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Galliard Family Business Advisor Institute

Galliard Family Business Advisor Institute

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

Resource Library

Welcome to the Galliard Family Business Advisor Resource Library, populated by members of the Galliard network to support our work with family business clients. A full suite of programs, materials, and tools are available to members. Not a member? Sign up now for access!

Latest:

Know How Important Social Media Campaigns Is For consulting Business

What is the Target Audience? This Is How to Define And Reach It

Collaborative marketing for consulting brands

Rebranding of consulting business: Definition, Reasons, and Tips for Rebranding Success

Browse by resource type:

Tools

Templates, models and worksheets for members of the Galliard Family Business Advisor Institute:

Succession Planning and Development Template

Culture and Governance Exercise

DREC Model of Change

DREC Cycle of Change

Company Prospectus Tool

Cascading a Strategic Plan

Exit Planning Strategy

Galliard Family Business Assessment Tool

Preparing a Plain Language Operating Agreement

Four Effective Problem-Solving Tools

Transitioning Roles Worksheet

Successor Development Worksheet

Exit Strategy Planning Worksheet

5-S System for Listening

5-S System for Listening

5-Stage Relationship Capital Model

Retirement Planning Exercise

Project Partnership Agreement (PPA)

Trust Building Tip Sheet

Happiness in the Workplace

Seven Steps for Successful Sales

Successful Sales Tip Sheet

Change Leadership Tools from Andy Powell

Succession Planning Worksheet

Pre-Succession Planning Exercises

Desk Plan Template

Videos

Webinar recordings and playlists from the Galliard Family Business Advisor Institute archives:

Business Valuations: How to Cut Through the Confusion

Mentoring the Next Generation

Family Business Video Playlist

Advisor Skills Video Playlist

Building Your Practice Video Playlist

8 Things that Drive the Value of a Business

ESOPs: What, When and How

What’s Wrong With the “R” Word?

Cybersecurity – Are We Too Small To Care?

Consulting Across Cultures

Build Recurring Revenue Into Your Advisor Firm

Peace for the Holidays

Gifts of the Season

Building Your Company’s Reputation

The Art of Reframing

Dealing With Emotional Issues in Choosing a Successor

The Importance of Visual Communications

Sifting Through the Noise

Helping our clients to “get it right!”

Leadership Transition: the Good, the Bad & the Ugly

Borrowing Brilliance Book Discussion

Business Coaching: A Natural Progression

The New Rich

Meaning of Legacy

Allowing Business Leaders to “Age Out” with Dignity

Three Keys to Effective Coaching

Collaboration, Continuity & Coverage

“I love you… but I love him more!”

Knowledge Sharing for the Savvy Entrepreneur

Transitioning from a Leader to a Mentor

Philanthropy and the Family Business

Parent-Child Dynamics in the Family Business

#1 Trust-Building Tip

5-S System for Listening

5-S System for Listening

Wealth Transfer Planning

Understanding & Managing Conflict in Family Business

The Third Phase: Traditional Retirement is Dying

What’s in a Name?

Moving Beyond The Trusted Advisor

Sample Hotline Call with Lisë Stewart

When It’s Time to Say Goodbye to Underperforming Employees

performance management webinar

Performance Management

Happiness in the Workplace

Millennial Leader Panel

The Importance of Rituals

Genograms: Assessing The Family System “Org Chart”

Navigating the Boomer Bust

Sales Success for Building Your Practice

Family Business Advisors Roundtable

Cooling Off Hot Conversations

Photo by gdsteam: https://www.flickr.com/photos/gdsteam/14060922821

Change, Change, Change

Grief in the planning process

Unsticking Succession Planning

Succession for Yourself

Family Farms, Forests, and Agritainment

Impact of Psychological Capital

Purpose of a Family Office

Protecting the Family Business

Forensic Accounting & Using CPAs for Special Projects

Coaching to the Family Business Group

Strategic Planning Roadmap

Your Trust Fund Can’t Do Your Parenting For You!

