• 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

Business Transition

Every Exit Is An Entrance

Preparing for the Third Phase

“I feel like I’m molting,” I found myself saying to a friend earlier this week. Have you ever experienced that—you experience so many big changes in a compressed time period, that you feel like you’ve shed a layer of skin, or maybe two or three?

…
Read moreEvery Exit Is An Entrance

The Importance of Rituals

How ritual helps us navigate change

“I’ve often talked about how important ritual is in providing a foundation – a foundation from which we can then change if we wish to.”

…
Read moreThe Importance of Rituals
acquisitions

Setting Sail/Sale!

The 5 Elements of Successful Acquisitions

Jake was so excited—an offer had come across his desk, by way of his attorney, that fulfilled most of his wishlist! The investor company said all the right things: they believed in the mission and vision, wanted to keep the employees in place and would keep the business operating from the small town where Jake was born and raised. His Dad had given his life to this business and while Jake wasn’t as willing to devote his every waking moment to Sandstone Industries, at least he wanted to see his father’s legacy live on.

…
Read moreSetting Sail/Sale!

When It’s Time to Say Goodbye to Underperforming Employees

“The Moment of Truth”

Help your clients to stop agonizing and start taking action to transition “problem employees” out of their organizations.

…
Read moreWhen It’s Time to Say Goodbye to Underperforming Employees

“I love you… but I love him more!”

Parents Picking Favorites in the Family Business?

What to do when parents have clear favorites.

…
Read more“I love you… but I love him more!”

Leadership Transition: the Good, the Bad & the Ugly

TruNorth Partners Presentation

Webinar Recording: “Leadership Transition: The Good, The Bad and The Ugly,” presented by Scott Phillips, TruNorth Partners.

…
Read moreLeadership Transition: the Good, the Bad & the Ugly

10 Tips for Managing Transition

When You Have to Rock the Boat

Change is hard. It is often the harbinger of stress, confusion, aimlessness, and at its worst—anarchy amongst employees. Change can also be a life-giver, a refresh button, a savior to a dying organization, and the only way back to success or even functionality.

…
Read more10 Tips for Managing Transition

Key Facts About Exit Planning and ESOPs

Some quick facts courtesy of the Exit Planning Institute

A strategic way for private and family-owned companies to implement succession and sale strategies is through utilizing Employee Stock Ownership Plans (ESOPs). With this method, the unique goals of the owners and company serve to focus our approach, as we assess, structure, and implement transactions for our clients.

…
Read moreKey Facts About Exit Planning and ESOPs

The Dance of Dignity

How does one move into the late stage of life with our dignity intact?

I have learned that this is not a state that one can create entirely independently. Rather, it is a delicate dance between willing, caring, compassionate co-creators of a social contract. I have seen rare, but beautiful examples such as one memorable afternoon in a small San Francisco diner.

…
Read moreThe Dance of Dignity

Succession Planning Through the Eyes of a Community Banker

Save family businesses, save the community

Historically community banks haven’t embraced their role in addressing the opportunities and challenges in ownership and management transition for family-owned and closely-held businesses. Rather than continuing to stand at arm’s length, there are several issues that community bankers need to take into consideration that would benefit their business clients and could mean new business opportunities for the bank itself:

…
Read moreSuccession Planning Through the Eyes of a Community Banker

Family Business Video Playlist

6 presentations on family business

A series of videos from the GFBAI archives:

  • Transitioning and Positioning – How to Help Your Clients Grow and Prosper
  • Family Governance – Developing a Partnership/Family Covenant
  • Catching Starlight – Helping our Clients to Attract and Keep The New Generation of Employee
  • Lifestyle Issues in Transition
  • Planning MATTERS!
  • Managing Performance in the Family Business
…
Read moreFamily Business Video Playlist

Clarifying Management Roles and Expectations

Current State, Future State, Interim State

As a business evolves and grows, the roles and expectations of managers, including owners, begins to shift. However, in many cases, this simply happens by default, with little or no discussion. Problems can arise when expectations differ and when people don’t perform in a way that is consistent with expectations.

…
Read moreClarifying Management Roles and Expectations

The Coming Family Business Crisis

Ownership transition is deadly for business

If someone told you that about half the people who run half of America’s most active and inventive businesses will retire in the next four years, would you care? You should.

…
Read moreThe Coming Family Business Crisis

Forget About Succession Planning…

6 Ways to Plan for Success Instead

As small business owners, we’ve all had the knock at the door or the call from a ‘friend’ who tells you that they ‘do’ succession planning and can find you a buyer for your business. I recently had an interesting conversation with a business broker who assured me that she “did succession planning” with her clients.

…
Read moreForget About Succession Planning…
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