Galliard Family Business Advisor Institute

Galliard Family Business Advisor Institute GFBAI is the international source for advisors dedicated to serving small family business. Connect & learn with a network that's as passionate as you!

Our story is a combination of three concepts: Collaboration, Continuity and Coverage. The Galliard Family Business Advisor Institute is a membership organization that actively promotes all that we hold dear – collaboration in practice, continuity in service and philosophy and coverage across the nation and beyond.

Be sure to listen to your customers.
05/11/2023

Be sure to listen to your customers.

10/07/2021

The FBAC is back and online for the first time! Still our best tool for spreading the Galliard methodology and building our global network of advisors. http://galliardinstitute.org/fbac/

Early bird registration for our training program, "Ukama" ends today!This course is designed for consultants who work wi...
09/30/2021

Early bird registration for our training program, "Ukama" ends today!

This course is designed for consultants who work with family-owned and closely-held businesses. Come learn the Galliard methodology for harmonizing the needs of the family with the interests of the business.

If you want to:

- Understand the techniques to build trust with your client companies.
- Confidently employ a number of tools to enhance family decision-making.
- Understand the role of conflict in the business dynamic and ways to minimize its negative impact and
- Develop an action plan with clients to gain commitment and momentum for change

Then click here for more info https://galliardinstitute.org/fbac/ #!event-list

Online for the first time is our Family Business Advisor Training! This is our flagship program and step one for earning...
09/29/2021

Online for the first time is our Family Business Advisor Training! This is our flagship program and step one for earning the Galliard training methodology.

The early bird rate ends on September 30th! To learn more visit https://galliardinstitute.org/fbac/ #!event-list

Here at the Institute, we are delighted to let you know that our doors are, once again, opening wide. We will begin to o...
07/14/2021

Here at the Institute, we are delighted to let you know that our doors are, once again, opening wide. We will begin to offer our training classes this fall, updating our resource library and developing new tools and techniques to share.

In addition, we have exciting news. The challenges of family businesses are not just limited to the US, but experienced around the world. In the past year, we have had inquiries from across the globe and we recognize that our work can touch many lives, well beyond our borders.

To expand our reach, increase our impact and make a difference for many more family businesses, we are joining forces with the African Family Firms (AFF) and their team of passionate advisors.

We would like to give you an opportunity to meet with AFF’s founders, Nike Anani and Tsitsi Mutendi and learn about their exciting story, their program and their plans for the future. Nike, based in Austin, Texas, and Tsitsi, based in Johannesburg, South Africa, have been able to develop a following that spans not only the entire continent of Africa but across the world. Their philosophy and mission is beautifully aligned with that of GFBAI and we believe that this new structure and leadership will provide our program with a much larger platform and opportunity to positively influence change.

Moving to a global forum with worldwide outreach I am writing this message with a profound sense of optimism for the future. We appear to be emerging from a time of great uncertainty, sadness and frustration and are finally able to observe, firsthand, the impact of the past year on our families and....

On the eve of a very special July 4th weekend, we want to welcome you back and invite you to join us for a fantastic sum...
07/01/2021

On the eve of a very special July 4th weekend, we want to welcome you back and invite you to join us for a fantastic summer of big news, opportunities for expansion, exploration and learning!

On the eve of a very special July 4th weekend, we want to welcome you back and invite you to join us for a fantastic summer of big news, opportunities for expansion, exploration and learning!

Special online training in June through the Gestalt Institute! Take a coach approach to family business advising to lear...
05/22/2020

Special online training in June through the Gestalt Institute! Take a coach approach to family business advising to learn how to work with individuals in the context of their complicated, emotionally-charged, and sometimes contentious, family systems.

A calendar of trainings, webinars, coaching calls and publications for members of the Galliard Family Business Advisor Institute

10/18/2019

Join our discussion next week! We'll be talking about extricating yourself from a long-term client relationship where the value has waned and the client is really ready to fly on their own.

"It’s a three-generation, woman-owned business that combines Old World charm and industriousness with an updated approac...
09/23/2019

"It’s a three-generation, woman-owned business that combines Old World charm and industriousness with an updated approach to marketing. And if you think these mothers and daughters succumb to the stereotype of boisterous familial squabbling, not a chance."

Three generations of women from one family keep Beacon Hill’s Crown Cleaners looking sharp.

"A 2018 report from the Deloitte Family Business Centre notes that many family businesses lack a fully developed digital...
09/12/2019

"A 2018 report from the Deloitte Family Business Centre notes that many family businesses lack a fully developed digital strategy, with 40 per cent of surveyed respondents saying either they didn’t have one or that they were still working on it."

Digital technology has accelerated the pace of change in business ecosystems considerably over the past couple of decades, but in...

“Just when you think you have the perfect system in place and it's producing results, it breaks again. When that happens...
09/09/2019

“Just when you think you have the perfect system in place and it's producing results, it breaks again. When that happens, you have to pivot quite quickly. At the end of the day, we realize now that your business should feel broken at all stages, because if it doesn't feel broken, it's not moving forward.”

In this interview at ClickFunnels' annual Funnel Hacking Live conference, Emily Richett chats with Ryan Margolin, CEO of Professional Hair Labs, to learn about how the company scaled to eight figures in revenue using a people-first motto. Margolin's company started out as a small, family-owned busin...

"The board of the FBC, which currently boasts nearly 60 members, was involved in not only making sure Kirley was a prope...
09/07/2019

"The board of the FBC, which currently boasts nearly 60 members, was involved in not only making sure Kirley was a proper fit — she and Bryck both took a battery of personality tests — but that the transition was given the time, resources, and blueprint to help ensure success. By time, they meant nearly 10 months of the two working together at the FBC, and by resources, they meant the payroll flexibility to have them both on the clock for that extended period."

Transition Game As the founding director of the Family Business Center of the Pioneer Valley, Ira Bryck has spent countless hours talking about the importance of succession planning and how to execute it properly. When it came time for his agency to transition, he — and his board — followed his ...

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