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The transition services market for helping family-owned businesses is booming. This is not just a massive global busine

The transition services market for helping family-owned businesses is booming. This is not just a massive global business opportunity, but an opportunity to make an impact in a way that matters. You can be a part of transforming how family businesses think about,

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The transition services market for helping family-owned businesses is booming. This is not just a massive global busine

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  1. The transition services market for helping family-owned businesses is booming. This is not just a massive global business opportunity, but an opportunity to make an impact in a way that matters. You can be a part of transforming how family businesses think about, talk about, and get EXCITED about transition. Become a certified Family Business Transition Advisor (FBTA). Galliard Group has spent 25 years dedicated to significantly improving the success rate of family business transition. We believe family businesses deserve to “Transition Strong,” because family-owned businesses deserve better results on their transition journey. TransitionStrong™ is a comprehensive system integrating holistic and simple business tools that align all the pieces of a family business transition. Advisors using these tools can have an 8 times (ROI) return on investment with the first use plus the potential for follow on services. Family businesses get the results they want—a strong future, family and business. You get a great opportunity to serve the businesses that need you. You get results through: A STRONG Certification that distinguishes your practice and increases your opportunity. A STRONG Toolbox that strengthens each component of transition planning and implementation. A STRONG Approach that emphasizes compassionately and honorably serving family business, the community and economy. A STRONG Collaborative Network of thought leaders in family business transition. For more information about the TransitionStrong™ Family Business Advisor Certification, contact 320.762.1371. You may also visit www.galliardinc.com for more information and to register. • Participants in the TransitionStrong™ Family Business Advisor Program - can earn up to 10 CPE Credits in the Business Management and Organization field of study. The program is an Overview and delivery method is Group-Live. • Galliard, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

  2. Program Summary • The TransitionStrongTMprogram starts with a 2 day training workshop offering fundamentals for serving this target market: • Building Client Relationships • Transition  Strategy Planning • Advancing Conversations and Implementing the Plan • Objectives • Completing the TransitionStrong™ Family Business Advisor Program will prepare you to: • Understand and use the business Assessment Tools. • Identify the basic areas of transition planning for this client segment. • Increase your confidence in discussing Transition Strategies, and Succession Planning. • Enhance your ability to develop a powerful plan to help the business. • Access multiple tools for planning/managing the process. • Identify areas where outside, professional expertise is needed to complete successful transition, and succession planning. • Understand how to use the web-based supporting materials in servicing your clients. Process More than just a training event, TransitionStrong™Certification takes a process-oriented approach to developing Strong Advisors. The process includes: • Pre-work materials and case study review to help you prepare for the experience. • Highly praised Workshop Training and Webinar that are application based and followed by an assessment to demonstrate understanding. • A full set of Tools that you can purchase to provide transition services with clients including workbooks, on-line assessments and worksheets for each step in the process. • Post-training Collateral and Collaboration to help you promote the TransitionStrong™ model to your clients and help you connect with the other members of the Family Business Advisor Network. Purchase materials to use with clients. Pre-work Webinar TrainingAssessment Investment The cost is $2,495per participant to become fully certified to use the TransitionStrong™program &materials. Includes first client engagement materials. (A $995 value) More Information and Registration is available at: www.galliardinc.com Information regarding refund, program cancellation, and/or complaint policies is available on the website or by calling 320.762.1371.

  3. Agenda The Family Business Transition Landscape What Makes Our Method Work? The TransitionStrong™ Model The “Typical” Family Business Engagement The Family Business Assessment Tool The Transition Opportunity Transition - A Personal Journey Powerful Questions Transition Planning Process Coordinating your Project Team Strong Personal Future • Discovery: The TransitionStrong™ Assessment • The Personal Transition Strategy Personal Transition Options Personal Success Plan Strong Financial Position Personal Financial Planning Business Valuation Protect Your Future Strong Business Explore Transition Options Strong Foundation - Building Value & Sustainability - Strategic Planning Succession Planning - Identify Competencies - Successor Assessment - The Development Plan Strong Family Family Dynamics Family Governance Family Legacy Implementation The Family Business Transition Advisor’s Individual Success Plan For more information about the TransitionStrong™ Family Business Advisor Certification, contact 320.762.1371. You may also visit www.galliardinc.com for more information and to register.

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