A guide for family business advisors
Get the scoop on this Galliard Certified Advisor’s favorite strategic planning tool!
The purpose of the Strategy Planning Roadmap is to get families and privately held partners on the same page—whether it’s for one year, three years, or five years. By talking through the mission, vision, and values, you’ll set up the major goals for the business to prepare the company for future growth.
About the presenter:
Matthew Kerzner
Matt has more than 25 years of experience in organizational development with a specialization in assisting family businesses and closely held businesses with addressing transition, financial stability and sustainability, and human performance management matters. A Galliard Certified Advisor and Senior Manager in the Center for Family Business Excellence Group at EisnerAmper, LLP, Matt is currently working toward his PhD in Business Psychology at The Chicago School. Learn more.