enough liquidity from that exit to provide the financial security to fund your retirement goals,

Succession Planning – how can you remove yourself from the day-to-day operations of the business and who will take over running the business when you are no longer in charge, and

Legacy Planning – how you can use the wealth that you generated from your business exit to impact the lives of your children, your grandchildren, and your community.

Written by John Christianson, a dear friend and current client and advisor to many of today's most successful wealth creators explains how to align your values with your wealth, including the ways in which it is earned, managed, and spent, to maximize both wealth and personal fulfillment.

• Answers the call from the new crop of millionaires who are concerned not only with financial wealth but also with having a personally meaningful life

• Speaks directly to the needs of a new breed of wealth creators in one integrated volume

• Addresses the unique challenges that come with rapidly building assets from the dual perspectives of practical financial management and personal fulfillment

• Provides the services of a life coach to wealthy readers, allowing them to reap some of the same benefits as the author's many successful and happy clients

This book outlines specific, actionable strategies for capitalizing on cyclical opportunities and dodging economic danger. In this important resource, the authors reveal what it will take for individual investors and business leaders to prosper as the economy heats up prior to the predicted downturn, preserve wealth in the upcoming Great Depression, and profit on the way out of the depression. 

The imbalances and maladjustments have a while to play out and the authors pinpoint the investment opportunities to be had in the countdown period. 

Designed as a useful tool for investors, the book includes a working list of key trends, describes the upside potential of each trend, and explains the potential threat stemming from a particular trend. Understanding how to capitalize on these trends and knowing how to avoid the common pitfalls are the keys to creating a solid economic future for individual 

investors and business leaders.

 Ownership in a family business can be a rewarding and important role. It means stewardship, protection and nurturing the family business.

As a guide for shareholders, this book will develop understanding and insight into the role of becoming more valuable as an owner, not just financially, but intellectually and emotionally as well.  

'If you are associated with a family business, you need to read this user-friendly primer. Not just family business owners, but indeed everyone even remotely connected to a family business will want to read this. Family Business Ownership: How To Be An Effective Shareholder is a much needed and superb addition to the already excellent Family Business Leadership Series.' - Bill Lucas, Laird-Norton

 The lifeblood of your business is repeat customers. But customers can be fickle, markets shift, and competitors are ruthless. So how do you ensure a steady flow of repeat business? The secret—no matter what industry you’re in—is finding and keeping automatic customers.

These days virtually anything you need can be purchased through a subscription, with more convenience than ever before. Far beyond Spotify, Netflix, and New York Times subscriptions, you can sign up for weekly or monthly supplies of everything from groceries (AmazonFresh) to cosmetics (Birchbox) to razor blades (Dollar Shave Club).

According to John Warrillow, this emerging subscription economy offers huge opportunities to companies that know how to turn customers into subscribers. Automatic customers are the key to increasing cash flow, igniting growth, and boosting the value of your company.

 Helps to prepare for passing the family business on to the next generation. Leaders will learn how to create a succession plan; how to develop opportunities for succession candidates; how to build consensus with the family and leaders on succession plans and finally leaders will learn when and how to let go of their own role in the business. 

'The authors have written a most useful sequel to their first work on Family Succession. They provide us with a wealth of answers to the succession challenge from specific family case histories addressing the powerful issue of how the family business and it's legacies can be continued. Too many families neglect the succession issue until it is too late to preserve the essence of what made the family great.' - Harry Martin (former Head of the Cargil McMillan Family Office), Family Advisors, LLC, Mystic, CT

'Family Business Succession: The Final Test of Greatness is a must read for those serious about succession.' - Marshall Paisner, Chairman, ScrubaDub, Natuck, MA

 One Question, Fifty Companies, Eight Practical Answers. What does it look like when a follower of Jesus runs a business? 

It’s a question we’re asking more than ever before, from the front lines of business to the front page of the newspaper to the front row of the classroom. But our answers tend to be incomplete—personal anecdotes, media narratives, or simply revisiting the usual suspects. 

Christian-Owned Companies, the stories of 50 for-profit businesses, is the most thorough investigation of the question to date, uncovering eight practical answers. 

For business leaders, it’s a road map. For academics, it’s a theory. For students, it’s a curriculum. And for a confused culture, it’s a corrective to the stereotypes of the left and the right.

 Join Professor Zigarelli for an in-depth look at what Christian-owned companies really do and how they do it.