The Changing World of Family Business

Introducing our new partners

Materials

Media, presentations, and other marketing materials for Galliard Certified Advisors, Regional Collaborators, and Professional Premium members of the Galliard Family Business Advisor Institute (access is restricted):

Master Family Business Coaching Hotline

Marketing Presentations

Galliard Certified Advisor Resources

Family Business Beacon Archives

Regional Collaborator Resources

Network

Galliard updates, reminders & network news:

group of people in conference room

Introducing Peer Groups

The Connected Generation with Nike Anani

Enterprising Families Podcast with Tsitsi Mutendi

Introducing our new partners

We’re Expanding!

A Brave New World

(Image: Lauren Walker / Truthout): https://www.flickr.com/photos/truthout/40477708455

Why Should We Care?

What’s in a Name?

Collaboration, Continuity & Coverage

Our Highest Goal

20 Questions with the Founder of Galliard

Leaping into the Dark

Our Method: The Galliard Way

We Gotta Stop Meeting Like This…

Why the Angie’s List scandal matters

Our History

Bad News Sells, But Leadership Lasts

Why are family businesses so important?

A Love Story

Death and Legacy

Browse by topic area:

Strategic Planning

Articles, presentations, exercises, and materials related to strategic planning:

Strategic Planning Roadmap

Desk Plan Template

Do You Practice What You Teach?

Change Leadership Tools from Andy Powell

Family Business Advisors Roundtable

Knowledge Sharing for the Savvy Entrepreneur

Borrowing Brilliance Book Discussion

What Sets Midsized Companies Apart?

The 7 Keys to Developing an Effective Strategic Direction

Four Effective Problem-Solving Tools

Building Your Company’s Reputation

Gifts of the Season

Cascading a Strategic Plan

Keeping the Dream

The Link Between Innovation and the Family Business Advisor Program

Breathing Life Into Your Strategic Plan

There’s No “Leaning In” On A Unicycle

Financial Management

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

Small business owners and the false hope of retirement

Seven Steps for Successful Sales

acquisitions

Setting Sail/Sale!

Philanthropy and the Family Business

Strategic Use of Philanthropy for the Business-Owning Family

The New Rich

The 4 Secrets to Building a Legacy Family

Don’t Miss the Significance of Engagement

Build Recurring Revenue Into Your Advisor Firm

Cybersecurity – Are We Too Small To Care?

ESOPs: What, When and How

8 Things that Drive the Value of a Business

12 Steps to Help Resolve Issues with Family Business Finance

Is Corporate Social Responsibility Obsolete?

Why the Angie’s List scandal matters

Family Governance

Articles, presentations, exercises, and materials related to family governance:

Purpose of a Family Office

Land-Based Family Businesses


Family Farms, Forests, and Agritainment

I’ll Never Let This BUSINESS Ruin Our FAMILY

Fallout: Protecting the Family Business Through a Divorce

Family Business Video Playlist

Advisory Boards

Sharpening the Edge with an Advisory Board

Culture and Governance Exercise

Workforce Management

Articles, presentations, exercises, and materials related to workforce management:

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?

Every Exit Is An Entrance

Navigating the Boomer Bust

Planning a Graceful Exit

The Third Phase: Traditional Retirement is Dying

Retirement Planning Exercise

Rethinking Retirement

Free Falling…Retirement In The Age of Uncertainty

Transitioning from a Leader to a Mentor

Allowing Business Leaders to “Age Out” with Dignity

Meaning of Legacy

Five Steps to Succession Stability

Exit Strategy Planning Worksheet

Successor Development Worksheet

Transitioning Roles Worksheet

Leadership Transition: the Good, the Bad & the Ugly

Galliard Certified Advisor Case Study

The First 90 Days

10 Tips for Managing Transition

Helping our clients to “get it right!”

Why You Don’t Want to Think About Leaving Your Company

Dealing With Emotional Issues in Choosing a Successor

Sparky the Rescue Dog

Key Facts About Exit Planning and ESOPs

The Dance of Dignity

Succession Planning Through the Eyes of a Community Banker

What’s Wrong With the “R” Word?

