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. And, this is certainly true in our industry – sad stories abound about families where… [Read More]
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.
And offer services that meet your client’s goals Paul Svendson and Paul Hajek, Business Valuation specialists, experienced consultants, and coaches will help us to understand the different types of valuations, how to prepare your clients, when to introduce this process and how to help your clients to understand next steps. This information is for members… [Read More]
A Family Culture and Governance Strategy is a process that documents how the family would like to make decisions, solve problems, resolve conflicts and govern their organization. It is a process designed to open up the lines of communication and offer the family the opportunity for a sincere and robust conversation regarding their relationships as… [Read More]
Don reached across the table, patted my hand and smiled at me, with his cheeky grin and twinkling eyes. His hand trembled a bit, as it often did these days. And then he told me a love story. As he talked, my chest tightened and my cheeks flushed as I struggled to keep the tears from… [Read More]
I asked my Dad before he died what he wished he had known early in his life. In typical style, he said, “more women!” On June 1st, I will pass another annual milestone, and I wanted to reflect on this more seriously. So, if I am ever asked, here’s what I wish I knew then… [Read More]
A week ago, my father, Bruce Bellamy, died at the age of 82. I am so thankful that he died in the arms of my sister, who has been his primary caregiver for the past two years and with whom he was very close. While I am sad to lose my father, an interesting thing… [Read More]
Need to create a succession plan and development strategy? This template can help! Use this example as a foundation for your top-notch succession plan. The template can help you think through purpose and outcomes, actions, and cost. This document is for any business owner or professional advisor looking to develop a successful, long-term succession planning and development strategy. Feel free to download the Word document… [Read More]