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.
…Professional Advisors
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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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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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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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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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
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
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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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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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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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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