Clarifying Management Roles and Expectations

The Coming Family Business Crisis

6 Steps To Get The Most Out Of Your Exit Plan

20 Questions with the Founder of Galliard

Buy-Sell Disagreements

The 6 Elements of a Valuation Process Buy-Sell Agreement

Forget About Succession Planning…

Bridging the Past and the Future

Changing the Way We Change

The Perils of Traditional Retirement

Company Prospectus Tool

DREC Model of Change

DREC Cycle of Change

These Old Bones

Business Valuations: How to Cut Through the Confusion

A Love Story

Succession Planning and Development Template

Succession Planning

Articles, presentations, exercises, and materials related to 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?

Every Exit Is An Entrance

Navigating the Boomer Bust

Planning a Graceful Exit

The Third Phase: Traditional Retirement is Dying

Retirement Planning Exercise

Rethinking Retirement

Free Falling…Retirement In The Age of Uncertainty

Transitioning from a Leader to a Mentor

Allowing Business Leaders to “Age Out” with Dignity

Meaning of Legacy

Five Steps to Succession Stability

Exit Strategy Planning Worksheet

Successor Development Worksheet

Transitioning Roles Worksheet

Leadership Transition: the Good, the Bad & the Ugly

Galliard Certified Advisor Case Study

The First 90 Days

10 Tips for Managing Transition

Helping our clients to “get it right!”

Why You Don’t Want to Think About Leaving Your Company

Dealing With Emotional Issues in Choosing a Successor

Sparky the Rescue Dog

Key Facts About Exit Planning and ESOPs

The Dance of Dignity

Succession Planning Through the Eyes of a Community Banker

What’s Wrong With the “R” Word?

Clarifying Management Roles and Expectations

The Coming Family Business Crisis

6 Steps To Get The Most Out Of Your Exit Plan

20 Questions with the Founder of Galliard

Buy-Sell Disagreements

The 6 Elements of a Valuation Process Buy-Sell Agreement

Forget About Succession Planning…

Bridging the Past and the Future

Changing the Way We Change

The Perils of Traditional Retirement

Company Prospectus Tool

DREC Model of Change

DREC Cycle of Change

These Old Bones

Business Valuations: How to Cut Through the Confusion

A Love Story

Succession Planning and Development Template

Professional Advisors

Articles, presentations, exercises, and materials related to professional advising:

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

Forensic Accounting & Using CPAs for Special Projects

Protecting the Family Business

Stop Selling and Start Connecting!

Sales Success for Building Your Practice

Making Rain While The Sun Shines

Project Partnership Agreement (PPA)

Sample Hotline Call with Lisë Stewart

Moving Beyond The Trusted Advisor

The 5 Cs of Effective Consulting

5-Stage Relationship Capital Model

The Road Warrior

5-S System for Listening

5-S System for Listening

Collaboration, Continuity & Coverage

Three Keys to Effective Coaching

Quiz: What Kind of Advisor Are You?

The 5 Advisor Styles

Family Business Beacon Archives

Galliard Certified Advisor Resources

Business Coaching: A Natural Progression

How to be a MacGyver Advisor!

Preparing a Plain Language Operating Agreement

Sifting Through the Noise

The Importance of Visual Communications

Tears of Awe

Galliard Family Business Assessment Tool

Master Family Business Coaching Hotline

Our Highest Goal

Consulting Across Cultures

Advisor Skills Video Playlist

Building Your Practice Video Playlist

Leaping into the Dark

Our Method: The Galliard Way

We Gotta Stop Meeting Like This…

Finding Your Trusted Advisors

Professional Advisors: Friend or Foe?

We can do better, and better

Bad News Sells, But Leadership Lasts

Five Things I Wish I Knew at 25

Further reading:

View our book recommendations and build your library while supporting local bookstores through our shop on Bookshop.org.

Visit Galliard’s Bookshop

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Contact

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info@galliardinstitute.org

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