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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

Retirement Planning Exercise – Values and Priorities

January 11, 2017 Galliard Team

When working with clients beginning to think about retirement, it helps to clearly define both their financial needs AND their emotional needs. We use this table exercise to open the conversation regarding values, goals, barriers and support. This information is for members of the Galliard Family Business Advisor Institute – please sign in:

Resource Library, Tools Aging, Exercises for Advisors, Legacy, Retirement

Free Falling…Retirement In The Age of Uncertainty

January 11, 2017 Lisë Stewart

Rethinking Retirement

7 Steps for Re-Thinking the Third Phase The drum is beating…a persistent sound that is getting louder and more urgent by the day. Now, more than ever, hundreds of thousands of Americans are facing an unknowable, unpredictable and frightening future. Most of us, as professional advisors, are aware of the economic issues surrounding this significant… [Read More]

Articles, Resource Library Change, Legacy, Retirement, Succession Planning

Meaning of Legacy

June 9, 2016 Galliard Team Leave a Comment

What Does Legacy Mean for Family Business Leaders? Do you ever think about what it means to leave a legacy behind? What does that look like? In this two-minute video, Galliard Institute founder Lisë Stewart ponders the meaning of legacy for family businesses. Click below to hear Lisë’s message on why legacy matters, what it isn’t, and the… [Read More]

Resource Library, Videos Legacy, Youtube

The 4 Secrets to Building a Legacy Family

February 26, 2016 Bhaj Townsend Leave a Comment

When it comes to great wealth, seventy percent of families lose their fortune by the end of the second generation. And in 90 percent of families, the money has vanished by the end of the third generation. This is a phenomenon that happens around the world. It is described in England as “clogs-to-clogs…in three generations.”… [Read More]

Articles, Resource Library Legacy

Bridging the Past and the Future

August 17, 2015 Michael O'Neal Leave a Comment

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… [Read More]

Articles, Resource Library Family Governance, Guest Articles, Legacy, Succession Planning, Value of Network

Death and Legacy

May 7, 2015 Lisë Stewart Leave a Comment

A week ago, my father, Bruce Bellamy, died at the age of 82. I am so thankful that he died in the arms of my sister, who has been his primary caregiver for the past two years and with whom he was very close. While I am sad to lose my father, an interesting thing… [Read More]

Articles, Resource Library Family, Family Governance, Galliard News, Generation to Generation, Legacy

Upcoming Events

  • Galliard Family Business Advisor Core (FBAC) Online Training
    Fri Apr 23 2021, 01:00pm EDT - Sat May 1 2021, 03:00pm EDT
    This is a virtual event

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