Family Business Assessment

 

The Family Business Assessment provides family business owners with a practical roadmap in key areas of their business to successfully transition to the next generation of management and ownership. Galliard Group distills a long and complex process into understandable, achievable pieces.

Need help leveraging your legacy for your business and family?

Carefully crafted, easy-to-read, practical reports are generated covering  Strategic Planning, Financial Managment, Workforce Management, Family Governance, Succession Planning and Professional Advisors.   

Find a certified Galliard Group Family Business Advisor near you or contact Galliard Grouptoday ~ take the first step to the legacy you've earned. 

California
Sean Buxton   San Jose   Excelcia Financial Group   (408) 261-3300 ext.106  
 Idaho Steve Berch   Boise   Galliard Group  (208) 433-9353
 Idaho Peter Butler    Boise  Galliard Group (208) 433-9353
Idaho
Dawn Monroe   Boise   Galliard Group   (208) 433-9353
Idaho
Camille Oldenburg  Boise Galliard Group (208) 433-9353
 Minnesota
Vicki Jodsaas   Alexandria   The Competitive Edge  (320) 762.2515
Minnesota Vicki Prock  Minneapolis Enterprise Minnesota (800) 325-3073
New York Don Wiesenforth  Albany  Center for Economic Growth  (518)465-8975 Ext. 231
New York Jim Kehoe   Hudson Valley Technology Development Center  (914) 213-7310
New York Melissa Kelly-McCabe  Naples Clear Intent Strategy (585) 396-2577
New York Tricia Wilson  Potsdam CITEC Manufacturing & Technology Solutions (315) 268-3778
New York Tamar Gisis  New York City  Industrial & Technology Assistance Corp.  (212) 442-2990
 North Dakota Dan Halverson Fargo Dakota MEP (701)-328-5472
 Wisconsin David Townsend Northern and Eastern Wisconsin WMEP (920) 737-0050
Wisconsin Randy Bertram   Central Wisconsin WMEP (920) 737-0050

 

  
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