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Galliard Family Business Advisor Institute

Galliard Family Business Advisor Institute

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  • About Us
  • Core Training: FBAC
  • Find an Advisor
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  • Resource Library
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Strategic Planning

Goal-Setting Advice for Family Business Owners: WOOP ’em!

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?

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Read moreGoal-Setting Advice for Family Business Owners: WOOP ’em!

The 7 Keys to Developing an Effective Strategic Direction

Our Time-Tested Guidelines for Strategic Planning

Get the planning basics down.

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Read moreThe 7 Keys to Developing an Effective Strategic Direction

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

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.

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Read moreCascading a Strategic Plan

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.

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Read moreBuild Recurring Revenue Into Your Advisor 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.

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Read more6 Steps To Get The Most Out Of Your Exit Plan

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?”

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Read moreThe Link Between Innovation and the Family Business Advisor Program

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

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Read more20 Questions with the Founder of Galliard

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.

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Read moreBusiness Valuations: How to Cut Through the Confusion
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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