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. The purpose is to encourage a sense of combined ownership and responsibility for the success of the project—to build a sense of team and encourage mutual cooperation… [Read More]
Collaboration, Continuity & Coverage
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. If you’re a member, or considering joining us, this is a quick way to get a good sense of what we’re all about: Video Transcript: We train advisors as to how to… [Read More]
Preparing a Plain Language Operating Agreement in the Family Business
Note – this worksheet does not constitute legal advice or direction – it is to be used in preparation for a discussion about your operating agreement with a legal advisor. 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… [Read More]
Don’t Miss the Significance of Engagement…
Thomas Gay, Refer.com There’s a lot in print and on the web recently about the concept of “engagement” and how it applies in the sales process. We all know what engagement means at an every day level as we work to connect with people in various ways or describe how someone is engaged or even… [Read More]
Exit Planning Strategy – Proposal Template
Use this simple template to help develop your exit planning strategy proposal. The exit planning strategy example template includes a foundation for building a successful exit plan process, in a proposal format. This document will help advisors prepare a scope of work that describes the steps they can take to help their client companies develop… [Read More]
Consulting Across Cultures
Learn the keys to success as we expand our businesses to serve the needs of multiple cultures in our communities. Have you ever wondered how you come across to a client from a different culture? Have you found yourself confused by a client’s reaction to your style or stumped by their interpretation of your motives?… [Read More]
Advisor Skills Video Playlist
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 This information is for members of the Galliard Family Business Advisor Institute… [Read More]
Building Your Practice Video Playlist
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 This information is for members of the Galliard Family Business Advisor Institute – please sign in:
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. She shares actual case studies, examples and materials that any advisor can use to… [Read More]
Professional Advisors: Friend or Foe?
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… [Read More]
