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Galliard Family Business Advisor Institute

Galliard Family Business Advisor Institute

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  • Core Training: FBAC
  • Find an Advisor
  • Become a Member
  • Resource Library
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Network

Stay up-to-date with the latest news and information from the Galliard Family Business Advisor network.

Our Method: The Galliard Way

Governing principles of our family business advising practice

The Galliard Way is a method of working with clients in a manner that is respectful, encouraging, and professional. With the focus squarely on the best interests of the business, we recognize the importance of making the experience positive and hopeful.

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Read moreOur Method: The Galliard Way
Filed under: Network, Professional Advisors, Resource Library

We Gotta Stop Meeting Like This…

When the founder knows everyone, it’s not good for business

For all of you who heard John Warrillow’s riveting webinar last week, this won’t come as any surprise. However, I learned that one of the factors that influence the value of a company – or rather the amount that someone might pay for company (value can mean many different things to different people) is how much “touch” the founder and other key employees have with customers.

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Read moreWe Gotta Stop Meeting Like This…
Filed under: Network, Professional Advisors, Resource Library

Why the Angie’s List scandal matters

For us, it’s all about trust

While sitting in my hospital bed last week (and thanks to all of my well-wishers, I am truly on the mend), I read, word for word, the Daily Beast article on the Angie’s List scandal. For those of you who may not be up to speed, or just didn’t have all the spare time I happened to find to read a long story – here is the gist. 

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Read moreWhy the Angie’s List scandal matters
Filed under: Financial Management, Network, Resource Library

Our History

How we started the Institute

In 2012, after many years of working with family businesses, both individually and collectively, Lisë Stewart and Vicki Jodsaas, business partners and close friends, were lamenting the lack of practical, useable tools and advice for professional advisors who want to work more closely and effectively with small family owned and closely held businesses.  

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Read moreOur History
Filed under: Network, Resource Library

Bad News Sells, But Leadership Lasts

Honoring our quiet success stories

I am sure that most of you have heard the adage, “if it bleeds, it leads” to describe our penchant for being attracted to bad news. In fact, our hunger for drama, public shaming, mayhem and misery has become a money-making machine.

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Read moreBad News Sells, But Leadership Lasts
Filed under: Network, Professional Advisors, Resource Library

Why are family businesses so important?

We’re committed & excited about our purpose

Galliard founder & board chair Lisë Stewart on why we support family businesses.

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Read moreWhy are family businesses so important?
Filed under: Network, 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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Contact

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