Sample PPA & Fill-in-Blank
A Project Partnership Agreement (PPA) is an agreement between a contracted professional and a client that clearly outlines the expectations of both parties in regard to a project.
…A Project Partnership Agreement (PPA) is an agreement between a contracted professional and a client that clearly outlines the expectations of both parties in regard to a project.
…A quick, two-minute speech on our three key ideas at the Galliard Family Business Advisor Institute, delivered by Galliard Founder and President Lisë Stewart.
…An LLC (limited liability company) operating agreement allows you to structure your financial and working relationships with your co-owners in a way that suits your business needs and, often, your family needs.
…There’s a lot in print and on the web recently about the concept of “engagement” and how it applies in the sales process.
…Use this simple template to help develop your exit planning strategy proposal.
…A series of videos from the GFBAI archives:
A series of videos from the GFBAI archives:
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.
…Do you work with a trusted estate or tax attorney? Have you found a CPA who speaks your language? Does your insurance agent really give you ‘peace of mind’? Many small business owners have voiced some frustration in finding and working with professional advisors. Trust is not always high and there is often a disconnect in the language spoken by advisors – whether it is the use of ‘legalese’ or financial jargon that can be confusing at best.
…I recently read an excellent book by the surgeon, Atul Gawande, entitled Better: A Surgeon’s Notes on Performance (Picador 2007). It tells of the many lessons he learned about what makes some people and organizations just better—by breaking out of the mold of convention, pushing forward against sometimes mind-boggling odds and constantly questioning why we do the things we do.
…Need to create a succession plan and development strategy? This template can help!
Use this example as a foundation for your top-notch succession plan. The template can help you think through purpose and outcomes, actions, and cost.
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