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Galliard Family Business Advisor Institute

Galliard Family Business Advisor Institute

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Exit Planning

Succession for Yourself

Practicing What You Teach

Are you a family business advisor whose age starts with a 5 or more? Are the people in your office walking on eggshells wondering what happens to them when you retire? Are you practicing what you teach about planning for what happens to your practice when you begin your “third phase?”

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Read moreSuccession for Yourself

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?

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Read moreEvery Exit Is An Entrance

Planning a Graceful Exit

There’s a retirement storm ahead

Planning, whether for growth or for a graceful exit, is similarly important in our own businesses and with our family business clients.

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Read morePlanning a Graceful Exit

Exit Planning Strategy

A template for your next scope-of-work proposal

Use this simple template to help develop your exit planning strategy proposal.

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Read moreExit Planning Strategy

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.

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Read moreKey Facts About Exit Planning and ESOPs

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.

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Read moreClarifying Management Roles and Expectations

6 Steps To Get The Most Out Of Your Exit Plan

Exit by design, not default

Family business owners often ask us how a solid exit plan can increase the value of their business and ensure a fair price if and when they put their business on the market. In addition to making sure you have a successful products and services, there are actions you can take to increase both the value of the business and the likelihood that you will realize that value.

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Read more6 Steps To Get The Most Out Of Your Exit Plan

Business Valuations: How to Cut Through the Confusion

And offer services that meet your client’s goals

Paul Svendson and Paul Hajek, Business Valuation specialists, experienced consultants, and coaches will help us to understand the different types of valuations, how to prepare your clients, when to introduce this process and how to help your clients to understand next steps.

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Read moreBusiness Valuations: How to Cut Through the Confusion
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.

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