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Galliard Family Business Advisor Institute

Galliard Family Business Advisor Institute

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Professional Advisors

Project Partnership Agreement (PPA)

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.

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Collaboration, Continuity & Coverage

Explaining our purpose

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.

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Read moreCollaboration, Continuity & Coverage

Preparing a Plain Language Operating Agreement

Outline your ideas and wishes prior to meeting with your attorney

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.

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Read morePreparing a Plain Language Operating Agreement

Don’t Miss the Significance of Engagement

Cultivating client retention

There’s a lot in print and on the web recently about the concept of “engagement” and how it applies in the sales process.

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Read moreDon’t Miss the Significance of Engagement

Exit Planning Strategy

A template for your next scope-of-work proposal

Use this simple template to help develop your exit planning strategy proposal.

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Read moreExit Planning Strategy

Consulting Across Cultures

Have you ever wondered how you come across to a client from a different culture?

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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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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

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

Professional Advisors: Friend or Foe?

We work for you!

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.

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Read moreProfessional Advisors: Friend or Foe?

We can do better, and better

How advisors can become “positive deviants”

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.

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Read moreWe can do better, and better

Succession Planning and Development Template

A template for your next scope-of-work proposal

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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Read moreSuccession Planning and Development Template
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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info@galliardinstitute.org

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