I am delighted to be writing to you as the Chair of the Galliard Family Business Advisors Institute and a devoted champion for small family-owned businesses. In 2009, when we were first exploring the idea of developing an educational institute for professional advisors, we were driven by an emerging mission that finally coalesced into the following… [Read More]
Skills for emotionally charged conversations Do you ever find yourself working in a group setting, such as a family meeting, where you need to utilize all your best coaching skills? If you’d like to learn some tips and techniques from a group of experienced coaches, who often work in emotionally-charged family settings, check out this… [Read More]
One Man’s Journey to Better Understand Succession Planning In FOBs My name is Matthew Kerzner and I am a product of a family business. I grew up working for my Dad’s drug stores. However, I knew I didn’t want to become a pharmacist, and neither did any of my siblings, so he eventually sold his… [Read More]
Porcupines & Happiness: a mixed blessing! Four little porcupines crawled into their lair, to escape the cold and blowing snow, each moving to his or her separate corner in the dark. After a few minutes, they began to inch closer together for warmth and comfort from the chilly air. But as soon as they got… [Read More]
You can use the information you will learn in this webinar recording to educate and advise your clients, evaluate your own practices, and also to know when you or a client might need the assistance of a forensic accountant or CPA specialist.