In working with family businesses, we engage in a three-phase process of assessment, design, and implementation.
Utilizing proprietary tools and processes developed by the Galliard Family Business Advisor Institute, including the Family Business Assessment tool and the TransitionStrong™ platform, we are able to provide family business owners with a practical roadmap in key areas of their business to successfully transition to the next generation of management and ownership. Carefully crafted, easy-to-read, practical reports are generated by the Family Business Assessment for both the Client and the Advisor, and cover six key areas:
- Strategic Planning
- Financial Management
- Workforce Management
- Family Governance
- Succession Planning
- Professional Advisors
The Client Report is used to enable the Advisor to help the Client to move towards achieving their business and transition objectives.
This web-based assessment takes less than an hour to complete. It is user-friendly, cost-effective, and value packed and may be very effectively used in conjunction with the TransitionStrong™ platform.