Galliard Family Business Advisor Institute

Legacy

Setting Sail/Sale!

The 5 Elements of Successful Acquisitions

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 Jake was born and raised. His Dad had given his life to this business and while Jake wasn’t as willing to devote his every waking moment to Sandstone Industries, at least he wanted to see his father’s legacy live on.

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Retirement Planning Exercise

Determining values & priorities

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.

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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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Death and Legacy

A powerful reminder

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 has been happening.

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