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Galliard Family Business Advisor Institute

Galliard Family Business Advisor Institute

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Hiring and Recruitment

Finding the Right People

Strategies for Recruitment

In our Human Resources consulting practice, one of the problems clients often share with us is the difficulty they say they have with finding the right people.  Many times, we find only a haphazard process [or no process] behind their recruitment efforts.

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Read moreFinding the Right People

Hiring into the Family Business

8 Tips for Finding a Good Fit

Tom shook his head and looked down in complete defeat. “The guy was great in the interview. He knew his stuff and he has a perfect background for this kind of work. I never figured he’d be such a jerk.”

How many times have we heard about bad hires?

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Read moreHiring into the Family Business

Dealing With Emotional Issues in Choosing a Successor

What if the chosen successor doesn’t have the right skills for the business?

How advisors can help make environments safe so difficult conversations can be held and how to manage emotional issues in a business as they develop future leaders.

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Read moreDealing With Emotional Issues in Choosing a Successor

ESOPs: What, When and How

What Kind of Client Might Benefit, When to Talk About Them and What To Say

Would your clients want to know how to make a leveraged buy out tax deductible?

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Read moreESOPs: What, When and How

Fallout: Protecting the Family Business Through a Divorce

6 strategies for creating a new path forward

I walked into Dan’s office on a bright spring morning expecting to hear about his recent ‘wins’ with his new hiring strategy. Instead, I found Dan, the CEO of a small family business and a long-term client, sitting in the dark, the shades pulled and his head in his hands.

He asked me to shut the door and silently motioned for me to take a seat beside his desk. “Sally and I have decided to split. We’ve been trying to make this marriage work for years and I guess we’re just too tired to do it anymore.”

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Read moreFallout: Protecting the Family Business Through a Divorce

Advisor Skills Video Playlist

6 presentations on advisor skills

A series of videos from the GFBAI archives:

  • Coaching Skills – Interview with a Master Coach
  • Building Your Company’s Reputation
  • Don’t Go with Your Gut
  • Building Trust with Clients
  • Improving Communication through Reframing
  • Succession – Dealing with Emotional Issues in Identifying a Successor
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Read moreAdvisor Skills Video Playlist

Building Your Practice Video Playlist

4 presentations on building your practice

A series of videos from the GFBAI archives:

  • The Collaboration Imperative
  • Building Your Practice – Tips For Raising Awareness
  • Collaborating and Contracting
  • Engaging the Family Business
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Read moreBuilding Your Practice 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.

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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.

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Read moreThe Coming Family Business Crisis

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

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?

Hiring SMART!

Effective Recruitment and Selection

Have you ever…

  • Been charmed by an applicant?
  • Hired a friend or family member and been disappointed?
  • Kept a poor performer long after he or she should have been asked to leave?
  • Added up the cost of making a poor hiring decision?
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Read moreHiring SMART!

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

Mentoring the Next Generation

Developing an effective internal mentoring program

For companies wanting to build their Bench Strength. Lisë Stewart, Founder and Director of Galliard, provides a practical, clear and usable outline for designing and implementing a simple mentoring program in any size of company.

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Read moreMentoring the Next Generation

New Generation Workforce

How family businesses can hire & retain the younger generation

Every generation takes a slightly different approach to life and work. With the emerging millennial generation workforce, these different approaches are affecting how business owners think about the workplace and the future of their companies. The gap can feel particularly pronounced in family-owned businesses where parents and children are working together.

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Read moreNew Generation Workforce
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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