• Skip to main content
  • Skip to after header navigation
  • Skip to site footer
Galliard Family Business Advisor Institute

Galliard Family Business Advisor Institute

  • About Us
  • Core Training: FBAC
  • Find an Advisor
  • Become a Member
  • Resource Library
  • Training Calendar
  • Member Login
  • Member Account
  • Log Out

  • About Us
  • Core Training: FBAC
  • Find an Advisor
  • Become a Member
  • Resource Library
  • Training Calendar
  • Member Login
  • Member Account
  • Log Out

Galliard Family Business Assessment Tool

By The Galliard Team

Assessing the Situation

To help our member advisors, we have created a user-friendly Assessment Tool, using Powerpoint, which will guide you through a wide variety of questions and give you some ideas to explore as you learn the answers.

At the Galliard Family Business Advisor Institute, we stress the importance of taking the time to really assess the situation before taking action. It is important to learn to see the world from our client’s perspective and learn about both the needs and the dynamics that will influence the future direction.

The Assessment Tool is designed to be a great conversation starter and a guide, to compliment your genuine curiosity and give you an opportunity to gently probe those issues that are sometimes sensitive and rarely discussed.

In addition, we are providing our advisor members with an Executive Summary worksheet to either be used in conjunction with the Assessment or as a stand alone exercise to ensure you are assessing the critical areas of a family transition process.

The following content is accessible for members only, please sign in:
Loading…

Share this:

  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on Twitter (Opens in new window)

Related

Published: January 19, 2016 Filed under: Professional Advisors, Resource Library
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.

Search

Contact

Email

info@galliardinstitute.org

  • Twitter
  • Facebook
  • Instagram
  • LinkedIn

Navigation

  • About Us
  • Core Training: FBAC
  • Find an Advisor
  • Become a Member
  • Resource Library
  • Training Calendar
  • Member Login
  • Member Account
  • Log Out

Newsletter

Copyright © 2023 · Galliard Family Business Advisor Institute · All Rights Reserved · Privacy Policy · Terms of Use

Return to top