Why Positive Thinking Isn’t Enough Have you ever worked with a family business owner who said all the right things, had a clear goal, but never took action to make the key changes that he or she identified as important? Generally, we preach the benefits of taking a very positive approach—helping owners to visualize the… [Read More]
Strategic Planning
The 7 Keys to Developing an Effective Strategic Direction
Our Time-Tested Guidelines for Strategic Planning Develop a plan– involve your stakeholders in identifying your future direction and critical success factors. You might do this through phone surveys, focus groups and meetings with your board. State your commitment– make it clear that you are committed to this process and offer opportunities for the appropriate stakeholders… [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]
Cascading a Strategic Plan
Steps for Cascading a Strategic Plan Down Through an Organization Once a company completes their strategic plan, no matter how simple the document is, they face the challenge of cascading this plan down through the rest of the organization. All too often the key contents of the plan remain only in the purview of the senior… [Read More]
Build Recurring Revenue Into Your Advisor Firm
Webinar with John Warrillow – The Value Builder System Most advisors sell time which is tough to scale. If you advise business owners on the value of their business, The Value Builder System can give you a recurring revenue stream in your firm. This information is for members of the Galliard Family Business Advisor Institute… [Read More]
6 Steps To Get The Most Out Of Your Exit Plan
Family business owners often ask us how a solid exit plan can increase the value of their business and ensure a fair price if and when they put their business on the market. In addition to making sure you have a successful products and services, there are actions you can take to increase both the value of… [Read More]
The Link Between Innovation and the Family Business Advisor Program
A question I have been asked recently is “how can someone who is trained in the Galliard Family Business Advisor program encourage or incorporate innovation into the process?” As many of you know, the Manufacturing Extension Partnership program (MEP) is working feverishly on helping companies understand the importance of innovation to both their survival and… [Read More]
20 Questions With the Founder of Galliard
Lisë Stewart Discusses the Impending Crises Facing Small Family Businesses Everywhere, and How We Can Divert it With Effective Succession Planning 1. When did you start your business career? I started my first business 28 years ago, but the highlight of my career has been the founding of Galliard in 2004. It is the culmination… [Read More]
Business Valuations: How to Cut Through the Confusion
And offer services that meet your client’s goals Paul Svendson and Paul Hajek, Business Valuation specialists, experienced consultants, and coaches will help us to understand the different types of valuations, how to prepare your clients, when to introduce this process and how to help your clients to understand next steps. This information is for members… [Read More]
