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?
…Strategic Planning
The 7 Keys to Developing an Effective Strategic Direction
Our Time-Tested Guidelines for Strategic Planning
Get the planning basics down.
…
Exit Planning Strategy
A template for your next scope-of-work proposal
Use this simple template to help develop your exit planning strategy proposal.
…
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.
…
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.
…
6 Steps To Get The Most Out Of Your Exit Plan
Exit by design, not default
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 the business and the likelihood that you will realize that value.
…
The Link Between Innovation and the Family Business Advisor Program
5 steps to strategic innovation
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?”
…
20 Questions with the Founder of Galliard
Helping family businesses plan for succession
Lisë Stewart discusses the impending crises facing small family businesses everywhere, and how we can divert it with effective succession planning
…
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.
…