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Business Transition

Every Exit Is An Entrance

October 11, 2017 Patty Love

“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? I recently celebrated a birthday—my 54th trip around the sun… [Read More]

Articles, Resource Library Aging, Business Transition, Exit Planning

The Importance of Rituals

July 18, 2017 Galliard Team

“I’ve often talked about how important ritual is in providing a foundation – a foundation from which we can then change if we choose to.” This message is from Lisë Stewart, founder of the Galliard FBA Institute.

Resource Library, Videos Business Transition, Ritual, Wisdom

The 5 Elements of Successful Acquisitions

April 6, 2017 Lisë Stewart

acquisitions

Setting Sail/Sale! 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… [Read More]

Articles, Resource Library Business Transition, Buy-Sell Agreements, Culture, Dignity, Legacy

When It’s Time to Say Goodbye to Underperforming Employees

March 21, 2017 Galliard Team

“The Moment of Truth” Presented by Diane McNally, Ph.D. It is possible to transition team members in a dignified fashion while maintaining the integrity of the company’s values, minimizing disruption, and mitigating financial and reputational risk. Help your clients to stop agonizing and start taking action to transition “problem employees” out of their organizations. Or,… [Read More]

Resource Library, Videos Business Transition, Dignity, Performance Management, Problem People

Parents Picking Favorites in the Family Business?

July 21, 2016 Galliard Team Leave a Comment

“I love you… but I love him more!” What to do when parents have clear favorites. Twenty years ago, George and Eva started a very successful manufacturing company, and now their oldest son, Carl, is preparing to take over from his father. Carl is hardworking, sincere, intelligent and strategic. He is also analytical, focused and serious… [Read More]

Resource Library, Tools, Videos Business Transition, Parenting, Performance Management, Siblings

Leadership Transition: The Good, The Bad and The Ugly

April 22, 2016 Galliard Team Leave a Comment

Webinar Recording: “Leadership Transition: The Good, The Bad and The Ugly,” presented by Scott Phillips, TruNorth Partners. This information is for members of the Galliard Family Business Advisor Institute – please sign in:

Resource Library, Videos Business Transition, Leadership, Performance Management, Talent Management

When You Have to Rock the Boat: Managing Transition

March 30, 2016 Scott Philips 1 Comment

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. The outcomes of organizational transitions or changes are completely saddled with the… [Read More]

Articles, Resource Library Business Transition

Key Facts About Exit Planning and ESOPs

November 11, 2015 Michael Golden Leave a Comment

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. Critical to the ESOP opportunity is its flexibility. Sellers can control the means… [Read More]

Articles, Resource Library Business Transition, Employee Stock Ownership Plans, ESOPs, Exit Planning

The Dance of Dignity

November 11, 2015 Lisë Stewart 15 Comments

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… [Read More]

Articles, Resource Library Business Transition, Dignity, Succession Planning, Value of Network, Wisdom

Succession Planning Through The Eyes Of A Community Banker

October 27, 2015 Rick Bastian Leave a Comment

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… [Read More]

Articles, Resource Library Business Transition, Guest Articles, Succession Planning

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