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Galliard Family Business Advisor Institute

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Financial Management

Articles, presentations, exercises, and materials related to financial management.

Small business owners and the false hope of retirement

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 finally put money in my retirement savings account.”

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Read moreSmall business owners and the false hope of retirement
Filed under: Financial Management, Resource Library

Seven Steps for Successful Sales

A checklist for sales success

Galliard FBA Institute would like to thank our long-time member Gary Kieper for this resource, which was derived from our member webinar, Sales Success for Building Your Practice: Stop Selling and Start Connecting!

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Read moreSeven Steps for Successful Sales
Filed under: Financial Management, Resource Library
acquisitions

Setting Sail/Sale!

The 5 Elements of Successful Acquisitions

Jake was so excited—an offer had come across his desk, by way of his attorney, that fulfilled most of his wishlist! The investor company said all the right things: they believed in the mission and vision, wanted to keep the employees in place and would keep the business operating from the small town where Jake was born and raised. His Dad had given his life to this business and while Jake wasn’t as willing to devote his every waking moment to Sandstone Industries, at least he wanted to see his father’s legacy live on.

…
Read moreSetting Sail/Sale!
Filed under: Financial Management, Resource Library

Philanthropy and the Family Business

Leveraging Philanthropy for Business-Owning Family Clients

How can business leaders and their families make philanthropic investments in causes that advance their values, while also strengthening their families and building their business brand?

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Read morePhilanthropy and the Family Business
Filed under: Financial Management, Resource Library

Strategic Use of Philanthropy for the Business-Owning Family

We are all philanthropists

If you’re like most people, you probably don’t think of yourself as a philanthropist—and your business-owning clients probably don’t either.

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Read moreStrategic Use of Philanthropy for the Business-Owning Family
Filed under: Financial Management, Resource Library

The New Rich

Preparing your clients for a significant change in personal wealth

Presented by Agatha Johnson, Prosperity Wealth Management

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Read moreThe New Rich
Filed under: Financial Management, Resource Library
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Browse by topic: professional advisors

Book Feature: Fragile Power

group of people in conference room

Introducing Peer Groups

The Connected Generation with Nike Anani

Enterprising Families Podcast with Tsitsi Mutendi

Strengthen Your Brand, Build Your Business

Introducing our new partners

Explore more topic areas in the Resource Library.

Browse by topic: succession planning

Pre-Succession Planning Exercises

Succession for Yourself

Unsticking Succession Planning

Succession Planning Worksheet

Grief in the planning process

Unsticking Succession Planning

What if things didn’t change?

Explore more topic areas in the Resource Library.

Browse by topic: workforce management

Finding the Right People

Happiness in the Workplace

People problems rarely “work themselves out”

Honor the Contributions of Next-Generation Leaders

Ali and the Disappearing Generation

Leadership Transition: the Good, the Bad & the Ugly

Dealing With Emotional Issues in Choosing a Successor

Explore more topic areas in the Resource Library.

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