Use this simple template to help develop your exit planning strategy proposal. The exit planning strategy example template includes a foundation for building a successful exit plan process, in a proposal format. This document will help advisors prepare a scope of work that describes the steps they can take to help their client companies develop… [Read More]
Templates, models and worksheets for members of the Galliard Family Business Advisor Institute.
Steps for Cascading a Strategic Plan Down Through an Organization Once a company completes their strategic plan, no matter how simple the document is, they face the challenge of cascading this plan down through the rest of the organization. All too often the key contents of the plan remain only in the purview of the senior… [Read More]
Building Value From an Investor’s Perspective Business owners planning to transition out of their business someday often ask me what I recommend as the first step. Regardless of whether they want to pass the business down to the next generation of family members or sell to an inside or outside buyer, I am likely to… [Read More]
Denial, Resistance, Experimentation, Commitment Change is both inevitable and constant in family businesses. We know that reactions to change differ according to impact, severity, sense of personal control and involvement, cultural expectations, and environmental conditions. However, there are typically four observable behaviors: Denial, Resistance, Experimentation, and Commitment. A family business advisor who is aware of… [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]
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]