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Helping Family Businesses Transition Successfully through effective planning that WORKS!

As a Certified Family Business Advisor through Galliard Group, Inc., we have the tools and support to serve the largest business sector in the world: the Family Business. 



A successful, well planned transition will provide opportunities for enrichment and joy and the chance to change the course of one’s life with dignity.

Many recent studies indicate that as many as 65% of business owners will transition out of their current positions within the next 5 years and most have no formal plan to do so:

With effective planning, both the family and the business can thrive through the inevitable changes that impact every small business. 

Interesting facts:



FBA Assessment [click for details]

This unique and effective assessment has been designed to provide valuable insights into your business and recommends specific actions that will help protect your business assets and investment.


Succession Planning / Exit Strategy Development [click for details]

Just like your strategic business plan, marketing plan or financial plan, a succession plan is an essential tool to chart the best course of action now and into the future. Putting a succession plan in place today will help you negotiate the problems that are inherent to governing a family business over time.


Follow the links above to learn more or contact Certified Family Business Advisor Tricia Wilson today to determine your best path forward!



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