Recommended resources for each action step on the path to a Thriving Family Business.

Action Step 1: Evaluate Your Business

Who Moved My Cheese

Spencer Johnson and Kenneth Blanchard

Entrepreneurship for Human Flourishing

By Peter Greer and Chris Horst

Audible sample The ONE Thing: The Surprisingly Simple Truth Behind Extraordinary Results

By Gary Keller and Jay Papasan, 

Traction: Get a Grip on Your Business

By Gino Wickman and Kevin Pierce

Our custom assessment is a fillable PDF designed to help you quickly evaluate your family business so you can move on to the next steps fast! $27 or provided FREE with every consultation (schedule here).

Action Step 2: Build a Website that Actually Sells

Building a StoryBrand: Clarify Your Message So Customers Will Listen

By Donald Miller

Create a way for customers to easily book an appointment.

We used to have a love-hate relationship with WordPress. Now we just love it thanks to Flywheel! 

Highly recommended ADA Web Compliance.

Privacy Policies, Terms & Conditions, Cookie Policies.

Action Step 3: Create Sustainable Remarketing

Audible sample Giftology: The Art and Science of Using Gifts to Cut Through the Noise, Increase Referrals, and Strengthen Retention

By John Ruhlin and Drew Birdseye

Email marketing, marketing automation, and CRM tools.

A small piece of code that helps you remarket to your audience.

Neil Patel explains how to use a Facebook Group in your marketing. You can do similar with different platforms (online or off) depending on where your target audience is located. 

Action Step 4: Direct Traffic to Your Business

Jab, Jab, Jab, Right Hook: How to Tell Your Story in a Noisy Social World

By Gary Vaynerchuk

SEO (Search Engine Optimization) expert advice for free on YouTube.

Target ads to the demographic you want to reach. 

Search ads show up when people are looking for what you offer.

Action Step 5: Build Profitable Accounting

Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine

By Mike Michalowicz

The Total Money Makeover: Classic Edition: A Proven Plan for Financial Fitness

By Dave Ramsey

Action Step 6: Create a Healthy Work Environment

Dave Ramsey: EntreLeadership

By Dave Ramsey

The New One Minute Manager

By Ken Blanchard and Spencer Johnson M.D.


By Geoff Smart and Randy Street

Crucial Conversations Tools for Talking When Stakes Are High

By Kerry Patterson, Joseph Grenny, Al Switzler and Ron MicMillan

Action Step 7: Build Influence & Profits

The Legacy Journey: A Radical View of Biblical Wealth and Generosity

By Dave Ramsey

Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine

By Mike Michalowicz

*Please note: This page includes affiliate links which means we make a commission when you purchase (all Amazon links plus some of the others).