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Galliard Family Business Advisor Institute

Galliard Family Business Advisor Institute

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Guest Articles

Change Leadership Tools from Andy Powell

Evaluate your change readiness

GFBAI member and FBAC graduate, Andy Powell has spent the last 25 years working in the field of “change” with individual leaders and organizations. Here are some of his top tools.

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Read moreChange Leadership Tools from Andy Powell

People problems rarely “work themselves out”

Managing Performance in the Family Business

In our Human Resources consulting practice, one of our favorite euphemisms for performance management issues is when a client tells us that they need our help because an employee “isn’t working out.”

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Read morePeople problems rarely “work themselves out”

Galliard Certified Advisor Case Study

Sister Steps into CEO Role

I recently worked with a client whose business had enjoyed many years of robust growth.

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Read moreGalliard Certified Advisor Case Study

I’ll Never Let This BUSINESS Ruin Our FAMILY

Are you a family-first, business-first, or family-enterprise family business?

How many times have you heard the following: “I’ll never let this business ruin our family”? Well, I’ve heard it plenty of times and often wonder how it is that the business can ruin a family.

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Read moreI’ll Never Let This BUSINESS Ruin Our FAMILY

Don’t Miss the Significance of Engagement

Cultivating client retention

There’s a lot in print and on the web recently about the concept of “engagement” and how it applies in the sales process.

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Read moreDon’t Miss the Significance of Engagement

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:

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Read moreSuccession Planning Through the Eyes of a Community Banker

Is Corporate Social Responsibility Obsolete?

Collective efforts at measuring progress

The recent release of the Financial Inquiry Commission report offers a gruesome picture of Wall Street wheeling and dealing although blame is apportioned to many. Similarly, the Presidential Commission Inquiry on the BP oil spill in the Gulf documents extensive corporate corner-cutting and deceptive communications. Given such examples of corporate irresponsibility, one might look skeptically at corporate America’s attempts to gloss over disasters such as these through clever ad campaigns.

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Read moreIs Corporate Social Responsibility Obsolete?

Buy-Sell Disagreements

Avoiding the pitfalls and finding peace of mind

The title of this article doesn’t sound quite right, does it? The purpose of buy-sell agreements is to provide peace-of-mind for shareholders. In theory, these “agreements” should provide relatively easy business transitions from one shareholder to another.

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Read moreBuy-Sell Disagreements

Talent Management and the Economics of Intangible Value

Workforce resources for small businesses

There’s an old saying about economists that crops up every now and then, and goes a long way toward explaining why economic analysis sometimes gets a bad rap. The saying is that an economist will look at a person with one foot in a bucket of ice and the other in a bucket of fire and proclaim that, in terms of an average temperature, that person should be just fine.

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Read moreTalent Management and the Economics of Intangible Value

The 6 Elements of a Valuation Process Buy-Sell Agreement

Getting specific to crack open the conversation

A “valuation process” buy-sell agreement is an agreement that stipulates the process for determining a value of the business. This differs from a fixed price agreement, which states the dollar value of the business right in the agreement; a formula agreement, which states a formula for valuing the business (X times annual sales, for example); and a shotgun agreement, where one person has a right or obligation to buy (or sell) at a some price, and the other party has the right or obligation to sell (or buy) at that same price.

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Read moreThe 6 Elements of a Valuation Process Buy-Sell Agreement

Bridging the Past and the Future

Why legacy matters

Recognizing and honoring balance between family and business is not new to Galliard and the Family Business Advisor network. Undeniably, the vision of a family bound together by its values and traditions, and thriving in tandem with a growing business is appealing. Preserving family as the business grows and changes, however, goes beyond warmth and gets right to the heart of success. To learn more we caught up with Family Business Advisor, Michael O’Neal, to understand why legacy matters.

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Read moreBridging the Past and the Future
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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