Research & Additional Resources

The purpose of the GWP Modules are to provide education and a starting point to begin or update your business and estate plans. In addition to our Community Resources, below are a few trusted resources to help you along.

Estate Planning

Retirement Planning

  • Internal Revenue Service, Types of Retirement Plans,

Succession Planning

  • Franc, Bradley. The Succession Solution. Woodview Publishing Company. 2020
  • Gust, Gerald. Secrets to Succession. Gust Publishing. 2019
  • Internal Revenue Service, Asset Allocation Form,
  • Selling Your Business to Your Employees: Employee Stock Ownership Plans (ESOPs) & Employee-Owned Cooperatives, An Owner’s Guide to Business Succession Planning.
  • Andrew J. Sherman. Understanding the Fundamentals of Succession and Transition Planning. Kauffman Entrepreneurs.


Family Owned Business

  • Baron, Josh and Lachenauer. Harvard Business Review: Family Business Handbook. Harvard Business Review Press. 2021
  • Jaffe, Dennis T.. Borrowed from Your Grandchildren. John Wiley & Sons, Inc. 2020.

Entrepreneurial Exit

  • Carmichael, Mark. The Intelligent Exit. Paperboy Publishers. 2017.
  • DeTienne, Dawn R. and Wennberg, Karl. Research Handbook of Entrepreneurial Exit. Edward Elgar Publishing Limited. 2015.
  • Leonetti, John M. Exiting Your Business, Protecting Your Wealth. John M. Leonetti. 2008.
  • Tepper, Mark M. Walk Away Wealthy. Greenleaf Book Group Press. 2014.
  • Taylor, Jon. Maximize Your Multiple. Stanton Park Capital. 2019.

Buying & Selling a Business

  • Caruso, Gregory R. The Art of Business Valuation. John Wiley & Sons, Inc. 2020.
  • Geodhart, Marc, et al. Valuation (Seventh Edition). John Wiley & Sons, Inc. 2020.
  • Geodhart, Marc, et al. Valuation Workbook (Seventh Edition). John Wiley & Sons, Inc. 2020.
  • The missing middle: Bridging the strategy Gap in US Family Firms- US Family business survey.
  • U.S. Small Business Administration. Close or Sell Your Business.
  • Warrillow, John. The Art of Selling Your Business. An Inc. Original. 2021.

Legacy & Memorial Planning

  • Cullen, Melanie. Get It Together, Nolo. 2020.
  • Federal Trade Commission, Shopping for Funeral Services Series,
  • Five Wishes,

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