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.
Welcome to the Resource Library, a project of the Galliard Family Business Advisor Institute. Here's the full collection. Some content is available for members only.
A Conversation on Cybersecurity From phishing to ransomware, everyone is at risk. Help your clients to better understand the world of cyber-threats, identify their risks and vulnerabilities and deploy practices to protect their businesses. In this webinar, hear from Lisë Stewart, founder of the Galliard Family Business Advisor Institute, and Lena Licata, Director at EisnerAmper… [Read More]
Drowning in a Sea of Prosperity Jake poured over his financial statements, looking for any glimmer of hope that might spell a reprieve in his daily, weekly, monthly grind. Every year told the same story… “This year I’ll be able to set more aside for myself. I’ll get that line of credit paid for and… [Read More]
Op-Ed from Lisë Stewart The guard barked at Sophie, as she clutched her two young, terrified children. “Which one?!” “Which one!!?” Confused, not understanding, she asked what he meant. “Which one do you choose to live?” Frantic, crying, pleading…as he threatened to take them both, she let go of her little girl and screamed as… [Read More]
Money, Money, Money! What does a successful family business do with all that wealth!? Learn about the purpose and value of a Family Office, including recommended steps to prepare a family business for developing a ‘family enterprise model’ and preparing to enter into a Family Office relationship. In this webinar, Galliard Founder Lisë Stewart shares… [Read More]
On Level Of Engagement And Intent To Leave A Company Psychological capital (Psy Cap) can be best defined as an overall positive state of mind. There are four main aspects: 1) hope, 2) self-efficacy, 3) optimism and 4) resiliency. All four of these aspects have an impact on workplaces relationships and engagement levels at work. Psy Cap can… [Read More]
The Nuances of Preserving Land-Intensive Family Businesses As family business advisors, we’re very familiar with the coming crisis of family business succession as the Baby Boomer generation transitions out. Family farms, agritainment (or agrotourism) operations, and family forests face the same challenges and one of the largest family farm and forest transitions in history is… [Read More]
Be sure to include a Desk Plan when designing your future. This worksheet includes all the crucial information someone would need to step into your role once you decide to leave your position, or in the event that unforeseen circumstances prevent you from continuing the work before you’ve decided to leave. At a bare minimum,… [Read More]
Identity and Life Transitions Worksheets What does it mean to leave your business successfully? According to GFBAI member, Paul Cronin, COO of Successful Transition Planning Institute, it requires “having a clear plan now for what you want to do with your life after leaving your business.” If you or your clients are feeling stuck and unable… [Read More]
Planning for the Future Imagine the irony of this scene…For about 6 months now, feeling overwhelmed with time sensitive work and tasks, I have rescheduled an appointment with myself called “Update will and desk instructions” something on the order of eight times. One of those times was during the same week I was helping to put… [Read More]