DVD Tutorial
In addition to the "Ties to the Land" workshops offered in the winter of 2008, this project also produced a DVD that is designed to be the anchor for a facilitated workshop, or it can serve as a self-paced tutorial for individual study. The DVD costs $30 per copy. It would be a fine gift for the "other" generations in your family business!
DVD Order Form
Video Links
View individual segments on the Video Links page blow. These will be lower quality, and of course, you can only watch them on a computer, while the DVD can be watched, in comfort, on your TV through an ordinary DVD player.
- Introduction to DVD - Archive Video
- The Planning Process - Archive Video
- The Importance of Planning - Archive Video
- Valuing the Legacy - Archive Video
- Building Your Team of Experts - Archive Video
- Family Communications - Archive Video
- Tools of the Trade - Archive Video
- Implementation, Maintenance and Review- Archive Video
DVD Documents
There are several supporting documents and audience participation exercises that go along with the DVD. They can be viewed and or printed from the DVD-ROM section of the DVD, or they can be found as links below:
Activity #1: Succession Goals/Objectives [DOC]
Activity #2: Rating Your Assets on the "Heirloom" Scale [DOC]
Activity #3: Valuing the Legacy [DOC]
Activity #4: Succession "Team" Structure or Organization Chart [DOC]
Barlow Balance Sheet [PDF]
Barlow Enterprise Budgets [PDF]
Barlow Income Flow [PDF]
Barlow Scenario Article [PDF]
Blank Balance Sheet [XLS]
Sample Balance Sheet [XLS]
Where are they now? [PDF]
