Family Business Advisor

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.

  • We help families develop a well-integrated, comprehensive exit strategy for current leaders
  • Determine the current and desired future value of your business to maximize your investment
  • Develop a strategic plan that acknowledges the issues of both the family and the business
  • Develop succession plans that prepare future leaders for business success.


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:

  • No successors
  • No financial plan
  • No solid options for considerations

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

Interesting facts:

  • 95% of businesses in the US today are family-owned or closely-held.
  • 80% of those businesses have 20 or fewer employees.
  • Fewer than 15% have a solid plan for passing their business on to the next generation of leadership, even though 85% express a wish to do so!



FBA Assessment

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

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 email us to connect with one of our Certified Family Business Advisors today!


CITEC is a not-for-profit business consulting organization driven by a mission to help the small- and medium-sized enterprises in northern New York to thrive. The depth of our consulting team's expertise and an unbeatable nationwide network of resources will deliver the impacts your business needs to grow strategically, improve profitability, and create the competitive advantages you need.

We have proven results. Our clients are surveyed by an independent third party upon project completion and have reported amazing impacts to their businesses because of our assistance. On average, working with CITEC provides a return of $71 for every $1 of project cost.


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    CITEC Inc.
    Box 8561 Clarkson University
    Potsdam, New York 13699-8561